Financial Analyst

This job is remote and therefore open to candidates across Canada

Who we are

ConnectCPA LLP is not your traditional accounting firm. We are an online/virtual firm, paperless, and tech savvy.   We are growing rapidly, and are in search of a team member that meshes with our unique firm culture. 

We are a Licensed Chartered Professional Accounting (CPA) firm that operates with a startup mentality:  We experiment, we collaborate, we embrace new technologies and we have fun doing it.

We are breaking every “accounting firm” stereotype:  We dress casually, we use Slack and Zoom to communicate and we have a culture of trying new things everyday. 

Find out more about us - on our Website:, on Twitter, and Instagram

Why us?

We’ve been there before. You are unhappy because you work in a bureaucratic culture where you are told how to dress, what hours to work and your voice is not being heard. 

At ConnectCPA we want you to enjoy your career and here is how we make it happen:

• You will be working from your home office (who doesn't love that?)
• You will have autonomy and control over your schedule 
  
• We will provide you with a brand new laptop
• Everyone's opinions and ideas are valued on how we can improve the firm
• We are a diverse firm with an easy-going culture 
• Fully paid for health and dental benefits
• No formalwear required

What is the role?

The team of controllers provides three core functions to SMBs (small and medium businesses) while maintaining strong client relationships: (1) financial oversight – review of month-end reporting to ensure accuracy and completeness and overseeing month-end reporting, (2) controllership services – review and develop processes for accounting-related activities, and (3) financial analysis – budgeting, variance, and other analysis

Job Description

This new role will be part of the Controllership Team supporting the growth of the above services and report to the VP of Client Services. The role is client-facing and requires strong communication and corporate financial planning skills.

Primary responsibilities include:

• Manage a portfolio of clients and provide regular controllership services
• Act as a fractional controller for clients
• Leverage an FP&A background to provide financial forecasting where needed
• Review financial statements for trends, variance analysis, and forecasting purposes
• Overseeing the controllership process for key clients
• Complete and review complex month-end tasks and procedures
• Create industry-specific metrics to monitor financial performance
• Prepare and send client-specific internal reporting
• Liaise with bookkeeping and tax departments

Job Requirements

The ideal candidate has:

• Canadian CPA designation or MBA (preferred, but not required)
• At least 3 years of financial planning and analysis (FP&A) experience
• Strong bookkeeping and accounting background particularly relating to month-end closing procedures
• Strong familiarity with cloud accounting platforms and Microsoft Excel
• Willingness to investigate issues and problem-solve using professional judgement
• Foresight to be proactive and complete tasks with minimal oversight
• Ability to work closely with a small high-performing team
• Ability to lead client meetings and think strategically

Required Skills 

• You have excellent communication skills (both written and verbal)
• Hyper-organized
• Social, presentable, and well-spoken - we want our clients to love you!
• You are independent, highly motivated, and a self-starter
• You are a multi-tasker and can manage multiple clients simultaneously
• Strong work ethic
• Tech-savvy

Other Skills and Requirements 

• A love for technology and the ability to learn new software/apps quickly
• Strong internet connection - at least 6MBPS upload and 6MBPS download speeds
• Knowledge of online accounting software (Xero, QBO, etc.) is an asset 

We are looking for somebody talented and dynamic. We are a growing firm and the individual that is selected for this position will become a key member of our team!  Read more about the experience of working at ConnectCPA from one of our team members HERE and HERE.

ConnectCPA is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals without discrimination on the basis of race, colour, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, veteran status or any other protected class.