Financial & Accounting Analyst at moneyGenius · Charlotte…

While most work is completed remotely from your home office, you must be based in the Maritimes to attend regular in-person meetings in Moncton, NB. A reliable home office setup is required.

Do you want your day-to-day work to have a real meaningful impact on the financial health of your company?

You’re able to see both the forest and the trees, delivering key financial data and insights across the company in a timely manner.

You’ll play a crucial role in supporting our accounting, financial reporting, and in-house rewards program (GeniusCash) ‒ from revenue recording and forecasting to fulfillment validation and fraud investigation ‒ keeping the company and business running smoothly.

Who we are

moneyGenius is a proudly Atlantic Canadian company with a simple mission:

Make money easy and fun for everyone.

To achieve this, we’re committed to making both moneyGenius.ca and creditcardGenius.ca the leading Canadian resources for all things money. In addition, we're re-inventing personal finance education and rewards with our new GeniusCash mobile app that makes learning about and maximizing your money fun and engaging.

Our team helps hundreds of thousands of Canadians per month make the most informed financial decisions by building best-in-class fintech products and crafting high-quality educational content. Through GeniusCash rewards, Canadians have banked over $5.6M since 2022.

And if that wasn’t enough, we were named one of Canada’s Top Growing Companies and Top Growing Women-Led Companies by The Globe and Mail's Report on Business Magazine in 2024, as well as a winner in Deloitte’s Technology Fast 50 program the same year. These achievements are a testament to our growth, and it reflects the remarkable hard work, dedication, and unwavering commitment of our team to our mission: to make money easy and fun for all Canadians.

So if you want in on our mission, read on…

What you'll do

We need a detail-oriented, reliable, and trustworthy Financial & Accounting Analyst to be part of our growing team.

• You'll run the day-to-day accounting – classifying transactions in QBO, managing accounts payable and receivable, maintaining the general ledger, and keeping the books clean.
• You'll oversee a highly complex invoicing process, where attention to detail and the ability to navigate challenging scenarios are essential.
• You’ll develop and enforce well-maintained financial documents, policies, systems, and internal controls ensuring compliance with provincial and federal regulations.
• You’ll prepare timely financial statements, reports, and cost-benefit analyses, including year-to-date actuals, forecasts, and variance explanations – on a monthly, quarterly, and annual basis.
• You'll work with analytics and data visualization tools, alongside core financial platforms to extract insights, identify trends, and surface the data that matters most to the business.
• You'll own the end-to-end financial operations of the GeniusCash rewards program ‒ including weekly fulfillment validation and payment processing with the Customer Service team, fraud investigation, and reconciliation of manual approvals.
• You’ll collaborate with the Sr. Finance Manager and other members of the senior leadership team to develop and implement financial strategies that align with and support the company’s objectives.
• You'll investigate and respond to all finance and accounting inquiries promptly and accurately.
• You’ll oversee payroll, manage time-off tracking, and maintain process documentation, along with supporting a range of related operational tasks.
• You’ll ensure compliance with tax regulations and assist with tax planning and filing.
• You'll work closely with external contractors, clients, and affiliate partners.
• You'll wear many different hats in a lean, agile, and fast-paced culture.

What it's really like working here

We believe in being transparent about what this role entails – both the exciting parts and the challenges.

You’ll act as the financial backbone of a lean startup. As a bootstrapped company, you'll wear many hats in a lean startup environment because we don't have layers of specialized staff. You'll own everything from day-to-day accounting tasks to reporting and investigations. This role offers variety, not specialization.

Accuracy is non-negotiable. We're a company that impacts people's money. Even small errors affect our relationships with banking partners, our founders' decision-making, and ultimately the Canadians who trust us. You'll need to bring the kind of care and attention to detail where double-checking is second nature, not a chore.

Process and consistency are your competitive advantage. We don't reinvent the wheel every month-end, we execute the playbook with discipline and precision. You’ll follow and maintain structured processes, ensuring consistency while improving them when better approaches are identified.

You'll work independently most of the time and responsiveness matters deeply. As a remote team, you won't have someone looking over your shoulder. You need to be a true self-starter who can figure things out, manage your own time, and stay productive without direct supervision. If you're someone who lets messages sit or forgets to follow up, you'll struggle here.

The work matters. You're not just crunching numbers in isolation. The revenue data you compile informs strategic decisions. The GeniusCash validation work you do protects real Canadians from fraud and ensures they get the rewards they earned. Your accuracy, reliability, and follow-through have a direct impact on the people around you and the hundreds of thousands of Canadians we serve.

What makes it worth it

You'll have a real impact. In a small team, your contributions are visible and valued, and directly support company growth. You're not a cog in a machine – you're an essential part of making our mission happen.

You'll build rare, end-to-end financial expertise. That breadth of experience is hard to find anywhere else.

You'll grow fast. The variety of challenges and our commitment to evolution means you'll develop skills quickly. We invest in our people because our success depends on your success.

You'll work with people who care. Everyone here is committed to excellence and genuinely supports each other. We're building something meaningful together, and you’ll be part of a collaborative, high-performing team that supports each other and works closely together to achieve shared goals.

Who you are

You care about your work, you know your stuff, and you go the extra mile.

• You live in Atlantic Canada, and are legally eligible to work in Canada.
• You have a minimum of 1 year of experience in a finance or accounting role – whether through full-time work, co-op, or internship – ideally within a tech startup, fast-growing company, or Fintech/B2C environment, and you bring strong data analysis skills with experience using data visualization and reporting tools.
• You have a BA in finance, business administration, accounting, or a related field – or relevant professional experience.
• You have strong knowledge of federal and provincial laws, regulations, and ordinances pertaining to finance and accounting best practices.
• You're proficient in QuickBooks Online and highly capable with spreadsheets and financial modeling tools.
• You bring strong data analysis skills with proven experience using data visualization and reporting tools.
• You don't rely on AI to do your job for you but you know how to integrate it into your daily workflow to maximize productivity.
• You're organized and proactive – you manage competing deadlines without things slipping through the cracks.
• You're a self-starter who thinks on your feet – you take ownership, follow through, and know how to find the right answers when things get challenging.
• You pick up new tools and software quickly and are comfortable working across multiple platforms.
• You're genuinely curious – you ask "why" and keep learning, not because you have to, but because you want to.

What you'll get

We take care of our team. Here's a quick list of benefits you'll get working with us:

• Work from home anywhere in Canada with permanent remote full-time status.
• Opportunities for continuous growth and career advancement.
• Competitive salary based on your skills and experience.
• Performance-based bonuses.
• 100% paid premiums for health, dental, and vision insurance.
• Ample vacation time and standardized public holidays across Canada.
• New employee toolkit that contains everything you need to do your job well (includes a company laptop, a second monitor, and a dozen other useful items).
• Mental health support through inConfidence and the Calm app.
• Mobile phone allowance to help cover part of your monthly bill.
• Regular team building fun including team games, lunches, happy hours, competitions with prizes, and more.
• Challenging and rewarding work that has a real impact on the financial health of Canadians.

Let's talk

If you think this is you, please apply with your cover letter addressed to Tanya so we know that you thoughtfully reviewed our job description.