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Senior Financial Analyst
PointClickCare. Prepare quarterly and annual Audit Committee and Board materials, coordinating inputs across finance teams and ensuring timeliness and accuracy .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in US GAAP financial statement preparation, technical accounting research, and internal controls, while effectively managing audit processes and leveraging automation tools to enhance financial workflows.
Highest-signal resume keywords
CPA DesignationUS GAAP Financial Statement PreparationInternal Controls ExperienceAdvanced Excel SkillsExperience with Automation Tools
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingTechnical Accounting ResearchAudit DocumentationImpairment TestingLease AccountingStock-Based CompensationR&D CapitalizationBalance Sheet ReportingCash Flow ReportingFinancial Analysis
Soft Skills
Strong Interpersonal SkillsOrganizational SkillsAbility to Handle Competing PrioritiesQuick LearnerTeam Player
Tools & Technologies
AlteryxPower BITableauAI ToolsAutomation Tools
Certifications & Qualifications
CPA Designation
Industry Keywords
Audit Committee MaterialsRisk Control MatrixFinancial RisksAudit ComplianceFinancial Statements
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Prepare quarterly and annual Audit Committee and Board materials, coordinating inputs across finance teams and ensuring timeliness and accuracy
- Prepare US GAAP annual financial statements and note disclosures with appropriate working papers and schedules
- Research and prepare technical position papers related to new accounting standards and complex transactions for senior management and external auditors
- Manage monthly balance sheet and cash flow reporting and operating metrics
- Act as primary liaison between external auditors and internal stakeholders, managing communications and coordinating audit activities
- Leverage AI and automation tools to enhance efficiency and scalability across workflows
- Support the accuracy and completeness of complex accounting treatments, including audit-ready documentation for ASC 350-40 and ASC 842
- Support special projects and ad hoc initiatives with finance and business leaders
- Provide support for month-end close, accounting activities, analysis, and reconciliations
- Maintain ownership of the Risk Control Matrix and support audit and compliance requirements
- Identify opportunities to enhance internal control processes across financial reporting cycles and entity-level controls
- Support monthly, quarterly, and annual financial reporting, including Audit Committee materials, investor materials, and financial statements
- Report to the Senior Manager
Requirements
What you’ll need- CPA designation
- 4+ years of progressive finance experience
- Big 4 or mid-sized public accounting firm experience an asset
- Exposure to advanced analytics, workflow, and automation tools (e.g., Alteryx, Power BI, Tableau) considered an asset
- Experience or demonstrated curiosity in applying AI and automation within finance and accounting
- Internal controls experience and understanding of key financial risks
- Experience with writing technical accounting memos or formal reports to Senior Management
- Preferable experience in impairment testing, lease accounting, stock-based compensation and R&D capitalization
- Flexible, organized, and able to handle multiple and competing priorities
- Quick learner with the ability to thrive in high paced environments
- Team Player with strong interpersonal skills and sound business judgement
- Advanced Excel skills
- Must reside within commutable distance to the specified office/location
- Commitment to following information security policies and procedures if hired
Benefits
Comp & perks- Benefits starting from Day 1
- Retirement Plan Matching
- Flexible Paid Time Off
- Wellness Support Programs and Resources
- Parental & Caregiver Leaves
- Fertility & Adoption Support
- Continuous Development Support Program
- Employee Assistance Program
- Allyship and Inclusion Communities
- Employee Recognition
- Bonus
- Flexible work arrangements
- Training and development opportunities