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Senior Financial Analyst

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American Express

1mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Accounting & Tax
    Business, Operations & Strategy
  • Toronto

AI generated summary

  • You need a CA/CPA/CGA designation, 3-5 years in finance, strong accounting skills, MS-Office & Essbase proficiency, excellent communication, analytical abilities, and personal accountability.
  • You will manage overdue accounts, prepare financial reports, support audits and compliance, analyze balance sheets, and enhance reporting processes while collaborating with global teams.

Requirements

  • Accounting designation (CA / CPA / CGA) preferred.
  • At least 3-5 years finance experience.
  • Good technical accounting background and experience in accounting and reporting.
  • Proficiency in MS-Office applications and Essbase/analytical software. Working knowledge of Data Analytics/ Tableau would be beneficial.
  • Sound understanding of financial systems and processes as well as control environment.
  • Excellent communication skills (verbal and written).
  • Ability to collaborate across geographies in a matrix structure and deliver on customer expectations.
  • Able to perform multiple tasks, work to strict deadlines and prioritize tasks.
  • Strong analytical and problem solving skills to identify and escalate issues for resolution.
  • Personal accountability in ensuring all tasks and activities are carried out in accordance with policy and on timely basis.

Responsibilities

  • Responsible for contacting clients with overdue accounts to secure the settlement of the account. Also they do preventive work to avoid future overdues with accounts that have a high exposure.
  • Support compliance with local regulatory requirements from Bank of Canada and Canadian Provinces related to escheatment of Abandoned Property.
  • Prepare dashboards as part of the quarterly reporting to the Board of Directors of the Bank.
  • Ensure timely preparation of working files and financial analysis to support review of periodic (monthly / quarterly / yearly) financial results.
  • Preparation of the financial trending analysis to be presented during the month close review meetings.
  • Perform oversight of the Balance Sheet Accounts for Canadian legal entities and partner with stakeholders in addressing accounting issues for Canada market.
  • Perform analysis to support the oversight performed by Market Controllership over Inter Company transactions and provide commentary for unusual trending.
  • Support local business teams in providing guidance for accounting entries when required and collaborate with accounting teams in India.
  • Support Market Controllership in implementation of projects such as Responsibility Centre validation project for Canada market.
  • Support statutory audit of financial statements for Canadian legal entities.
  • Familiarize with subledger systems and reporting to validate the general ledger balances.
  • Prepare subledger reconciliations for accounts owned by Canada Market Controllership and perform month end oversight for all balance sheet accounts.
  • Prepare working files and collaborate with stakeholders to ensure timely compliance with financial accounting and regulatory reporting requirements related to Abandoned Property.
  • Timely preparation of various dashboards as part of the periodic reporting to the Board of Directors of the Bank.
  • Support timely completion of various Audit request related to Canadian Legal entities.
  • Prepare commentaries on trending analysis on various reports required by Canada Controllership.
  • Assist and support maintenance of files to summarize financial results, financial trending analysis and share with market controllership.
  • Proactively seek opportunities for process improvements.
  • Perform other ad hoc tasks as required.
  • Book accounting entries on monthly basis for USGAAP and IFRS.
  • Ability to manage multiple time sensitive deliverables at month / quarter close.
  • Timely identification and escalation of issues.
  • Ability to quickly develop sound understanding of accounting and reporting processes.

FAQs

What are the main responsibilities of the Senior Financial Analyst role?

The Senior Financial Analyst is responsible for contacting clients with overdue accounts, ensuring compliance with regulatory requirements, preparing financial dashboards, conducting financial analysis, overseeing balance sheet accounts, supporting statutory audits, and collaborating with stakeholders, among other responsibilities.

What qualifications are required for the Senior Financial Analyst position?

A preferred qualification is an accounting designation such as CA, CPA, or CGA, along with at least 3-5 years of finance experience, a good technical accounting background, and proficiency in MS-Office applications and analytical software.

Is experience with data analytics tools beneficial for this role?

Yes, working knowledge of data analytics tools like Tableau is beneficial for the Senior Financial Analyst position.

Are there opportunities for career development and training?

Yes, the company offers career development and training opportunities to support employee growth.

What kind of benefits does American Express offer for this position?

American Express offers competitive base salaries, bonus incentives, comprehensive health insurance, retirement support, flexible working models, paid parental leave policies, wellness center access, and counseling support.

How is the work environment described at American Express?

The work environment at American Express is described as inclusive and accessible, where all employees are treated with dignity and respect, regardless of various personal attributes.

Is personal accountability important in this role?

Yes, personal accountability is crucial, as the Senior Financial Analyst must ensure that all tasks and activities are carried out in accordance with policy and in a timely manner.

What is the preferred method of working in this role?

The role supports a flexible working model, which may include hybrid, onsite, or virtual arrangements depending on the business need.

Are there specific tools or software that are required for this role?

Proficiency in MS-Office applications and experience with Essbase and other analytical software are required. Familiarity with data analytics software is also beneficial.

What type of financial analysis will the Senior Financial Analyst perform?

The Senior Financial Analyst will perform financial trending analysis, prepare dashboards for reporting, and conduct oversight of balance sheet accounts and inter-company transactions.

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American Express

Finance
Industry
10,001+
Employees
1850
Founded Year

Mission & Purpose

At American Express, we know that with the right backing, people and businesses have the power to progress in incredible ways. Whether we’re supporting our customers’ financial confidence to move ahead, taking commerce to new heights, or encouraging people to explore the world, our colleagues are constantly striving to uphold our powerful backing promise to our customers and each other every day. These beliefs have been our North Star for 170 years as our business transformed – from helping evacuate travelers during World Wars, to ensuring the safety of our customers’ funds during the Great Depression in the U.S., to creating the Shop Small® movement to help small businesses recover from the Financial Crisis, to providing aid to communities impacted by many natural disasters and so much more. For generations, the key to our success has been the determination and resilience of our American Express colleagues. Now, as a globally integrated payments company, we work together to provide customers with access to products, insights and world-class experiences that enrich lives and build business success. Join us and let’s lead the way together.

Culture & Values

  • We Back Our Customers

    Relationships are at the heart of our business. We strive to be essential to our customers by delivering exceptional products, services and experiences every day – and promise to have their backs in everything we do.

  • We Make It Great

    We deliver an unparalleled standard of excellence in everything we do, staying focused on the biggest opportunities to be meaningful to our customers. From our innovative products to our world-class customer service, our customers expect the best—and our teams are proud to deliver it.

  • We Do What’s Right

    Customers choose us because they trust our brand and people. We earn that trust by ensuring everything we do is reliable, consistent, and with the highest level of integrity.

  • We Respect People

    We trust and respect one another for who we are and what we contribute. We are accountable to one another and empower every voice through open, courageous dialogue so others feel heard.

  • We Embrace Diversity

    We see diversity of people and experiences as fuel for the creativity and innovation we need to be and deliver our best.

  • We Stand for Inclusion

    We all have biases. However, we do not tolerate bias that excludes or minimizes anyone – all people belong. We’re committed to ensuring that we have a welcoming and inclusive culture where everyone’s voice matters and where people of all races, ethnicities, genders, gender identities, sexual orientations, ages, religions, disabilities and viewpoints can thrive.

  • We Win As a Team

    We view each other as colleagues—part of the same team, striving to deliver the brand promise to our customers and each other every day. Individual performance is essential and valued, but never at the expense of the team.

  • We Support Our Communities

    We respect our communities and are committed to working together so they can thrive and make a meaningful difference in the world.