Financial Analyst I

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

Job summary

A leading financial institution is seeking a skilled Financial Analyst to support financial reporting and data management. This hybrid role in Waterloo requires strong PC skills, particularly in Excel, and a solid understanding of financial principles. Candidates should be prepared for a 6-month contract with flexible start times. Apply now to contribute to a dynamic team!

Qualifications

• Good PC skills, including knowledge of Excel, Word, PowerPoint, and Teams.
• Solid understanding of cash and accrual accounting methodologies.
• Ability to read and interpret Client financial agreements.

Responsibilities

• Conduct due diligence reviews for accurate financial reporting.
• Gather data for financial statements and manage financial inquiries.
• Complete all wire requisitions and accounting in treasury.

Skills

PC skills

Intermediate Excel

Understanding of Group Benefits

Knowledge of tax legislation

Understanding of financial statement preparation

Tools

Excel

Word

PowerPoint

Claims systems

Billing administration system

Job description

Overview

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 (8:00–16:00, 8:30–16:30, or 9:00–17:00)

Responsibilities

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

Experience & Qualifications

• Good PC skills; knowledge of PC-based software (Excel, Word, PowerPoint, Teams, and Windows) (Word at intermediate).
• Excel at intermediate or advanced level (VLOOKUP, pivot tables, 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.