Purchase Order Financial Analyst in Canada Montreal –Free Word Template Download with AI
Professional Services Engagement – Financial Analyst
PO No.: PO-2025-CM-04872
CANADA MONTREAL FINANCIAL ANALYST &span class="badge">PURCHASE ORDER
| Purchase Order Number: | PO-2025-CM-04872 | Date of Issue: | June 12, 2025 |
| Required By: | July 1, 2025 | Payment Terms: | Net 30 Days |
| Currency: | Canadian Dollars (CAD) | Governing Jurisdiction: | Province of Quebec, Canada Montreal |
| Delivery Location: | 1250 René-Lévesque Blvd West, Suite 3400, Canada Montreal, QC H3B 4W8 | Valid Until: | July 15, 2025 |
| Company Name: | Meridian Capital Advisory Group Inc. |
| Address: | 1250 René-Lévesque Blvd West, Suite 3400, Canada Montreal, QC H3B 4W8 |
| Business Number (BN): | 123456789 RT0001 |
| QST Number: | 1234567890001 |
| Contact Person: | Dr. Catherine Beaumont, Director of Finance & Strategy |
| Email: | [email protected] |
| Phone: | +1 (514) 555-0192 |
| Company Name: | Apex Professional Talent Solutions Inc. |
| Address: | 455 de la Cour, Suite 1200, Canada Montreal, QC H2X 1Y4 |
| Business Number (BN): | 987654321 RT0001 |
| QST Number: | 9876543210001 |
| Contact Person: | Marc-André Tremblay, Senior Account Executive |
| Email: | [email protected] |
| Phone: | +1 (514) 555-0347 |
| Item # | Description of Services | Duration | Rate (CAD) | Amount (CAD) |
|---|---|---|---|---|
| 001 | Engagement of a qualified Financial Analyst to provide comprehensive financial modelling, variance analysis, and budget forecasting services for Meridian Capital Advisory Group Inc. The Financial Analyst shall be based in Canada Montreal and report directly to the Director of Finance & Strategy. | 12 months (Jul 2025 – Jun 2026) | $14,500.00 / month | $174,000.00 |
| 002 | Specialized Financial Analyst support for quarterly earnings analysis, investor relations reporting, and regulatory compliance documentation in accordance with Canadian Securities Administrators (CSA) guidelines applicable in Canada Montreal. | 12 months | $3,200.00 / month | $38,400.00 |
| 003 | Onboarding, orientation, and integration of the Financial Analyst into the Canada Montreal office, including workstation setup, access provisioning, and compliance training under Quebec labour standards (Code du travail du Québec). | One-time | $4,750.00 | $4,750.00 |
| 004 | Monthly performance review and KPI reporting for the Financial Analyst engagement, including deliverable assessments, productivity metrics, and strategic alignment evaluations conducted by Apex Professional Talent Solutions Inc. | 12 months | $850.00 / month | $10,200.00 |
| 005 | Contingency and overtime provisions for the Financial Analyst during peak reporting periods (Q4 close, annual audit season) as applicable in Canada Montreal financial services operations. | As required | $1,200.00 / day (max 10 days) | $12,000.00 |
| Subtotal: | $239,350.00 | |||
| QST (Quebec Sales Tax) at 9.975%: | $23,875.15 | |||
| TOTAL PURCHASE ORDER VALUE (CAD): | $263,225.15 | |||
This Purchase Order authorizes the procurement of professional Financial Analyst services to be delivered at the Canada Montreal headquarters of Meridian Capital Advisory Group Inc. The Financial Analyst engaged under this Purchase Order shall perform the following duties:
- Prepare and maintain monthly, quarterly, and annual financial statements in compliance with IFRS and Canadian GAAP standards.
- Develop and update financial models for capital allocation, project valuation, and risk assessment specific to the Canada Montreal market.
- Conduct variance analysis between actual and budgeted performance, providing actionable insights to senior leadership.
- Support the preparation of regulatory filings with the Autorité des marchés financiers (AMF) of Quebec and the Canada Montreal securities commission.
- Collaborate with the internal audit team to ensure adherence to corporate governance policies and internal controls.
- Produce ad-hoc analytical reports and presentations for the Board of Directors and executive management team.
- Maintain the general ledger and support the month-end and year-end close processes for all Canada Montreal operations.
- Governing Law: This Purchase Order shall be governed by and construed in accordance with the Civil Code of Quebec and the federal laws of Canada applicable in Canada Montreal. Any disputes arising from this Purchase Order shall be resolved through arbitration in Canada Montreal under the rules of the Quebec Association of Arbitrators.
- Payment Schedule: Invoices for the Financial Analyst services shall be submitted monthly by the 5th business day. Payment shall be made within thirty (30) calendar days of invoice receipt via electronic funds transfer (EFT) to the supplier's designated Canadian bank account.
- Confidentiality: The Financial Analyst engaged under this Purchase Order shall be bound by a non-disclosure agreement (NDA) in compliance with Quebec's Act respecting the protection of personal information in the private sector (Law 25). All financial data, client information, and proprietary models accessed in Canada Montreal shall remain strictly confidential.
- Termination: Either party may terminate this Purchase Order with sixty (60) days' written notice. In the event of termination, the Financial Analyst engagement shall wind down in an orderly manner, and all deliverables shall be transferred to Meridian Capital Advisory Group Inc. within fourteen (14) days.
- Compliance: The supplier warrants that the Financial Analyst shall comply with all applicable Canadian employment standards, Quebec labour laws, and Canada Montreal municipal bylaws. The supplier is solely responsible for the Financial Analyst's payroll, benefits, and statutory deductions.
- Intellectual Property: All work product, models, analyses, and reports created by the Financial Analyst in the course of this Purchase Order shall be the exclusive property of Meridian Capital Advisory Group Inc. upon full payment.
- Insurance: The supplier shall maintain professional liability insurance with a minimum coverage of CAD $5,000,000, valid throughout the term of this Purchase Order in Canada Montreal.
- Force Majeure: Neither party shall be liable for delays or failures in performance resulting from events beyond reasonable control, including but not limited to natural disasters, pandemics, or government-mandated closures affecting Canada Montreal operations.
By signing below, both parties acknowledge and agree to the terms set forth in this Purchase Order for the engagement of a Financial Analyst in Canada Montreal. This Purchase Order constitutes a binding agreement upon execution by both authorized representatives.
For Meridian Capital Advisory Group Inc. (Buyer):
Name: Dr. Catherine BeaumontTitle: Director of Finance & Strategy
Signature: _____________________________
Date: _____________________________
For Apex Professional Talent Solutions Inc. (Supplier):
Name: Marc-André TremblayTitle: Senior Account Executive
Signature: _____________________________
Date: _____________________________ ⬇️ Download as DOCX Edit online as DOCX
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