Financial Reporting Analyst

Join our dynamic team at aviso as a Financial Reporting Analyst. We are seeking a detail-oriented professional to assist in the preparation and analysis of financial reports, ensuring accuracy and compliance with regulatory standards. This role will involve collaborating with cross-functional teams to provide insightful financial data that drives strategic decision-making.

Aviso Wealth:At Aviso Wealth, we are passionate about enhancing the financial well-being of Canadians. As a prominent player in the wealth management sector, we pride ourselves on our commitment to leadership, innovation, collaboration, accountability, and community engagement. Here, you will work alongside talented and dynamic professionals who embody our values daily. Our unique ‘oneaviso’ culture truly distinguishes us. If you seek challenging and rewarding work within an organization that values its people, explore what Aviso has to offer at www.aviso.ca.About the Role:We are excited to announce an opening for a motivated and skilled individual to join our Finance & Treasury team as a Senior Analyst, Fund Reporting.In this position, reporting to the Manager, Fund Reporting and Administration, you will be instrumental in the financial and regulatory reporting of the Northwest & Ethical Investments (NEI) family of investment funds, supporting our firm's ongoing growth. You will manage relationships with the fund administrator and other external service providers, including auditors, printers, and translators, to ensure the timely delivery of fund financial reports.Your Profile:Client-Focused: You prioritize your clients’ needs, advocate for service excellence, and strive to deliver client-centric solutions while proactively developing strategic partnerships that position Aviso Wealth as a trusted advisor.Results-Oriented: You are dedicated to achieving your goals and recognize opportunities as they arise. You continuously seek ways to improve and take accountability for your actions, learning from your experiences.Team Player: You collaborate effectively with others towards common objectives, making significant contributions to your team's success. You foster collaboration, build trust and inclusivity, and establish strong relationships within and outside the organization.Your Daily Responsibilities:Engage in the review of annual and interim financial statements for all NEI mutual funds, portfolios, pools, and alternative mutual funds.

Aviso Wealth:At Aviso Wealth, we are passionately committed to enhancing the financial well-being of Canadians. As a prominent player in the wealth management sector, we prioritize leadership, innovation, collaboration, accountability, and community engagement. You will be joining a team of talented and dynamic professionals who embody these values daily within our unique 'oneaviso' culture. If you seek an engaging and challenging role at a company that genuinely values its people, discover what Aviso has to offer at www.aviso.ca.The Role:We are on the lookout for a meticulous HR Reporting & Systems Analyst to bolster our People & Culture team.In this role, reporting to the Senior Manager of HR Systems, you will take charge of designing, enhancing, and maintaining intricate employee data reports and dashboards, with a strong emphasis on utilizing Workday's reporting features. The ideal candidate will possess a fervent passion for data, comprehensive knowledge of HR metrics, and hands-on experience with Workday reporting tools, security, and human capital management (HCM) knowledge.Your Profile:Client-Focused – You prioritize client needs and advocate for service excellence, striving to provide client-centric solutions while fostering strategic partnerships that position Aviso Wealth as a trusted advisor.Goal-Oriented – You exhibit a strong commitment to achieving objectives and success. This includes a focus on execution, recognizing and seizing opportunities, and consistently seeking personal improvement while taking accountability for actions and learning from mistakes.Team Player – You collaborate effectively with others toward shared goals, making meaningful contributions to achieve organizational objectives. You actively promote collaboration, build trust and inclusion, and develop effective relationships both within and outside the organization.Your Daily Responsibilities:Design, develop, maintain, and optimize custom employee data reports, calculated fields, dashboards, and discovery boards within Workday and related systems.

Role OverviewAs a Senior Associate in the Nexus team, you will engage with investment managers and auditors to address daily operational challenges. You will play a pivotal role in enhancing financial reporting processes and collaborating on system improvement initiatives.Key ResponsibilitiesFacilitate effective communication with clients, vendors, and audit firms to foster strong relationships.Prepare and coordinate comprehensive financial reporting deliverables and related documentation.Ensure adherence to operational procedures, controls, and regulatory standards in all reporting processes.Stay informed on applicable regulations and accounting standards to maintain compliance.Develop financial statement drafts, pro formas, and roll forwards.Respond promptly to stakeholder inquiries with thorough and accurate information.Undertake additional tasks as needed to support team objectives.

DataVisor stands as the foremost AI-driven Fraud and Risk Platform globally, offering unparalleled detection coverage within the industry. Its open SaaS platform facilitates seamless data consolidation and enrichment, enabling organizations to respond to rapidly evolving fraud and money laundering activities in real time. Utilizing patented unsupervised machine learning technology, advanced device intelligence, and a robust decision engine, DataVisor’s solutions deliver significant performance enhancements from day one. The platform is designed to support diverse use cases across various business units, significantly reducing the total cost of ownership compared to traditional point solutions. Recognized as an industry leader, DataVisor is trusted by numerous Fortune 500 companies worldwide.Our award-winning software platform is backed by a team of exceptional experts in big data, machine learning, security, and scalable infrastructure. We pride ourselves on a culture that is open, positive, collaborative, and results-oriented. Join us to make an impact!We are seeking a detail-oriented and analytically minded Senior Strategic Financial Analyst to be a pivotal architect of our financial planning and reporting framework.In this prominent role, you will transcend conventional reporting to become a strategic ally to our GTM, R&D, and Operations leaders. Your responsibilities will include not just tracking financial metrics but also determining the methodologies for tracking them—ensuring data integrity between our CRM (Salesforce) and Finance systems. If you possess over 5 years of experience, are a proactive problem-solver, and enjoy constructing models, optimizing deal structures, and uncovering insights that enhance revenue efficiency, we are eager to hear from you.

Established in 1971, Marcus & Millichap (NYSE: MMI) stands as a premier commercial real estate brokerage firm dedicated solely to investment sales, financing, research, and advisory services. With a robust network of nearly 1,700 investment sales and financing professionals spread across more than 80 offices throughout the United States and Canada, we pride ourselves on delivering exceptional service to our clients. Our mission is clear: to empower our clients in creating and preserving wealth through unparalleled real estate investment sales, financing, research, and advisory services. Our Vancouver office is currently on the lookout for a Financial Analyst. In this pivotal role, you will engage in assignments that range from single-asset dispositions to expansive portfolio sales. Your responsibilities will encompass all financial aspects of the transaction, supporting various stages of the sales process. The ideal candidate will possess a solid foundation in financial and valuation concepts, exhibit a keen interest in real estate, thrive in a dynamic team environment, and demonstrate a strong work ethic.The base salary for this position ranges from $74,000 to $94,000 CAD per annum. Actual compensation will be influenced by factors such as education, experience, and relevant job-related skills. Please note that Marcus & Millichap is a multi-jurisdictional employer, and the posted salary ranges are provided in good faith to comply with applicable pay-transparency regulations. Benefits may include extended health and dental coverage, paid vacation, statutory holidays, and retirement savings options, subject to eligibility and plan specifics.

Aviso Wealth:At Aviso Wealth, our mission is to enhance the financial wellness of Canadians. As a premier wealth management organization, we prioritize leadership, innovation, collaboration, accountability, and community engagement. When you join our team of passionate and skilled professionals who embody these values, you will experience firsthand how our vibrant 'oneaviso' culture distinguishes us from others. If you seek a role that is both stimulating and rewarding, explore the opportunities available at www.aviso.ca.The Position:We are excited to announce a vacancy for a Senior Tax & Fund Reporting Specialist to become a vital member of our Fund Reporting team.In this role, you will report directly to the Manager of Fund Reporting & Administration and take charge of the taxation strategies for a range of mutual funds. Your responsibilities will include implementing new tax regulations, overseeing fund distributions and tax filings, as well as providing tax support for significant fund events such as new fund launches and mergers. Additionally, you will assist the Fund Reporting team in generating reports, including financial statements and MRFPs.Your Profile:Client-Focused – You prioritize your clients’ needs, champion service excellence, and work to deliver client-centric solutions while developing strategic partnerships that position Aviso Wealth as a trusted advisor.Results-Driven – You are dedicated to achieving your objectives. This includes a focus on execution and seizing opportunities as they present themselves. You continuously strive for personal improvement and embrace accountability for your actions, learning from past experiences.Team Player – You thrive in collaborative environments, working towards shared goals. Making meaningful contributions to your team’s success is paramount. You encourage teamwork, build trust, and foster effective relationships within and outside the organization.Your Daily Responsibilities:Manage fund distributions, T3 factors, tax returns and assessments, foreign tax returns, PFIC reporting, withholding tax reclaims, corporate actions, EIFEL, HST.Provide assistance with the preparation of financial statements and MRFPs.

Role Overview aviso is hiring a Settlements Services Analyst in Vancouver, British Columbia. This position focuses on supporting accurate and efficient financial settlements. The analyst works closely with internal teams to improve workflows, address discrepancies, and help maintain reliable financial records. What You Will Do Collaborate with colleagues across departments to streamline settlement processes Investigate and resolve settlement discrepancies as they arise Help ensure the integrity and accuracy of financial data Support clients by providing timely and precise settlement services What Helps You Succeed Strong analytical skills Keen attention to detail Ability to work well with others to solve problems

ProSidian Consulting is seeking a skilled and detail-oriented Court Reporter to join our team at the Portland VA Medical Center in Vancouver. As a Court Reporter, you will play a crucial role in documenting legal proceedings accurately and efficiently. Your expertise will contribute significantly to ensuring that all spoken words are captured verbatim, providing essential transcripts for various legal purposes.

Hello! We appreciate your interest in our opportunity! If you are seeking a new role or just exploring the market, you may have found the right fit! We are on the lookout for a Senior Specialist in Talent Insights & Reporting to enhance our Talent Operations, Systems, and Insights team. You will play a crucial role in converting raw human resource data into valuable business intelligence. This position will act as the principal architect of our People & Culture reporting ecosystem, empowering all members of the P&C team—from Business Partners to Executive Leadership—with precise, actionable insights for essential decision-making. Key Responsibilities: P&C Enablement: Drive initiatives to boost the adoption and utilization of P&C reporting tools and insights across the organization. You will develop learning personas and customized offerings to enhance the skill set of P&C staff and facilitate the transition from report requesters to confident “data champions.” Insights Roadmap: Assist in creating the overall Insights roadmap that emphasizes automation and self-service, providing regular updates to our P&C department. Executive Partnership: Serve as a consultant to P&C Heads of Region and other organizational leaders, identifying analytical trends and presenting them at the executive level. Consultative Intake: Establish an intake framework that transforms the team from “Order Takers” to “Problem Solvers,” ensuring data requests are aligned with specific business challenges or objectives. Mentorship: Offer technical mentorship to Analysts, fostering a culture of knowledge sharing and high standards in system functionality. Operational Efficiency: Analyze ServiceNow trends to discover common reporting challenges and develop self-service solutions (e.g., Dashboards, Discovery Boards). Reporting Offering Development: Collaborate with stakeholders to gather requirements, propose scalable reporting solutions, and ensure that reporting offerings meet business needs. When necessary, enhance functionality by expanding security roles and building calculated fields. Measure Impact: Contribute to developing Key Performance Indicators (KPIs) for all new personnel initiatives to define success metrics.

About Our FirmAgentis Capital Partners ("ACP") serves as the dedicated family office for the founding partners of Agentis, a multifaceted platform engaged in principal investments, financial advisory, capital markets, and asset management. Established in 2009, the Agentis platform has successfully advised on transactions exceeding $30 billion across sectors such as infrastructure, mining, and energy. ACP has developed and managed a robust portfolio of principal investments in technology, industrial, and hybrid industrial-technology enterprises.ACP actively engages in both active and passive principal investments, currently overseeing a diverse portfolio of over 20 businesses. The firm’s consistent investment strategy over the past decade has allowed it to reinvest capital into high-value opportunities while fostering long-term growth through close collaboration with management teams and boards.Your Role and ContributionsAs a key member of our principal investments team, you will work closely with the founding partners of Agentis on investment activities, as well as with advisory team members when investments are made in collaboration with clients. You will engage directly with C-suite executives and board members of both portfolio companies and potential investments.Your responsibilities will include:Conducting comprehensive research on potential investment opportunities, assessing target companies, sectors, industries, and geographies.Evaluating investment prospects and participating in the execution of principal investments, which involves:Creating financial models of varying complexities for principal transactions.Supporting the due diligence process by coordinating with third-party advisors.Assisting in the formulation of strategies, business plans, and objectives for portfolio investments.Managing and consolidating asset-level reporting for portfolio investments.As part of a high-performing team within a dynamic environment, the role may require you to extend your work hours beyond the standard workday or week to meet your responsibilities.What Sets Us ApartDepth of Experience and ResponsibilityEngagement in complex transactions with a high level of responsibility.Direct interaction with founding partners, C-suite executives, and board members.

About UsAgentis Capital Advisors stands as a premier global financial advisory firm, renowned for delivering exceptional value and insights to our clients. Honored with accolades such as the 2024 P3 Awards Financial Advisor of the Year, we pride ourselves on our guiding principles that enable us to create substantial value. Our expertise spans a wide array of global transactions, encompassing renewable energy, digital assets, transportation, and public-private partnerships. Our esteemed clientele includes top infrastructure funds, pension funds, contractors, and governmental entities.Agentis Capital Advisors operates under the umbrella of Agentis Capital Partners, a synergistic organization comprising four key business segments: Agentis Capital Partners (principal investments), Agentis Capital Advisors (financial advisory and asset management), Agentis Capital Mining Partners (mining advisory), and Agentis Capital Markets (capital markets).The RoleJoin our full-time analyst program designed to develop the quantitative and qualitative skills essential for a successful investment banking career and future leadership roles. You will receive comprehensive training, both formal and experiential, as you advance in your career. Responsibilities will escalate from constructing financial models to overseeing multiple deal workstreams and nurturing client relationships. This role provides unmatched exposure and opportunities, allowing you to engage in various transactions early in your career, with the scope of your responsibilities determined by your capabilities rather than your rank. As a result, our team members experience accelerated career growth, with recognition and rewards based on individual performance within a collaborative and meritocratic culture.Your ImpactAs a vital member of our advisory team, you will be entrusted with increasing responsibilities while honing your skills and building your professional reputation. Your contributions will have a direct influence on our clients and the firm’s success.Key responsibilities include:Participating in the execution of equity and debt offerings, mergers and acquisitions, public-private partnerships, and principal investments.Developing intricate financial models for infrastructure transactions, utilizing advanced macros and VBA programming.Supporting the management of due diligence processes, including coordinating third-party evaluations and analyses.

About UsAgentis Capital Advisors stands as a premier global financial advisory firm known for its exceptional value and strategic insights delivered to clients. With accolades such as the 2024 P3 Awards Financial Advisor of the Year and numerous industry deal awards in 2023, we have solidified our reputation for excellence. Our diverse expertise spans across various sectors including renewable energy, digital infrastructure, transportation, and public-private partnerships, catering to a clientele that includes top-tier infrastructure funds, pension schemes, contractors, and government entities.As a part of Agentis Capital Partners, we operate within a collaborative framework across our four core segments: Agentis Capital Partners (principal investments), Agentis Capital Advisors (financial advisory and asset management), Agentis Capital Mining Partners (mining advisory), and Agentis Capital Markets (capital markets).Exciting Opportunity AwaitsJoin our full-time analyst program designed to nurture both your quantitative and qualitative capabilities essential for a flourishing investment banking career. You will receive comprehensive training and mentorship, progressively taking on more responsibilities. As you advance, you will engage in tasks from constructing intricate financial models to managing multiple deal streams and fostering client relationships. Our analysts enjoy unmatched exposure to a variety of transactions early in their careers, with your performance dictating your growth trajectory, rather than your position. We pride ourselves on a culture that rewards personal achievement within a supportive team environment.Your Role and ResponsibilitiesAs a vital member of our advisory team, you will face increasing challenges and responsibilities, aiding in the delivery of impactful solutions for our clients. Key responsibilities include:Assisting in the execution of equity and debt offerings, mergers and acquisitions, public-private partnerships, and principal investments.Constructing complex financial models tailored to infrastructure transactions, showcasing your analytical prowess.

Role Overview ZoomInfo is seeking a Director of Financial Planning & Analysis to join our team in Bethesda, MD; Vancouver, WA; or Waltham, MA. This position is central to our transformation of finance into a strategic partner for the business. With automated planning frameworks and advanced AI systems handling routine work, this role centers on providing insights, anticipating challenges, and influencing decisions across the company. The Director of FP&A will develop financial systems, oversee budgeting and forecasting for Cost of Sales, G&A, R&D, and key GM business models, and build strong financial partnerships. This person will work closely with the Executive Leadership Team (ELT) and their counterparts, combining analytical skills with strategic thinking. The position reports to the Senior Vice President of Strategic Finance and manages one direct report. What You Will Do Lead the Annual Operating Plan (AOP) and monthly/quarterly forecasts for assigned functions, preparing detailed budgets and executive-level presentations. Serve as a trusted financial partner to functional leaders, proactively identifying risks, opportunities, and strategic implications to help prevent surprises. Conduct monthly business reviews with variance analyses and clear, actionable perspectives. Build dynamic financial models for headcount, operational expenditures, and unit economics. Support GM-level business modeling, including investment evaluations and scenario planning. Collaborate with Sales Finance, Corporate Finance, Accounting, Procurement, and HR to improve record-keeping and connect operational drivers to financial results. Develop systems and processes using agentic workflows and AI tools to automate repetitive tasks. Mentor one direct report, upholding high standards of rigor and collaboration. Act as a leader and culture ambassador within the FP&A team, working with peers to refine and improve processes. Reporting Structure This role reports to the Senior Vice President of Strategic Finance and supervises one direct report. Locations Bethesda, Maryland, United States Vancouver, Washington, United States Waltham, Massachusetts, United States

As a People Operations Analyst at Asana, you will play a pivotal role in enhancing our company's operational efficiency and employee experience. Your analytical skills will be utilized to gather, interpret, and leverage data to support our HR strategies, ultimately helping to foster a culture of continuous improvement and engagement within our teams.

Role overview Dialpad is hiring an AI Productivity Analyst in Vancouver, Canada. The focus of this position is to strengthen how AI-powered solutions drive results throughout the company. The analyst will examine productivity metrics, identify opportunities for improvement, and work with engineering and product teams to introduce new strategies. What you will do Review productivity data to find trends and highlight areas that need attention Recommend and assist with changes aimed at increasing efficiency Collaborate with engineering and product teams on AI-focused projects Contribute to efforts that deliver measurable business outcomes through AI Location This role is based in Vancouver, Canada.

Join our dynamic team at CCG Business Solutions as a Virtual Controller within our Client Accounting Services division. We are a rapidly expanding company seeking skilled controllers who can manage our clients' accounting operations effectively. Below is a comprehensive outline of the responsibilities and duties for this role: Client Reporting & Compliance: As a Virtual Controller, you will supervise daily accounting activities for clients, ensuring precise and high-quality financial reporting. You will cultivate strong working relationships with clients, understanding their financial objectives and proposing solutions aligned with their vision and mission.Conduct meetings with new and existing clients to analyze and document their current financial processes, offering constructive recommendations for enhancements.Evaluate and suggest improvements to budgeting and reporting systems to enhance the utility of financial reports for stakeholders.Scrutinize monthly bookkeeping, working papers, and journal entries prepared by bookkeepers for accuracy.Assess year-end working papers and financial statements prepared by bookkeeping staff.Prepare complex working papers and provide guidance to the bookkeeping team.Generate sophisticated financial reports using accounting software in preparation for year-end filings.Offer continuous support, training, and direction to our clients’ bookkeeping staff.Compile financial reports for non-profit and charitable organizations.Monitor client compliance deadlines, including corporate tax payments, GST and PST returns, payroll remittances, and year-end corporate taxes.Plan and implement in-scope work such as budget development to align with organizational timelines and goals. Client Advisory Services: As a trusted advisor, the Virtual Controller aims to deliver exceptional client satisfaction. You will ensure service quality exceeds expectations, while also meeting budgeted objectives for client engagements.Collaborate with clients to create individual and master fund budgets, as well as program or project budgets.Produce budget-versus-actual reports, working with management to analyze variances for informed decision-making.Partner with Executive Directors, Boards, and management to establish robust internal controls.Assist clients in identifying financial management roles and responsibilities, crafting comprehensive job descriptions.

Headquarters: Vancouver, BCPosition Type: In-Person, Vancouver, BCReporting To: Vice President of FinanceKey Responsibilities:Lead the development of the annual budget, rolling forecasts, and long-term financial plans that align with the company's strategic growth objectives.Oversee monthly and quarterly management reporting, group reporting, and deliverables for shareholders, tailored for a private equity-backed model.Provide comprehensive variance analysis and business insights through financial and non-financial KPIs, identifying essential value drivers and risks.Collaborate with teams in GTM, R&D, and Customer Experience to accurately forecast revenue, churn rates, ARR, and other critical SaaS metrics.Enhance the integration of AI-driven forecasting, scenario analysis, and advanced analytics within financial processes.Initiate automation and scalability of reporting mechanisms utilizing tools such as Workday Adaptive Planning, IFS THOR, and other integrated data platforms.Design and maintain dashboards that present real-time insights into performance, operational efficiency, and capital allocation.Develop financial models to inform pricing strategies, customer segmentation, and investment prioritization.Lead and mentor a team of FP&A professionals, fostering a high-performance culture characterized by accountability and agility.Continuously optimize planning processes, systems integration, and financial reporting infrastructure to support rapid growth and complexity.

Peak Credit Union is seeking a Financial Solutions Guide 2 based in Vancouver, WA. This role centers on providing practical financial guidance to members and supporting them as they work toward their financial goals. Key Responsibilities Evaluate the financial needs and situations of individual members Offer recommendations that fit each member’s unique circumstances Explain and guide members through the credit union’s financial products and services Develop and nurture strong relationships with members Strive to ensure members are satisfied with the solutions and support provided Our Mission Peak Credit Union is dedicated to helping the Vancouver, WA community improve financial well-being. Every team member contributes directly to this mission by supporting members in meaningful ways.

Role Overview AfterShip is hiring a Senior Marketing Data Analyst in Vancouver. This position focuses on using data to improve marketing strategies and campaign performance. The analyst will examine marketing metrics, spot trends, and recommend steps to strengthen marketing results. What You Will Do Analyze marketing performance data to uncover patterns and opportunities Identify trends that impact campaign results and overall marketing effectiveness Provide clear, actionable recommendations to improve marketing efforts Support decision-making by connecting marketing activities to business goals Impact This role ensures marketing campaigns deliver measurable results and stay aligned with AfterShip’s business objectives. The insights provided will help shape future marketing strategies and drive growth.