Fiscal.ai | Modern Financial Data Platform Our Mission: Provide 100 million investors with high-quality financial data.
Senior Financial Analyst, SFA
Location
Canada
Posted
7 days ago
Salary
$80K - $100K / year
Seniority
Senior
Job Description
Senior Financial Analyst, SFA
Fiscal AI
• Maintain the general ledger and chart of accounts, ensuring accuracy and consistency. • Perform monthly account reconciliations and resolve discrepancies. • Own month-end accounting close activities, including journal entries and general ledger close processes. • Prepare and analyze variance analysis comparing actual results to budget and forecasts. • Prepare quarterly and annual financial statements for internal reporting and tax purposes, and assist in preparation of quarterly board of director Finance materials. • Draft and maintain accounting policies, procedures, and technical accounting memos. • Ensure compliance with IFRS and internal controls. • Work cross-functionally with Sales & Engineering teams to develop scalable finance processes for revenue operations, accounting automations and cost management. • Administer Payroll, Accounts Receivable and Accounts Payable, including invoicing, collections, and vendor payments. • Work directly with external auditors, tax accountants, and legal advisors as required. • Support continuous improvement of accounting processes, systems, and documentation.
Job Requirements
- Undergraduate degree in Accounting, Business, Finance, or a related field.
- CPA designation.
- 3-5 years of experience in a controllership, senior accounting, or similar role.
- Strong working knowledge of IFRS and financial reporting requirements.
- Solid understanding of full-cycle accounting and financial close processes.
- High attention to detail with strong organizational and time-management skills.
- Ability to work independently and take ownership of deliverables.
- Preferred Qualifications**
- Proficiency with QuickBooks Online (QBO).
- Familiarity with SaaS business accounting (e.g., revenue recognition, deferred revenue, intangible assets).
- Experience in a large, mature organization with knowledge of robust accounting and internal controls frameworks, revenue operations, and/or in a public accounting external audit capacity.
- Proficiency with leveraging AI tools to enhance productivity and eliminate manual processes (e.g., Claude, ChatGPT).
Benefits
- High-visibility role with direct access to senior leadership.
- Opportunity to shape accounting processes and controls.
- Collaborative Finance & Operations team.
- Competitive compensation and benefits.
- Remote work flexibility, with an emphasis on trust, accountability, and results.
Related Guides
Related Categories
Related Job Pages
More Financial Planning and Analysis Jobs
Investment Analyst – Strategic Finance, Fundraising
Huzzle.comThe human intelligence platform for training and evaluating AI
• Build and maintain sophisticated, three-statement financial models and valuation analyses to support fundraising and strategic decision-making. • Lead the creation of institutional-grade investor materials, including pitch decks, investment memorandums, and board presentations. • Manage the investor relations pipeline, drafting updates and performance reports for stakeholders. • Conduct in-depth market research and competitive analysis within the consumer, food-tech, and logistics sectors. • Support capital raising initiatives by managing data rooms and responding to due diligence inquiries. • Partner with senior leadership to synthesize operational KPIs into financial forecasts.
Financial Analyst – Investment
Huzzle.comThe human intelligence platform for training and evaluating AI
• Build and maintain sophisticated, three-statement financial models and valuation analyses to support fundraising and strategic decision-making. • Lead the creation of institutional-grade investor materials, including pitch decks, investment memorandums, and board presentations. • Manage the investor relations pipeline, drafting updates and performance reports for stakeholders. • Conduct in-depth market research and competitive analysis within the consumer, food-tech, and logistics sectors. • Support capital raising initiatives by managing data rooms and responding to due diligence inquiries. • Partner with senior leadership to synthesize operational KPIs into financial forecasts.
• Lead certain areas of the annual ICFR Program risk assessment and scoping process including monitoring significant changes and evaluating and reporting identified control deficiencies • Partner with the Business to support the remediation of significant deficiencies and material control weaknesses and external auditors in the public company readiness assessments • Engage with internal and external auditors in the execution of their work, to promote efficiencies through increased reliance on internal controls • Develop ICFR Program communications for key stakeholders including the ICFR and Audit Committee • Assist in the development and implementation of the internal controls testing function, including establishing protocols for testing financial reporting controls, ongoing monitoring and overseeing the remediation of identified deficiencies • Seek uniformity and automation of controls across the Company through efficient use of financial systems and innovative technology to enhance and continuously improve the design and effectiveness of controls, including efficiencies in the documentation, assessment, and testing of controls • Supports our core values by communicating and teaming effectively across different cultures and levels within the organization.
• The Sr. Investment Tax Analyst will have primary responsibilities in investment taxation. • This position will be responsible for preparing all facets of income tax accounting and income tax compliance for F&G’s Investment portfolio, including bonds, fixed maturities, and preferred stocks. • Perform, and/or review monthly tax investment data review procedures to help ensure reasonable and accurate tax results for assets tracked within Clearwater. • Prepare income tax adjustment calculations and workpapers, including reconciliations and period-over-period analytics, for inclusion in the quarterly current income tax provisions. • Prepare workpapers and reconciliations to support the tax basis and deferred tax assets reported on the tax basis balance sheet for both life and non-life entities under ASC-740 and SSAP101. • Prepare income tax adjustment calculations and workpapers in support of the company’s life and non-life entity Federal income tax returns. • Actively participate in new investment process meetings with the tax planning team. • Collaborate with other members of the investment tax team to develop forecasting & projection procedures for in-scope invested assets. • Assist in maintaining, testing, and updating of custom tax fields, tag aggregates, and tax reports within Clearwater. • Prepare the quarterly tax impairment analysis, which includes analyzing and documenting a security’s eligibility for a partially worthless bad debt deduction. • Provide support for ongoing modernization initiatives within the investment tax function and tax department in general, including automation efforts around the monthly tax data review processes, tax basis ledger, and investment deferred tax rollforwards.



