Senior Investment Associate managing a $4B book of business with HUB International. Supporting client advisory, investment research, and operational workflows in a collaborative environment.
About the role
- Financial Accountant with a background in corporate accounting for a growing B2B financial services firm. Join a dynamic team in Toronto or New York supporting month-end processes and ensuring compliance.
Responsibilities
- Prepare and post journal entries to ensure timely and accurate recording of all financial transactions.
- Maintain and reconcile general ledger accounts, including accruals, prepayments, intercompany balances, and fixed assets.
- Assist with the month-end and year-end close processes, ensuring all accounts are properly reconciled and supporting schedules are complete.
- Prepare monthly management accounts and assist in the preparation of statutory financial statements in line with UK GAAP and US GAAP where applicable.
- Perform variance analysis and provide insight into key movements across income and expenditure accounts.
- Support the cash flow forecasting process and monitor liquidity across entities.
- Assist in the preparation of VAT, payroll, and other statutory filings, ensuring timely submission and compliance with regulatory requirements.
- Work closely with auditors by preparing audit schedules, supporting documentation, and responding to queries.
- Ensure strong financial controls are maintained and continuously improved within the accounting process.
- Support budgeting and forecasting activities by providing accurate financial data and commentary.
- Identify opportunities to streamline processes and improve efficiency within the finance function.
- Collaborate with the wider finance and operations teams to ensure accurate and consistent financial reporting.
Requirements
- Qualified accountant (ACA/ACCA/CPA) with 4+ years of post-qualification experience (PQE)
- Background in business services, audit, or corporate accounting
- Strong understanding of financial accounting principles, statutory reporting, and control frameworks
- Experience preparing or assisting with consolidated accounts and management reporting
- Exposure to ERP systems (NetSuite preferred) and strong systems orientation
- Working knowledge or exposure to US tax, LATAM accounting regulations, and international reporting standards is advantageous
- Advanced Excel skills, including data manipulation and analysis
- Excellent attention to detail, analytical thinking, and problem-solving skills
- Strong communication skills, with the ability to partner effectively across global functions
- Proactive, organised, and able to work independently in a fast-paced, international environment
- Right to work in the jurisdiction in which you are applying.
Benefits
- Professional development
- Flexible working hours
Job title
Job type
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Not specified
Degree requirement
Tech skills
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