Finance Data Analyst

The Canada Life Assurance Company; Kitchener; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Career Development

Health & Wellness

Time Off

Financial Security

Rewards & Recognition

Community

Job summary

Canada Life is seeking a Finance Data Analyst in Kitchener to support FP&A through data management, reporting, and analytics. You will maintain data integrity, assist with month-end processes, and deliver critical financial and operational reporting for Finance, Commissions, and Sales Field teams.

The role emphasizes data quality, process improvements, and stakeholder collaboration to ensure timely, accurate data insights for business decisions.

Qualifications

• Education background in Accounting and/or Finance or another relevant field.
• 2+ years of experience in financial analysis, data analytics or a similar role.
• Experience with Power Query and Power Pivot/Power BI (data model) in building and maintaining data transformation processes and reporting.
• Advanced Excel skills for data manipulation and analysis.
• Experience with preparing and utilizing SQL SELECT, UPDATE, DELETE queries is an asset.
• Experience working with SAP including preparing journal entries.
• Strong attention to detail and data accuracy.
• Dedication to upholding a high level of data integrity within our data and reporting processes.
• Ability to manage multiple deliverables within tight month-end timelines.
• Analytical mindset with strong problem-solving skills.
• Effective communication and stakeholder management.
• Proactive approach to identifying automation and process improvement opportunities.

Responsibilities

• Support month-end processes by preparing and organizing data for reporting and system updates.
• Collaborate with team members to consolidate and validate financial and operational data.
• Help improve processes to reduce manual work and increase efficiency.
• Manage adjustments and updates to data, ensuring accuracy and alignment with financial records.
• Act as a point of contact for questions related to data updates and issue resolution.
• Prepare and deliver recurring reports to support business performance tracking.
• Maintain and update various reports on trends, performance, and key metrics.
• Take ownership of specific data processes, ensuring completeness, accuracy, and timely delivery.
• Perform ad-hoc analysis to support business decisions and respond to stakeholder requests.
• Identify opportunities to enhance data quality, reporting, and overall processes.

Skills

Analytical mindset

Attention to detail

Effective communication

Stakeholder management

Problem-solving

Multitasking

Education

Accounting and/or Finance background

Tools

Power BI

Power Query/Power Pivot

Excel

SQL

SAP

Job description

Select how often (in days) to receive an alert:

The FP&A (Financial Planning & Analysis) team in the Finance Department is looking for a Finance Data Analyst to add to our growing team. The role will support the FP&A function through data management, reporting, and analytics. This role is responsible for maintaining data integrity, supporting month-end processes, managing adjustments to reconcile reporting data to the General Ledger, and delivering critical financial and operational reporting. The successful candidate will also collaborate with Finance, Commissions, and Sales Field teams to ensure accurate and timely data analysis and reporting.

What you will do:

• Support month-end processes by preparing and organizing data for reporting and system updates.


• Collaborate with team members to consolidate and validate financial and operational data.


• Help improve processes to reduce manual work and increase efficiency.


• Manage adjustments and updates to data, ensuring accuracy and alignment with financial records.


• Act as a point of contact for questions related to data updates and issue resolution.


• Prepare and deliver recurring reports to support business performance tracking.


• Maintain and update various reports on trends, performance, and key metrics.


• Take ownership of specific data processes, ensuring completeness, accuracy, and timely delivery.


• Perform ad-hoc analysis to support business decisions and respond to stakeholder requests.


• Identify opportunities to enhance data quality, reporting, and overall processes.

What you will bring:

• Education background in Accounting and/or Finance or another relevant field


• 2+ years of experience in financial analysis, data analytics or a similar role


• Demonstrated Power Query and Power Pivot/Power BI (data model) experience in building and maintaining data transformation processes and reporting


• Advanced Excel skills for data manipulation and analysis


• Experience with preparing and utilizing SQL SELECT, UPDATE, DELETE queries is an asset


• Experience working with SAP including preparing journal entries


• Strong attention to detail and data accuracy


• Dedication to upholding a high level of data integrity within our data and reporting processes


• Ability to manage multiple deliverables within tight month-end timelines


• Analytical mindset with strong problem-solving skills


• Effective communication and stakeholder management


• Proactive approach to identifying automation and process improvement opportunities

-

The base salary for this position is between $60,000 - $89,900 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’reunited by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.Are you someone who always strives to do the right thing, who steps up for themselves and others, and who delivers with impact? Then we want to hear from you!

What we offer:

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.


• Health & Wellness:Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well-being.


• Time Off:In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.


• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.


• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!


• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

We’recommitted to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handledin accordance withapplicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.

Location: Kitchener Ontario, ON, CA, N2P 2G5