BDO

Financial Analyst, Partner Matters

CA-ON-Toronto
7 hours ago
Job ID
2017-4949
# Positions
1
Job Type
Full Time
Years of Experience
3
Job Industry
Accounting and Auditing Services

About Us

BDO. Because relationships matter.
 
There are many world-class accounting firms. Far fewer that offer a culture so rich in professional opportunity, personal fulfillment, and long-term growth. At BDO, we understand that exceptional service to our clients begins – and ends – with exceptional regard for our people. Because at its core, our business is not about numbers or spreadsheets, dollars or pence, but about people working with, for, and in service of others. In short, because relationships matter.

Job Description (EN)

 

Position Summary

 

 

The Financial Analyst, Partner Matters will be a member of the Finance Team reporting to the Senior Manager of Partner Matters in BDO's National Office in Toronto. The successful candidate will work collaboratively with Finance, Legal, Human Resources, Administration and other internal functions as well as banks to provide a range of Partner relations services for over 475 Partners of the firm.      

 

Key Responsibilities

 

  • Partner compensation, including calculations for annual profit distribution, monthly draws, unit values
  • Partner capital, including calculations for annual capital call and quarterly interest payments, administration of capital loan program, preparation of certificates
  • Partner taxation including calculations of taxable income, preparation of T-slips, calculation of taxable benefits
  • Collaborate with cross-functional teams for on-boarding new Partners and off-boarding retiring Partners
  • Retirement calculations and payments
  • Maintain master records related to Partner compensation
  • Prepare models for forecasts, profit distributions and other projects
  • Document processes and find efficiencies to process large volumes of data
  • Administration including preparation of letters, maintenance of information in Partner self-serve portals, preparing certificates, safekeeping of key documents in a paperless environment

 

Education & Experience

 

  • Bachelor’s degree and/or a certification in Finance & Accounting or related field
  • Working knowledge of finance and accounting is required
  • Experience in compensation is ideal
  • 2-4 years of related experience, preferably in a professional services environment
  • Advanced Excel skills: pivot tables, lookup formulas, conditionals, complex models
  • Knowledge of MS Word, PowerPoint, project tracking and database experience
  • Experience working with a top tier ERP system; Workday experience preferred

 

 

Key Attributes

 

  • Professional presence, good judgment and diligent with confidential information
  • Ability to build trusted, collaborative relationships across the firm
  • Excellent interpersonal and communication skills, both written and verbal; ability to communicate effectively and tactfully at all levels
  • Accountable, responsible and responsive with a strong ethic in customer service
  • Excellent organization skills, able to manage competing priorities and deliver according to timelines
  • Strong attention to detail and accuracy
  • Ability to work with complex contractual agreements, policies and legal structures
  • Ability to generate creative ideas to improve processes
  • Ability to adapt quickly and learn new tasks
  • Ability to thrive in an environment of growth and change

 

Our Vision
One Firm engaged to make a difference through valued relationships with our people, clients and communities.

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