The Experienced Associate is a hands-on member of the Finance & Accounting team in a dual-faceted role spanning financial reporting and financial planning & analysis (FP&A). The role is responsible for the accuracy and reliability of the Firm’s financial reporting, while turning financial data into the analysis and forecasts that support management decision-making. It combines the discipline of month-end close and reporting with a forward-looking analytical perspective.
The ideal candidate has solid financial reporting experience, excellent attention to detail and genuine analytical curiosity — someone equally comfortable preparing and reconciling the numbers as interpreting them, explaining the trends and presenting them clearly to leadership.
Key Responsibilities
Financial Reporting
We are looking for someone who combines the rigour of financial reporting with curiosity about what the numbers are saying. The successful candidate will take ownership of their responsibilities, understand how today’s results inform tomorrow’s decisions, and connect accounting, analysis and Firm strategy. This is an excellent growth opportunity for someone looking to broaden their financial reporting expertise into financial planning & analysis.
The ideal candidate has solid financial reporting experience, excellent attention to detail and genuine analytical curiosity — someone equally comfortable preparing and reconciling the numbers as interpreting them, explaining the trends and presenting them clearly to leadership.
Key Responsibilities
Financial Reporting
- Prepare and coordinate the month-end, quarter-end and year-end close, including journal entries, accruals, reconciliations and balance sheet account analysis.
- Prepare monthly and annual financial statements and management reports for leadership and partners.
- Analyze variances between actual results, budget and prior periods, and explain their drivers.
- Review general ledger activity, investigating and resolving discrepancies.
- Prepare year-end audit files and act as a point of contact for external auditors.
- Ensure compliance with applicable accounting standards (ASPE or IFRS) and support the application of the Firm’s accounting policies.
- Support the development of the annual budget and periodic forecasts in partnership with the Controller/Director of Finance.
- Build and maintain financial models and forecasting tools (revenue, expenses and cash flow).
- Track and analyze the Firm’s key performance indicators, including billable hours, realization, work in progress, billings and collections.
- Prepare profitability analysis by practice group, client or matter to support decision-making.
- Perform ad hoc and scenario analysis to support management’s strategic initiatives.
- Develop and improve clear, useful dashboards and reports for leadership and partners.
- Maintain strong accounting controls and identify opportunities to improve the accuracy, efficiency and reliability of financial processes.
- Assist with the documentation, standardization and improvement of close, reporting and budgeting processes.
- Work with technology and automation tools to streamline repetitive reporting and analysis workflows.
- Provide backup support to the accounting team (accounts payable, cash management, banking) as needed due to workload, absences or deadlines.
- Take on additional responsibilities as the role and organization evolve.
- University degree in accounting, finance or a related field; CPA designation (obtained or in progress) is a strong asset.
- Three to four years of progressive experience in financial reporting, general accounting or audit, ideally with exposure to budgeting and forecasting.
- Demonstrated experience with month-end and year-end close, financial statement preparation and variance analysis.
- Good knowledge of Canadian accounting standards (ASPE or IFRS).
- Advanced Excel skills, including financial modelling; experience with Power BI or a similar tool is an asset.
- Comfort working with accounting and financial systems; experience in a professional services firm is an asset.
- Strong analytical and synthesis skills, with the ability to communicate financial information clearly to non-finance stakeholders.
- Accuracy, attention to detail and the ability to identify issues, investigate their source and bring them through to resolution.
- Comfortable operating in a fast-paced professional environment with changing priorities.
- Familiarity with Claude Code or similar tools is not required but would be an asset.
We are looking for someone who combines the rigour of financial reporting with curiosity about what the numbers are saying. The successful candidate will take ownership of their responsibilities, understand how today’s results inform tomorrow’s decisions, and connect accounting, analysis and Firm strategy. This is an excellent growth opportunity for someone looking to broaden their financial reporting expertise into financial planning & analysis.