Senior Financial Analyst, Shared Services (18 Month Contract)

Job summary

The Senior Financial Analyst participates in the end-to-end trust accounting function, including transaction processing, daily reconciliations, and cash management for investment products. They also collaborate with internal and external stakeholders to resolve issues, support financial reporting, and lead various finance-related projects.

Job details

The Senior Financial Analyst participates in the end-to-end trust accounting function, including transaction processing, daily reconciliations, and cash management for investment products. They also collaborate with internal and external stakeholders to resolve issues, support financial reporting, and lead various finance-related projects. Candidates must have a university degree and at least 5 years of professional experience in accounting or finance, preferably within the insurance or financial services industry. Proficiency in Microsoft Excel and knowledge of financial systems and accounting requirements are essential, with a CPA designation or progress toward one being preferred.

What you’ll do

The Senior Financial Analyst participates in the end-to-end trust accounting function, including transaction processing, daily reconciliations, and cash management for investment products. They also collaborate with internal and external stakeholders to resolve issues, support financial reporting, and lead various finance-related projects.

Requirements

Candidates must have a university degree and at least 5 years of professional experience in accounting or finance, preferably within the insurance or financial services industry. Proficiency in Microsoft Excel and knowledge of financial systems and accounting requirements are essential, with a CPA designation or progress toward one being preferred.

Benefits

• Life insurance
• Disability insurance
• Health insurance
• Dental insurance
• Health account
• Flexible work arrangements
• Personal health days
• Vacation
• Defined contribution pension plan
• Parental leave top up
• Compassionate leave top up
• Wellness programs
• Recognition programs
• Employee referral program

Listed skills

• Problem solving · Preferred
• Regulatory Compliance · Preferred
• Financial Reporting · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• Communication Skills · Preferred
• Financial analysis · Preferred
• Project management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial analysis
• Trust accounting
• Bank reconciliation
• General ledger
• Cash management
• Cash flow forecasting
• Financial reporting
• Investment accounting
• Segregated fund products
• Mutual fund products
• Microsoft Excel
• Data analysis
• Problem solving
• Communication skills
• Project management
• Regulatory compliance

Job areas

• Finance & Accounting
• Management & Leadership

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