Accountant/Senior Bookkeeper Financial Services Industry

Accountant / Senior Bookkeeper Calgary, Alberta | Full-Time | Permanent | Primarily In-Office Salary: $80,000–$110,000 annually, based on experience and qualifications The Opportunity My client is an established private mortgage and financial services organization seeking an experienced Accountant / Senior Bookkeeper to manage full-cycle accounting for a group of related companies. This is a hands-on position requiring the successful candidate to personally complete daily bookkeeping entries, reconciliations, month-end procedures, internal financial reporting, and year-end preparation. The role is not limited to reviewing or supervising the work of others. The position may be suited to: A highly experienced full-cycle bookkeeper; An accountant currently pursuing a CPA designation; or A designated CPA who enjoys hands-on accounting responsibilities. Key ResponsibilitiesFull-Cycle Accounting Perform full-cycle accounting for multiple related companies. Record daily financial transactions accurately and promptly. Maintain the chart of accounts and general ledger using Sage 50. Prepare and post journal entries and adjusting entries. Manage accounts payable and accounts receivable. Process invoices, payments, receipts, deposits, and expenses. Process or oversee payroll and maintain accurate payroll records. Prepare GST returns and other routine government filings. Assist with annual T4 and T5 information returns. Monitor cash balances, receivables, payables, and upcoming obligations. Reconciliations and Mortgage Transactions Complete monthly bank and credit-card reconciliations. Complete daily trust-account reconciliations. Reconcile general-ledger and balance-sheet accounts. Coordinate with mortgage administration staff regarding: Mortgage fundings; Full and partial payouts; Interest calculations and distributions; Trust-account activity; and Other mortgage-related transactions. Investigate discrepancies and ensure they are resolved promptly. Maintain complete supporting records for all transactions. Financial and Management Reporting Complete month-end closing procedures. Prepare internal monthly financial statements and accounting summaries. Prepare Excel-based management reports. Assist with budgets, forecasts, cash-flow projections, pro formas, and sensitivity analyses. Monitor actual financial performance against budgets and forecasts. Provide management with timely and useful financial information. Identify unusual transactions, financial risks, and emerging concerns. Year-End and External Coordination Prepare year-end working papers and supporting schedules. Coordinate with external accountants, auditors, consultants, and financial professionals. Respond to requests for financial records and supporting information. Assist with annual financial-statement and corporate tax preparation. Ensure external accountants receive complete, accurate, and timely information. Final year-end financial statements and corporate tax returns may be completed by external accountants. Compliance and Deadline Management Maintain a master calendar of accounting and corporate deadlines. Monitor government filings, remittances, annual returns, insurance renewals, quarterly reports, audits, and internal reporting requirements. Participate in monthly compliance and management meetings. Maintain accurate records supporting the organization’s regulatory responsibilities. Protect confidential employee, client, mortgage, and corporate information. Ensure all reporting and filing deadlines are met. Team Coordination and Process Improvement Coordinate with bookkeeping and accounting support staff. Work collaboratively with mortgage administration and operational employees. Assist colleagues when workloads or deadlines require additional support. Recommend improvements to accounting processes and internal controls. Strengthen documentation, workflow, reporting accuracy, and operating efficiency. Perform other accounting and financial duties as required. Qualifications and Experience The successful candidate will ideally have: At least five years of progressive full-cycle bookkeeping or accounting experience. Hands-on experience completing daily accounting transactions. Strong knowledge of accounts payable, accounts receivable, payroll, GST, journal entries, and general-ledger accounting. Experience preparing monthly financial statements and management reports. Experience with budgets, forecasts, cash-flow projections, and financial analysis. Strong working knowledge of Sage 50 or comparable accounting software. Advanced Microsoft Excel and Microsoft Office skills. Experience completing bank, credit-card, and balance-sheet reconciliations. Experience preparing year-end working papers and coordinating with external accountants. Experience managing accounting for multiple companies or legal entities. An accounting, bookkeeping, finance, or business administration diploma or degree. The following are considered assets: A CPA designation or current enrolment in the CPA program. Trust-account reconciliation experience. Experience in mortgage administration, private lending, investments, real estate, or financial services. Experience coordinating or supervising accounting support staff. Familiarity with specialized mortgage administration software. Core Competencies Exceptional accuracy and attention to detail. Strong organization and deadline-management skills. Ability to prioritize competing responsibilities. Excellent critical-thinking and problem-solving abilities. Proactive and self-directed working style. Comfortable performing both transactional accounting and higher-level reporting. Strong written and verbal communication skills. Professional and collaborative approach. Sound judgment and commitment to confidentiality. Dependable follow-through and willingness to assist colleagues. Interest in a stable, long-term employment opportunity. Measures of Success Success in this position will include: Accurate and current daily accounting records. Timely completion of bank and trust-account reconciliations. Accurate internal financial statements and management reports. Completion of all filings and reporting requirements by established deadlines. Well-organized year-end working papers. Effective coordination with internal staff and external accountants. No avoidable late filings, missed deadlines, or financial penalties. Prompt identification and resolution of accounting discrepancies. Meaningful improvements to accounting processes and controls. Compensation and Benefits The organization offers: Annual salary of $80,000–$110,000, based on accounting experience, education, professional designation, and ability to assume the full responsibilities of the position. Group health and dental benefits. Annual profit-sharing or performance-based bonus opportunity. Four weeks of paid vacation. Paid statutory holidays. Employer-provided computer equipment. Complimentary heated underground parking. Limited remote-work flexibility, generally one to two days per month. Work Location and Schedule This is a full-time, primarily in-office position located in Calgary. Regular hours are Monday through Friday, with some flexibility in daily start and finish times. How to Apply Please submit your résumé and a brief cover letter describing: Your full-cycle accounting experience; Your experience with Sage 50 or comparable accounting software; Your financial and management-reporting experience; Your experience with multi-company or trust-account reconciliations; Your CPA designation status, if applicable; Your compensation expectations fit with posted range; and Why this hands-on, long-term opportunity is a good fit for you. All applications will be treated confidentially. Only candidates selected for the next stage of the recruitment process will be contacted.

Manage full-cycle accounting for multiple related companies, including daily bookkeeping, reconciliations, and month-end procedures. Prepare internal financial statements, management reports, and coordinate year-end activities with external accountants.

Requires at least five years of progressive full-cycle accounting experience and proficiency in Sage 50 and advanced Excel. A degree or diploma in accounting or finance is required, with a CPA designation considered a strong asset.

• Group Health Insurance • Dental Insurance • Annual Profit-sharing Or Performance-based Bonus • Four Weeks Of Paid Vacation • Paid Statutory Holidays • Employer-provided Computer Equipment • Complimentary Heated Underground Parking

• Microsoft ExcelSouhaitée
• Analyse financièreSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Full-cycle Accounting
• Sage 50
• Microsoft Excel
• Financial Reporting
• Bank Reconciliation
• Trust-account Reconciliation
• Accounts Payable
• Accounts Receivable
• Payroll Processing
• GST Returns
• Budgeting
• Cash-flow Projections
• Year-end Working Papers
• Financial Analysis
• General Ledger
• Multi-company Accounting

• Finance & Accounting
• Management & Leadership
• Administrative

Formation minimale

Diplôme professionnel

Expérience minimale

5+ ans

Postuler avant le

13 févr. 2027

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Présence au bureau

5 jours par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte