Purpose Investments Looking for Financial Analyst at Toronto, ON Full Time

Purpose Unlimited is an independent company that is creating the future of financial services. Our platform gives entrepreneurs and small to medium-sized businesses the cutting-edge tools they need to innovate the next generation of modern asset management, wealth management, and banking technology. Our businesses include Purpose Investments, Driven, Purpose Advisor Solutions, and Longevity.

Purpose Investments is an innovation-driven asset management company with over $6 billion, offering both managed and quantitative investment products. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose’s goal is constantly innovating and making investing simple, intuitive, and affordable for everyone. Purpose Investments is a Canadian leader in the Crypto finance space with the launch of the world’s first Bitcoin and Ether ETFs.

For more information, visit: https://www.purposeinvest.com/

You will be reporting to the Vice President & Corporate Controller, and closely working with Assistant Controller. You will provide accurate and data-driven information on the company’s profitability, KPI metrics, liquidity, and more. You will be deeply involved in preparing Board and Executive reporting packages. You will also analyze and research financial information to help the company make well-informed decisions, write reports and monitor financial movements.

Your responsibilities include:

• Assist in the preparation of the monthly reporting package and consolidation for management.
• Review and improve our employee expense reporting process and prepare expense analysis reports.
• Responsible for recording and reconciling cash and expenses on a monthly basis.
• Accountable for treasury function, which includes cash management and forecasting cash budget.
• Assist in the preparation of annual operating budgets and monthly forecasts.
• Coordinating the annual audit and tax work.
• Consolidating and analyzing financial data (budgets, income statement forecasts, etc.) taking into account the company’s goals and financial metrics;
• Tracking and determining financial status by analyzing actual results in comparison with forecasts.
• Providing creative alternatives and recommendations to improve financial performance/tracking thereof.
• Driving process improvement and policy development initiatives that impact the function.
• Responsible for researching of new accounting standards and policies.
• Gaining and developing job knowledge to remain relevant in the field.

• Minimum 2 years of work experience in audit or in a corporate environment (within finance or accounting teams);
• Finance/Accounting degree (BCom);
• Professional designation (CPA, CFA – or in the process) is considered an asset;
• Proficient in Excel and PowerPoint. Ability to manipulate large data sets demonstrate critical thinking in producing various analyses and tables, as well as develop charts/graphs in both Excel and PowerPoint;
• Proven understanding of financial statements, and proven knowledge of financial analysis, variance analysis, and forecasting;
• Excellent attention to detail, accuracy, and ability to self-review;
• Ability to adapt to versatile deliverables/analyses and demonstrate logic/reasoning;
• Exhibit strong time management skills, ability to perform under pressure in a fast-paced environment with ad-hoc deliverables;
• Strong communication, writing, and presentation skills;
• Desire to learn and be involved in a variety of ad-hoc projects and changing reporting needs.

Additional Information

Why you should join us?

• 
  We believe in an innovative and vibrant culture – Work for an innovative, people-first, financial services firm that values entrepreneurialism
• 
  We believe in flexibility – A flexible hybrid work model that empowers you to do your best work whether at home or at the office
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  We care about your rewards – Competitive compensation including bonuses & equity programs
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  We care about your health – Comprehensive group health, dental benefits, and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs
• 
  We care about your quality of life – A flexible paid-time-off policy with unlimited vacation days, flexible sick and mental health days
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  We care about your family – Paid parental leave for eligible employees with top-up
• 
  We care about your future – Generous Group RRSP matching and TFSA program in Purpose funds
• 
  We care about your development – We offer training opportunities and tuition support year-round.

Purpose Unlimited is an equal employer and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates. We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team at peopleteam@purpose-unlimited.com.

We thank all applicants for their interest; however, only those selected for interviews will be contacted.

In light of the COVID-19 pandemic, the safety and well-being of our teams are our top priority. Our work philosophy is a hybrid model allowing for flexibility and collaboration. For safety reasons, Purpose Unlimited has adopted a vaccination policy that allows only fully vaccinated employees to enter our offices.