Lead Financial Accountant at Investment Dealer
Peters & Co Limited
Elevate your career as a Senior Financial Accountant in the finance function of an investment dealer. Manage financial reporting and regulatory filings to ensure compliance with strict securities regulations. Reporting to the Financial Controller, you will play a crucial role overseeing financial information accuracy and timely reporting. This position requires a CPA designation and 5-7 years of progressive accounting experience, ideally in a financial services or broker-dealer context. Strong analytical skills and proficiency in Microsoft Office, especially Excel and Power BI, are essential for optimizing processes and driving efficiency. Key Responsibilities:
- Prepare monthly and annual regulatory reports for CIRO and FINRA
- Conduct weekly management reporting and regulatory capital calculations
- Prepare audit schedules and assist external audits
- Support treasury activities, including cash management
- Analyze financial performance and provide actionable recommendations
- Must possess CPA designation
- 5-7 years of accounting experience in related environments
- Advanced Excel skills and Power BI experience required
- Strong analytical and problem-solving skills
- High attention to detail with the ability to prioritize
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