Financial Analyst

Co-operators; Toronto; Hybrid; CAD 61,000 - 101,000; Full time

Benefits offered by this job

Training and development opportunities

Flexible work options

Total rewards package including health

Job summary

CLIC, a leading Canadian financial services co-operative, seeks a Decision Support professional for regular full-time hybrid work in Toronto. The role involves evaluating financial conditions, preparing business cases, and delivering data-driven insights to support management decisions.

You should have at least a 3-year university degree (business/accounting), post-secondary education in business, and 3–4 years of financial experience, with CA/CGA/CMA designation pursued.

Qualifications

• Degree in business or accounting preferred.
• Post-secondary education in business or accounting is desired.
• Advanced enrolment in CA/CGA/CMA designation program is advantageous.

Responsibilities

• Evaluates financial condition and analyzes risk/return to develop budgets, forecasts, and multi-year plans.
• Prepares and analyzes business cases to support decision-making using standard templates.
• Researches best practices and regulatory environment to inform decisions with internal partners.
• Recommends short- and long-term solutions with clear presentations using charts and trends.
• Participates in developing and maintaining departmental processes and procedures.

Skills

Financial analysis

Budgeting & forecasting

Management reporting

Education

Bachelor's degree in business or accounting

Post-secondary education in business or accounting

Advanced enrolment in CA/CGA/CMA designation program

Job description

Company: CLIC

Department: Decision Support

Employment Type: Regular Full-Time

Work Model: Hybrid (2 days in office)

Language: This role operates in English.

Job Grade: 4

Hiring Manager: Zachary Turlock

Referral Award: No

Additional Information: This/these role(s) is/are currently vacant.

The Opportunity:

We are a leading Canadian financial services co-operative 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.

How you will create impact:

• Evaluates the business financial condition, providing in-depth analytical assessments. This involves applying insight into the relevant key performance drivers as they evolve to analyze the level of risk and return, under some direction regarding which performance drivers to analyze. Develops budget, forecast, and multi-year plans. While investigating performance results, probes business partners to determine root causes, and maintains focus on identifying ways to improve the financial outlook.
• Prepares and analyzes business cases using standard templates (e.g. developing figures for cost/benefit analysis) to enhance informed management decision-making.
• Researches best practices and analyzes competitive, economic, and regulatory environment to identify key issues and advantages. This involves working with internal partners (e.g. marketing, financial peers across the group of companies) to create valid solutions and ensure competitive information is relevant and translated into context for business decisions.
• Recommends advanced short-term and long-term solutions for improved performance. This is achieved through delivery of effective presentations to business partners, with content tailored to the audience. Employs appropriate tools and visuals (charts, graphs, trends) to illustrate a creative interpretation of high-level information, and articulate feasible alternatives and recommended action.
• Participates in the development, documentation and maintenance of departmental processes and procedures, including efficiency improvements.

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:

• Minimum of 3-year university degree, preferably in a business-related discipline.
• Some post-secondary education specializing in business or accounting.
• Advanced enrolment in CA/CGA/CMA designation program.
• 3-4 years financial experience.

What you need to know:

• Detail oriented work that requires a high degree of mental concentration for extended periods of time.
• Extended work hours may be required.
• 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.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Expected salary range $60,574 - $100,956

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

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