Financial Analyst

by Cleanlist.ca

Position Type: Full-time
Location: London, ON
Date Posted: Jun 28, 2022
Cleanlist.ca

Job Description

 

Financial Analyst

This is a full-time, permanent opportunity! 

Cleanlist is beginning a scale-up journey with the objective of doubling in size (from a dozen people) over the next 18 months. As a company, we need to move fast and make a lot of changes. As a Financial Analyst, your job will be to support the scale-up by working on our Finance & Administration Team. 

You’ll be working independently but also in a team with other departments, and exposed to lots of variety, challenges, and learning experiences with many avenues for growth within the organization.  

 

A Day in the Life of a Financial Analyst : 

The Cleanlist Finance & Admin Team is small and flexible with several responsibilities to support the company’s growth and success. You’ll want to be equally flexible and accommodative to enjoy this challenging role. Some days will be focused on core bookkeeping, A/R, and A/P while others will be spent doing revenue optimization and sales support work. 

You’ll be working closely with the CFO and Senior Accountant on tasks like bank reconciliations, GL postings and reviews, and financial reporting using advanced software applications for small businesses like QuickBooks Online, automated A/P, and Square. Adoption of BI tools and advanced reporting capabilities are on the horizon and you’ll be expected to help find and evaluate these and other process improvement solutions. 

Another part of the role will be working with Cleanlist’s founder and the sales team to help with pricing, proposal preparation, and revenue forecasting. These are new functions for Cleanlist and so you’ll be a key contributor in defining how these tasks will be executed and what the deliverables will be. 

The most satisfying part of this job is the variety of roles and learning you’ll do to support them. It’s a really important role that we hope will contribute significantly to Cleanlist’s ongoing growth and success.  

What we’ll provide for you: 

We want to inspire you, and we want you to inspire us. It’s really that simple. 

To get us started, we’re prepared to offer you a good salary, a good benefit package, and a great working environment. We need good talent and we’re prepared to pay for it. But we know you can get that from a lot of companies.

What we can offer you that’s rare is the chance to join a dynamic winning team, to work directly with the company founder and senior staff, to learn a ton of cool stuff, and to really make a difference for the company and your career. We spend too much time working to just earn a salary. As part of the Cleanlist team, we want this role to turn into an adventure that you’ll look back on as one of the most fulfilling experiences in your life!

 

More details about the role: 

Here are some of the current objectives for the Financial Analyst role: 

  • Pricing / Proposal Preparation
  • Contract Administration (document creation, filing, tracking)
  • Bi-weekly pipeline reporting (Client Success + Sales) 
  • Vendor & Customer Royalty reporting
  • Doc Comp Inventory tracking & purchasing
  • A/R Collection
  • Sales Commission Calculations
  • Bank Reconciliations, Deposits / Credit Card payments
  • Quickbooks bookkeeping of revenue and COGS
  • Weekly KPI
  • Operating model budget vs actual updates

 

To be successful, you’ll require these skills and experiences: 

  • Adaptive learner with technology, digital processes, automation
  • Formal training in accounting and financial analysis
  • A passion for organization
  • Experience working with sales and marketing teams
  • Basic understanding of pricing methodologies and objectives
  • Advanced communication (verbal and especially written) skills
  • Enjoy working independently with minimal supervision
  • Experience with Quickbooks Online is a plus

 

Next Steps:

If Cleanlist and this role sounds like it’s your calling, we want to hear from you soon! Although resumes are great, we really like to hear from applicants willing to invest a little time and tell us in your cover letter why this role interests you and why you’re the best candidate to fill it. It’s also helpful to share your salary expectations and availability to start.

 

Note: We appreciate all applicants’ interest but are only able to contact those candidates who will be invited to the interview process. All applications will be held in confidence. Cleanlist.ca is committed to employment equity and diversity in the workplace and welcomes applications from visible minorities, Indigenous people, persons with disabilities, and persons of any sexual orientation, gender identity or gender expression. We’re also committed to accommodating  persons with disabilities.


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