Ontario Analysis & Reporting Job Listings

Insights Senior Manager, Private Equity (Relocation to Montreal)63393003767555120

Dialectica

Insights Senior Manager, Private Equity (Relocation to Montreal)

Toronto, ON, Canada

About Dialectica Dialectica is a leading B2B information services firm that serves the world's top consulting, investment and largest corporate businesses, by enabling them to gather real-time information and insights from industry experts across various markets, industries, and regions. Dialectica has been recognized as one of Europe’s fastest-growing companies by the Financial Times for 5 years in a row, a Top Employer for Recent Graduates by The Career Directory in Canada and a Best Workplace. We believe in supporting our people to do their best work and grow, and building a dynamic, empowering, and respectful workplace is core to our purpose: Accelerate the shift to a prosperous society by empowering better decision-making. For more information, visit dialecticanet.com What you will do The Insights Private Equity group at Dialectica plays a key role in driving growth and scaling an emerging business unit within the company. Your primary responsibilities will include: Proactive Content Develop proactive content on topics of interest to private equity clients in your coverage area Lead exploratory sessions to discuss proactive content with clients and generate client opportunities Scoping & Technical Sales Scope client needs and generate client opportunities / project mandates across the full suite of Dialectica’s offering for Private Equity (Expert Calls, Voice of Customer, M&A Mapping, Deal Advisors, Origin etc). Product Delivery & Relationship Management Manage Insights product team delivery and quality assurance directly (e.g. Voice of Customer Insights, M&A Mapping etc). Work with other product groups to ensure quality assurance and excellence in delivery across the full suite of Dialectica’s offering Play the lead role in developing client user penetration through project relationships and leverage opportunities to expand the user base through referrals and relationship building. Product Innovation Find opportunities to innovate Dialectica’s Insights product offering for private equity clients by testing and co-creating new Insights modules with clients Account Management Own and nurture both senior relationships and central budget-holder relationships to advocate for Dialectica within your coverage area. Handle annual renewals and package commitments sale processes. What we are looking for 6+ years of professional services / consulting or equivalent experience; transactions experience highly valued Exceptional interpersonal and communication skills, with the ability to influence and engage stakeholders at all levels Strong business acumen and strategic thinking, with the ability to identify opportunities for revenue growth and market expansion Demonstrated leadership experience, with the ability to inspire and motivate colleagues to achieve ambitious goals Results-oriented mindset, with a focus on delivering exceptional value to clients and driving business growth What you will get Be part of a creative, entrepreneurial and fast-paced team Support and coaching from some of the most engaging colleagues around Opportunities to develop new skills and progress your career in a global organisation Learning and development programs Competitive compensation schemes RRSP with employer match Comprehensive health coverage (life, medical, dental, vision, and employee assistance programs) Substantial Wellbeing program (allowance, flexible and volunteering days A diverse and inclusive culture supported through a number of initiatives The freedom and flexibility to handle your role in a way that's right for you

Financial Analyst - Associate Underwriter, Commercial Surety63392998317827121

Liberty Mutual Canada

Financial Analyst - Associate Underwriter, Commercial Surety

Toronto, ON, Canada

Department: Surety Location: Toronto Reports To: Assistant Vice President, Surety Underwriting Manager Company Overview: Liberty Mutual Surety™, a business unit of Liberty Mutual Insurance, is the largest global surety. Conducting business worldwide through fronting relationships and Liberty-owned subsidiaries, we provide bonds in over 60 countries for construction firms, manufacturers and suppliers, and commercial enterprises on an account and transactional basis. We are committed to building mutually profitable relationships by providing smart business solutions, ease of doing business, and consistent, responsive service. Liberty Mutual Surety is dedicated to the communities we serve and highly values a diverse workforce in more than 16 countries. If you are unsure whether your experience matches every requirement below, we encourage you to apply anyway. We are looking for varied and diverse perspectives and experiences that we can add to our team! Our core values guide all of our decision-making and come to life through our benefits and employee programs. We offer: - A premier flexible work environment (a combination of on-site & remote work) supporting our employees in their pursuit of a healthy work-life balance - Competitive health & dental benefits plan - Market-leading pension plan - Competitive time off policy - External education & tuition reimbursement programs - Employee & Family Assistance Programs - An opportunity to get involved and become a member of one of our national employee committees – social responsibility, employee engagement, diversity, equity & inclusion The Opportunity: Liberty Mutual Surety™ is seeking a Financial Analyst - Associate Underwriter, Surety in our Toronto, ON office. In this role, you will use your business and financial acumen to perform primary credit underwriting and financial/risk analysis, provide recommendations, and make decisions on new and existing accounts. Using your excellent people skills, you will market, underwrite, and service customers and accounts within an assigned territory. This is an excellent opportunity for a self-motivated financial professional looking to advance their career with a top surety company that focuses on its employees and customers first. Duties and Responsibilities: Perform analytical evaluations of financial statements on both a static and trend basis. Determine an underwriting position and monitor present and historical financial position of risk through analysis of interim financial statements and work in progress data as appropriate. Recommend, implement and monitor milestones and potential exit strategy on accounts showing high risk trends. Monitor an existing book of business from an underwriting standpoint. Continuously evaluate the qualitative characteristics of the business (new and existing) as assigned. Examples include utilization of self-audit programs and financial ratio analysis reports. Make recommendations to Manager for proper lines of authority to be submitted to Home Office. Monitor and control utilization of such lines to ensure compliance with guidelines. Responsible for investigating, analyzing, and managing all necessary underwriting/accounting/workflow issues within framework of Surety policies and procedures. Originate, lead, and underwrite surety transactions. Analyze exposures and determine the appropriate surety coverage and conditions, risk exposure, loss history, and economic trends that may impact terms and conditions offered to the client. Meet with customers from assigned territory to solicit business/submissions via marketing efforts and educate customers on Liberty Mutual Surety policies, procedures, appetite, and requirements. Act in a consultative capacity and discuss/review accounts and performance. Develop/maintain strong relationships, meet with clients, and oversee a book of surety business. Meet production, marketing, and profitability goals as set by Manager and assist in business development. Develop a book of business strategy to broaden the portfolio with various accounts in compliance with given Underwriting Guidelines. Attend client, broker and market meetings as well as regular meetings with internal and external stakeholders. Ensure compliance with all applicable internal and external laws, regulations, policies, procedures and guidance. Adhere to underwriting standards, instructions and best practice methodology in order to minimize risk as incorporated into the Underwriting Controls Framework. Provide direction for topics to be addressed in meetings with customers. Actively contribute to the team spirit and collaborate cross-country and cross-functionally with Liberty Mutual Canada. Identify cross-selling opportunities with other Liberty product line areas and meet goals as set by Manager. Assist in market screening and the definition of appropriate policies and underwriting guidance. Use of risk profiling and pricing tools. Prepare and implement instructions for administering work flows and accounting/billing issues to service unique situations. Perform special projects and other duties as assigned – bring creativity for the optimization of work flows and accounting/billing issues. Skills & Qualifications: Bachelor’s degree or equivalent, ideally in Finance or Accounting. Commercial credit underwriting experience highly preferred. Mature and self-confident; ability to face clients, business partners and senior colleagues. Strong problem-solving, marketing and account-management skills. Must be detail-oriented, able to manage time and prioritize multiple tasks in a fast-paced environment. Ability to work independently and manage many tasks simultaneously in addition to comfortably interacting with people in small groups and social situations. Strong economic, political, current affairs understanding and knowledge. Strong computer skills, in particular Word, Excel, Power Point and Outlook. Strong level of numeracy, literacy and technology skills without losing the conceptual skills for the bigger picture. Demonstrate strong collaboration and teamwork. Ambitious self-starter. Strong interpersonal and communication skills. Liberty Mutual Surety is committed to fostering an inclusive, accessible environment where all employees feel valued and supported. We are committed to building a workforce that is representative of the communities we operate in and serve. If you require an accommodation for the recruitment/interview process due to a disability (which may be invisible or visible, temporary or permanent), please let us know and we will work with you to meet your needs.

Senior Financial Analyst63392992286979122

Kognitive Sales Solutions

Senior Financial Analyst

Toronto, ON, Canada

At Kognitive Sales Solutions, we are committed to delivering innovative and data-driven sales strategies that fuel our clients’ growth. We are currently seeking a Senior Financial Analyst to join our team and help drive strategic decision-making through financial insights, reporting, and cross-functional collaboration. This is a unique opportunity to work directly with the executive team and influence financial processes at the organizational level. Position Overview As the Senior Financial Analyst, you will play a critical role in leading financial planning, reporting, and modeling across the organization. Reporting directly to the CEO, this role is ideal for a self-starter who thrives in a fast-paced environment and wants to build structure around budgeting, forecasting, and decision-making processes. You’ll collaborate with department heads and our external accounting team to ensure timely and accurate financial reporting, build tools that empower leadership with insights, and support high-level planning conversations with clear, data-backed analysis. Key Responsibilities Lead and support the annual budgeting process by gathering inputs, validating assumptions, and developing financial models Maintain and update rolling forecasts across revenue, expense, and margin categories Prepare planning scenarios to support strategic and operational decision-making Conduct variance analysis comparing actual results to budget and forecast Collaborate with the external accounting team to ensure accurate and timely monthly reporting and close Create clear and concise financial reporting packages for senior leadership Develop and maintain financial models to support margin tracking, cost analysis, and investment decisions Perform ad hoc financial analysis to support client proposals, pricing decisions, and business cases Monitor and analyze key financial KPIs to surface insights and identify trends Partner with the CEO and department leaders to gather data, share insights, and support business planning Assist in building tools, templates, and processes that enhance reporting accuracy and decision-making Coordinate with the external accounting firm on reconciliations and ensure compliance with internal controls Requirements Qualifications 3–5 years of experience in financial analysis, FP&A, or a related function Bachelor’s degree in Finance, Accounting, Economics, or a similar field Strong financial modeling and forecasting skills with advanced Excel proficiency Clear and confident communicator, able to translate financial data for non-financial stakeholders Highly organized and detail-oriented, with the ability to manage multiple priorities and deadlines Experience working independently and taking ownership of projects from start to finish Previous experience supporting small to mid-sized or entrepreneurial businesses is an asset Familiarity with accounting platforms or PowerBI tools is considered a plus Benefits Direct exposure to the CEO and senior leadership team Hybrid work model with flexible work-from-home Competitive compensation package Growth opportunities in a fast-paced and expanding organization

Financial Analyst, Infrastructure Funds63393005754371123

Fengate Asset Management

Financial Analyst, Infrastructure Funds

Oakville, ON, Canada

Fengate is seeking a Financial Analyst to join the Infrastructure Funds team. Reporting to the Senior Manager, Finance, Infrastructure Funds, the Financial Analyst will support fund operations, investor and internal reporting, financial analysis, tax, treasury and liquidity management, and compliance and of Fengate’s Infrastructure Funds. This role will interact closely with the asset management team, investment team, the fund administrator, investor relations team, tax team and external investors. The role offers the opportunity to develop a deep understanding of infrastructure private equity funds with focus on Fengate’s closed ended infrastructure funds. The successful candidate will be a self-starter that enjoys working in a fast-paced environment, has the ability to stay organized and efficiently prioritize and work under tight timelines. The individual is process-oriented with a high sense of ownership in their work, and eager to delve into a career in infrastructure. KEY RESPONSIBILITIES Support the review of the fund’s external administrator to ensure completeness and accuracy of accounting records and financial reporting Maintain fund models to forecast fund performance and manage liquidity needs, including coordinating across the broader infrastructure team for key inputs Prepare quarterly investor and management reports and presentations Assist with capital activity processes (e.g., capital calls and distributions) and treasury operations, including reviewing notices and investor communications prepared by the fund administrator. Support the management of the fund’s day-to-day financial operations, ensuring compliance with governing fund documents and credit facilities Collaborate with the investor relations team to respond to investor requests and assist with fundraising initiatives Liaise with tax team and advisors to oversee tax filings and compliance with tax authorities in the U.S. and Canada Other ad-hoc financial analysis to support the infrastructure business unit and the broader Fengate team (i.e., asset management, legal, investments, etc.) Contribute new ideas to develop best in class processes and procedures Requirements KEY QUALIFICATIONS Undergraduate degree completed in business, accounting or finance is required. Further education and/or working towards accreditations, enrollment in CPA program is an asset. Strong knowledge of Microsoft products, specifically Excel, Word and PowerPoint. Demonstrated ability to manage multiple tasks with strict deadlines as a part of a team Driven individual with strong communication skills and eagerness to develop in their career CORE COMPETENCIES Being Authentic –Inspiring trust and being courageous. Focusing on Performance –Being accountable and driving results. Understanding Stakeholders – Knowing the needs of those who rely on you. Building Effective Relationships – Collaboration and communication. Fengate is an equal opportunity employer, we strive to attract and retain a diverse workforce and are committed to promoting diversity, equity, inclusion, and belonging in the workplace. It is a core priority at Fengate to create, operate with, and continuously grow and sustain an inclusive culture that respects and connects the diversity of our team, our clients, our partners, and the communities we work in. We are committed to providing accommodation for persons with disabilities. If you require accommodation, we will work with you to meet your needs. We thank all applicants for their interest in this position; however only candidates selected for an interview will be contacted.

Analyst, Shareholder Advisory Group63392991164035124

Kingsdale Advisors

Analyst, Shareholder Advisory Group

Toronto, ON, Canada

About Kingsdale Advisors With offices in Toronto and New York, Kingsdale Advisors is the leading shareholder services and advisory firm, having acted on the largest and most high-profile proxy fights and transactions. Since 2003, public companies across North America have looked to the expertise of Kingsdale Advisors to help them reach out to shareholders and secure the success of transactions or resolutions driven by shareholder votes. Kingsdale Advisors’ multidisciplinary team offers an array of specialized services focused on strategic and defensive advisory, governance advisory and proxy analytics, strategic communications, and voting analytics. Your Role & How You Will Contribute Based in Toronto and as a member of Shareholder Advisory Group team, the Analyst will be reporting to the Senior Director and will be responsible for a full range of research, reporting and administrative support. Your primary responsibility is to provide clients with advisory services and analysis through the use of databases, electronic spreadsheets, presentations and detailed reports for public companies in Canada and the United States. The successful candidate will have the opportunity to work on North America’s highest profiles, shareholder meetings, M&A, activist engagements, and proxy contests. Requirements Key Duties and Responsibilities Participate in multiple Kingsdale business lines including Proxy Solicitation, Strategic & Defense Advisory, Shareholder Identification, Governance Advisory and Voting Analytics. Maintain the in-house filing system (electronic/hard copy) of pertinent client materials. Assist with preparation and review of documentation including public filings, press releases and proxy materials. Aggregate and compile market intelligence monitor shareholder positions and trading activities. Contribute to vulnerability analyses for contested situations and transactions. Prepare and interpret proxy voting reports for numerous public issuer annual and special shareholder meetings. Reconcile vote discrepancies by collecting and analyzing information. Act as a liaison between intermediaries, transfer agents and custodians, exercising a high level of confidentiality and discretion. Attend Client/ Shareholder/ Corporate meetings or events as a Kingsdale representative. Qualifications Reporting Skills, Attention to Detail, Deadline-Oriented, Client Confidentiality, Time Management, Dependability, Data Entry Management. Experienced team player with strong analytical and problem-solving skills. Ability to prioritize and multi-task, meet deadlines in a dynamic, fast paced environment. Commitment to the quality of deliverables with the ability to resolve client issues before escalation in a professional manner. Reliable, responsible and motivated individual with excellent communication and presentation skills. Flexibility in hours, ability to work overtime if necessary. Demonstrated knowledge of Microsoft Office (Excel, Word, PowerPoint, etc.). Demonstrated knowledge of refined power point skills. Education University or College education in Business Administration or related discipline. 1-2 years of experience in data analysis or similar role. CFA Level 1 exam completion an asset. Equity Statement Kingsdale Advisors is a staunch advocate for diversity in all its forms, and especially welcomes applications from members of the BIPOC (Black, Indigenous, and People of Color) community, women, people with disabilities, the LGBTQ+ community, and those of diverse intersectional identities. Accommodations are available on request for candidates taking part in all aspects of the selection process as well as part of employment with Kingsdale Advisors. In accordance with the AODA Act, for applicants with disabilities accommodation will be provided throughout the search process.

CSN Collision

Financial Analyst

Oakville, ON, Canada

About CSN Collision CSN Collision safely repairs more than 200,000 vehicles a year helping customers get back on the road with the trust and comfort of knowing their vehicle has been returned to a like-new condition. Since 2002, CSN has grown to become the leader in collision repair with over 350 collision repair centers across North America and Europe. Summary The Financial Analyst - Accounting is primarily responsible for supporting day-to-day accounting for one of the various divisions at CSN. This role includes full cycle bookkeeping, as well as period-end activities such as accruals, reconciliations and financial reporting. The Financial Analyst may also be actively involved in integrating operating locations into the Dynamics ERP system. This role requires up to 3 days in-office, split between the operating location(s) and the head office in Oakville. Primary Objectives of the Role Manage monthly / quarterly / year end closing processes, including recording of all accruals, review of GL and preparation of the financial package for the assigned division Prepare monthly reporting packages for the Executive Team with the Finance Manager’s support Process billing, AP / AR, insurance rebates and central payments Closing repair orders for the operating sites Preparing reconciliations and accruals for the assigned division Provide support to external audits Assist junior team members in resolving common challenges Update internal policies and procedures as required Support both the Finance Manager and Director with key initiatives Other projects and responsibilities as assigned Requirements Completion of a university degree in accounting or business Knowledge of the full accounting cycle Knowledge of Body Shop Connect, QuickBooks and Dynamics Business Central systems is an asset Accounting designation (CPA) completed or near completion is an asset Minimum of 3 years of progressive accounting experience Commitment to continued education/training in leadership, finance, and accounting Bilingual in English and French is an asset Work Environment and Requirements This is a hybrid role based out of our corporate office in Oakville, an open-concept space that supports our operational sites. The role generally requires working from the office or operating sites 2-3 times per week, though there may be times when on-site presence is needed for a full week based on business needs or company-wide events Benefits Competitive salary Benefits package Company laptop The ability to grow, develop and manage your career path. Career Path As CSN continues to expand, there will be many opportunities that develop. This position will allow for the opportunity to develop a leadership role for future career opportunities. CSN is an Equal Employment Opportunity employer. Qualified applicants will receive consideration for employment regardless of age, race, colour, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. We strive to cultivate an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to growing our corporate team in a way that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs. Disclaimer: CSN Collision “CSN” does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CSN to provide resumes to this posting or website will be considered unsolicited and will not be considered. CSN will not pay any referral, placement, or other fee for the supply of such unsolicited resumes or information.

Insights Principal, Private Equity (Relocation to Montreal)63392991763715126

Dialectica

Insights Principal, Private Equity (Relocation to Montreal)

Toronto, ON, Canada

About Dialectica Dialectica is a leading B2B information services firm that serves the world's top consulting, investment and largest corporate businesses, by enabling them to gather real-time information and insights from industry experts across various markets, industries, and regions. Driven by our mission to achieve unparalleled customer recognition, we are developing the most trusted and innovative knowledge-sharing platform in the world. Dialectica has been recognized as one of Europe’s fastest-growing companies by the Financial Times for 5 years in a row, a Top Employer for Recent Graduates by The Career Directory in Canada and a Best Workplace. We believe in supporting our people to do their best work and grow, and building a dynamic, empowering, and respectful workplace is core to our purpose: Accelerate the shift to a prosperous society by empowering better decision-making. For more information, visit: https://www.dialectica.io/ What you will do The Insights Private Equity group at Dialectica plays a key role in driving growth and scaling an emerging business unit within the company. Your primary responsibilities will include: Proactive Content Develop proactive content on topics of interest to private equity clients in your coverage area Lead exploratory sessions to discuss proactive content with clients and generate client opportunities Scoping & Technical Sales Scope client needs and generate client opportunities / project mandates across the full suite of Dialectica’s offering for Private Equity (Expert Calls, Voice of Customer, M&A Mapping, Deal Advisors, Origin etc). Product Delivery & Relationship Management Manage Insights product team delivery and quality assurance directly (e.g. Voice of Customer Insights, M&A Mapping etc). Work with other product groups to ensure quality assurance and excellence in delivery across the full suite of Dialectica’s offering Play the lead role in developing client user penetration through project relationships and leverage opportunities to expand the user base through referrals and relationship building. Product Innovation Find opportunities to innovate Dialectica’s Insights product offering for private equity clients by testing and co-creating new Insights modules with clients Account Management Own and nurture both senior relationships and central budget-holder relationships to advocate for Dialectica within your coverage area. Handle annual renewals and package commitments sale processes. What we are looking for 9+ years of professional services / consulting or equivalent experience; transactions experience highly valued Exceptional interpersonal and communication skills, with the ability to influence and engage stakeholders at all levels Strong business acumen and strategic thinking, with the ability to identify opportunities for revenue growth and market expansion Demonstrated leadership experience, with the ability to inspire and motivate colleagues to achieve ambitious goals Results-oriented mindset, with a focus on delivering exceptional value to clients and driving business growth What you will get Be part of a creative, entrepreneurial and fast-paced team Support and coaching from some of the most engaging colleagues around Opportunities to develop new skills and progress your career in a global organisation Learning and development programs Competitive compensation schemes RRSP with employer match Comprehensive health coverage (life, medical, dental, vision, and employee assistance programs) Substantial Wellbeing program (allowance, flexible and volunteering days A diverse and inclusive culture supported through a number of initiatives The freedom and flexibility to handle your role in a way that's right for you