We are a fast-growing fintech startup (MSB with license in Canada) delivering modern banking-style services using a trusted third-party BaaS provider. We operate our own client-facing UI platform and an internal back office for treasury and financial operations. As we scale, we are looking for a detail-oriented Accountant & Financial Analyst to support daily financial operations, reconciliations, treasury processes, and communication with partners and clients.
Key Responsibilities
Operational & Treasury Activities
- Perform daily and weekly reconciliations between bank accounts and platform balances.
- Execute daily treasury operations, including funds movement, FX conversions, and crypto on-ramp/off-ramp activities.
- Process client withdrawals, fees withdrawals, and other operational payouts via the internal platform.
Client & Partner Communications
- Communicate with clients to resolve operational or payments-related issues promptly.
- Liaise with partner banks and service providers, supplying transaction-related information and supporting compliance or operational checks as needed.
Platform & Product Support
- Verify production banking functionality and promptly report bugs, inconsistencies, or service issues to the product and engineering teams.
- Collaborate closely with tech, product, and compliance teams to improve operational flows and platform reliability.
Analytics & Reporting
- Support building and optimizing BI dashboards and analytics within Metabase.
- Prepare financial and profitability reports for the product and treasury functions.
- Maintain company's bookkeeping records in Xero. Prepare financial statements & submit quart-end & year-end tax returns.
- Assist in establishing and improving the accounting processes, including management accounts and operational financial controls.
Requirements
- 2+ years of experience in finance, accounting, treasury, or payments operations.
- Strong working knowledge of SQL (ability to query databases and support BI tasks).
- English level B2 or higher (both written and verbal).
- Experience working in a fintech, payments, or digital banking environment (preferred).
- Strong analytical, problem-solving, and organizational skills.
- High attention to detail and ability to work in a fast-paced, dynamic startup environment.
Preferred Qualifications
- Experience with crypto operations or familiarity with blockchain explorers.
- Experience using Metabase or similar BI/analytics tools.
- Experience with accounting software such as QuickBooks, Xero, or similar platforms.
