Financial Analyst

• Location: Oshawa, Ontario, Canada
• Salary: $65 - 75 per hour
• Category

• Sector:
• Contract type Contract
• Consultant: Ben Danics

• Project review + document support for CRA filings
• Review projects at the work-detail/activity level to identify and extract supporting reference documentation needed for CRA tax filings.
• Build and maintain working papers / working files that tie source documents to filing positions and calculations.
• Validate completeness/accuracy of supporting evidence; escalate gaps and risks.

• Partner with Project Managers / project teams to clarify scope, work activity classification, and missing details.
• Document follow-ups, decisions, and assumptions; update working files accordingly.
• Provide guidance on what documentation is needed and why (in plain language).

• Design and implement automated workflows to collect required information more efficiently (standard intake templates, routing, tracking, reminders, status dashboards).
• Act as a “process/system champion” for the workflow approach: testing, iteration, user guidance/training, and troubleshooting.

• Perform contract review and interpretation to fill data gaps (scope wording, deliverables, pricing structures, activity descriptions).
• Create analytical schedules (e.g., ratios, allocations, activity splits) to support positions where direct tagging is incomplete-ensuring the approach is supportable and repeatable.

• Interpret and apply CRA legislation/regulatory requirements relevant to the filing.
• Follow prescribed internal program guidance and maintain audit-ready documentation.
• Manage priorities independently and deliver quality outputs under tight deadlines.

• Ability to interpret CRA legislation and apply it to real-world project activities and documentation
• Understanding of tax accounting concepts and how they translate into provisions/schedules/filing support
• Comfort working within defined internal controls / program guidance and producing audit-ready support

• Strong ability to review, research, and analyze large volumes of information
• Build structured analytical schedules (allocations/ratios, reconciliations, exception analysis)
• Identify inconsistencies, assess impacts, recommend corrective actions, and document conclusions

• Strong document management capabilities (classification, retention mindset, version control, traceability)
• Knowledge of information security expectations for sensitive tax/contract/project data
• Ability to assemble complete, well-referenced files suitable for internal/external review

• Ability to develop automated workflows for intake, tracking, and completeness checking
• Comfort with business systems and computer applications; ability to test, troubleshoot, and improve tools
• Ability to create standard templates, trackers, and process aids; provide user guidance/training

• Strong written/oral communication: clarify requirements, request evidence, summarize findings
• Ability to work effectively with PMs and other stakeholders, including pushing for timely responses
• Ability to prepare clear reports / summaries / presentations of status, gaps, and decisions

• Ability to work independently, manage multiple priorities, and meet tight deadlines
• Attention to detail with consistent quality deliverables
• Flexibility to adapt as project details, legislation interpretations, or filing needs change

• Standard software package for MP3 (PowerBI, FRA, SharePoint, etc.) and AS9 Access, EBX, Ecosys.

Morson Edge