Financial Operations Analyst POST NUMBER: 144404

About Our Client
Our client is sourcing a Financial Operations Analyst for a 6-month contract.

About the Opportunity

• Support full-cycle commission processing workflow across multiple legal entities, including calculation, review, and disbursement of advisor compensation
• Validate source data inputs for commission runs, ensuring data integrity, completeness, and alignment with payment schedules
• Analyze and resolve commission variances, reconciling outstanding items and coordinating adjustments with Operations and Accounting
• Perform account reconciliations (commissions, trust, and A/P), ensuring timely clearing of balances and proper financial statement alignment
• Respond to advisor queries on compensation, payment discrepancies, and transaction adjustments with clear, professional communication
• Investigate payment exceptions (e.g., rejected deposits, corrections) and communicate downstream impacts to commission earnings
• Administer sales tax processes, including verification of GST/HST registrations and maintaining compliance with tax requirements
• Support setup and maintenance of advisor tax profiles within internal systems for accurate tax treatment on commissions
• Calculate and reconcile sales tax on advisor payouts, assisting with remittance preparation and audit-ready documentation
• Execute and monitor internal controls over financial operations, identifying breakdowns, inefficiencies, or control gaps for escalation
• Contribute to periodic reporting and regulatory outputs (e.g., T4A filings), and provide supporting documentation during audits
• Develop and maintain operational reporting (commission analytics, AUA trends), while delivering ad hoc analysis to support management decision-making

About You

• 5 years of day to day accounting, end-to-end processing of commissions, resolving discrepancies, advisor inquiries
• Experience in finance and/or wealth management industry
• Strong excel ability – pivots, data management, exposure to macros is an asset
• CPA is an asset but not required
• Experience with AP is an asset but not required
• French language speaking is an asset but not required
• Strong system experience is an asset
• Polished and well communicative enough to make executive presentations
• Self-starter, tenacious, and ability to multi-task in a fast-paced environment

How to Apply
Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote #481271.

This position for employment is for a current vacancy with Vaco/Highspring’s client. You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.