OVERVIEW OF PETERS & CO. LIMITED
Peters & Co. is an independent, fully integrated investment dealer specializing in investments in the Canadian energy sector for over 50 years.
Peters & Co. provides investment services to institutional investors and private clients; employs its own sales and trading group; conducts specialized and comprehensive investment research on the energy sector; and is an active underwriter for, and financial advisor to, companies active in the Canadian and international energy industry.
For information regarding Peters & Co. please refer to our website at: www.petersco.com.
JOB OPPORTUNITY – SENIOR FINANCIAL ACCOUNTANT
Description
Reporting to the Financial Controller, the Senior Financial Accountant plays a key role within the finance function of an investment dealer, overseeing financial reporting, regulatory filings, and accounting policy execution. This role ensures accurate, timely, and compliant financial information in accordance with applicable securities regulatory requirements and accounting standards.
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Prepare the monthly and annual regulatory reports for a CIRO and FINRA registered dealer
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Responsible for the weekly preparation of management reporting and regulatory capital calculations
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Preparation of monthly indirect tax filings
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Prepare audit schedules and support the annual external audit and other regulatory audits as required, acting as a key point of contact for external auditor field work inquiries
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Support treasury activities, including cash monitoring and cash management activities
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Prepare and maintain revenue and commission reporting for trading and private client teams
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Process new issue files, including calculation, coordination, and tracking of syndicate and dealer payments
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Conduct advanced variance analysis, investigating fluctuations and identifying key drivers impacting financial performance, with actionable recommendations
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Use data analytic tools to streamline processes, build management dashboards, and improve day-to-day efficiency
Qualifications
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CPA designation is required
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5-7 years of progressive experience in an accounting role. Experience within a financial services firm or broker-dealer environment would be considered an asset
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Proficiency with Microsoft Office Products with advanced Excel skills and Power BI experience
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Strong analytical, problem-solving, and communication skills
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High attention to detail with the ability to manage multiple priorities, work independently, and deliver high-quality results in a fast-paced deadline-oriented environment
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Comfortable learning new systems and technologies
Application Requirements
To be considered for this role, candidates must submit all of the following:
Please submit applications via the job posting located on the Peters & Co. Career Center
If applying through Indeed, please use the "Apply Now' button on that job posting, and attach all items listed above.
All applications received will be held in the strictest of confidence. We appreciate the interest of all applicants, however, only candidates under consideration will be contacted.
