Lisa Lagace, Cpa, Cga jobs

About Helvetia Quant Labs

Helvetia Quant Labs Inc. is an independent quantitative research and development company based in North Vancouver, British Columbia. Our work brings together financial-market research, statistical analysis, and software development to investigate market behaviour, evaluate assumptions, and better understand uncertainty.

We value analytical care, clear documentation, and conclusions supported by evidence. These principles also guide how we manage the company: financial information should be accurate, decisions should be explainable, and resources should be allocated thoughtfully.

About the position

We are seeking a Financial Analyst to support financial planning, management reporting, and day-to-day financial operations.

Working directly with the Chief Financial Officer, you will help translate accounting records and operating information into practical insight about spending, cash availability, and future commitments. Your work will support budgeting, cost evaluation, and the financial planning behind the company’s research and technology activities.

This is a hands-on position in a small research business. It combines financial analysis with accounting support and the development of consistent reporting processes. The successful candidate will be comfortable working with detailed records, investigating discrepancies, and explaining findings clearly.

Key responsibilities

Financial planning and analysis

• Prepare and maintain operating budgets, cash-flow forecasts, and financial models using documented assumptions.
• Compare actual results with budgets and forecasts, investigate significant differences, and explain their implications.
• Assess upcoming expenses, payment commitments, and funding requirements to support responsible cash planning.
• Develop scenarios showing how changes in spending, timing, or available funding could affect the company’s financial position.
• Prepare clear recommendations to support management decisions about expenditure and resource allocation.

Financial reporting and accounting support

• Prepare regular management reports covering operating expenses, cash balances, outstanding commitments, and significant financial developments.
• Support monthly close activities and the preparation of income statements, balance sheets, and cash-flow reports.
• Maintain accurate financial records in QuickBooks and supporting spreadsheets, including transaction classifications and source documentation.
• Reconcile bank, credit-card, payment-platform, and relevant brokerage statements; investigate and document discrepancies.
• Maintain schedules for accounts payable and receivable, reimbursements, prepaid expenses, and other relevant balances.
• Track shareholder contributions, shareholder loans, and other funding transactions according to approved documentation.
• Organize financial records and supporting schedules for review by management and external accounting professionals.

Research and technology cost analysis

• Monitor spending on market data, software, cloud services, equipment, professional services, and other operating resources.
• Track recurring subscriptions, contract commitments, and renewal dates.
• Compare suppliers and service options based on total cost, contractual terms, and operational requirements.
• Assess the financial implications of proposed research and infrastructure expenditures.
• Identify opportunities to improve cost visibility and reduce avoidable spending while preserving the resources needed for reliable work.

Financial controls and process improvement

• Maintain a clear connection between reported figures, calculations, and supporting records.
• Help develop consistent procedures for expense documentation, reconciliations, reporting, and financial record retention.
• Prepare payment schedules and supporting documentation for management approval.
• Improve spreadsheet models and reporting templates, including checks that help identify errors or incomplete information.
• Support the preparation of records for applicable tax filings, payroll reporting, and year-end work, under management direction and with professional review where required.
• Handle financial, employee, shareholder, and company information confidentially and follow established access and approval procedures.

Required qualifications

• Postsecondary education completed or in progress in accounting, finance, economics, business administration, or a related discipline, or equivalent practical experience.
• Working knowledge of bookkeeping principles, financial statements, budgeting, and cash-flow analysis.
• Strong Microsoft Excel skills, including formulas, lookup functions, pivot tables, and the organization of financial data.
• Ability to prepare calculations that another person can follow, check, and update.
• Strong attention to detail and a methodical approach to reconciling records and resolving discrepancies.
• Ability to explain financial information clearly in writing and conversation.
• Sound judgment when working with confidential information.
• Ability to organize tasks independently, meet agreed deadlines, and communicate promptly when information is missing or assumptions need clarification.

Relevant experience may come from employment, co-op placements, internships, academic projects, or independent work. Applicants should be prepared to explain their own contribution to that work and how they checked its accuracy.

Preferred qualifications

• Experience with QuickBooks or comparable accounting software.
• Familiarity with Canadian small-business accounting and the financial administration of a British Columbia corporation.
• Experience preparing management reports, financial forecasts, or budget-to-actual analyses.
• Exposure to foreign-currency transactions, brokerage statement reconciliation, or accounting for corporate investments.
• Experience evaluating technology, software, or subscription costs.
• Interest in financial markets, quantitative research, or technology businesses.
• Familiarity with Power Query, Power BI, SQL, or Python for financial reporting and data preparation.

Professional accounting or finance studies are welcome. A CPA or CFA designation is not required.

What successful performance looks like

Success in this position means management can rely on the financial information it receives. Records are reconciled, reports are delivered on schedule, forecasts make their assumptions clear, and material discrepancies are raised promptly.

You should be able to explain what changed, why it changed, and what the company may need to consider next. Recommendations should reflect the available evidence and clearly identify any uncertainty.

Working at Helvetia Quant Labs

This position offers direct involvement in the financial operations of a quantitative research business and the opportunity to contribute to its reporting and planning practices.

You will work closely with company leadership and gain practical exposure to the financial decisions behind research, software, data, and infrastructure expenditure. We value careful work, independent judgment, constructive questions, and a willingness to improve a process when the evidence supports doing so.

How to apply

Apply through Indeed with:

• Your résumé.
• A brief statement describing your relevant experience and interest in the position.
• Your availability and preferred weekly working hours.

In your application, describe one example of a financial analysis, reconciliation, budget, or spreadsheet model you have prepared. Explain the purpose of the work, your contribution, and how you checked the result. Academic examples are welcome.

Please do not include confidential information belonging to a current or previous employer, client, or other organization.

Helvetia Quant Labs welcomes applications from qualified candidates of all backgrounds. Applicants who require accommodation during the recruitment process may indicate their needs when contacted.

Learn more: helvetiaquant.ch

Pay: From $50.00 per month

Work Location: Remote