- Join a high-pace, high-impact team responsible for onboarding and financial integration of acquisitions in the financial services industry.
- Apply a combination of accounting, finance, organization, and project management skills combined with problem solving and determination to support onboarding and financial integration of a broad range of businesses.
- Develop a thorough understanding of acquired companies, combining information and insights gained in diligence with further discovery of practices and processes at acquired organizations to create customized, effective, and efficient transition plans
- Transform forecasts developed in the diligence phase into budgets following PC chart of accounts and accounting methodologies to enable input into PC’s ERP
- Work across the broader finance and payroll teams to integrate payroll and benefits, banking, AP, and revenue tracking
- Financial reporting during the integration period, including variance analysis, quarterly forecasts, and annual budget updates
- Calculations of post-close transaction payments, such as earnouts and working capital audits or analyses
- Project management and/or execution of a range of onboarding workstreams (IT, HR, Enablement, Legal & Compliance, Facilities, and other as appropriate), serving to integrate new acquisitions, supporting the assigned project lead
- Prepare and/or deliver timely, accurate, clear, concise, and consistent integration project progress updates to principals of acquired organizations and internal stakeholders
- Ensure the project management system is up to date as it relates to assigned projects
- Contribute to a positive overall experience for principals and employees of acquired organizations, including timely resolution of ad hoc challenges and obstacles
- Contribute to a collaborative, team-oriented culture that supports team goal attainment and professional development.
- Identify and surface opportunities for process improvement across all aspects of integration, contributing to a culture of continuous improvement
- Mindset of intellectual curiosity, continuous learning, perseverance, and a recognition that growth happens outside the comfort zone.
- Ability to advance multiple workstreams and projects under tight timelines while maintaining high quality of work product.
- An understanding that this is a role of significant responsibility and importance to the M&A strategy of People Corporation and accordingly a willingness to work in excess of standard working hours when necessary to accomplish goals and meet timelines.
- Ability to augment hard accounting and finance skills with soft interpersonal skills to solve problems / find solutions in a pragmatic and effective manner
- Attention to detail and ability to communicate effectively both in written and verbal form to inform, influence, persuade, and establish trust with relevant stakeholders across the organization.
- 3-5 years experience in accounting and finance roles of increasing responsibility, preferably in financial planning and analysis.
- Completion or near completion of a CPA designation is required
- French language proficiency would be an asset
- Experience in financial due diligence, transaction advisory / M&A experience
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to [email protected].
Salary Range
The base salary for this position is between $90,000 - $100,000 annually.
This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus). The actual base salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are selected to move forward in our recruitment process, the Talent Acquisition Specialist will be able to provide additional details of the total compensation for this role.
Skills Required
- 3-5 years of experience in accounting and finance roles of increasing responsibility
- Completion or near completion of a CPA designation
- Ability to manage multiple workstreams and projects under tight timelines while maintaining high-quality work
- Strong accounting and finance skills combined with interpersonal problem-solving abilities
- Strong attention to detail and written and verbal communication skills
- Financial planning and analysis experience
- Financial due diligence or transaction advisory experience
- Mergers and acquisitions experience
- French language proficiency
What We Do
People Corporation is a national provider of integrated, people-oriented HR solutions in Canada. Their mission is to reimagine traditional benefits by providing expert support in group benefits, health and wellness, disability management, wealth solutions, and human resources. They help both organizations and individuals make informed choices about their wellbeing, allowing them to reach their full potential and strengthen the communities they serve.
