ConnectCPA

Financial Analyst

Canada full-time Senior CAD60,000 - CAD110,000
full-time Senior level Technology & IT Salary listed Curated
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About the role

This job is remote and therefore open to candidates across Canada
Who we are
At ConnectCPA, we’re not your traditional accounting firm. We are an online/virtual firm, paperless, and tech-savvy. We are growing rapidly and searching for a team member who meshes with our unique firm culture.
We are a Licensed, Chartered Professional Accounting (CPA) firm that operates with a startup mentality: we experiment, we collaborate, we embrace new technologies, we automate, and we actually like Mondays (most of the time).
We’re big believers in working smart, not just hard. We wear hoodies, not suits. We talk on Slack more than email. And we’re constantly on the lookout for new tools and better ways of doing things. We’ve made growth and innovation a part of our DNA.
Want a peek behind the scenes? Check us out on ourWebsite, Twitter and Instagram.
Why us?
We’re building a workplace where people can grow, feel heard, and actually enjoy their work. Here’s what that looks like:

Fully Remote.You will be working from your home office (who doesn't love that?)

Room to grow.Opportunities for career development and annual performance increase.

Fully paid for health, dental, and vision benefits. Plus access tovirtual healthcare

Fridays off in July & August(yep, paid!)

Paid December holiday shutdown. Rest, recharge, repeat.

Equipment Provided.A brand-new laptop and all the gear you need to hit the ground running.

Your voice matters.From improving workflows to shaping our culture, everyone has a seat at the table.

Supportive, inclusive, and low-ego environment.We value respect, collaboration, and open communication, without unnecessary corporate politics.

Comfortable, casual, and professional.We don’t require formalwear; wear what helps you do your best work, while remaining presentable and client-ready when needed.

What is the Role
Our team of Controllers partners with small and medium-sized businesses to provide strategic financial oversight, strengthen accounting operations, and support data-driven decision-making. This role combines controllership and FP&A responsibilities while maintaining strong, trusted client relationships.
The team provides three core functions to clients:

Financial oversight — ensuring the accuracy, completeness, and integrity of month-end financial reporting

Controllership services — improving accounting processes, controls, and operational efficiencies

Financial analysis — supporting budgeting, forecasting, cash flow planning, and variance analysis

Primary Responsibilities Include:

Manage a portfolio of clients and provide ongoing fractional controllership services

Oversee the month-end close and financial reporting process for key clients

Review financial statements and identify trends and opportunities through variance and financial analysis

Support budgeting, forecasting, and other FP&A initiatives

Develop and improve accounting workflows, controls, and reporting processes

Create industry-specific metrics to monitor financial performance

Prepare client-specific internal reporting and financial insights

Collaborate closely with bookkeeping and tax teams to ensure alignment and accuracy

Lead client meetings and communicate financial results and recommendations clearly

Job Requirements
The ideal candidate has:

CPA designation (preferred) or MBA with strong accounting and finance experience

3+ years of FP&A, controllership, or other progressive accounting/finance experience

Strong understanding of bookkeeping and accounting principles, particularly month-end close processes

Strong familiarity with cloud accounting platforms and Microsoft Excel

Willingness to investigate issues and problem-solve using professional judgement independently

Foresight to be proactive and complete tasks with minimal oversight

Ability to thrive in a collaborative, high-performing remote team environment

Ability to lead client meetings and think strategically

What you bring to the table:

Great communicator.You’re confident, clear, and professional in both writing and conversation. Clients trust you, and teammates love collaborating with you.

Organized & efficient.You can juggle multiple clients and tasks without dropping a beat, and you are familiar withtask tracking tools ( i.e. Karbon, Clickup, Monday, Asana, etc.)

Self-starter energy.You’re proactive, motivated, and comfortable working independently in a remote setting.

Tech-savvy.You learn new software quickly and maybe even geek over automations and workflow hacks.

Accounting know-how. Bookkeeping, invoicing, payables, tax rates, and more. Experience with tools like Xero, QBO, Hubdoc, and Dext is a big plus.

You just get it.You’re sharp, dynamic, and ready to become a key player in a fast-growing firm where your ideas make an impact.

Strong internet.At least 6Mbps up/down to keep Zoom running smoothly and work flowing freely.

We are looking for somebody talented and dynamic. We are a growing firm, and the individual who is selected for this position will become a key member of our team!
ConnectCPA is an equal-opportunity employer. We are committed to a work environment that supports, inspires, and respects all individuals without discrimination on the basis of race, colour, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, veteran status or any other protected class.
Salary: $60,000-$110,000Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Senior
Technology & IT Accounting Data Analysis Excel Finance Operations Senior level

Likely questions

  1. Tell us about work you have done that is close to the Financial Analyst role.
  2. How would you approach your first 30 days at ConnectCPA?
  3. Which of Accounting, Data Analysis and Excel have you used recently, and what did it help you achieve?
  4. How have you led people, improved a process, or made a hard decision in a previous role?
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with Accounting, Data Analysis and Excel.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Financial Analyst role because I can bring practical experience in Accounting, Data Analysis and Excel, learn the team quickly, and contribute to the outcomes ConnectCPA needs from this hire.

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