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CI Financial

Canadian asset manager growing through acquisitions

Intermediate Accountant

Financial AccountingUpdated on Nov 13
Full-timeToronto, ON, Canada

About the Job

Requirements

  • At least 2 years of accounting, financial reporting, or public accounting experience.
  • Post-secondary education in Accounting, Finance, or a related field.
  • A strong understanding of accounting principles and financial reporting concepts.
  • The ability to analyze information, investigate issues, and resolve them independently.
  • Strong attention to detail and commitment to accuracy.
  • The ability to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Effective verbal and written communication skills.
  • Experience with financial reporting, enterprise resource planning, or accounting systems.

Responsibilities

  • Prepare and review journal entries and account reconciliations as part of the month-end, quarter-end, and year-end close processes.
  • Analyze financial results, investigate variances, and provide insights into key drivers of account activity and business performance.
  • Prepare working papers and supporting schedules for financial statements, regulatory filings, and management reporting packages.
  • Support the preparation and review of sales tax filings and other regulatory reporting requirements.
  • Assist in the preparation of monthly, quarterly, and annual financial reporting deliverables.
  • Collaborate with internal stakeholders to ensure the completeness, accuracy, and integrity of financial information.
  • Support internal, external, and regulatory audits through the preparation of documentation, schedules, and analysis.
  • Identify opportunities to enhance processes, strengthen controls, and improve operational efficiency.
  • Participate in special projects, financial analysis, and ad hoc initiatives that support the broader Finance function.

Desired Qualifications

  • CPA designation in progress or a commitment to pursuing the CPA program is considered an asset.
  • Investment industry experience is considered an asset.
  • Experience supporting external, internal, or regulatory audits is considered an asset.

About the Company

CI Financial

Canadian asset manager growing through acquisitions

CI Financial builds and runs investment management and wealth-advisory platforms through a network of subsidiaries that manage assets and provide investment products and advisory services to individuals and institutions. Its platforms are advisor-facing, helping independent financial advisors and RIAs offer mutual funds, managed accounts, and other wealth-management services. The company differentiates itself by growing through acquisitions, creating a large, integrated footprint in Canada and the United States. Its goal is to scale into a leading diversified financial-services group serving a broad adviser network, a strategy that culminated in Mubadala Capital taking the company private in 2024.

Company size
1,001-5,000
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1965

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