19 results for Investment Analyst in Whitby, ON

Sr. Financial Analyst Capex Job SummaryWe are seeking a highly skilled and experienced Senior Financial Analyst with a strong background in Capital Expenditures (Capex) analysis to join our dynamic finance team. The ideal candidate will play a key role in evaluating, budgeting, and forecasting capital investments to ensure alignment with the organization's financial goals and strategic priorities. This position involves close collaboration with cross-functional teams, including operations, and senior leadership.Key Responsibilities<ul><li>Capex Analysis and Management:</li><li>Lead the preparation, monitoring, and evaluation of Capex budgets across various projects and departments </li><li>Analyze ROI, NPV, IRR, and other financial metrics for proposed capital investments to support executive decision-making </li><li>Financial Planning and Forecasting:</li><li>Drive monthly and quarterly financial forecasting processes related to capital expenditure </li><li>Provide insights into variances between actuals versus forecasts and identify opportunities for optimizing investment strategies </li><li>Business Partnering:</li><li>Collaborate with business leaders to develop Capex plans that align with operational objectives and long-term strategic vision </li><li>Serve as the financial liaison during project planning to ensure resources are allocated efficiently </li><li>Reporting and Compliance:</li><li>Prepare and present detailed financial reports related to Capex, including risks and opportunities, for executive stakeholders</li><li>Ensure adherence to internal controls and compliance with regulatory requirements pertaining to investment reporting </li><li> </li></ul>

Sr. Financial Analyst Robert Half has an exciting long term contract opportunity for a Senior Financial Analyst in Niagara Falls! The successful candidate will bring expertise in evaluating product lines, promotion expenditures, and service segment costs. This role will involve daily interaction with executive management, project teams, sales managers, and finance professionals to provide critical insights that drive decision-making. The ideal candidate must be equipped with a strong understanding of general accounting procedures, reporting, expense analysis, and journal posting, combined with advanced Microsoft Excel skills. This working arrangement is 100% onsite, 5 days a week. Key Responsibilities:<ul><li>Conduct analyses of new and existing product lines, organizational promotion spending, and service segment costs to evaluate profitability and uncover cost-saving opportunities.</li><li>Build dynamic profit and loss (P& L) models, balance sheets, and management reports to forecast financial outcomes, leveraging advanced Excel techniques (e.g., heavy pivots).</li><li>Maintain strict confidentiality of sensitive and proprietary financial information.</li><li>Provide budgeting variance analysis and prepare forecasting models to inform and support various organizational management levels.</li><li>Ensure accuracy and integrity of the general ledger and oversee its maintenance.</li><li>Collaborate daily with executive leadership, project teams, and sales and finance professionals to address inquiries, provide updates, and present data-driven recommendations.</li></ul>

Sr. Financial Analyst We are offering a 3-month contract with potential extension and/or permanent employment opportunity for a Financial Analyst in Toronto. This role operates within the healthcare industry and primarily involves the management and improvement of financial processes. The workplace is dynamic and fast-paced, requiring a high level of organization and meticulous attention to detail. Responsibilities:• Conducting thorough and detailed financial analysis to support business decisions• Streamlining transactional volume to increase efficiency and free up staff time for more complex tasks• Implementing improvements to invoicing processes to enhance predictability of receivables, payables, and cash flow• Assisting in audit preparation to ensure compliance and accuracy of financial records• Performing reconciliations to maintain the integrity and accuracy of financial data• Taking on tasks and responsibilities from senior management to allow for focus on high priority reports and analysis• Assessing and refining payroll timing to ensure efficiency and accuracy• Reducing manually intensive tasks through process improvement and automation• Supporting the finance team in various tasks as needed to maintain smooth operations.

Financial Analyst We are looking for a detail-oriented Financial Analyst to join our team in Toronto, Ontario. This is a Contract-to-long-term position, offering an excellent opportunity to contribute your expertise in financial analysis and accounting practices. The ideal candidate will play a key role in supporting financial decision-making and ensuring the accuracy of financial data. Responsibilities: • Analyze financial data to identify trends, variances, and opportunities for process improvement. • Prepare detailed reports using tools such as Crystal Reports and other accounting software systems. • Conduct audits to ensure compliance with financial regulations and company policies. • Oversee accrual accounting processes and ensure accurate financial reporting. • Collaborate with teams to develop and manage budgets, ensuring alignment with organizational goals. • Utilize data mining techniques to extract insights that drive strategic decision-making. • Manage capital planning and forecasting to optimize resource allocation. • Work with CRM systems to track financial transactions and client accounts. • Provide recommendations to improve financial performance based on thorough analysis. • Support month-end and year-end closing activities, ensuring all deadlines are met.

Financial Analyst We are looking for a detail-oriented Financial Analyst to join our team on a contract basis in Markham, Ontario. This role involves working closely with stakeholders to ensure accurate financial reporting and analysis, while supporting month-end activities and reconciliation processes. The successful candidate will play a key role in maintaining financial integrity and improving existing processes. Responsibilities: • Prepare and review monthly financial reports to ensure accuracy and timeliness. • Perform bank account reconciliations for multiple accounts, addressing discrepancies and working with partners to resolve issues. • Handle balance sheet reconciliations, including inventory and accounts receivable, while introducing new processes to improve efficiency. • Create and post manual journal entries as required, ensuring compliance with accounting standards. • Collaborate with sales teams and other stakeholders to provide financial insights and support business decisions. • Utilize SAP and other accounting software systems to manage and analyze financial data effectively. • Leverage advanced Excel skills, including pivot tables and VLOOKUP functions, to organize and interpret large datasets. • Contribute to the cleanup and optimization of inherited manual processes and spreadsheets. • Support IFRS compliance, particularly IFRS 15 and IFRS 16, as part of financial reporting. • Assist with ad hoc financial tasks and provide support during month-end close periods.

Sr. Financial Analyst We are looking for an experienced Senior Financial Analyst to join our team in Toronto, Ontario on a long-term contract basis. In this role, you will play a key part in supporting regulatory reporting processes, ensuring compliance with financial standards, and driving process improvements. This position offers an opportunity to collaborate with various teams and contribute to impactful projects within a dynamic environment. Work Model is hybrid. 3 days onsite Downtown Toronto Responsibilities:• Prepare shareholder reports and supplemental disclosures to support quarterly and annual reporting requirements.• Develop working papers for MD& A tables and financial statement note disclosures, ensuring alignment between regulatory reporting and financial statements.• Monitor changes in regulatory requirements, assess their impact on the organization, and communicate findings to stakeholders.• Implement improvements to regulatory reporting processes, including enhancing documentation standards and adopting new systems.• Conduct analysis and assist with ad hoc regulatory reporting tasks as needed.• Evaluate the regulatory reporting implications of new transactions, products, and strategies.• Offer expertise in regulatory reporting to support other finance teams and accept special assignments as required.

Sr. Financial Analyst We are looking for a highly skilled Senior Financial Analyst to join our team in Richmond Hill. In this role, you will provide critical financial insights, support decision-making processes, and contribute to the strategic direction of our organization. If you have a strong background in financial analysis, accounting, and data-driven insights, we encourage you to apply. Responsibilities:• Conduct in-depth financial analysis to support strategic business decisions and identify opportunities for growth.• Develop and manage budgets, forecasts, and financial models to ensure accurate reporting and planning.• Lead development of financial budgets and forecasts to support the business objectives;• Lead development and enhancement of reporting and analytics to provide the business with meaningful insights. • Provide guidance and training to team members on financial processes and best practices.

Financial Business Analyst We are looking for an experienced Financial Business Analyst to join our team on a long-term contract basis. In this role, you will play a key part in analyzing and improving financial systems, processes, and reporting. This position is based in Etobicoke, Ontario, and offers an exciting opportunity to collaborate with both finance and project teams. Responsibilities: • Serve as the primary point of contact for finance-related system integrations and process improvements. • Collaborate with stakeholders to identify business needs and translate them into actionable solutions. • Analyze financial data to support decision-making and ensure alignment with organizational goals. • Work closely with finance and project users to optimize workflows and reporting. • Provide expertise in the implementation and enhancement of ERP and CRM systems. • Develop detailed business requirements and ensure their alignment with project objectives. • Conduct regular system testing and troubleshooting to maintain operational efficiency. • Prepare comprehensive documentation for processes, systems, and user guides. • Support the implementation of financial tools and technologies to enhance performance. • Communicate effectively with cross-functional teams to drive project success.

Loan Administrator We are seeking an experienced Investment Administrator (Analyst/Associate level) to support the management investment portfolios. This is a developmental role that offers hands-on exposure to both private placement debt and private equity transactions. Working closely with the Investment Origination team, the successful candidate will gain insight into deal structuring, project financing, and ongoing portfolio administration—paving the way for growth into more senior roles within the firm. Key Responsibilities:<ul><li>Supporting transaction structuring alongside the Investment Origination team during origination, arrangement, and closing phases.</li><li>Administering loan advances and draws in compliance with loan agreements.</li><li>Serving as the primary liaison between borrowers, lenders, and their advisors.</li><li>Maintaining all transaction documentation, including collateral records and investment agreements.</li><li>Managing day-to-day client and lender communications, ensuring requests and obligations are met.</li><li>Conducting periodic investment reviews and compliance monitoring.</li></ul>Building and nurturing strong client relationships to support portfolio performance and client satisfaction.

Director of Finance (Non-Profit) A dynamic and mission-driven non-profit organization is seeking an experienced and strategic Director of Finance to oversee financial operations, support organizational planning, and lead a dedicated finance and payroll team. This role offers the opportunity to contribute to a purpose-driven environment while driving operational excellence and financial sustainability. 3-month contract with possibility of extension. Hybrid environment with 2-3 days in downtown office location. About the Role:Reporting to senior leadership, the Director, Finance will be responsible for the full spectrum of financial management activities, including budgeting, audit preparation, financial reporting, payroll oversight, and grant and fundraising support. The role also supports strategic planning, risk management, and continuous process improvement. Key Responsibilities:• Oversee all financial functions, including reporting, audits, budgeting, forecasting, and managing cash flow to ensure the organization’s financial health.• Manage payroll processes, ensuring compliance with legislative and regulatory requirements, as well as timely Ministry and tax filings.• Lead and mentor a team of finance professionals, fostering growth and collaboration within roles such as Financial Analyst, General Accountant, and Payroll Specialists.• Support fundraising initiatives by providing financial insights, managing donor reporting, and overseeing grant-related budgeting and reporting.• Develop and implement risk management frameworks while contributing to organizational planning and performance measurement strategies.• Prepare and present financial materials for board meetings, ensuring clarity and alignment with strategic objectives.• Oversee the procurement process, ensuring efficiency and compliance with organizational policies.• Collaborate on the development of annual reports and other key communications to stakeholders.

Senior Analyst - FP&A Our client helps startups and mid-market companies grow and scale with confidence by providing full-service finance and accounting solutions. They are seeking a Senior Financial Planning & Analysis (FP& A) Professional to manage financial models, forecasts, operating budgets, and KPIs for 4–8 clients simultaneously. You’ll report to a Finance Director and primarily serve clients in e-commerce, retail distribution, and CPG verticals (Central and/or Eastern Time). This fully remote role offers the unique opportunity to be the company’s first hire in Canada as they establish and expand their presence in the Canadian market. RESPONSIBILITIES<ul><li>Develop and maintain financial and demand planning models (e.g., 13-week cash flow, balance sheet forecasts).</li><li>Build and oversee annual, quarterly, monthly, and weekly budgets.</li><li>Monitor and evaluate client KPIs, create dashboards, and conduct variance/trend analysis.</li><li>Reconcile financial models with accounting records for data accuracy.</li><li>Research and compile data for strategic business plans and initiatives.</li><li>Prepare due diligence materials, including credit packages and pitch decks.</li><li>Collaborate with CFOs and Controllers to address client-specific needs.</li></ul>

Finance Manager We are looking for an experienced Finance Manager to oversee and enhance the financial operations of our client in the Newmarket area. The ideal candidate will bring a strategic mindset to budgeting, auditing, and financial analysis while ensuring compliance with industry standards. This role requires strong technical expertise and the ability to lead financial processes effectively. Responsibilities: Reporting to the Vice President of Finance, the incumbent will be responsible for overseeing all financial operations, ensuring accurate financial reporting, and providing strategic financial guidance to support the company’s growth and profitability. This position will support a multi-entity environment and be focused on growth both organically and through acquisitions. The successful candidate would be responsible for: · Prepare and present monthly, quarterly, and annual financial statements and reports to senior management.· Oversee all aspects of financial management, including budgeting, forecasting, and financial analysis.· Ensure compliance with all relevant financial regulations and standards.· Develop and maintain robust internal controls to safeguard company assets and ensure accurate financial reporting.· Monitor and analyze manufacturing costs, identifying opportunities for cost reduction and efficiency improvements.

Controller We are looking for an experienced Controller to join our team on a contract basis in Mississauga, Ontario. This role is ideal for a finance expert with a strong background in managing accounting operations, financial reporting, and team leadership. You will play a key role in overseeing the financial health of the organization while contributing to the success of a dynamic and evolving team. Responsibilities:• Oversee and manage the month-end and quarter-end close processes, ensuring accuracy and timeliness in financial reporting.• Supervise and provide guidance to a small team.• Develop and implement financial controls, policies, and procedures to optimize operational efficiency.• Utilize advanced Excel skills to analyze financial data, create forecasts, and generate reports.• Collaborate with cross-functional teams to support budgeting, forecasting, and financial planning activities.• Ensure compliance with all regulatory requirements and company policies.• Leverage prior experience in leasing or service industries to enhance financial processes and decision-making.• Work closely with the U.S. parent company to align financial operations and reporting standards.

Director, Finance & Administration Our client a well established professional services firm in central GTA is seeking a highly skilled and strategic Director, Finance & Administration to oversee all financial operations and shared support services, including IT, Human Resources, and office administration. In this leadership role, you will be responsible for driving financial performance, ensuring compliance with regulatory standards, and optimizing operational efficiency. This is a pivotal position that requires a strong background in finance, excellent leadership skills, and a proven ability to manage cross-functional teams. Responsibilities:• Oversee the preparation of accurate financial statements in compliance with applicable accounting standards and reporting requirements.• Lead and mentor accounting staff to maintain high technical proficiency and ensure the reliability of financial reporting.• Monitor and forecast the organization’s cash flow to identify and address funding needs proactively.• Coordinate and manage the budgeting process to produce realistic forecasts that support effective decision-making.• Safeguard company assets through robust internal controls and risk management practices.• Ensure timely and accurate completion of all tax filings, including capital, sales, and income taxes, while addressing tax assessments and planning opportunities.• Manage the company’s insurance policies to adequately cover operations and assets, and resolve any claims efficiently.• Oversee human resources functions, including payroll processing, benefits administration, and headcount management, while approving hires and terminations.• Direct the IT function to ensure efficient infrastructure, resource deployment, and capital acquisition of technology.• Supervise office services to maintain cost-effective operations and ensure employee satisfaction with the physical workspace.

Accounting Manager About the Role:We are seeking an experienced and detail-oriented Accounting Manager to join our client's small but dynamic team. This is a hands-on role that functions more like an accounting administrator or senior bookkeeper. Reporting directly to the Controller, you will be responsible for the day-to-day accounting functions, including full-cycle bookkeeping, payroll processing, and assisting with month-end close. You’ll also play a supporting role in HR and office administration tasks. Key Responsibilities:<ul><li>Own the full accounts payable cycle, including invoice entry, payment runs, and vendor communication</li><li>Assist with month-end close and preparation of financial statements</li><li>Maintain general ledger and reconcile key accounts</li><li>Process bi-weekly payroll and ensure compliance with employment standards</li><li>Manage employee expense reports and credit card reconciliations</li><li>Ensure compliance with HST/GST and other government filings</li><li>Support HR functions such as onboarding paperwork and benefits administration</li><li>Maintain organized financial records and support audits as needed</li><li>Collaborate with the Controller to improve processes and ensure financial accuracy</li></ul>

Family Office Services – Associate (UHNW Tax/Planning) Please note that the listed salaries represent the total compensation amount. We are currently partnering with a prestigious Private Investment Office that provides tailored services to a select group of ultra-high-net-worth families. These families have made outstanding contributions to business, public service, and philanthropy.The organization is experiencing significant growth and is seeking to add a Family Office Services Associate (UHNW Tax/Planning) to their team. For the ideal candidate, they are open to considering more senior-level titles depending on experience and expertise. What You’ll Do:· Support an experienced team that acts as an Outsourced-Chief Investment Officer (“OCIO”), while also handling tax planning, accounting, and compliance for UHNW families.· Collaborate on complex tax structuring and assist in crafting forward-thinking strategies tailored to each client’s unique needs.· Actively contribute to team discussions focused on financial planning and family office operations.· Conduct in-depth analysis and modeling to offer detailed insights for tax-efficient strategies.· Work on projects of varying scope, from routine tasks to complex issues—no task is too small or too big. Why Join?· Exceptional culture: An environment built on mutual respect, shared success, and a supportive community.· Ultra-high-net-worth clients: Work alongside an experienced team to serve an elite group of families who value discretion, innovation, and excellence.· Collaborative Team: This close-knit, highly engaged group works together to maintain a supportive dynamic where ideas flow freely.· Prime Midtown Location: Spend 4 days in-office per week at a convenient and accessible location.

Senior Treasury Manager We are looking for an experienced Senior Treasury Manager to lead and oversee the operational treasury functions of our organization in North York, Ontario. In this role, you will ensure seamless cash flow management, optimize liquidity, and maintain strong relationships with financial institutions. This is a leadership position that requires strategic thinking, a deep understanding of treasury operations, and the ability to mentor and guide a high-performing team. Responsibilities:• Oversee daily cash management activities, ensuring proper liquidity and efficient cash pooling and sweeping structures.• Develop and maintain short- and mid-term liquidity forecasts, aligning them with long-term financial projections and budget models.• Monitor and manage the company’s debt portfolio, including revolving credit facilities, repayments, and compliance with debt agreements.• Prepare and review treasury-related financial reports, ensuring all transactions are accurately recorded in compliance with accounting standards.• Maintain relationships with financial institutions, overseeing banking services, fraud mitigation measures, and the administration of bank accounts.• Manage the issuance and maintenance of letters of credit and performance bonds, ensuring compliance and accuracy.• Lead month-end close processes, including preparing treasury disclosures and schedules, while supporting internal and external audits.• Foster a culture of continuous improvement by mentoring and developing a team of treasury professionals.• Ensure strong internal controls over online banking platforms, including user access, wire approvals, and delegation of authority documentation.• Support refinancing initiatives and other strategic financial activities to align with company objectives.

Accounting Manager We are looking for an experienced Accounting Manager to oversee the accuracy of accounting processes within educational organization. This role involves managing general accounting functions, ensuring compliance with accounting regulations, and leading process improvements within the accounting department. The Accounting Manager will also supervise a team, foster a collaborative work environment, and handle various financial tasks related to cash management, accounts receivable, and charitable donation receipts. 1-month contract that will start immediately. This role will require to work 5 days onsite at North York office location (Sheppard/Yonge). Responsibilities:• Manage all general accounting functions, including accounts payable, accounts receivable, and general ledger reconciliation.• Oversee accounts receivable processes, including invoicing, payment collection, and reconciliation of tuition and ancillary charges.• Ensure compliance with federal, provincial, and local financial regulations, preparing and submitting necessary reports as required.• Supervise and mentor the accounting team, providing guidance, training, and performance reviews to foster a collaborative work environment.• Identify areas for process improvement within the accounting department and implement solutions to enhance efficiency and accuracy.• Monitor cash flow management, ensuring adequate liquidity and accurate tracking of cash balances.• Calculate and issue charitable donation receipts for tuition payments, adhering to regulatory requirements and deadlines.• Maintain proficiency in accounting software and other relevant systems, adapting to changes as needed.

Tax Manager Our Global Client is looking to hire a Tax Manager reporting into a Director of Tax to oversee corporate tax functions. The ideal candidate will be responsible for managing tax compliance processes, preparing tax provisions, and addressing cross-border tax issues. This role requires strong technical expertise and the ability to adapt to changing regulatory environments. Responsibilities:• Prepare quarterly and annual tax provisions for Canadian entities and support the consolidated international tax provision process.• Oversee the preparation and filing of tax returns for Canadian entities, ensuring accuracy and compliance.• Manage compliance processes for foreign affiliates, collaborating with local tax consultants to meet filing deadlines and monitor tax payments.• Develop cash tax forecasts and budgets for tax expenses and payments.• Coordinate and lead responses to tax audits, inquiries, and notices from tax authorities.• Provide expert guidance to Canadian controllers on tax-related matters and ensure adherence to regulations.• Stay informed about changes in tax legislation and assess their implications for the organization.• Conduct tax research and draft technical memos to address identified issues.• Collaborate with external consultants on resolving cross-border employment tax concerns.