Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Senior Analyst, Accounting role.
Rezi rewrites your resume against CI Financial's job description. Free.
Tailor your resume to this Senior Analyst, Accounting role.
Rezi rewrites your resume against CI Financial's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Senior Analyst, Accounting posting at CI Financial — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Senior Analyst, Accounting posting at CI Financial — free, in seconds.
About the Role
This role plays a critical part in overseeing corporate banking relationships for Canadian entities, preparing cash flow forecasts, and supporting the Asset Management Accounting team on monthly close processes. The successful candidate will be a team player, analytical, and able to multi-task.
Responsibilities
- Maintain cash flow forecast for main operating entities and stay up to date on upcoming cash activities
- Coordinate with US Treasury team for overall global treasury function
- Manage and coordinate the draw and repayment processes on debt and credit facilities
- Oversight of all corporate banking relationships across all Canadian entities
- Review documentations from legal and 3rd parties as it pertains to both debt and equity transactions and reporting
- Assist with month-end close processes for the asset management entities, analysis of monthly trends in expenses, prepare supporting audit schedules and control documentation; liaise with internal and external auditors as required
- Assist with ad-hoc projects as required (i.e. building of ad-hoc reports, process improvements, system upgrades/implementations, etc)
Requirements
- 5 years accounting experience, preferably in asset management or financial institutions
- Treasury experience in asset management or financial institution an asset
- CPA designation or close to completion
- Ability to prioritize effectively and work efficiently to meet various daily and monthly deadlines, highly organized
- Detailed-oriented, extremely self-motivated and dedicated, and a good team player
- Excellent communication and interpersonal skills
- Deep curiosity to understand “why” and the business rationale behind each transaction/cash activity, highly analytical
- Persistent drive for continuous improvement and not settling for the status quo
- Collaborative; ability to work cross-functionally
- Experience working with a large ERP system (in particular WorkDay) is desirable, but not required
Location
- Onsite
Work Type
- In-office work model
- Four days per week onsite
Experience Level
- Senior Analyst
Education Level
- CPA designation or close to completion
Salary/Compensations
- $70,000 to $95,000
- Eligible for participation in a bonus program
Benefits
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-related programs
- Paid holidays and 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.
- We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
Equal Opportunity
- We are focused on building a diverse and inclusive workforce.
- 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.