Senior Analyst, Insurance Reporting

Raise; Mississauga; Hybrid; CAD 56,000 - 66,000; Full time

Job summary

Raise is hiring a Senior Analyst, Insurance Reporting in Mississauga, Ontario. The role is hybrid with at least 2 days in the office. Responsibilities include journal entry preparation, process automation, and supporting investment finance reporting for a top client.

Ideal candidates have CPA designation or equivalent experience, 3+ years in financial services, exceptional Excel skills, and experience with Power Query. Familiarity with large data sets and automated processes is a plus.

Qualifications

• CPA designation or equivalent experience (3 years)
• 3+ years in financial services with progressive finance roles
• Excel skills are essential
• Experience with Power Query
• Experience with large data sets and automating manual processes

Responsibilities

• Journal entry preparation (primary responsibility at the initial stage)
• Process documentation, automation and streamlining (manual journal entries and month end close)
• Support Investment Finance reporting (manual journal entries, investment result analysis)
• Ad hoc reporting and investigation of financial results, variance analysis
• Ability to work independently with strong attention to detail and knowledge of investment products/accounting

Skills

Excel skills

Attention to detail

Independent work

Investment accounting knowledge

Automation of manual processes

Education

CPA designation (CPA/CA/CGA/CMA) or equivalent experience

Tools

Power Query

Windows-based software

Tableau

Job description

• Location: Mississauga, ON - Hybrid (At least 2 days in Office)
• Pay Rate: $40.50/hr - $47.82/hr
• Contract Length: 12 Months with possibility for extension

• Location: Mississauga, ON - Hybrid (At least 2 days in Office)
• Pay Rate: $40.50/hr - $47.82/hr
• Contract Length: 12 Months with possibility for extension

We at Raise are hiring a Senior Analyst, Insurance Reporting for one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team to meet rising demand.

Responsibilities

• Journal entry preparation (primary responsibility at the initial stage of the contract)
• Process documentation, automation and streamlining (Manual Journal Entries and month end close processes)
• Support Investment Finance reporting (manual journal entries, investment result analysis, support investment financial reporting
• Ad hoc reporting and investigation of financial results, variance analysis
• Seasoned professional (not a junior candidate) who has related work experience-they must be able to work independently, have strong attention to details, knowledge of Investment products / accounting, and previous experience automating manual processes

Must Have Skills

Experienced professional with strong attention to detail, knowledge of investment products and accounting, the ability to work independently, and experience automating manual processes.

• Completion of a recognized professional accounting designation (CPA: CA, CGA, CMA) or equivalent experience (3 years)
• 3 years or more of financial services industry experience in progressive finance roles (preferred)
• Exceptional Excel skills*** (very important)
• Experience with Power Query
• Excellent working knowledge of all Windows based software
• Experience or knowledge of financial reporting for Investments
• Experience working with large data sets, and automating manual processes is an asset.

Nice To Have Skills

• IFRS 17 or Insurance Financial Reporting experience
• Power BI or experience building dashboards to support analytics / analysis of financial results
• Experience building reports in Tableau

Looking for meaningful work? We can help!

Raise is an established hiring firm with over 65 years of experience. We believe strongly in making the world a better place through work, which is why we’re a certified B Corporation and donate 10% of our profits to charity.

We strive to build teams that reflect the diversity of the communities we work in. We encourage all qualified applicants to apply, including people from traditionally underrepresented groups such as women, visible minorities, Indigenous peoples, people identifying as LGBTQ2SI, veterans, and people with visible/nonvisible disabilities.

We have a dedicated webpage for accommodations where you can learn more about what we offer and request accommodation: https://raise.jobs/accommodations/

#FIN24