A career as a Senior Analyst within the Financial Statements team – Pension Plans and Retirement Compensation Arrangements at National Bank means acting as a key contributor in delivering a superior client experience by supporting associates and partners with respect to reporting, systems, and processes.

Through your knowledge of financial reporting, your experience in accounting and taxation, and your desire to make a difference through rigor and collaboration, you will have a positive impact in a complex line of business by helping identify business issues and responding to the needs of various stakeholders.

The Institutional segment is responsible for the preparation of financial statements and tax returns for the various plans administered by National Bank Trust.

Your role

• Gather, compile, and verify the accuracy of data required for the preparation of financial statements.
• Perform various recurring accounting and tax-related activities in accordance with applicable standards and procedures.
• Prepare and deliver financial reports according to client-required frequencies.
• Prepare tax returns (T3-RCA, T3P, T3).
• Process notices of assessment and government correspondence throughout the year.
• Maintain excellent working relationships with internal and external partners (clients, actuaries, National Bank Trust associates).

Your team

Within the Fund Accounting sector, as part of the Financial Statements team, you will join a team of 16 colleagues. Surrounded by experts in finance, accounting, and taxation, we analyze and interpret data to make the best decisions for our clients and partners. You will report to the Senior manager, Financial Statements.

Our team stands out for its expertise in mutual fund accounting, the quality of its production of audited semi-annual and annual financial statements, its strong client and employee experience, its dynamic work environment, and its collaboration both within the team and across the sector.

Work schedules are flexible and include remote work options based on operational needs.

We value a variety of continuous learning opportunities to support your development, including learning through experience, access to training content, and collaboration with colleagues from diverse backgrounds and areas of expertise.

Prerequisite

• Bachelor’s degree in a related field and three years of relevant experience, or any other combination of education and experience deemed equivalent
• Knowledge of pension plans and retirement compensation arrangements
• Experience in preparing tax returns and financial statements
• Excellent communication skills with strong time and priority management abilities
• Strong analytical and problem-solving mindset
• Accounting designation (CPA) in progress