Senior Financial Analyst Full-time Job
Dec 9th, 2024 at 13:24 Financial Services Markham 17 views Reference: 10730Job Details
The Senior Financial Analyst provides complex transactional support for a process within a full accounting cycle and is knowledgeable in the full transactional details and accounting cycle and can effectively review all transactions within the portfolio and can communicate recommendations to senior stakeholders. Provides analysis, takes leads and makes recommendations for areas such as planning, forecasting, reporting, audit and process improvements.
This role will work in collaboration with all key BGIS departments to ensure full support of all activities and play a key role in our INTEGRATED approach to operating buildings.
Opportunities for Development:
At BGIS we are committed to the development of our people – offering them opportunities to learn and grow into various roles. Success in the role offers Team Members the opportunity to explore various roles – some include:
- Finance roles for different industry workstreams
- On account operations leadership roles in both Facility Management and Project Management
KEY DUTIES & RESPONSIBILITIES
Safety Ownership and Regulatory Compliance:
- Comply with all internal and external requirements including but not limited to environmental, health and safety, fire protection and mandated by BGIS Health Safety and Environment Teams and enforced by law.
Accounting
- Complex transactional support for a process within an accounting cycle
- Completes and resolves assigned complex or high volume account reconciliations
- Identifies and resolves complex transactional accounting discrepancies. Recommends solutions for accounting discrepancies and seeks involvement of management, where required
Accounting Policy
- Understand GAAP requirements relevant to the financial cycle or portfolio supported
Audit Support and Controls
- Intermediate understanding of internal/Client control requirements and seek guidance on complex areas. In addition to ensuring compliance.
- Maintains accurate and complete records for audits
- Gathers audit support data upon request
- Liaises with auditors to review audit support
Financial Systems
- Intermediate level knowledge of current accounting systems and MS Office suite of software
- Intermediate understanding and ability to document the transactional and financial data flows between relevant financial systems
- Able to work with IT and operational teams on intermediate and more complex system setups, as well as recommend technology improvements related to Finance
Planning/Forecasting
- Prepares more complex forecasts (internal and external) with the appropriate back-up (including assumptions and calculations)
- Responsible for partnering with stakeholders in preparation of forecasts
Analysis
- Prepares in-depth financial analysis (recurring and ad-hoc) and makes recommendations to internal and external stakeholders
Reporting
- Preparation and/or review of internal/external reports
- Presenting reports to stakeholders
- Prepares intermediate business cases
Scope/Complexity
- Single, high volume or multiple, low volume portfolios
- With complex transactions
- Some understanding of the broader portfolio
Interaction with Stakeholder
- Increased Stakeholder interaction
- Consults with Manager for significant issues with recommendations
- Generate transactional data and more complex analysis to support operational decision making, with recommendations
Financial Management/Contract Interpretation
- Strong understanding of financial obligations of portfolio and ability to investigate and interpret on areas as required.
- Ensures portfolio deliverables of a financial nature are met in a timely and efficient manner
- Monitors forecasted annual performance and recommends/assists in action plan
- Seeks guidance on contract/portfolio financial terms and conditions for assigned accounts
Process Adherence / Implementation
- Understand complex business processes and ensures compliance and ensures appropriate documentation
- Conducts root cause analysis on process gaps. Recommends major process improvements within assigned portfolio
- Prepares draft policies and procedures
Problem Solving
- Identification of basic issues or discrepancies
Technical and Business Knowledge
- Has gained an intermediate level of understanding of the industry and business which they support. Can answer basic questions regarding the general business.
- Has cultivated relationships with operational counterparts and has earned trust as a business partner.
KNOWLEDGE & SKILLS
- College/University graduation and CPA designation and 3-5 years of demonstrated experience
- Ability to communicate accounting principles to support procedures and to explain financial results within the team and to internal customers.
- Ability to complete and resolve assigned complex account reconciliation which sees the highest transaction volume or deal with multiple portfolios or business units.
- Ability to reconcile and resolve discrepancies between general ledger and sub ledger.
- Ability to identify and provide recommendations for issues and process improvement opportunities at account and business unit level following GAAP procedures.
- In-depth understanding of audit requirements within scope of responsibility.
- Ability to provide input to process documentations and business cases; write variance explanations, summaries of findings and recommendations.
- Advanced level knowledge of current accounting systems and MS Office suite of software
Licenses and/or Professional Accreditation
- Certified Professional Accountant (CPA)