Associate, Finance

We are seeking a full-time permanent Associate, Finance, to join our Finance & Operations team.

As Associate, Finance, you will play an important role in supporting the day-to-day financial operations of RPIA. Working closely with members of the Finance & Operations team and internal stakeholders, you will be responsible for a variety of accounting, expense management, reconciliation, and payroll-related activities, ensuring accuracy, efficiency, and compliance with established processes and controls.

The ideal candidate will be highly organized, detail-oriented, and analytical, with a strong commitment to accuracy and operational excellence. Success in this role will require the ability to manage multiple priorities, exercise sound judgment, maintain confidentiality, and proactively identify opportunities to improve processes and enhance efficiency.

The duties and responsibilities of this role include, but are not limited to:

· Accounts Payable & Expense Management: Manage the processing of accounts payable invoices and employee expense reports, ensuring accuracy, appropriate approvals, and timely payment. Review supporting documentation, validate expenses against established policies, and maintain accurate financial records. Respond to inquiries from employees, vendors, and internal stakeholders regarding invoices, reimbursements, and payment status.

· Payment Processing: Coordinate and execute regular cheque runs and other payment activities, ensuring payments are processed accurately, on schedule, and in accordance with internal controls. Maintain appropriate documentation and support the resolution of payment-related discrepancies.

· Concur Administration: Support the ongoing administration and management of the firm's Concur expense management platform, including processing expense reports, responding to employee inquiries, maintaining system information, and troubleshooting issues. Identify opportunities to improve workflows, enhance user experience, and ensure compliance with expense management policies.

· Invoice Administration: Coordinate the review, processing, and tracking of invoices from external service providers, including BLG. Ensure appropriate coding, approvals, documentation, and timely processing of payments. Support the reconciliation and reporting of related expenses as required.

· Bank Reconciliations: Prepare and maintain bank reconciliations, ensuring transactions are accurately recorded and discrepancies are identified, investigated, and resolved in a timely manner. Support month-end accounting activities and maintain appropriate supporting documentation.

· Fund Expense Reporting: Assist with the preparation and maintenance of monthly fund expense packages, including compiling supporting documentation, validating expenses, and ensuring the accuracy and completeness of information. Coordinate with internal stakeholders to resolve discrepancies and support timely reporting.

· Payroll Administration: Support payroll-related activities through UKG, including reviewing payroll information, processing updates, maintaining accurate employee payroll records, and assisting with payroll reconciliations. Work closely with the People & Culture team to ensure timely and accurate processing of payroll changes while maintaining strict confidentiality of employee information.

· Special Projects & Process Improvement: Provide support on ad hoc financial analysis, reporting, and special projects as required. Collaborate with members of the Finance team to identify opportunities to streamline processes, strengthen internal controls, improve reporting, and leverage technology and automation to enhance operational efficiency.

Critical Competencies

· Discretion, Integrity & Professionalism: Demonstrates sound judgment, discretion, and the highest standards of integrity when handling sensitive financial, employee, and corporate information. Consistently upholds RPIA's values and professional standards.

· Attention to Detail & Accuracy: Demonstrates exceptional attention to detail, ensuring financial information, transactions, and supporting documentation are accurate, complete, and properly maintained.

· Operational Excellence: Strong commitment to delivering accurate, timely, and high-quality work. Understands the importance of internal controls, compliance, and established financial processes.

· Organization & Time Management: Effectively manages multiple responsibilities, prioritizes competing deadlines, and maintains a structured and organized approach to work.

· Analytical Thinking & Problem Solving: Applies analytical skills and sound judgment to identify discrepancies, investigate issues, and develop practical solutions.

· Communication & Collaboration: Communicates clearly and professionally with colleagues, vendors, and internal stakeholders. Builds positive working relationships and demonstrates a collaborative, service-oriented approach.

· Initiative & Adaptability: Proactive, resourceful, and comfortable working in a dynamic environment. Demonstrates a willingness to learn, take ownership of responsibilities, and contribute to continuous improvement.

Requirements

· Undergraduate degree or diploma in Accounting, Finance, Business Administration, or a related discipline.

· Previous experience in accounting, accounts payable, finance operations, or a related function preferred.

· Working knowledge of accounting principles, financial transactions, and reconciliation processes.

· Proficiency in Microsoft Office, particularly Excel.

· Experience with expense management platforms such as Concur and payroll or HR information systems such as UKG considered an asset.

· Strong organizational skills, attention to detail, and ability to manage multiple priorities and deadlines.

· Excellent written and verbal communication skills.

· Demonstrated ability to handle confidential information with discretion and professionalism.

· Experience in financial services, asset management, or professional services considered an asset.

Additional Information

· Position Type: Full-Time

· Work Location: Toronto · To learn more about life at RPIA, visit https://rpia.ca/

· Read our firm’s magazine, Voices of RPIA: https://online.flippingbook.com/view/859829658/

· This is to fill an open vacancy

· Artificial Intelligence may be used as part of this recruitment initiative

· Compensation Range: $60,000 – $70,000 base salary, additional compensation may be available

RPIA is proud to be Great Place to Work Certified™. What sets us apart?

· Exceptional single and family benefits package that includes health, dental and vision insurance plus additional Health Care Spending and Wellness credits.

· Employee and Family Assistance Program to support mental wellbeing extended to all family members in your household.

· Opportunities for professional and personal growth through:

· Cross-functional Mentorship Program

· Internally curated Leadership Skills training program

· Community outreach and monthly social events organized through our volunteer-led committees.

RPIA is an Equal Opportunity Employer

We believe in the power of diversity of thought, and we aspire to have an inclusive workplace that mirrors the fabric of our community. We strongly encourage applications regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. We are committed to providing an accessible and equitable application and hiring process and will make accommodations should you require it at any point. We encourage you to connect with us at [email protected] if you require accommodation during the recruitment process.

Our culture is defined by our six core values: Client-First, Innovation, Excellence, Partnership, Integrity, and Giving back. Our clients often say the outstanding service we deliver is as important to them as the returns we achieve for them. With over 135 employees and approximately $21 billion in assets under management for a broad investor base of institutions and private clients, we proudly remain privately owned by employees who invest alongside our clients.