Senior Analyst, Financial Reporting & Analysis

Definity Financial Corporation; Toronto; Hybrid; CAD 58,000 - 107,000; Full time

Job summary

A leading insurance firm in Toronto is seeking a Senior Analyst for its Reporting & Analysis team. This role involves preparing internal and external reports, collaborating with various stakeholders, and enhancing reporting processes. The ideal candidate will have a degree in Finance or Accounting, CPA designation, and at least 3 years of relevant experience. Proficiency in Excel and familiarity with BI tools like Oracle or Power BI are essential. The company offers a hybrid work environment and a salary range from $58,100 to $106,900.

Benefits

Flexible work environment

Qualifications

• 3+ years of experience in operational and/or financial reporting or analysis.
• Strong understanding of financial information, KPIs, and performance metrics.
• Experience in insurance or financial services preferred.

Responsibilities

• Prepare monthly and quarterly business review materials.
• Assist in the preparation of quarterly external reporting packages.
• Support implementation of process improvements.

Skills

Data analysis

Financial reporting

Excel proficiency

Collaboration skills

Attention to detail

Education

University degree in Finance, Accounting, Business, or related field

Chartered Professional Accountant

Tools

Oracle

Power BI

Job description

Toronto, ONT, Canada and 1 more

Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so we embrace and encourage a culture that’s collaborative, ambitious, rewarding, and empowering.

We offer a flexible, hybrid work experience where employees work from the office and virtually depending on the type of work they are doing and who they are working with. Bring your true self and be a part of our journey. It’s better here.

As a Senior Analyst in the Reporting & Analysis team, reporting to the Manager, Operational Reporting & Analysis, you will play a pivotal role in delivering high-quality internal and external reporting, drive data-driven insights, and enhance the reporting processes. You will be responsible for preparing key deliverables, collaborating with stakeholders across Finance and the Personal Insurance (PI) business and driving continuous improvement in the reporting process.

What can you expect in this role?

Internal & External Management Reporting

• Prepare the monthly and quarterly business review (MBR/QBR) materials, including financial metrics, commentary, and executive summaries.
• Assist in the preparation of quarterly external reporting packages, including Analyst Call materials and Quarterly Earnings Call Q&A documentation.
• Collaborate with subject matter experts (SMEs) to gather input and ensure alignment of business commentary.
• Support the implementation of process improvements and post-mortem reviews with Finance.
• Maintain and enhance standardized reporting templates and documentation.
• Deliver consistent and accurate financial metrics and commentary across deliverables.
• Participate in post-mortem reviews and support enhancements to external reporting processes.

Project Support & Operational Enhancements

• Support the documentation of standardized timelines, roles, and accountabilities for the reporting cycle.
• Collaborate with Finance to enhance financial data templates and implement BI dashboards using Oracle tools.
• Conduct in-depth data analysis and collaborate with internal finance teams to ensure robust data governance across all internal and external reporting deliverables and supporting files.
• Assist in the relaunch of the PI-Ops huddle board and support team administration activities.
• Contribute to the development of monthly PI-Ops meeting materials and cadence.

What you bring to this role

• University degree in Finance, Accounting, Business, or a related field.
• Charted Professional Accountant
• 3+ years of experience in operational and/or financial reporting, analysis, or a related role.
• Strong understanding of financial information, KPIs, and business performance metrics.
• Advanced proficiency in Excel; experience with BI tools (e.g., Oracle, Power BI) is an asset.
• Excellent communication and collaboration skills.
• Detail-oriented with strong organizational and time management abilities.
• Experience in insurance or financial services is preferred

Salary Range

$58,100 - $106,900