Role overview

Senior Financial Analyst – Equipment Accounting

Six-month temporary position with potential to become full-time

Reports to: Controller

Summary

The Senior Financial Analyst supports the accuracy and readiness of the equipment division’s financial records. This role focuses on daily reconciliations, percentage-of-completion accounting for equipment projects, and the schedules and analysis needed for a timely year-end close and audit. The analyst will work closely with Finance, project teams, and Operations to resolve discrepancies, maintain reliable project forecasts, and identify issues before month-end.

What You’ll Do

Daily accounting and reconciliations

Reconcile assigned general ledger, subledger, intercompany, and equipment project accounts on a regular basis; investigate and clear discrepancies promptly.
Monitor project costs, billings, customer deposits, holdbacks, work in progress, and unbilled or deferred amounts to ensure they are recorded in the correct project and period.
Review transactions for coding, completeness, and cutoff, and prepare correcting journal entries where required.
Maintain reconciliation trackers, document outstanding items, and follow through with account owners to resolve them.
Work with Operations and project teams to confirm project status, delivery milestones, costs incurred, and remaining work.

Equipment projects and percentage of completion

Maintain project accounting schedules, including contract value, approved changes, costs incurred, estimated costs to complete, forecast margin, billings, and revenue recognized.
Calculate and support percentage-of-completion revenue and cost recognition in accordance with the company’s accounting policies.
Review changes in estimated project costs and margins, investigate significant variances, and escalate potential project losses or other accounting issues.
Reconcile project schedules to the general ledger and ensure consistent treatment of deposits, holdbacks, accrued revenue, and billings.
Coordinate with the Service team to identify startup or commissioning work transferred from Equipment, confirm the remaining cost and completion responsibilities, and support the related accounting.
Improve the completeness and consistency of project files, estimates, and supporting documentation.

Month-end and year-end readiness

Prepare and post journal entries, accruals, and account reconciliations within the close timetable.
Prepare balance sheet schedules and supporting analysis for assigned equipment accounts.
Review open projects and aged reconciling items before year-end, and drive resolution with the relevant teams.
Prepare clear audit-ready working papers for project revenue, work in progress, deposits, holdbacks, fixed assets, and other assigned balances.
Respond to audit requests, assemble supporting documentation, and help resolve questions and proposed adjustments.
Identify gaps in accounting support or processes and recommend practical improvements to strengthen the year-end close.

What You Need

Bachelor’s degree in accounting, finance, or a related field.
CPA designation or progress toward a CPA designation is preferred.
At least three years of progressive accounting experience, including hands-on reconciliations and month-end close.
Experience with project accounting, job costing, work in progress, or percentage-of-completion accounting is strongly preferred.
Experience in an equipment, construction, field service, or multi-branch business is an asset.
Strong Excel skills and the ability to build and maintain accurate, well-supported schedules.
ERP experience; Microsoft Dynamics 365 experience is an asset.
Sound judgment, attention to detail, and the ability to investigate discrepancies through to resolution.
Ability to work with Finance and Operations, explain financial issues clearly, and meet close and audit deadlines.

Working Conditions

Six-month temporary assignment with potential for a full-time opportunity based on business needs and performance.
Occasional overtime may be required during month-end, year-end, and audit periods.
Work is primarily performed using a computer, with regular collaboration across Finance and Operations.