Job Description

Job Description

Job Description

JOB SUMMARY:

The Financial Analyst plays a key role in managing financial operations, from daily transaction processing to system administration and process improvements. This role oversees core accounting functions, ensuring accuracy and compliance while supporting continuous improvement efforts. The Financial Analyst collaborates with multiple departments including Sales, Management, Controller, Services, and Support, leveraging analytical skills to optimize financial procedures and reporting.

KEY RESPONSIBILITIES:

1. Order Processing:

• Conduct price and margin analysis, review customer orders for accuracy, and ensure alignment with company policies.
• Oversee customer order review and acceptance, vendor purchase order (PO) processing, and customer invoicing.
• Manage the end-to-end purchase order fulfillment process, including coordinating with suppliers & customs brokers, and overseeing shipping logistics to ensure timely and cost-effective delivery.

2. HST/GST/PST Reconciliation and Filing:

• Complete monthly Harmonized Sales Tax (HST), Goods and Services Tax (GST), and Provincial Sales Tax (PST) reconciliations and file monthly returns, ensuring compliance with tax regulations.

3. Monthly Journal Entries:

• Post monthly journal entries, including accruals, reclass, and adjustments, to maintain the accuracy of the company records and financial reports.

4. Sales Commissions:

• Calculate monthly sales commissions, ensuring timely and accurate payments to the sales team. Review system calculations where necessary.

5. Accounts Receivable, Accounts Payable, and Payroll:

• Oversee weekly accounts receivable, accounts payable, payroll, subcontractor bills, and related payment submissions to ensure financial accuracy and timely processing.
• Ensure the timely and accurate recording of vendor bills and the issuance of invoices to customers, maintaining compliance with accounting standards and organizational policies.

6. Cash Management:

• Reconcile bank and credit card accounts, create payment recommendations, and monitor cash flow and liquidity to meet operational needs.
• Work with management to help forecast and manage cash positions to ensure sufficient funds are available for day-to-day operations, accounts payable, and investment opportunities.

7. System Administration:

• Manage and maintain Accounting Systems, Customer Relationship Management (CRM), Business Collaboration, Sales Commissions Portal, Support Desk, and Professional Services Automation (PSA) tools.
• Responsibilities include system design, planning updates, and ongoing maintenance to ensure system efficiency and reliability.
• Coordinate with relevant business stakeholders for system enhancements and resolve issues as they arise.

8. Reporting:

• Third-Party Reporting: Assist the Controller with preparing and submitting financial reports as required by customers, vendors or government entities.
• Internal Reporting: Generate and distribute monthly internal reports, providing management with additional insights to support decision-making.

9. Process Improvement:

• Identify and recommend improvements to financial processes, focusing on efficiency, accuracy, and compliance.
• Update and document financial procedures to reflect process changes and best practices.

QUALIFICATIONS:

• Bachelor’s degree in Finance, Accounting, or a related field.
• Strong analytical skills and attention to detail.
• Proficiency in financial reporting, tax compliance, and order processing.
• Experience with CRM, PSA, and accounting software administration.
• Knowledge of process improvement methodologies is a plus.

We are a rapidly growing Systems Integrator and Managed Service Provider (MSP) specializing in cybersecurity and digital transformation. As a trusted advisor to our clients, we deliver innovative value-added services and technology solutions that drive business growth with security.

Company Description

We are a rapidly growing Systems Integrator and Managed Service Provider (MSP) specializing in cybersecurity and digital transformation. As a trusted advisor to our clients, we deliver innovative value-added services and technology solutions that drive business growth with security.

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