Financial Analyst

Overview

Richter is a Family Business Office that provides strategic advice on business matters and the financial and personal goals of families across generations. With nearly 100 years of experience advising at the intersection of family and business, Richter has developed an integrated approach to support business owners in their pursuit of sustainable success. Whether professionally, personally, or a combination of both, Richter is uniquely positioned to meet the needs of entrepreneurs, private clients, business owners, and the most successful families in Canada, while also helping them chart a clear path to shape their legacy for future generations. Founded in 1926, Richter’s multidisciplinary team of 600 people continues to innovate to create value for its employees, clients, and the community in both Canada and the United States.

This role will expose the incumbent to a wide variety of businesses from different industries, facing various financial and operational challenges. You will work alongside seasoned experts in the field and actively participate in the analysis and implementation of turnaround and restructuring strategies.

A Day in the Life of a Financial Analyst

• Participate in assessing the financial situation, business plan, and financial projections of companies;
• Perform detailed financial analyses, including cash flow, profitability, and operational performance;
• Contribute to identifying key issues and developing concrete and tailored solutions;
• Support the preparation of reports and presentations of recommendations to financial institutions, shareholders, and other stakeholders;
• Collaborate with managers and partners in the planning and execution of various mandates.

Desired Profile

• 1 to 3 years of relevant experience in professional services, accounting firms, or businesses;
• CPA designation completed or in progress;
• Experience in preparing and analyzing financial projections, business plans, and cash flows;
• Strong financial analysis skills and excellent proficiency in Microsoft Excel;
• Analytical, rigorous, and curious mindset, with the ability to understand financial and operational issues;
• Team spirit, professionalism, and excellent communication skills;
• Proficiency in the Microsoft suite (Word, PowerPoint, Excel).

What Richter Offers You

• Competitive benefits package including group insurance, health spending accounts, savings plans, and employer contributions;
• Virtual access to healthcare for employees and their families;
• Employee and family assistance program, including consultations with mental health professionals;
• Annual health and wellness program;
• Hybrid work environment;
• Competitive performance bonus;
• Tuition reimbursement;
• Professional membership fee reimbursement;
• Financial support for EFC-related leave;
• Academic incentives;
• Talent referral bonus;
• Client referral bonus;
• Access to an on-demand concierge service for child care, tutoring, and babysitting;
• Annual recognition and rewards program.

Your Application

We are excited to meet motivated professionals who wish to advance their careers in a mid-sized family-focused firm, and who have solid experience in building and maintaining relationships.
Does this profile match you? Apply today!