Finance & Insurance Project Generalist

FIC; Calgary; On-site; CAD 90,000 - 105,000; Full time

Benefits offered by this job

Extended health benefits plan

Job summary

FIC in Calgary is seeking a Generalist to support senior insurance and finance staff and the executive team across client engagements, business initiatives, research, documentation, and day-to-day operations.

The Generalist will work across a variety of projects and will be expected to quickly understand new subject matter, research unfamiliar topics, review financial and corporate client information, prepare high-quality written and presentation materials for external insurance clients, and

Qualifications

• Excellent verbal and written communication to engage with clients and team.
• Strong research skills to independently gather, assess, and synthesize information from multiple sources.
• Exceptional attention to detail and a strong commitment to accuracy and consistency.
• Strong organizational and project-management skills, with the ability to manage multiple priorities and deadlines.
• A proactive and resourceful approach to work, with the ability to identify issues, investigate potential solutions, and move assignments forward with limited direction.
• Experience in financial services, accounting, corporate finance, consulting, insurance, or related analytical environments is an asset.

Responsibilities

• Conduct research on companies, industries, financial planning, and other business topics to support client engagements and internal initiatives.
• Assist the insurance team in preparing insurance memorandums and financial analysis for external distribution.
• Assist with insurance applications, renewals, policy changes, underwriting requirements, and other aspects of client-file execution.
• Prepare pitch decks and other presentation materials for a variety of projects and initiatives.
• Assist on the creation of custom financial models and analysis in Excel.
• Effectively communicate with lenders, insurance companies, and legal counsel, and coordinate information between those parties when necessary.
• Manage multiple projects and workstreams, ensuring deliverables are completed accurately and on time.
• Analyze operational data, track key performance indicators, and prepare information to support management decision-making.
• Identify opportunities to improve processes, automate workflows, and enhance operational efficiency on both commercial and operational/administrative matters.

Skills

Communication

Research skills

Attention to detail

Project management

Learning agility

Financial services knowledge

MS Office

Tools

MS Excel

PowerPoint

Job description

FIC in Calgary is seeking a Generalist to support senior insurance and finance staff and the executive team across client engagements, business initiatives, research, documentation, and day-to-day operations.

The Generalist will work across a variety of projects and will be expected to quickly understand new subject matter, research unfamiliar topics, review financial and corporate client information, prepare high-quality written and presentation materials for external insurance clients, and