Associate, Enterprise Financial Planning and Analysis

Tobermory; Toronto; On-site; CAD 50,000 - 82,000; Full time

Benefits offered by this job

Workplace Inclusion

Supportive Environment

Career Advancement

Diversity of Perspectives

Wellness Programs

Positive Impact

Job summary

Canada Life in Toronto or Winnipeg seeks an Associate, Enterprise FP&A to assist with financial planning, forecasting and reporting processes, enabling strategic decisions across the business. You will produce accurate insights in a fast-paced environment and partner with leaders to drive performance.

Responsibilities include managing corporate performance systems, delivering quarterly statements, and analyzing drivers of financial results.

Qualifications

• Bachelor’s/Graduate or Professional Degree in Finance or Accounting or related field.
• Active CPA or CFA certificate (or in progress) is an asset preferred.
• Advanced financial reporting/analysis/planning experience or prior FP&A/wealth management experience.
• Detail-oriented analytical/problem-solving skills are essential.

Responsibilities

• Help create Annual 5-Year Plans and Quarterly Forecasts.
• Analyze financial information and key metrics to provide analytics to senior leadership.
• Create and maintain Quarterly Financial Report for analysis; complete ad hoc analyses as needed.
• Partner with all Business Units to understand drivers behind Financial Performance.
• Effectively communicate Financial Findings to Finance and Non-Finance Stakeholders.

Skills

Analytical skills

Financial analysis

Education

Bachelor’s/Graduate or Professional Degree in Finance or Accounting

CPA or CFA certificate (in progress)

Job description

The Associate, Enterprise FP&A is accountable for assisting with the organization’s financial planning & forecasting as well as reporting processes, all used to support the strategic decision making of the company. This position requires an individual capable of working in a fast-paced environment while producing accurate, and useful, financial insights.

The base salary for this role is between $49,900 and $82,400 per year, but there are additional incentive plans (i.e. bonuses, etc.) to be discussed during the hiring process. The position may be located either in Toronto or Winnipeg, and applications will be accepted for 5 business days at a minimum, and all will be considered on an ongoing basis.

In an effort to foster an inclusive & supportive workplace, Canada Life believes that all employees contribute to a thriving and diverse workplace through collaborative efforts, and by helping one another on the path toward their potential. In addition, this company provides its employees with resources & accommodation to help them achieve their full potential. To know more about the job please have a look below.

Company : Canada Life
Location : Toronto, ON, CA
:Winnipeg, MB, CA
Salary : $49,900 – $82,400 annually
Job type : Full-time
Start Date : As soon as possible
Benefits:

• Workplace Inclusion and Accessibility
• Environment of Support
• encouraging diverse backgrounds and perspectives
• Opportunity for Career Advancement and Skill
• Development
• Wellness and Satisfaction of Employees as Top Priority
• Opportunity to Help create Positive Impact on Canadian Wellness through the Work we do
• Reasonable Accommodations will be provided throughout the Application Process
• Security and Strength of a Financially Sound and Established
• Trusted Organization

• The Associate, Enterprise FP&A is accountable for assisting with the organization’s financial planning & forecasting as well as reporting processes, all used to support the strategic decision making of the company.
• Serve as the primary contact for all corporate performance management systems and track results against company goals through the financial performance of senior leadership.
• Complete and provide quarterly financial statements.
• Conduct routine analysis to facilitate the implementation of corporate strategic initiatives.
• Establish and sustain performance assessment and planning models that will be utilized to evaluate corporate performance.
• Ensure that all department financial performance is recorded and documented accurately.
• Work with department managers to identify and evaluate the financial performance of their departments.
• Clearly communicate to both finance and non-finance stakeholders the financial results of their departments.

Responsibilities

• Help create the Annual 5-Year Plans and Quarterly Forecasts.
• Analyze financial information and key metrics to provide analytics to senior leadership.
• Create and maintain Quarterly Financial Report for use of analysis; complete additional ad hoc analysis as needed.
• Partner with all Business Units to gain an understanding of the Driving Factors behind Financial Performance.
• Effectively, communicate Financial Findings to Finance and Non-Finance Stakeholders.

Requirements

• Bachelor’s/Graduate or Professional Degree/professional designation in Finance or Accounting or related fields.
• Active CPA or CFA Certificate (or in progress), is an Asset Preferred.
• Advanced financial reporting/analysis/planning experience (eg. Financial Statement Preparation, Budget Creation, Forecasting Etc.) OR Prior experience with Financial Planning/Forecasting or Wealth Management.
• Ability to provide a detail-oriented approach to Financial Analysis and Strong Analytical/Problem Solving Skills.