Financial Analyst

Financial Analyst

Segal LLP is a rapidly growing mid-size accounting, tax and business and transaction advisory firm situated in midtown Toronto. Segal is committed to growth by investing in our team, providing continuous learning and a positive, supportive work environment all with a focus on providing clients best in class client service.

This position represents a significant opportunity for those looking to advance their career by playing a major role in a growing organization. In this role you will be able to contribute towards the finance team internally, as well as work with clients, in collaboration with colleagues from the tax, accounting, and business advisory teams.

Responsibilities

  • Perform financial and business analysis based on large sets of data, company presentations, and from participation in client meetings.
  • Analyze financial data and build reports that identify business risks and opportunities for improvement to senior management and Partners.
  • Working with the Partners and CFO to conduct financial due diligence reporting, including the preparation of request lists and arranging data rooms (as applicable).
  • Reading and understanding industry reports and financial data as they pertain to client engagements.
  • Create various month-end financial, statistical, and ad-hoc reports.
  • Ensure mathematical accuracy of models, in terms of consistency of formulas and links
  • Provide support for the annual budgeting process
  • Prepare working papers and participate in financial audits.
  • Miscellaneous projects involving data management and historical data.

Qualifications

  • Strong analytical and problem-solving skills, with the ability to gather, organize and report information.
  • University degree with major in accounting, finance, business management or related field.
  • Minimum of 3 years of financial analysis/accounting work experience.
  • Accounting designation such as CPA or CFA is a strong asset.

What will set you apart:

  • Working proficiency in Office 365 including Word, Excel, PowerPoint, and Teams is essential.
  • Familiarity with various data room services
  • Be a self-starter and possess effective written/verbal communication skills and strong analytical and research skills.
  • Be organized and able to meet multiple project deadlines while being detail oriented.
  • Be collaborative, demonstrate a team-player mindset and strive to deliver an exceptional client service experience.
  • Prior experience working in a professional services environment is preferred.

Thank you for your interest in the role and our Firm. Please note that only short-listed candidates will be contacted for an interview.

To submit your resume for this position, please contact us by email here.

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