Senior Financial Analyst

Primerica; Mississauga; On-site; CAD 75,000 - 95,000; Full time

Job summary

Primerica is seeking a Senior Financial Analyst to join their Finance Department in Mississauga. The role involves significant responsibilities, including financial reporting, data validation, and compliance analysis. Candidates should possess a professional accounting designation and have relevant experience in the financial services industry, preferably with life insurance.

Qualifications

• 3-5 years of financial reporting and accounting experience, preferably in financial services.
• Professional accounting designation (CPA, ACCA or equivalent) or pursuing.
• Prior experience with regulatory reporting is an asset.

Responsibilities

• Prepare regulatory filings and financial statements.
• Reconcile balance sheet accounts and investigate variances.
• Assist with financial reporting process improvement initiatives.

Skills

Analytical skills

Problem-solving

Communication

Attention to detail

Project management

Education

CPA

ACCA

Tools

Excel

MS Office Programs

RiskIntegrity software

Workday Financials

Job description

About this Position

We are looking for Senior Financial Analyst to join our Finance Department.

Responsibilities and Qualifications

Responsibilities:

• Prepare and upload term life and segregated fund data to the Company’s data layer solution (the data layer) on a periodic basis
• Prepare control files to ensure accuracy and completeness of staging, enrichment, and aggregation processes
• Review data layer reports to ensure quarterly processes have been executed correctly and accurate through the data layer
• Responsible to run RiskIntegrity software (“RI”) and review RI reports to ensure processes have been executed completely and accurately
• Review transactional data output from RiskIntegrity and prepare journal entries for recording into Workday Financials
• Compare Workday Financial Reports with RI reports to ensure accuracy and completeness of transaction posting
• Prepare quarterly and annual regulatory filings, financial statements, and insurance-related note disclosures
• Reconcile insurance related balance sheet accounts on a periodic basis and investigate large or unusual variances
• Prepare various surveys and develop standard procedures for survey completion
• Review accounting and reporting pronouncements and updates on a periodic basis to assess changes in data and reporting requirements
• Perform impact assessment on data layer and other processes due to those changes, including impacts on insurance related disclosures
• Assist in all financial reporting related processes and controls improvement initiatives including upgradation of data layer and implementation of newer versions of RiskIntegrity software
• Financial reporting related special projects and other miscellaneous duties, as required

Qualifications:

• Professional accounting designation – CPA, ACCA or another international accounting designation or pursuing towards the designation
• Minimum three to five years financial reporting and accounting experience, preferably in the financial services industry, mainly life insurance
• Prior experience with regulatory reporting and/or audit is an asset
• Strong analytical and practical problem-solving skills
• Work independently and manage tight deadlines and priorities
• Strong initiative and ability to work under pressure and manage multiple projects with strong follow through skills
• Highly flexible to work in a team environment, as well as independently with minimal supervision
• Results-driven and highly detail-oriented
• Excellent verbal and written communication skills
• Advanced Excel skills and proficient in MS office programs

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless ofrace, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

Join Our Team

Our office is located in Mississauga, ON.

Primerica is a leading distributor of financial products to Main Street households in the United States and Canada with 125,000+ licensed sales representatives. Primerica Canada’s roots date back to 1986 when the company began a revolutionary crusade to transform the life insurance industry. Primerica originated the “Buy Term and Invest the Difference” philosophy which encourages families to purchase affordable term life insurance so they can get the protection they need at a price they can afford and have more money to invest in their family's future.

Primerica’s Canadian Head Office in Mississauga is integral to the support and growth of our sales force. As the largest independent financial services marketing organization in North America,

Primerica Life Insurance Company of Canada has an A+ rating from A.M. Best

From coast to coast, Canadian families have more than $100 billion dollars of life insurance coverage through Primerica

PFSL Investments Canada Ltd. currently administers more than $10 billion in Canadian assets

Primerica has the largest distribution force in Canada

Need Help?

If you may require accommodation in completing the application process, please email [e-mail] . If you are contacted for an interview, please advise the recruiter of any accommodation measures that you may require during the selections process. Information received by Primerica regarding the accommodation needs of applicants will be addressed confidentially.

Equal Opportunity Employer

Primerica Financial Services (Canada) Ltd. (“Primerica”) is an equal opportunity employer that strives to create a respectful, accessible and inclusive work environment. Accommodations for applicants with disabilities are available during all stages of the recruitment process.