Financial Analyst

Toronto, ON
On-site
Posted Sep 26, 2026
1 position

$90,000–$105,000 / year

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Employment type: Full-time
Experience level: Mid-level · 2+ years
Minimum education: Professional degree
Apply by: Oct 31, 2026
Posting language: English
Working hours: 40 hours per week
Seniority: Mid-Senior level

Job summary

Prepare financial statements, working papers, reconciliations, tax and audit support, and investor-related calculations for a portfolio of investment entities. Support close, budgeting, cash management, and operational finance activities while coordinating with internal teams and external service providers.

Job details

A specialized financial services organization is seeking a Financial Analyst to join its finance team. This is an excellent opportunity for an early-career accounting professional looking to expand beyond traditional audit work and gain broader experience across financial reporting, investment-related accounting, tax support, and operational finance. About the Role Reporting to a senior finance leader, the Financial Analyst will support the accounting, reporting, tax, and administrative requirements of a portfolio of investment-related entities. You'll work closely with internal finance and business teams as well as external accounting, tax, audit, and service providers. What You'll Do Prepare quarterly and annual financial statements and supporting working papers Support month-end and year-end close activities for assigned entities Prepare capital account, distribution, and investor-related calculations and documentation Assist with budgeting and analysis of actual results against expectations Prepare audit support materials and respond to external auditor requests Compile information for regulatory and tax reporting requirements Prepare reconciliations and supporting schedules for domestic and international tax compliance Assist with invoicing, payment processing, and cash management activities Maintain process documentation and identify opportunities to improve finance workflows Coordinate with external advisors and service providers to ensure accurate and timely deliverables What You'll Bring 1-3 years of accounting experience, ideally in public accounting, audit, fund accounting, or a related environment CPA designation or active progress toward a CPA qualification Strong Excel skills and confidence working with detailed financial data and calculations Strong attention to detail, organization, and ability to meet competing deadlines Ability to learn new processes quickly, take ownership, and exercise sound judgment Excellent written and verbal communication skills Ability to work independently while contributing effectively within a team Exposure to financial services, investment, fund, partnership, or asset management accounting is an asset Familiarity with tax, capital accounts, distributions, or cross-border reporting is an asset Experience with accounting systems or process documentation is an asset Interest in investment management and financial markets is an asset Why Join This role offers an opportunity to build a broad finance foundation early in your career rather than specializing too narrowly. You'll gain exposure to financial reporting, accounting, taxation, audit, investor-related activities, and operational finance while working alongside experienced professionals. The organization supports ongoing professional development and encourages team members to expand their technical knowledge and take on greater responsibility over time.

What you’ll do

Requirements

Requires 1–3 years of accounting experience, ideally in public accounting, audit, fund accounting, or a related field, along with a CPA designation or active progress toward one. Candidates should have strong Excel skills, attention to detail, organization, communication, and the ability to work independently and collaboratively; investment, tax, and cross-border reporting experience is an asset.