Senior Financial Analyst at Portfolio

Position: Senior Financial Analyst at Portfolio+
Location: Whitchurch-Stouffville

Join Portfolio+ as a Senior Financial Analyst in Stouffville, ON (Hybrid Role) to elevate your impact in financial analysis and reporting. Support month-end closes, budgeting, and forecasting to drive strategic decisions.

This role reports to the Director of Finance and requires 3 to 5+ years of experience in finance or accounting. You will analyze financial data, prepare reports, and strengthen financial controls within a fast-growing fintech company. Collaborate closely with leadership teams to monitor performance and identify operational opportunities for improvement.

Key Responsibilities:

• Support month-end and year-end financial close processes

• Prepare and review journal entries and account reconciliations

• Analyze financial performance and support budgeting processes

• Maintain compliance with financial policies and IFRS standards

• Identify process improvements for efficiency and accuracy

Requirements:

• 3 - 5+ years in finance, accounting, or analysis

• Bachelor’s degree in Finance, Accounting, or Business

• CPA designation acquired or nearing completion

• Advanced Excel skills for financial modeling

• Strong analytical skills with attention to detail

Utilize your financial expertise to make impactful contributions at Portfolio+.
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