Finance - Reporting Analyst I

As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We’re looking for a Financial Reporting Analyst to join our Finance team.

Reporting to the Senior Manager, Financial Reporting & Tax, the Financial Reporting Analyst is responsible for assisting with the preparation of various monthly and quarterly financial reports, complex journal entries, and annual audited financial statements.

This position is also responsible for preparation of accounting position papers, journal entries, analyses of accounting & financial reporting issues and supporting corporate audit requests.

You are consistently looking for ways to improve your personal best and see value in continuous improvement. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

Supporting the month-end and year-end close process including preparation of working papers, journal entries, and associated analyses for specific financial reporting items

Preparing accounting position papers (mainly in relation to IAS 38, but other areas as well), researching and drafting memos to file

Maintaining organized, audit ready files with appropriate documentation that are fully referenced and supported

Supporting the year-end audit process including compilation of financial statements and note disclosures, preparation of audit working papers and reconciliations, and responding to auditors’ queries as appropriate

Assisting with annual SOC audit and liaising with appropriate departments in the organization and external auditors to facilitate the audit process

Assisting the Senior Manager, Financial Reporting & Tax with ad-hoc projects

Bachelor’s Degree in finance or commerce, with a CPA designation

• 3+ years in an audit role and preferably working in a public accounting firm
• Proficient in MS Excel (intermediate to advanced level) and MS office applications. Ability to build queries using SQL is an asset
• Prior experience creating reports with Power BI is an asset
• Prior audit experience, particularly with internal controls, is an asset
• Prior experience with Sage Intacct, and using Intacct Report Writer, is an asset
• Understanding of securities and capital markets as well as previous experience in the security brokerage industry would be an asset
• Fluent communication skills in English are required and bilingual skills in French are an asset

Excellent health, dental and insurance benefits to meet the diverse needs of our employees

Generous vacation time, fitness benefit, parental leave top-up options

Matching contributions to our retirement program

Commitment to the continuous improvement of our staff through learning & development and an education assistance program

Regular social events to foster teamwork

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. This position is posted with an expected salary range of $83,000 - $100,000 CAD annually.