Since we launched in 2019, CapIntel has been on a mission to elevate finance to build wealth for all; this means helping advisors better support their clients, so they feel at ease knowing their future is secure. We’ve mastered the client experience around investments and are working with some of the largest wealth brands in North America to modernize their sales processes with innovative Wealth Tech. CapIntel’s sales enablement platform helps enterprises bridge crucial efficiency and communication gaps by enhancing how advisors and wholesalers analyze, present, and sell investments to retail investors. CapIntel is expanding rapidly, having achieved over 750% in growth in 2021, and we’re continuing to build our team to support our transformative impact on the wealth industry.
Financial Analyst
This position is primarily responsible for the preparation and maintenance of CapIntel’s financial forecast models. The ideal candidate will use their analytical mindset to track and interpret financial data, relating it to potential business trends and issues. This candidate will feel comfortable using these insights to communicate important themes and discoveries to company leadership.
This position is also responsible for general accounting duties related to daily financial operations, including monitoring, analyzing, reconciling, and completing monthly and quarterly reports ensuring accuracy of financial records and adherence to internal controls.
What you’ll do
- Prepare detailed budgets and forecasts and present results to Executive leadership
- Learn and “own” CapIntel’s financial modeling tools
- Track and report on various performance metrics
- Perform proactive analysis of financial data and provide reports
- Perform month- and quarter-end close procedures, including variance analysis, internal reporting, and the preparation of reconciliations
- Day to day transactional processing, including cash forecasting
- Assist with the development and implementation of formalized accounting and financial reporting policies and standard
- Other related tasks as assigned
- We’re a growing company and know that this role will continue to evolve, develop and expand based on your growth of capabilities!
Who you are and what you bring
- 3-5 years of accounting or finance experience
- Highly skilled at financial modeling
- Expert Excel and MS office tools knowledge
- Proven ability to learn and master new software
- You have an incredible eye for detail – nothing gets by you!
- You take initiative and find yourself looking for efficiencies
- You’re able to work independently, but love collaborating with others
- Bachelor’s Degree in Business or Chartered Professional Accountant (CPA) designation or relevant experience gained through current and/or previous positions
- Supplementary financial training is a bonus (Bloomberg or Wall Street Prep certification, etc.)
- Bold, gritty and curious character
We know that what matters most is a positive attitude, a hunger to learn, and the drive to create quality work and get results. While we value experience and specific kinds of knowledge, we also know that sometimes it’s a roundabout career journey. And if you’re not sure you meet the experience requirements for this position, but you know in your gut that you’ve got what it takes to bring this role to the next level, we’d like to hear from you! Tell us in a cover letter that your resume and job titles may not show what we are looking for, but you have the capability to be successful in this role.
Our compensation portfolio
- Salary: We’re proud to offer a fair, competitive, and equitable process to determining your salary that is based on your skills, knowledge, experience and internal equity. You can rest assured that we will present you our best salary offer so you don’t have to worry about playing the negotiation game.
- Benefits: Our comprehensive benefit package is available from your first day and if something doesn’t quite meet your needs, we also offer a generous healthcare spending allowance.
- Time away from work: We love working at CapIntel, but we also love our lives outside of work. We offer competitive vacation days, lifecare days, and company holidays and build in some flexibility too!
- Professional growth: We thrive on building our career journeys by learning, mentoring and experiencing through our jobs, our colleagues and our leadership team. Not only do we encourage it, but we also enforce a culture that ensures we thrive, grow and evolve.
- Belonging: We respect, appreciate and celebrate our individuality. And we know that our diverse perspectives further each other and our business along the path towards greatness. We find ways to socialize, build a sense of community (even if it is across the country!) and challenge each other to share creativity in our “safe-to-fail” environment. We’re committed to making sure you know you’re appreciated for exactly who you are.
Where we work
- Remote first. We’re a remote-first work environment with hubs of virtual employees in Halifax, Ottawa/Gatineau, and Southwestern Ontario (and a few others scattered across Canada) and we trust our teammates to work in the location that allows them to do their best work – remotely or in person.
- We do find value in our Halifax teammates being able to connect, collaborate, learn from and mentor one another in-person, so we are looking for someone who has access to regularly commute to our Halifax office.
- Eastern time zone We operate in the Eastern Time Zone and trust you to manage your work responsibilities in the time that supports your teammates, feeds your ingenuity, and creates a sustainable and healthy balance with your personal life.
- Equipment set up We’ll set you up with your choice of PC or Mac, and provide you with a $750 equipment spending account to purchase the additional equipment you need to set up your virtual space and do your best work.
How we work
These principles guide our decisions towards our common goal of success.
- Accountability
- Teamwork
- Simple
- Prioritize & Execute
- Autonomy
What’s next
We’re actively seeking candidates for this position, and keen to see your application. If this role interests you, please submit your application no later than August 1, 2022. However, we’re keen to fill this role, so we’ll reach out and hire the candidate even before the deadline, so don’t wait until the last minute to apply!
Equity, diversity and accessibility
CapIntel believes that all dimensions of diversity are a strength, and that we have a role to play in actively reducing and eliminating systemic barriers to employment equity. We believe in equal employment opportunities regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family and marital status, neurodivergence, national origin, and age. We cultivate an inclusive workplace where people excel based on personal merit, qualification, experience, ability, and job performance.
If you require an accommodation that will reduce a barrier to your application, please send an email to accessibility@capintel.com and our Talent & Employee Experience teammates will work with you on options to ensure you are set up for success.
Since we launched in 2019, CapIntel has been on a mission to elevate finance to build wealth for all; this means helping advisors better support their clients, so they feel at ease knowing their future is secure. We’ve mastered the client experience around investments and are working with some of the largest wealth brands in North America to modernize their sales processes with innovative Wealth Tech. CapIntel’s sales enablement platform helps enterprises bridge crucial efficiency and communication gaps by enhancing how advisors and wholesalers analyze, present, and sell investments to retail investors. CapIntel is expanding rapidly, having achieved over 750% in growth in 2021, and we’re continuing to build our team to support our transformative impact on the wealth industry.
Financial Analyst
This position is primarily responsible for the preparation and maintenance of CapIntel’s financial forecast models. The ideal candidate will use their analytical mindset to track and interpret financial data, relating it to potential business trends and issues. This candidate will feel comfortable using these insights to communicate important themes and discoveries to company leadership.
This position is also responsible for general accounting duties related to daily financial operations, including monitoring, analyzing, reconciling, and completing monthly and quarterly reports ensuring accuracy of financial records and adherence to internal controls.
What you’ll do
- Prepare detailed budgets and forecasts and present results to Executive leadership
- Learn and “own” CapIntel’s financial modeling tools
- Track and report on various performance metrics
- Perform proactive analysis of financial data and provide reports
- Perform month- and quarter-end close procedures, including variance analysis, internal reporting, and the preparation of reconciliations
- Day to day transactional processing, including cash forecasting
- Assist with the development and implementation of formalized accounting and financial reporting policies and standard
- Other related tasks as assigned
- We’re a growing company and know that this role will continue to evolve, develop and expand based on your growth of capabilities!
Who you are and what you bring
- 3-5 years of accounting or finance experience
- Highly skilled at financial modeling
- Expert Excel and MS office tools knowledge
- Proven ability to learn and master new software
- You have an incredible eye for detail – nothing gets by you!
- You take initiative and find yourself looking for efficiencies
- You’re able to work independently, but love collaborating with others
- Bachelor’s Degree in Business or Chartered Professional Accountant (CPA) designation or relevant experience gained through current and/or previous positions
- Supplementary financial training is a bonus (Bloomberg or Wall Street Prep certification, etc.)
- Bold, gritty and curious character
We know that what matters most is a positive attitude, a hunger to learn, and the drive to create quality work and get results. While we value experience and specific kinds of knowledge, we also know that sometimes it’s a roundabout career journey. And if you’re not sure you meet the experience requirements for this position, but you know in your gut that you’ve got what it takes to bring this role to the next level, we’d like to hear from you! Tell us in a cover letter that your resume and job titles may not show what we are looking for, but you have the capability to be successful in this role.
Our compensation portfolio
- Salary: We’re proud to offer a fair, competitive, and equitable process to determining your salary that is based on your skills, knowledge, experience and internal equity. You can rest assured that we will present you our best salary offer so you don’t have to worry about playing the negotiation game.
- Benefits: Our comprehensive benefit package is available from your first day and if something doesn’t quite meet your needs, we also offer a generous healthcare spending allowance.
- Time away from work: We love working at CapIntel, but we also love our lives outside of work. We offer competitive vacation days, lifecare days, and company holidays and build in some flexibility too!
- Professional growth: We thrive on building our career journeys by learning, mentoring and experiencing through our jobs, our colleagues and our leadership team. Not only do we encourage it, but we also enforce a culture that ensures we thrive, grow and evolve.
- Belonging: We respect, appreciate and celebrate our individuality. And we know that our diverse perspectives further each other and our business along the path towards greatness. We find ways to socialize, build a sense of community (even if it is across the country!) and challenge each other to share creativity in our “safe-to-fail” environment. We’re committed to making sure you know you’re appreciated for exactly who you are.
Where we work
- Remote first. We’re a remote-first work environment with hubs of virtual employees in Halifax, Ottawa/Gatineau, and Southwestern Ontario (and a few others scattered across Canada) and we trust our teammates to work in the location that allows them to do their best work – remotely or in person.
- We do find value in our Halifax teammates being able to connect, collaborate, learn from and mentor one another in-person, so we are looking for someone who has access to regularly commute to our Halifax office.
- Eastern time zone We operate in the Eastern Time Zone and trust you to manage your work responsibilities in the time that supports your teammates, feeds your ingenuity, and creates a sustainable and healthy balance with your personal life.
- Equipment set up We’ll set you up with your choice of PC or Mac, and provide you with a $750 equipment spending account to purchase the additional equipment you need to set up your virtual space and do your best work.
How we work
These principles guide our decisions towards our common goal of success.
- Accountability
- Teamwork
- Simple
- Prioritize & Execute
- Autonomy
What’s next
We’re actively seeking candidates for this position, and keen to see your application. If this role interests you, please submit your application no later than August 1, 2022. However, we’re keen to fill this role, so we’ll reach out and hire the candidate even before the deadline, so don’t wait until the last minute to apply!
Equity, diversity and accessibility
CapIntel believes that all dimensions of diversity are a strength, and that we have a role to play in actively reducing and eliminating systemic barriers to employment equity. We believe in equal employment opportunities regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family and marital status, neurodivergence, national origin, and age. We cultivate an inclusive workplace where people excel based on personal merit, qualification, experience, ability, and job performance.
If you require an accommodation that will reduce a barrier to your application, please send an email to accessibility@capintel.com and our Talent & Employee Experience teammates will work with you on options to ensure you are set up for success.
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