Senior Financial Analyst (Epicor)

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About Our Client: Our client is a well-established Canadian manufacturer of valves and plumbing components.

Position Scope: Our client is looking for a Senior Financial Analyst who can work in a collaborate environment and will be responsible for the day-to-day processing of accounting transactions, assisting in the month end close, providing results analysis and administrative support, and striving for continual process improvement to ensure efficient and effective delivery of finance-related services.

The qualified candidate will be responsible for assisting in completing the month end close and associated analysis of financial results. This includes a comprehensive review of all transactions, posting journal entries, completion of balance sheet reconciliations and income statement review as well as providing reporting and analysis of the financial results on a daily, weekly and monthly basis as needed.

This position will also be responsible in assisting in the financial reporting and updates of sales results, inventory costing, operational results analysis, rebates and commissions, and act as cross functional aid for accounts receivable and accounts payable.

Responsibilities:

General Accounting & Analysis

Completes, reviews and assists in the posting and evaluation of accounting treatment decisions for various day to day transactions and business processes.
Analyzes, investigates and assists in the resolution of any accounting transaction or ERP related matters, including product costing, variance analysis and reporting.
Works cross-functionally with Department Supervisors/Managers and Team to address data errors and data quality issues in the ERP system.
Reviews and analyzes entity trial balance and account reconciliations as part of month end close.
Assists with consolidated group’s month-end closing and financial reporting.
Supports month end variance review with analysis and explanations as required.
Partners with departments to gain an understanding of financial results.
Identifies process and efficiency improvements in data collection and analysis of operational and financial business processes.
Assists with preparation of year end working papers for external accountants
Partners with departments to gain an understanding of financial results.
Performs administrative and clerical tasks as required.
Supports the business in monitoring internal controls and financial policies & procedures.
Keeps company accounting records organized and readily available for examination as needed.
Responds to requests for information internally and externally on time.
Engages with internal and external contacts in a professional manner.
Ensure accuracy of product cost updates
Ensuring data accuracy in the ERP and G/L
Provide meaningful and actionable reports to finance team and management
Other duties as assigned.

Month End

Preparation of monthly balance sheet reconciliations including bank, prepaid, inventory, fixed assets, accruals and allowances and capital leases.
Preparation of standard journal entries to support the month end closing process and maintenance of associated month end schedules and reconciliations.
Processing and coding of employee expense and credit card reports for accounts payable, accruals and payment processing.
Preparation of commission and rebate reports for internal and external stakeholders.
Assists with analysis of financial results as required to validate month end reporting, including actual to budget variances.

Required Skills and Knowledge:

Verbal and writing skills: communicates clearly, concisely, and correctly to fulfill purpose and meet needs of the audience.
Listening Skills: responds to written, spoken or visual messages in a manner that ensures effective communication.
Presents information in a timely, complete, and accurate manner.
Works with others to contribute to effective working relationships and achievement of goals.
Able to cooperate to achieve work unit or department goals.
Professional, organized, attention to detail and ability to multi-task.
Takes responsibility and demonstrates accountability.
Works effectively in a variety of situations.
Embraces new methods of working and remains productive through transition periods.
Adapts quickly to deal with new responsibilities and issues.
Ensures own understanding of change initiatives.
Addresses any negative results of change in a realistic and constructive manner.
Ability to take initiative and work independently as well as in a team environment.
Demonstrated problem-solver with excellent written and verbal communication skills.
Ability to manage multiple projects simultaneously and shift priorities based on business needs.
Ability to make independent decisions and handle difficult workplace situations in a calm and discreet manner.
Positive attitude and eagerness to learn and grow in a dynamic environment.
Experience demonstrating a high level of discretion with confidential information.

Education and Experience:

Post-secondary degree or diploma related to accounting required.
Three to Five years of experience in a financial analyst role.
Full cycle Accounting and analytical experience.
Exposure to a manufacturing environment.
ERP experience (Epicor required)
Advanced Excel skills.

Application Instructions:

To apply, please send a resume to Serena Milani at serena.milani@summitsearchgroup.com

Summit Search Group is a fair and equitable search firm. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.