Senior Financial Operations Analyst

About Our Client Our client is sourcing a Financial Operations Analyst for a 6-month contract. About the Opportunity Support full-cycle commission processing workflow across multiple legal entities, including calculation, review, and disbursement of advisor compensation Validate source data inputs for commission runs, ensuring data integrity, completeness, and alignment with payment schedules Analyze and resolve commission variances, reconciling outstanding items and coordinating adjustments with Operations and Accounting Perform account reconciliations (commissions, trust, and A/P), ensuring timely clearing of balances and proper financial statement alignment Respond to advisor queries on compensation, payment discrepancies, and transaction adjustments with clear, professional communication Investigate payment exceptions (e.G., rejected deposits, corrections) and communicate downstream impacts to commission earnings Administer sales tax processes, including verification of GST/HST registrations and maintaining compliance with tax requirements Support setup and maintenance of advisor tax profiles within internal systems for accurate tax treatment on commissions Calculate and reconcile sales tax on advisor payouts, assisting with remittance preparation and audit-ready documentation Execute and monitor internal controls over financial operations, identifying breakdowns, inefficiencies, or control gaps for escalation Contribute to periodic reporting and regulatory outputs (e.G., T4A filings), and provide supporting documentation during audits Develop and maintain operational reporting (commission analytics, AUA trends), while delivering ad hoc analysis to support management decision-making About You 5+ years of day to day accounting, end-to-end processing of commissions, resolving discrepancies, advisor inquiries Experience in finance and/or wealth management industry Strong excel ability – pivots, data management, exposure to macros is an asset CPA is an asset but not required Experience with AP is an asset but not required French language speaking is an asset but not required Strong system experience is an asset Polished and well communicative enough to make executive presentations Self-starter, tenacious, and ability to multi-task in a fast-paced environment How to Apply Click the “Apply Now” button and follow the instructions to submit your resume. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan. Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here.

Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. the individual’s skill sets, experience and training; office location and other geographic considerations; With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.

The individual may also be eligible for discretionary bonuses.