Senior Analyst, Financial Reporting & Analysis

Definity Financial; Waterloo; On-site; CAD 58,000 - 107,000; Full time

Job summary

A leading financial services company in Waterloo is seeking a Senior Analyst to drive data-driven insights and enhance reporting processes. The role involves preparing internal and external reporting materials, collaborating with stakeholders, and supporting process improvements. Candidates should have a degree in Finance, CPA designation, and at least 3 years of experience in financial reporting. Expertise in Excel and BI tools is essential.

Qualifications

• 3+ years of experience in financial reporting, analysis, or a related role.
• Strong understanding of financial statements, KPIs, and business performance metrics.
• Experience in insurance or financial services is preferred.

Responsibilities

• Prepare monthly and quarterly business review materials.
• Assist in the preparation of quarterly external reporting packages.
• Support the documentation of standardized timelines for the reporting cycle.
• Conduct in-depth data analysis to ensure robust data governance.

Skills

Financial reporting

Data analysis

Collaboration

Communication

Excel

Organization

Education

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

Chartered Professional Accountant

Tools

Oracle

Power BI

Job description

As a Senior Analyst in the Operational 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 Management Reporting

• Prepare the monthly and quarterly business review (MBR/QBR) materials, including financial metrics, commentary, and executive summaries.
• Collaborate with subject matter experts (SMEs) to gather input and ensure alignment of business commentary.
• Maintain and enhance standardized reporting templates and documentation.
• Support the implementation of process improvements and post-mortem reviews with Finance.

External Management Reporting

• Assist in the preparation of quarterly external reporting packages, including EVP Analyst Call materials and Quarterly Earnings Call Q&A documentation.
• Deliver consistent and accurate financial metrics and commentary across deliverables.
• Contribute to the development of narrative documents for EVP and CEO communications.
• 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.
• Chartered Professional Accountant
• 3+ years of experience in financial reporting, analysis, or a related role.
• Strong understanding of financial statements, 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