Financial Analyst, Insurance - Investments Reporting (MS Excel)

Procom; Mississauga; Hybrid; CAD 65,000 - 90,000; Full time

Job summary

Procom is seeking a Financial Analyst for Insurance - Investments Reporting (MS Excel) in Mississauga. The role focuses on IFRS 17 finance and actuarial transformation, aiming to automate month-end close tasks and support investment finance reporting.

Responsibilities include journal entries, financial statements, variance analysis, and assisting with audits. The position is a 12-month contract with a hybrid work model (2 days in-office) in Mississauga, Ontario.

Qualifications

• CPA designation is required.
• 3+ years in financial services or progressive finance roles.
• Strong Excel skills with experience in financial reporting.

Responsibilities

• Prepare monthly/quarterly journal entries and financial statements.
• Automate manual journal entries and streamline month-end close processes.
• Support investment finance reporting and variance analysis.
• Perform ad hoc reporting and assist external auditors.
• Contribute to process improvements and act as backup for team roles.

Skills

Advanced Excel

Variance analysis

Investment reporting

Journal entries

Month-end close

Education

CPA designation

Tools

Excel

Power Query

Power BI

Tableau

Job description

Financial Analyst, Insurance - Investments Reporting (MS Excel):On behalf of our Banking client, Procom is searching for a Financial Analyst, Insurance - Investments Reporting (MS Excel) for a 12-month role. This position is a hybrid position with 2 days onsite at our client’s Mississauga office.Financial Analyst, Insurance - Investments Reporting (MS Excel) - Job Description:This project focuses on the IFRS 17 Finance and Actuarial Transformation, aiming to support the reduction of manual or complex tasks in the current month-end close cycle. The Financial Analyst will play a crucial role in automating processes and supporting investment finance reporting.Financial Analyst, Insurance - Investments Reporting (MS Excel) - Responsibilities:• Prepare and analyze monthly and quarterly journal entries, financial statements, and reporting package requirements.• Document, automate, and streamline manual journal entries and month-end close processes.• Support investment finance reporting, including investment result analysis.• Conduct ad hoc reporting and investigation of financial results, and perform variance analysis.• Assist with external auditor requests and documentation for interim and year-end audits.• Contribute to process improvements through documentation updates.• Act as backup for other roles within the department.Financial Analyst, Insurance - Investments Reporting (MS Excel) - Mandatory Skills:• Completion of a recognized professional accounting designation (CPA: CA, CGA, CMA).• 3 years or more of financial services industry experience in progressive finance roles.• Exceptional Excel skills.• Experience with financial reporting for investments.• Experience with Power Query.• Excellent communication and interpersonal skills.• Ability to multitask and balance conflicting priorities.Financial Analyst, Insurance - Investments Reporting (MS Excel) – Nice-to-Have Skills:• IFRS 17 or Insurance Financial Reporting experience.• Power BI or experience building dashboards for analytics.• Experience building reports in Tableau.• Experience working with large data sets and automating manual processes.• Agile and adaptable to ad hoc requests and re-prioritization of tasks.Financial Analyst, Insurance - Investments Reporting (MS Excel) – Assignment Length:This is a 12-month contract position.Financial Analyst, Insurance - Investments Reporting (MS Excel) - Start Date:ASAP.Financial Analyst, Insurance - Investments Reporting (MS Excel) - Assignment Location:Mississauga, Ontario, Canada. This is a hybrid role with 2 days in the office.This posting is for an existing vacancy.This employer uses both human and technology-assisted tools to support candidate screening and assessment. Final hiring decisions are made by people.