Job Description

About the Firm:

A firm in the service industry with a long history of servicing and advising their clients throughout Ontario and our Country.
In recent years, they have expanded operations to additional convenient locations noted here in order to better meet their clients needs.

Essential Tasks:
  • Analytical and general accounting, fixed Assets, revenue analysis and reporting with reconciliations needed at period and year-end.
  • Assists with the monthly and quarterly close process including preparation of journal entries.
  • Responsible for accounting, reporting and analysis of multiple Ontario and Canadian locations.
  • Conducts and analyzes monthly balance sheet account reconciliations.
  • Reviews and analyzes monthly revenue and provide variance analysis vs budget projections.
  • Set a pattern for rolling forecasts per location.
  • Facilitates local reporting and annual audits participation needed.
  • Collaborates on department initiatives and assists with special projects.
  • Handle tax inquiries by CRA.
  • Manage the auditors expectations.
  • Complete the needed payroll rec on a regular basis.
  • Tax filing when needed at a corp. level

  • 3yrs plus experience as an SFA from the insurance or trust industries
  • Brokerage exposure is an asset
  • Pursuing or just completed CPA qualifications
  • Excel ability and system savvy is a must
  • Working up to and including the Trial Balance/Audit assist a must
  • Ability to complete tax corp. documentation, Filing etc.
  • Good communications skills both written and verbal


Position Id
Full-Time Regular
Hamilton ON