Skip to Main Content

Job Title


Analyst, Partner Matters


Company : BDO Canada


Location : Kelowna, Regional District of Central O


Created : 2025-10-19


Job Type : Full Time


Job Description

OverviewBDO 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:ResponsibilitiesMaintain comprehensive information for each Partner in our ERP (Workday)Prepare agreements for new Partners and retiring PartnersCollaborate with cross-functional teams for onboarding of new Partners and transitioning of retiring PartnersMaintain confidential portals for active and retired Partners; post financial and tax informationPrepare and organize large volumes of letters and other confidential documentsCreate daily transaction journal entries and perform account reconciliationsPrepare and submit monthly and quarterly payment requestsMaintain capital and compensation informationPrepare confidential correspondence to Partners and their banks regarding financial matters related to their partnershipBe knowledgeable about Firm policies that affect Partner compensation, draws, capital, and related mattersPrepare clear information, instructions and forms for Partners to follow regarding processes that affect their partnershipCollaborate with other members of the Partner Matters team to ensure that all have timely information as required for their rolesDocument processes and find efficiencies to process large volumes of dataAssist with projects as requiredQualifications2 to 4 years of related experience, preferably in a professional services environmentProficient in Microsoft Office Suite (including Excel, Outlook, Teams, Word)Advanced Microsoft Excel skills including managing large datasets, using PivotTables and look-up formulasExperience working with a top tier ERP system; ideally WorkdayStrong attention to detail and accuracyProfessional presence, good judgment and are diligent with confidential informationAccountable, responsible and responsive, with strong attention to customer serviceProven time management, prioritization, and organization skills to complete multiple tasks within firm timelinesProfessional and clear communication styleStrong interpersonal skills, collaboration, the ability to work in a cross-functional environment and with all levels of managementGenerate creative ideas to improve processesAdapt quickly, learn new tasks, and thrive in an environment of growth and changeUniversity Degree, preferably in a financial disciplineWhy BDO?Our people-first approach to talent has earned us a spot among Canadas Top 100 Employers for 2025. We are committed to providing an environment where you can be successful through learning and development, generous total rewards, work-life flexibility, and a commitment to diversity, equity and inclusion. We support community involvement and offer opportunities for personal and professional growth.Engage with how we change and evolve; contribute to the success and growth of BDO in CanadaExtensive opportunities for learning and development across services, industries and marketsSupport for personal goals outside of the office and opportunities to contribute to the communityGiving back adds up: BDO is actively involved in communities through local charity initiatives and events. Total rewards that matter: competitive compensation, flexible benefits from day one, and a market-leading time off policy. Everyone counts: a workplace culture of respect, inclusion and diversity with accommodation available if needed. Flexibility: a blended approach to in-office, client-site, and virtual work to meet role requirements. Code of Conduct: clear ethical standards and decision-making guidance. If you consent to use of AI technology for transcription during preliminary conversations, this is solely for note-taking and not for resume review or candidate evaluation. Privacy information is available in our Privacy Policy.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