Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Financial Analyst supporting accounting and payment operations in a fast-scaling SaaS startup. Ensuring revenue accuracy through reconciliations and automating finance processes.
Responsibilities
- Ensure on time, accurate execution of recurring finance operations: accounts payable, accounts receivable, vendor payments, payroll support and benefits updates.
- Prepare journal entries and key account reconciliations. Support government reporting and tax filings to keep us compliant and up to date.
- Perform daily, weekly and monthly reconciliations between payment processors (Adyen, Paysafe, Bambora), our bank accounts and our billing platform.
- Investigate and resolve discrepancies in payouts, fees and chargebacks.
- Prepare clear reports on revenue, fees and net settlements by processor and by client.
- Help prepare and validate monthly SaaS KPI reports (MRR, churn, ARPU, collections), and investigate anomalies in revenue or expense data.
- Support leadership with essential administrative tasks, including organizing FLiiP events, preparing for key meetings, managing HR processes, and handling general office management initiatives.
- Use tools like Xero, ChargeOver, Float and our payment platforms to reduce manual work, improve data accuracy and speed up month end close.
Requirements
- Experience & Education: 1-4 years of experience in accounting, auditing, or financial analysis. Bachelor's degree in Finance, Accounting, or a related quantitative field.
- Accounting Operations Experience: Hands on experience in core accounting operations (e.g., AP/AR, audit, journal entries) and a good understanding of fundamental accounting principles (GAAP/IFRS). Experience with revenue reconciliation or payment processing is a strong asset.
- Technical & Functional Mastery: Exceptional skill in advanced spreadsheet modeling (Excel) and manipulating datasets. Comfortable learning and using multiple tools (e.g., Xero, BambooHR, ChargeOver, EmployeurD).
- Structured Execution & Accuracy: Very organized, able to manage recurring tasks and deadlines, and highly attentive to detail with both numbers and text.
- Behavioral Competencies: Possesses a strong "Get It Done" Attitude, high motivation, and is a Hands-On Problem Solver who enjoys being deeply involved in the data and systems.
- Language & Location: Bilingual fluency in both English and French (written and spoken). Must be based in the Montreal area and adhere to the hybrid schedule (3 days per week in person at our Montreal and Brossard offices).
Benefits
- Opportunity to build your skills in SaaS finance, revenue operations and payment processing as part of a growing team
- Competitive salary based on your experience
- Health & Insurance Benefits
- Health, Fitness & Wellness program: We provide all employees an allowance to take fitness and meditation classes in their local communities.
- Access to a monthly telecommunications allowance (phone & internet).
- Career advancement opportunities of a fast-scaling, Global SaaS startup based in Montreal
- A collaborative, growth oriented team culture where your work has visible impact.
- Offices in Montreal and Brossard, with regular team activities and events.
Job title
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Degree requirement
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