Senior Financial Analyst

Six-month temporary position with potential to become full-time

Reports to: Controller

Summary

The Senior Financial Analyst is responsible for full-cycle accounting and financial analysis for the businesses. The role owns assigned reconciliations and month-end schedules, supports accurate accounting for service sales and rental contracts, and works with Operations to resolve transaction issues and explain financial performance.

What You’ll Do

Full-cycle accounting and close

• Prepare and post journal entries, accruals, reclassifications, and other month-end adjustments.
• Reconcile assigned general ledger and subledger accounts, including intercompany balances, and resolve reconciling items promptly.
• Review transactions for accurate coding, completeness, and period cutoff.
• Prepare balance sheet schedules and supporting working papers for monthly, quarterly, and year-end reporting.
• Support year-end audit requests and follow through on questions or adjustments related to assigned accounts.

Service sales and rentals accounting

• Review service work orders, invoicing, credits, and open jobs to support complete and timely revenue recognition.
• Maintain lease schedules and related accounting for leased vehicles, including new leases and reconcile them to the general ledger.
• Reconcile service sales and related costs to operational records, investigating unbilled work, deferred revenue, and margin exceptions.
• Review rental contracts, billing periods, extensions, returns, and credits to support accurate rental revenue and cutoff.
• Reconcile rental fleet records to the general ledger and support accounting for fleet additions, transfers, disposals, and depreciation.
• Work with Service, Rentals, and Billing teams to resolve missing information and improve the handoff from completed work or rental activity to invoicing.

Reporting and analysis

• Prepare monthly results and variance analysis for Service and Rentals, including revenue, gross margin, operating expenses, and key balance sheet accounts.
• Investigate trends and exceptions with operational leaders and provide clear commentary to the Controller.
• Support forecasts, budgets, and key performance reporting for the two businesses.
• Identify recurring accounting or process issues and help implement practical improvements.

What You Need

• Bachelor’s degree in accounting, finance, or a related field.
• CPA designation or progress toward a CPA designation is preferred.
• At least three years of progressive accounting experience, including hands-on full-cycle accounting and month-end close.
• Experience with service, rentals, field operations, or a multi-branch business is an asset.
• Strong understanding of account reconciliations, revenue and expense cutoff, accruals, and fixed asset accounting.
• Strong Excel skills and experience working with an ERP system; Microsoft Dynamics 365 experience is an asset.
• Ability to investigate discrepancies, maintain clear supporting schedules, and meet close deadlines.
• Strong communication skills and the ability to work effectively with both Finance and Operations.

Working Conditions

• Six-month temporary assignment with potential for a full-time opportunity based on business needs and performance.
• Occasional overtime may be required during month-end, year-end, and audit periods.
• Work is primarily performed using a computer, with regular collaboration across Finance and Operations.