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Client Finance Specialist Jobs

Finance Specialist Jobs
By Speech Processing Solutions At Toronto, Ontario, Canada
Your 5+ years of relevant experience in finance, preferably in financial analyst and/or accounting (SaaS environment would be a plus)
Your relevant education (e.g., degree level in Finance)
Flexible working hours and hybrid working – 2 days remote / 3 days from office - North York, ON
An attractive compensation (bonus program eligible) and benefits package (Extended Health Care @ Dental – Vision and more)
Your expertise in MS Office, Excel, SAP and knowledge of US tax would be a plus.
Your strong communication and problem-solving skills as well as your ability to work in an international team.
Finance Specialist Jobs
By HR à la carte Inc. At North York, Ontario, Canada
Your 5+ years of relevant experience in finance, preferably in financial analyst and/or accounting (SaaS environment would be a plus)
Your relevant education (e.g., degree level in Finance)
An attractive compensation (bonus program eligible) and benefits package (Extended Health Care @ Dental – Vision and more)
Your expertise in MS Office, Excel, SAP and knowledge of US tax would be a plus.
Your strong communication and problem-solving skills as well as your ability to work in an international team.
Hybrid – 2 days remote / 3 days from office - North York, ON
Client Finance Analyst Jobs
By The&Partnership At Toronto, Ontario, Canada
-Exceptional time management and multi-tasking skills
-Maintain and process a portfolio of client billing and manage the full client finance workflow
-Solid finance experience with the ability to relate to procedures and processes
-Advanced capabilities in Microsoft Excel a must, experience in Advantage a plus
-Ensure all client contracts are up to date and adhered to with client billing and reporting requirements.
-Detail oriented, strong organizational skills and demonstrable accounting ability
Finance Specialist Jobs
By Anglo American At Vancouver, British Columbia, Canada
Prepare accurate and timely financial statements in compliance with Group and statutory requirements.
Ensure compliance with statutory and government filing requirements, including tax filings and pension plans.
Prepare, manage, and monitor the annual financial plan for GDG - North America.
Support the preparation of program spend requests in accordance with regional, divisional, and Group requirements.
Lead implementation of business improvement initiatives related to the finance function.
Recognised professional accounting qualification (CPA or equivalent)
Client Finance Analyst Jobs
By RafterOne At Canada
Bachelor's Degree in Finance or related degree with on-the-job accounting experience
At least 5 years of experience in a professional Financial Analyst or Revenue Recognition focused position
Hands on operational experience with strong background in revenue recognition, i.e. % of completion
Experience managing/analyzing billing and revenues
Highly skilled in MS Excel to track revenue forecasting
Experience in the professional services industry is a plus
Client Finance Specialist Jobs
By eCapital Corp. At Ontario, Canada
1-3 years' working experience using time management and problem-solving skills.
Other tasks assigned by Client Finance Manager and VP of Client Finance
1-3 years' working experience using flexibility, initiative, good judgement, and discretion with a pride of ownership over assigned responsibilities.
Post-Secondary Education in Business, Accounting or related field
Detail-oriented and deadline driven with the ability to multi-task and manage large volumes of data with a high degree of accuracy.
1-3 years' working experience exercising high levels of attention to detail.

Are you looking for an exciting opportunity to join a dynamic team of finance professionals? We are looking for a Client Finance Specialist to join our team and help us provide our clients with the best financial services possible. If you have a passion for finance and a desire to make a difference, this could be the perfect job for you!

Overview:

Client Finance Specialists are responsible for providing financial advice and services to clients. They work with clients to develop financial plans, analyze investments, and provide advice on how to best manage their finances. They also help clients with budgeting, tax planning, and estate planning. Client Finance Specialists must have strong analytical and communication skills, as well as a thorough understanding of financial markets and regulations.

How To Become an Client Finance Specialist:

To become a Client Finance Specialist, you will need to have a bachelor’s degree in finance, accounting, or a related field. You will also need to have a strong understanding of financial markets and regulations. Additionally, you may need to obtain certifications or licenses, such as the Certified Financial Planner (CFP) designation.

Client Finance Specialist Skills:

• Financial Planning
• Investment Analysis
• Budgeting
• Tax Planning
• Estate Planning
• Risk Management
• Regulatory Compliance
• Communication
• Analytical Thinking
• Problem Solving

What is Client Finance Specialist Knowledge?

• Financial markets
• Investment products
• Tax laws
• Estate planning
• Risk management
• Regulatory compliance
• Accounting principles
• Financial planning principles

What is Client Finance Specialist Responsibilities?

• Develop financial plans for clients
• Analyze investments and provide advice
• Monitor client portfolios
• Prepare financial reports
• Assist with budgeting and tax planning
• Provide estate planning advice
• Ensure regulatory compliance
• Communicate with clients

What is Client Finance Specialist Experience?

• Previous experience in financial services
• Knowledge of financial markets and regulations
• Experience with financial planning and investment analysis
• Understanding of tax laws and estate planning
• Familiarity with risk management and regulatory compliance
• Proficiency in accounting principles

What is Client Finance Specialist Qualifications?

• Bachelor’s degree in finance, accounting, or a related field
• Certifications or licenses, such as the Certified Financial Planner (CFP) designation
• Strong analytical and communication skills

Client Finance Specialist Education:

• Bachelor’s degree in finance, accounting, or a related field
• Certifications or licenses, such as the Certified Financial Planner (CFP) designation

Tools to Help Client Finance Specialists Work Better:

• Financial planning software
• Investment analysis software
• Tax preparation software
• Risk management software
• Regulatory compliance software
• Accounting software

Good Tips to Help Client Finance Specialists Do More Effectively:

• Stay up to date on financial markets and regulations
• Develop a strong understanding of financial planning principles
• Utilize financial planning software to streamline processes
• Analyze investments and provide advice based on client goals
• Monitor client portfolios and make adjustments as needed
• Communicate with clients regularly to ensure they are informed

Common Client Finance Specialist Interview Questions:

• What experience do you have in financial services?
• How familiar are you with financial markets and regulations?
• What do you know about financial planning and investment analysis?
• What is your understanding of tax laws and estate planning?
• How would you ensure regulatory compliance?
• What accounting principles are you familiar with?