Financial Analyst I

Robertson & Company Ltd.; Southwestern Ontario; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A financial services company is seeking a skilled Financial Analyst for a 6-month contract. Located in Waterloo/Montreal, the role requires strong PC skills and intermediate to advanced Excel proficiency. Responsibilities include conducting due diligence for financial reports and managing financial inquiries. Candidates must clear a criminal and credit check. This position offers a hybrid work environment with flexible business hours.

Qualifications

• Good PC skills; knowledge of PC-Based software (Excel, Word, PowerPoint, Teams).
• Intermediate to advanced Excel skills required.
• Ability to read and interpret standard financial agreements.

Responsibilities

• Conduct due diligence reviews for financial report accuracy.
• Investigate financial input issues to ensure accuracy.
• Manage inquiries from various stakeholders.

Skills

PC Skills

Excel (VLOOKUP, pivot, If/THEN)

Understanding of Group Benefits

Knowledge of tax legislation

Financial statement preparation

Tools

Excel

Word

Teams

Job description

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Introduction: Robertson is seeking a skilled Financial Analyst to join our client.

Contract Period: 6 months with potential to extend

Pay Rate: Starting from $25 per hour

Location: Waterloo / Montreal

Location Type: Hybrid: onsite 3 days per week

Business Hours: Monday to Friday; start time is flexible, can do 8 to 4 or 8:30 to 4:30 or 9 to 5

Job Responsibilities:

• Conduct due diligence reviews so financial reports can be accurately produced at the reporting level expected by the Client.
• Investigate & ensure resolution for all financial input issues to ensure accurate financial reports are produced.
• Gather applicable data for financial statement, (premium, claims and reserves) calculate, prepare, complete accounting entries, and update applicable systems.
• Support suspense management and all financial reporting and investigation processes which can include providing direction on coding of adjustments (i.e. ledger, estimates from variances) and/or completion of required coding on applicable administration systems.
• Manage inquiries received from the various internal/external stakeholders.
• Complete all wire requisitions and applicable accounting in treasury.
• Complete all renewal accounting associated with the financial report.

Experience & Qualification Requirements:

• Good PC skills; knowledge of PC-Based software (Excel, Word, PowerPoint, Teams, and Windows) (Word at intermediate)
• Excel at intermediate or advanced (VLOOKUP, pivot, If/THEN statements)
• Good understanding of Group Benefits
• Good understanding of MLIs Privacy & Confidentiality policy
• Understanding of insured refund accounting and ASO billed in arrears and billed in advance funding arrangements
• Solid understanding of accounting principles including cash and accrual accounting methodologies
• Ability to read and interpret standard and non-standard Client financial agreements
• In depth knowledge of tax legislation and underwriting principles
• Solid understanding of financial statement preparation
• Technical knowledge required on multiple systems (claims systems, general ledger, billing administration system etc.)

****ALL CANDIDATES MUST COMPLETE A CRIMINAL AND CREDIT CHECK AS PART OF THE APPLICATION PROCESS****

How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.

Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.