Salary Range: $100,000 - $110,000
Who we are:
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services. We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.
We pride ourselves on understanding our clients’ needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking. We’re looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.
Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions. We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. CG provides an accessible candidate experience. If you need any accommodation throughout the interview process and beyond, please let us know.
Our Canadian operation, Canaccord Genuity Corp., is currently looking for a motivated self-starter with superior accounting knowledge, excellent organizational skills and the ability to multi-task, to join our Finance team in Toronto. The Senior Financial Analyst will play a key role in managing financial operations and partner administration for the Partnership. This position is responsible for recurring accounting activities, financial reporting, tax filings, and coordination with external professionals, while ensuring accuracy, timeliness, and exceptional service to partners across multiple regions. This position reports directly to the Senior Vice President, Finance.
Responsibilities
Managing CG Limited Partnership and General Partnership
- Prepare and post monthly accounting journal entries (JEs).
- Perform bank reconciliations and maintain accurate records.
- Update Excel loan amortization schedules and CG Limited Partnership (“LP”) accounts monthly.
- Process directors’ payroll tax remittances and external vendor invoices.
- Maintain the global employee loan book and reconcile with global controllers.
- Prepare and distribute statements to participants, which include the generation and distribution of current and capital account and loan statements ~150 participants
- Prepare full annual financial statements (including notes).
- Coordinate with external auditors for review engagements.
- Administer directors’ fees payments, current account distributions, and withholding tax payments.
- Coordinate with external professional firm on annual T5013 filings, including co-ordinations with regional HR teams to ensure personal information (address/work location/date of change) are accurately reflected across regions.
- Tax Management: Coordinate and ensure timely remittance of payroll taxes, withholding taxes on distributions, and compliance with annual tax filings (e.g., T5013, T4, T4 summaries) in collaboration with external auditors and internal teams.
- Manage annual LP subscription closing, including share/cash subscriptions and participant communications.
- Collect account opening documents for all partners and set up portal access.
- Administer LP certificates and maintain accurate partner records.
- Handle onboarding for new partners, including loans from entities, share transfers, schedule updates, and true-ups.
- Respond promptly to participant inquiries and provide accurate information
Support other CG strategic initiatives and projects
- Support finance-related aspects of CG strategic initiatives, including transformation project in across finance teams.
- Assist with the implementation and documentation of process improvements, internal controls, and system enhancements related to partnership accounting and reporting.
- Participate in special projects involving cross-functional teams (e.g. Finance, HR, Tax, Legal, and regional controllers) to support global consistency and compliance.
- Prepare analysis, schedules, and summary materials to support management decision-making for CG initiatives.
- Contribute to projects arising from new strategic initiatives or evolving requirements.
- Ad-hoc analysis and support as requested by management.
Skills & Qualifications
- CPA designation required.
- 5+ years of experience in partnership accounting bookkeeping, finance/accounting roles. Strong understanding of tax compliance processes related to payroll, partnership distributions, and annual filings; familiarity with payroll administration required.
- Advanced proficiency in Microsoft Excel; experience with MS Access, Power BI/Power Query, SSRS, SQL or related tools will be an asset is an asset.
- Experience in at a broker-dealer firm preferred.
- Proven ability to build and maintain effective relationships with high-touch stakeholders and global partners, ensuring clear communication and timely resolution of inquiries.
- Excellent communication and interpersonal skills for cross-regional coordination.
- Familiarity with Dataphile (DPH) or similar accounting systems preferred.
- Demonstrated experience and ownership in managing end-to-end financial processes, including financial and tax cycles & filings, and partner administration, with accountability for accuracy and deadlines.
- Strong attention to detail and ability to manage high-volume processes accurately.
- Ability to meet deadlines and work under pressure in a fast-paced environment.
- An effective ability to collect, organize, analyze and circulate significant amounts of information with attention to detail and accuracy.
#LI-SK1 #LI-Onsite #INDHP
All applications will be held in strict confidence.
In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
Protecting your online safety:
Canaccord Genuity and its affiliates do not use text messages for recruitment purposes. If you have received a text message claiming to be from CG or an authorized representative regarding job recruitment, please treat as fraudulent and do not respond.
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted. No phone calls please. Thank you for your understanding.
