Financial Analyst - Expert

at  Robertson and Company

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.
Introduction: Robertson is seeking a skilled Sr. Analyst – Securitization to join our client.
Contract Dates: 23 months
Pay Rates:
IC: $67 per hour
T4: $58.50 per hour
Business Hours: Monday to Friday

Job Responsibilities:

• Supports the execution of strategic initiatives; includes tracking metrics and milestones
• Breaks down strategic problems, and analyses data and information to provide accounting insights and recommendations
• Identifies opportunities for alignment with accounting / finance processes and other operational processes
• Acts as point of escalation on operational matters and matters falling outside of policy
• Analyzes financial results to support financial period closing and reporting processes and provide insights and recommendations
• Gathers and formats data into regular and ad-hoc reports and dashboards for assigned legal entity, business, or group financial information packages
• Supports the preparation of journal entries, monthly / quarterly reporting packages and financial statements, including applicable tax payments and reconciliations, in accordance with accounting rules and standards
• Provides information and supports the process for internal (e.g. corporate and SOX) and external audits
• Reviews supporting documentation, escalating areas of concern and making any necessary amendments
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.

Experience & Qualification Requirements:

• 5+ yrs relevant experience (asset backed securities ideal)
• Accounting designation or in progress
• Advanced Excel
• Team player
• Flexible (workloads may adjust based on incoming projects)
• Detail-oriented
• Adobe
• Previous banking experience preferred
• Power BI experience an asset

Personal Attributes:

• Strong organizational and time management skills
• Ability to work independently as well as part of a team
• Willingness to learn and a fast learner
• Analytical and problem-solving skills - In-depth
• Data driven decision making - In-depth.

• Supports the execution of strategic initiatives; includes tracking metrics and milestones
• Breaks down strategic problems, and analyses data and information to provide accounting insights and recommendations
• Identifies opportunities for alignment with accounting / finance processes and other operational processes
• Acts as point of escalation on operational matters and matters falling outside of policy
• Analyzes financial results to support financial period closing and reporting processes and provide insights and recommendations
• Gathers and formats data into regular and ad-hoc reports and dashboards for assigned legal entity, business, or group financial information packages
• Supports the preparation of journal entries, monthly / quarterly reporting packages and financial statements, including applicable tax payments and reconciliations, in accordance with accounting rules and standards
• Provides information and supports the process for internal (e.g. corporate and SOX) and external audits
• Reviews supporting documentation, escalating areas of concern and making any necessary amendments
• Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements