财务分析师
Financial Analyst
这份工作是远程办公，因此面向加拿大各地的候选人开放
我们是谁
在ConnectCPA，我们不是传统会计事务所。我们是一家在线/虚拟事务所，无纸化，技术娴熟。我们正在迅速发展，寻找一位能够融入我们独特公司文化的团队成员。
我们是一家持牌、特许专业会计师（CPA）事务所，以初创企业的心态运营：我们进行实验，我们协作，我们拥抱新技术，我们自动化，并且我们真的喜欢周一（大部分时间）。
我们坚信聪明地工作，而不仅仅是努力工作。我们穿连帽衫，而不是西装。我们在Slack上的交流比邮件更多。我们一直在寻找新的工具和更好的做事方式。我们已将成长和创新融入我们的DNA。
想一窥幕后吗？请访问我们的网站、Twitter和Instagram。
为什么选择我们？
我们正在打造一个人们可以成长、被倾听并真正享受工作的职场。以下是具体表现：
- 全程远程办公。你将在家里的办公桌工作（谁不喜欢呢？）
- 成长空间大。有职业发展的机会和年度绩效提升。
- 全额支付健康、牙科和视力福利。还有虚拟医疗服务的访问权限。
- 7月和8月的周五休息（是的，带薪！）
- 12月的节假日停工。休息、充电、重复。
- 提供设备。一台全新的笔记本电脑和所有你需要的设备，让你立即上手。
- 你的声音很重要。从改进流程到塑造我们的文化，每个人都有发言权。
- 支持性、包容性和低姿态的环境。我们重视尊重、协作和开放沟通，没有不必要的公司政治。
- 舒适、随意且专业的氛围。我们不要求正装；穿能帮助你最好工作的衣服，同时在需要时保持得体和客户可接触的状态。
职位描述
我们的财务总监团队与中小型企业合作，提供战略财务监督，加强会计运营，并支持数据驱动的决策。该职位结合了财务总监和财务规划与分析（FP&A）的职责，同时维护与客户的强大、值得信赖的关系。
团队为客户提供三项核心职能：
- 财务监督 — 确保月度财务报告的准确性、完整性和真实性
- 财务总监服务 — 改进会计流程、控制和运营效率
- 财务分析 — 支持预算、预测和现金流管理
查看英文原文
This job is remote and therefore open to candidates across Canada
Who we are
At ConnectCPA, we’re not your traditional accounting firm. We are an online/virtual firm, paperless, and tech-savvy. We are growing rapidly and searching for a team member who meshes with our unique firm culture.
We are a Licensed, Chartered Professional Accounting (CPA) firm that operates with a startup mentality: we experiment, we collaborate, we embrace new technologies, we automate, and we actually like Mondays (most of the time).
We’re big believers in working smart, not just hard. We wear hoodies, not suits. We talk on Slack more than email. And we’re constantly on the lookout for new tools and better ways of doing things. We’ve made growth and innovation a part of our DNA.
Want a peek behind the scenes? Check us out on our [Website](http://www.connectcpa.ca/), [Twitter](http://www.twitter.com/Connect_CPA) and [Instagram](https://www.instagram.com/connectcpa/).
Why us?
We’re building a workplace where people can grow, feel heard, and actually enjoy their work. Here’s what that looks like:
- Fully Remote.You will be working from your home office (who doesn't love that?)
- Room to grow.Opportunities for career development and annual performance increase.
- Fully paid for health, dental, and vision benefits. Plus access tovirtual healthcare
- Fridays off in July & August(yep, paid!)
- Paid December holiday shutdown. Rest, recharge, repeat.
- Equipment Provided.A brand-new laptop and all the gear you need to hit the ground running.
- Your voice matters.From improving workflows to shaping our culture, everyone has a seat at the table.
- Supportive, inclusive, and low-ego environment.We value respect, collaboration, and open communication, without unnecessary corporate politics.
- Comfortable, casual, and professional.We don’t require formalwear; wear what helps you do your best work, while remaining presentable and client-ready when needed.
What is the Role
Our team of Controllers partners with small and medium-sized businesses to provide strategic financial oversight, strengthen accounting operations, and support data-driven decision-making. This role combines controllership and FP&A responsibilities while maintaining strong, trusted client relationships.
The team provides three core functions to clients:
1. Financial oversight — ensuring the accuracy, completeness, and integrity of month-end financial reporting
2. Controllership services — improving accounting processes, controls, and operational efficiencies
3. Financial analysis — supporting budgeting, forecasting, cash flow planning, and variance analysis
Primary Responsibilities Include:
- Manage a portfolio of clients and provide ongoing fractional controllership services
- Oversee the month-end close and financial reporting process for key clients
- Review financial statements and identify trends and opportunities through variance and financial analysis
- Support budgeting, forecasting, and other FP&A initiatives
- Develop and improve accounting workflows, controls, and reporting processes
- Create industry-specific metrics to monitor financial performance
- Prepare client-specific internal reporting and financial insights
- Collaborate closely with bookkeeping and tax teams to ensure alignment and accuracy
- Lead client meetings and communicate financial results and recommendations clearly
Job Requirements
The ideal candidate has:
- CPA designation (preferred) or MBA with strong accounting and finance experience
- 3+ years of FP&A, controllership, or other progressive accounting/finance experience
- Strong understanding of bookkeeping and accounting principles, particularly month-end close processes
- Strong familiarity with cloud accounting platforms and Microsoft Excel
- Willingness to investigate issues and problem-solve using professional judgement independently
- Foresight to be proactive and complete tasks with minimal oversight
- Ability to thrive in a collaborative, high-performing remote team environment
- Ability to lead client meetings and think strategically
What you bring to the table:
- Great communicator.You’re confident, clear, and professional in both writing and conversation. Clients trust you, and teammates love collaborating with you.
- Organized & efficient.You can juggle multiple clients and tasks without dropping a beat, and you are familiar withtask tracking tools ( i.e. Karbon, Clickup, Monday, Asana, etc.)
- Self-starter energy.You’re proactive, motivated, and comfortable working independently in a remote setting.
- Tech-savvy.You learn new software quickly and maybe even geek over automations and workflow hacks.
- Accounting know-how. Bookkeeping, invoicing, payables, tax rates, and more. Experience with tools like Xero, QBO, Hubdoc, and Dext is a big plus.
- You just get it.You’re sharp, dynamic, and ready to become a key player in a fast-growing firm where your ideas make an impact.
- Strong internet.At least 6Mbps up/down to keep Zoom running smoothly and work flowing freely.
We are looking for somebody talented and dynamic. We are a growing firm, and the individual who is selected for this position will become a key member of our team!
_ConnectCPA is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals without discrimination on the basis of race, colour, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, veteran status or any other protected class._