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About the Role
This role offers an excellent opportunity to build broad financial reporting and analysis experience within a dynamic and growing organization. You will play a key role in the monthly close process, financial reporting, account analysis, and audit support activities while partnering with experienced finance professionals to improve processes and strengthen financial controls. This position is ideal for an ambitious accounting professional looking to deepen their technical accounting expertise and accelerate their career development.
Responsibilities
- Prepare and review journal entries and account reconciliations as part of the month-end, quarter-end, and year-end close processes.
- Analyze financial results, investigate variances, and provide insights into key drivers of account activity and business performance.
- Prepare working papers and supporting schedules for financial statements, regulatory filings, and management reporting packages.
- Support the preparation and review of sales tax filings and other regulatory reporting requirements.
- Assist in the preparation of monthly, quarterly, and annual financial reporting deliverables.
- Collaborate with internal stakeholders to ensure the completeness, accuracy, and integrity of financial information.
- Support internal, external, and regulatory audits through the preparation of documentation, schedules, and analysis.
- Identify opportunities to enhance processes, strengthen controls, and improve operational efficiency.
- Participate in special projects, financial analysis, and ad hoc initiatives that support the broader Finance function.
Requirements
- 2+ years of accounting, financial reporting, or public accounting experience.
- Post-secondary education in Accounting, Finance, or a related field.
- CPA designation in progress or a commitment to pursuing the CPA program is considered an asset.
- Strong understanding of accounting principles and financial reporting concepts.
- Proven analytical and problem-solving skills with the ability to investigate and resolve issues independently.
- Strong attention to detail and commitment to accuracy.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Effective verbal and written communication skills.
- Strong interpersonal skills and the ability to work collaboratively across teams.
- Experience with financial reporting, ERP, or accounting systems.
- Investment industry experience is considered an asset.
- Experience supporting external, internal, or regulatory audits is considered an asset.
Skills
- Accounting principles
- Financial reporting
- Analytical skills
- Problem-solving skills
- Attention to detail
- Time management
- Verbal communication
- Written communication
- Interpersonal skills
- Collaboration
- ERP systems
- Accounting systems
Location
- In-office
Work Type
- Full-time
Experience Level
- Intermediate
Education Level
- Post-secondary education in Accounting, Finance, or a related field
- CPA designation in progress
Salary/Compensations
- $55,000 to $76,000
Benefits
- Participation in a bonus program
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-related programs
- Paid holidays
- Vacation time
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
About the Company
- CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
- Since 1965, we have consistently anticipated and responded to the changing needs of investors.
- We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
- Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.
- Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
Equal Opportunity
- CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.
- If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.