Prepare Audit Committee and board materials, own US GAAP annual financial statements and disclosures, research accounting standards, manage balance sheet/cash flow reporting, liaise with external auditors, support R&D capitalization (ASC 350-40), maintain Risk Control Matrix, drive month-end close and reconciliations, and identify/implement internal control and automation improvements across finance processes.
At PointClickCare our mission is simple: to help providers deliver exceptional care. And that starts with our people. As a leading health tech company that’s founder-led and privately held, we empower our employees to push boundaries, innovate, and shape the future of healthcare.
With the largest long-term and post-acute care dataset and a Marketplace of 400+ integrated partners, our platform serves over 30,000 provider organizations, making a real difference in millions of lives. We also reinvest a significant percentage of our revenue back into research and development, ensuring our employees have the resources to innovate and make a lasting impact. Recognized by Forbes as a top private cloud company and honored as one of Canada’s Most Admired Corporate Cultures, we offer flexibility, growth opportunities, and meaningful work.
At PointClickCare, we empower our people to be the architects of a smarter healthcare future; one that is human-first and accelerated by AI to create meaningful and lasting change. Employees harness AI as a catalyst for creativity, productivity, and thoughtful decision-making. By integrating AI tools into our daily workflows, collaboration is enhanced, outcomes are improved, and every team member has the proficiency to maximize their impact. It all starts with our hiring practices where we uncover AI expertise that complements our mission, and we continue to invest in training and development to nurture innovation throughout the employee journey.
Join us in redefining healthcare — so it doesn’t just survive, it thrives. To learn more about PointClickCare, check out Life at PointClickCare and connect with us on Glassdoor and LinkedIn.
**Travel to Office expectations**
For Remote Roles: If this role is remote, there will be in-office events that will require travel to and from the Mississauga and/or Salt Lake City office. These will include, but not limited to, onboarding, team events, semi-annual and annual team meetings.
For Hybrid Roles: If this role is Hybrid, there will be an expectation to reside within commutable distance to the office/location specified in the job listing. This will include, but not limited to, weekly/bi-weekly/monthly events in the office with your specific team. This is a requirement for this role.
Position Summary:
Reporting to the Senior Manager, the Senior Financial Analyst is a key member of the Finance team responsible for monthly, quarterly, and annual financial reporting. This includes, but is not limited to, Audit Committee materials, investor materials, and financial statements. The successful candidate will support complex transaction accounting research and the implementation of new accounting standards and policies. They will also bring a continuous-improvement mindset, with curiosity around leveraging AI and automation to enhance efficiency. The role supports ongoing financial control monitoring through process and risk documentation, control design evaluation, and organization-wide implementation support.
Key Responsibilities:
- Prepare quarterly and annual Audit Committee and Board materials, coordinating inputs across finance teams and ensuring timeliness and accuracy.
- Ownership in preparing the US GAAP annual financial statements and note disclosures, supported by appropriate working papers and schedules.
- Research and prepare technical position papers related to new accounting standards and complex transactions for senior management and external auditors.
- Manage monthly balance sheet and cash flow reporting, operating metrics.
- Act as the primary liaison between external auditors and internal stakeholders, managing communications and coordinating audit activities on behalf of the business.
- Demonstrate curiosity and initiative in leveraging AI and automation tools to enhance efficiency and scalability across workflows.
- Support and enhance R&D capitalization financial reporting processes under ASC 350-40, focusing on accuracy and audit-ready documentation.
- Support special projects and ad hoc initiatives, partnering with finance and business leaders to deliver analysis in support of key finance and reporting objectives.
- Provide support for month-end close and accounting activities as needed, including analysis and reconciliations.
- Maintain ownership of the Risk Control Matrix and support ongoing audit and compliance requirements.
- Identify opportunities to enhance internal control processes across key business cycles, including Quote-to-Cash, Procure-to-Pay, Record-to-Report, and Payroll.
- Partner with process owners and department leaders to sustain an effective control frameworks and implement improvements as needed.
Required Experience:
- CPA designation.
- 4+ years of progressive finance experience.
- Big 4 or mid-sized public accounting firm experience an asset.
- Exposure to advanced analytics, workflow, and automation tools (e.g., Alteryx, Power BI, Tableau) considered an asset.
- Experience or demonstrated curiosity in applying AI and automation within finance and accounting.
- Significant internal controls experience and understanding of key financial risks.
- Experience with writing formal reports to Senior Management.
- Flexible, organized, and able to handle multiple and competing priorities.
- Quick learner with the ability to thrive in high paced environments.
- Team Player with strong interpersonal skills and sound business judgement.
- Advanced Excel skills.
#LI-TW1
#LI-Hybrid
Corp - C
Professional - 2
PointClickCare Benefits & Perks:
Benefits starting from Day 1!
Retirement Plan Matching
Flexible Paid Time Off
Wellness Support Programs and Resources
Parental & Caregiver Leaves
Fertility & Adoption Support
Continuous Development Support Program
Employee Assistance Program
Allyship and Inclusion Communities
Employee Recognition … and more!
It is the policy of PointClickCare to ensure equal employment opportunity without discrimination or harassment on the basis of race, religion, national origin, status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law. PointClickCare welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. Please contact [email protected] should you require any accommodations. As part of our commitment to a streamlined and equitable hiring experience, PointClickCare uses AI tools to assist with candidate screening and assessment.
When you apply for a position, your information is processed and stored with Lever, in accordance with Lever’s Privacy Policy. We use this information to evaluate your candidacy for the posted position. We also store this information, and may use it in relation to future positions to which you apply, or which we believe may be relevant to you given your background. When we have no ongoing legitimate business need to process your information, we will either delete or anonymize it. If you have any questions about how PointClickCare uses or processes your information, or if you would like to ask to access, correct, or delete your information, please contact PointClickCare’s human resources team: [email protected]
PointClickCare is committed to Information Security. By applying to this position, if hired, you commit to following our information security policies and procedures and making every effort to secure confidential and/or sensitive information.
Top Skills
AI
Alteryx
Excel
Power BI
Tableau
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