Financial Analyst

Primerica; Mississauga; On-site; CAD 65,000 - 85,000; Full time

Job summary

A leading financial services company in Peel Region, Mississauga, is looking for a Financial Analyst to monitor expenses, conduct financial analysis, and manage budgeting processes. The ideal candidate will have a university degree in Accounting or Finance, a minimum of 2 years of relevant experience, and strong communication skills. Proficiency in Excel and knowledge of financial tools is essential. This role offers an opportunity to work in a diverse and inclusive environment.

Qualifications

• Minimum of 2 years experience in a similar role.
• Flexible team player capable of working independently.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Monitor expenses for compliance with company policies.
• Prepare monthly and quarterly accruals.
• Conduct account reconciliations and follow up on outstanding items.
• Generate monthly variance reports for management.
• Compile expense management packages with variance analysis.
• Coordinate preparation of the annual expense budget.

Skills

Communication skills

Project management

Analytical skills

Detail-oriented

Team player

Excel proficiency

Education

University degree in Accounting, Finance, or Business

Tools

Excel

MS Office

PowerPoint

Word

Workday Financial

Adaptive Planning

Planful

Job description

About this Position

We are seeking a Financial Analyst to join our Finance Department. The role involves various responsibilities related to expense monitoring, financial analysis, budgeting, and reporting.

Responsibilities:

• Monitor expenses to ensure proper recording, support, and compliance with company policies and management directives.
• Prepare monthly, quarterly, and annual accruals and adjusting journal entries.
• Conduct monthly account reconciliations and follow up on outstanding items.
• Generate monthly cost centre variance reports, support business explanations, and prepare reports for management.
• Compile quarterly expense management packages with variance analysis for board reporting and internal reviews.
• Coordinate the preparation of the annual expense budget, including collecting inputs, analyzing changes, and presenting to the executive team.
• Create monthly expense forecasts in collaboration with management, tracking all changes.
• Perform advanced financial analysis and expense modeling, including ratio and trend analysis.
• Review and update accrual models in collaboration with cost centre managers.
• Apply expense management policies and accounting treatments, including reviewing expense coding.
• Support cost centre leaders on expense-related matters.
• Develop and improve expense monitoring tools as part of ongoing process enhancements.
• Research, analyze, reconcile, investigate, and review routine and non-routine matters.
• Prepare and file Statistics Canada surveys and schedules.
• Perform other duties as assigned.

Qualifications:

• University degree in Accounting, Finance, or Business.
• Minimum of 2 years experience in a similar role.
• Excellent communication skills, both verbal and written.
• Strong initiative, project management, and follow-through abilities.
• Proficiency in Excel, MS Office, PowerPoint, and Word.
• Flexible team player capable of working independently.
• Experience with Workday Financial, Adaptive Planning, and Planful is an asset.
• Detail-oriented with strong organizational and analytical skills.
• Ability to work under pressure and meet deadlines.
• Willingness to work overtime during month-end and budget periods.

Primerica, Inc. and its subsidiaries are committed to equal opportunity employment, welcoming applicants regardless of race, sex, color, religion, national origin, age, disability, or other protected categories.

We value diversity and inclusion, investing in our employees to foster a respectful and innovative workplace.