SENIOR FINANCIAL ANALYST NB FINANCE

About this role

The Senior Analyst, Finance – Nesbitt Burns role offers a unique opportunity to own the preparation of financial statements, reconciliations, regulatory reporting, and month-end, quarterly, and annual close activities for a key brokerage entity. Supporting multiple stakeholders across Finance, Operations, and the Front Office, the role provides broad exposure to the brokerage business, CIRO-regulated reporting requirements, and senior leadership deliverables. Beyond core reporting responsibilities, this position is ideal for a candidate who is passionate about process improvement, automation, and variance analysis, with the opportunity to help streamline lengthy close cycles and reduce manual reporting efforts. A CPA designation (or progress toward one) is an asset, and the role provides significant learning, growth, and visibility across the organization. Experience with CIRO is an asset.


Consolidates, analyzes, and reports on the financial performance of the business / group to support the month-, quarter-, and year-end closing process, including financial reporting and financial governance. Supports an efficient and effective accounting function that uses common information sources and practices, reduces ongoing costs, and increases service level performance.

• Supports the execution of strategic initiatives; includes tracking metrics and milestones.
• Builds effective relationships with internal/external stakeholders.
• Breaks down strategic problems, and analyses data and information to provide accounting insights and recommendations.
• Identifies opportunities for alignment with accounting / finance processes and other operational processes.
• Acts as point of escalation on operational matters and matters falling outside of policy.
• Analyzes financial results to support financial period closing and reporting processes and provide insights and recommendations.
• Gathers and formats data into regular and ad-hoc reports and dashboards for assigned l...