Overview Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal and professional growth. Your Opportunity BDO is looking for an Analyst, Partner Matters to join our Internal Finance department. Reporting to the Manager, Partner Matters, this is a 12 month contract within the Partner Matters team of the Finance department. This role works collaboratively with members of Finance, HR, and Legal departments to provide exceptional service for approximately 500 Partners across the firm. The role will own the following responsibilities: Maintain comprehensive information for each Partner in our ERP (Workday) Prepare agreements for new Partners and retiring Partners Collaborate with cross-functional teams for on-boarding of new Partners and transitioning of retiring Partners Maintain confidential portals for active and retired Partners; post financial and tax information Prepare and organize large volumes of letters and other confidential documents Create daily transaction journal entries and perform account reconciliations Maintain supplier information updates Prepare and submit monthly and quarterly payment requests Maintain capital and compensation information Prepare confidential correspondence to Partners and their banks regarding financial matters regarding their partnership Be knowledgeable about Firm policies that affect Partner compensation, draws, capital, and related matters Prepare clear information, instructions and forms for Partners to follow regarding processes that affect their partnership Collaborate with other members of the Partner Matters team to ensure that all have timely information as required for their roles Document processes and find efficiencies to process large volumes of data Assist with projects as required Success in this role You demonstrate BDO's core values through all aspect of your work: Integrity, Respect and Collaboration You understand your clients industry, challenges, and opportunities; clients describe you as positive, professional, and delivering high quality work You identify, recommend, and are focused on effective service delivery to your clients You share in an inclusive and engaging work environment that develops, retains and attracts talent You actively participate in the adoption of digital tools and strategies to drive an innovative workplace You grow your expertise through learning and professional development Your experience and education 2 to 4 years of related experience, preferably in a professional services environment Proficient in Microsoft Office Suite (including Excel, Outlook, Teams, Word) Advanced Microsoft Excel skills including managing large datasets, using PivotTables and look-up formulas Experience working with a top tier ERP system; ideally Workday Strong attention to detail and accuracy Professional presence, good judgment and are diligent with confidential information Accountable, responsible and responsive, with strong attention to customer service Proven time management, prioritization, and organization skills to complete multiple tasks within firm timelines Professional and clear communication style Strong interpersonal skills, collaboration, the ability to work in a cross-functional environment and with all levels of management Generate creative ideas to improve processes Adapt quickly, learn new tasks, and thrive in an environment of growth and change University Degree, preferably in a financial discipline Why BDO? Our people-first approach to talent has earned us a spot among Canadas Top 100 Employers for 2025. This recognition is a milestone were thrilled to add to our collection of awards for both experienced and student talent experiences. We enable you to engage with how we change and evolve, being a key contributor to the success and growth of BDO in Canada. We help you become a better professional within our services, industries, and markets with extensive opportunities for learning and development. We support your achievement of personal goals outside of the office and making an impact on your community. Giving back and Total rewards Giving back adds up: Where company meets community. BDO is actively involved in our communities by supporting local charity initiatives. We support staff with local and national events where you will be given the opportunity to contribute to your community. Total rewards that matter: We pay for performance with competitive total cash compensation that recognizes and rewards your contribution. We provide flexible benefits from day one, and a market leading personal time off policy. We are committed to supporting your overall wellness beyond working hours and provide reimbursement for wellness initiatives that fit your lifestyle. Equality, diversity and inclusion Everyone counts: We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please contact us. Flexibility and Code of Conduct Flexibility: All BDO personnel are expected to spend some of their time working in the office, at the client site, and virtually unless accommodations or alternative work arrangements are in place. Our model is a blended approach designed to support the flexible needs of our people, the firm and our clients. Code of Conduct: Our Code of Conduct sets clear standards for how we conduct business. It reflects our shared values and commitments and includes guiding principles to help us make ethical decisions and maintain trust with each other, our clients, and the public. Technology and privacy With your consent, BDO Canada may use AI technology (Microsoft Copilot) to transcribe during preliminary conversations, solely for the purpose of note-taking and not for other purposes, such as resume review, evaluation or selection of candidates. More information on BDO Canadas Privacy Policy can be found here: Privacy Policy | BDO Canada Ready to apply Ready to make your mark at BDO? Click Apply now to send your up-to-date resume to one of our Talent Acquisition Specialists. To explore other opportunities at BDO, check out our careers page. #J-18808-Ljbffr
Job Title
Analyst, Partner Matters