We are currently supporting aleading asset management firm specializing in infrastructure and energy investmentsin the search for aSenior Financial Analyst . This is a high-impact opportunity for aCPAwho enjoys working in a dynamic environment and wants exposure to complex investment structures within a growing platform. Withover $3 billion in operating assets under management , our client partners with institutional investors across the energy and infrastructure sectors. This role will play a key part ininvestment accounting, financial reporting, and portfolio oversight , working closely with internal teams as well as external auditors, tax advisors, and other stakeholders. Key ResponsibilitiesLead the end-to-end accounting and financial reporting for investment portfolios and related entities, including the preparation ofmonthly, quarterly, and annual consolidated financial statements Support financial reporting in accordance withUS GAAP, IFRS, and ASPE , while meeting investor and lender reporting requirements Performinvestment account reconciliationsand resolve discrepancies with accuracy and efficiency Conductfinancial analysis and modellingto support cash flow forecasting, distribution planning, and debt covenant monitoring Manage theannual audit and tax filing processes , coordinating closely with external auditors and tax advisors Review and enhanceinvestment accounting policies, procedures, and controlsto support a growing portfolio Prepare and file required tax information returns (includingT5, T5013, T2, and NR4 filings ) What You BringCPA designationwith 5+ years of experience ininvestment accounting, fund accounting, or public accounting Strong experience managingfinancial reporting, audits, and tax filings for complex investment structures Excellent communication skills with the ability to translate financial information for various stakeholders Ability to manage multiple priorities in afast-paced, growth-oriented environment Advanced Excel and strong analytical skills Highly organized, detail-oriented, and proactive Experience withinasset management, infrastructure, or renewable energyis an asset but not required Why Consider This OpportunityJoin agrowing investment platformfocused on infrastructure and clean energy Exposure toinstitutional investors and complex investment structures Hybrid work environmentwith a collaborative and supportive team culture Competitive compensation , including performance bonus eligibility RRSP matching and comprehensive benefits Team-oriented culture with regular social and networking events#J-18808-Ljbffr
Senior Financial Analyst
MORGAN MCKINLEY
toronto, toronto
Published 20 days ago
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