Analyste financier principal ou analyste financière principale

Co-operators Assurance et services financiers; Burlington; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A leading Canadian financial services cooperative seeks a Senior Financial Analyst to provide expert financial modeling and analysis. The role involves collaborating with management to enhance business performance and requires a strong understanding of the insurance industry. The ideal candidate will possess a university degree in a related field and have at least 5 years of relevant experience. Join a team that values innovation, communication, and professional development.

Benefits

Training and development opportunities

Flexible work options

Paid time off

Health programs

Volunteer opportunities

Qualifications

• Minimum 5 years related business or accounting experience.
• Knowledge of insurance industry and insurance accounting.

Responsibilities

• Provides expert financial modeling and analysis for management decision-making.
• Collaborates with business partners for profitability analysis and insights.
• Models and forecasts premium, claims, and expense-related performance.

Skills

Communication

Critical Thinking

Problem Solving

Education

University degree in Business/finance/accounting

Professional accounting designation (CA, CMA, CGA, CFA, or MBA)

Tools

Spreadsheet software

Reporting/budgeting software

Data warehouse tools

Job description

Company: CLIC
Department: Finance
Employment Type: Permanent Full-Time
Work Model: Hybrid
Language: This role operates in English.
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

Our national Finance team aspires to create, enhance, and protect value for our organization and its stakeholders. Our knowledgeable team educates and influences the organization to make well-informed, risk-based decisions. We think innovatively and strategically to solve business problems and strive to move our business forward with practical, integrated processes and tools that ensure organizational success.

The Senior Financial Analyst provides expert level financial modeling, analysis, interpretation, and recommendations to support management decision making with respect to organizational initiatives and their impact on the organization’s financial performance. The role benefits from a comprehensive understanding of the insurance industry and our organization and a comfort level interacting with various levels of management.

How you will create impact:

• Partners with business unit management teams to further both parties understanding of the business unit performance as it relates to organizational performance and to provide support for business unit initiatives. Such support will include preparation/review of business cases, what-if analyses and follow-up analyses after implementation.
• Collaborating with business partners to support profitability analysis, communicating key insights and findings, and influencing them to take action on the findings.
• Models, analyzes, and forecasts premium, claims and expense-related performance on a quarterly and annual basis. Such modeling / forecasting will include research into environmental and industry trends, in-depth variance analysis, business unit financial performance assessments, and complex ad-hoc analysis of interest to senior management.
• Conducts periodic reviews with business partners to identify gaps in information reporting and new information requirements. Designs, recommends and implements solutions to meet business partner needs.
• Coaching team members on problem-solving and promoting team involvement and increasing efficiency as a team.
• Responsible for the development, documentation and maintenance of departmental processes and procedures. Initiates and leads projects to improve the effectiveness and efficiency of the unit.

How you will succeed:

• You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
• You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
• You have strong communication skills to clearly convey messages and explore diverse points of view.
• You build trusting relationships and provide guidance to support the development of colleagues.

To join our team:

• University degree in Business/finance/accounting, mathematics/actuarial sciences, or a related discipline.
• Having or working towards professional accounting designation or appropriate professional qualifications (CA, CMA, CGA, CFA or MBA) is an asset.
• Minimum 5 years related business or accounting experience.
• Advanced spreadsheet, reporting/budgeting software and data warehouse tool knowledge.
• Knowledge of insurance industry and insurance accounting.

What you need to know:

• You will be subject to a background check as a condition of employment, in the event you are the successful candidate.

What's in it for you?

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Volunteer opportunities to give back to your community.