Senior Financial Analyst, Group

Equitable; Southwestern Ontario; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Incentive pay

Pension matching

Annual salary reviews

Volunteer day

Dress for your day

Job summary

Equitable is seeking a highly skilled Group Finance professional to join our Hybrid Waterloo, ON office. You will drive financial analysis, accounting leadership, and regulatory compliance for the Group division, influencing strategic decisions and ensuring IFRS, tax and internal controls excellence.

You will partner with stakeholders across the organization to deliver timely financial reporting, process improvements, and coordinated tax changes while mentoring other finance team members.

Qualifications

• CPA designation or international equivalent and 3+ years of relevant experience.
• Advanced financial reporting and analytical skills for management/Board audiences.
• Strong accounting controls, reconciliations, and policy development experience.
• Ability to translate financial results into actionable insights for stakeholders.
• Experience partnering with cross-functional teams to resolve complex issues.
• Experience improving and automating finance processes and systems.
• Leadership and ability to mentor other finance staff while delivering timely reports.
• Knowledge of IFRS, OSFI, CLHIA and other regulatory requirements; experience implementing new standards.
• Ability to assess and implement tax-related changes across the business.

Responsibilities

• Provide financial analysis, forecasting, and accounting guidance to leadership and business partners.
• Support business units and corporate projects, data integrity, and reporting improvements.
• Complete monthly financial reporting: GL, management reporting, journal entries, accruals.
• Identify opportunities to improve accounting processes and automate tasks.
• Manage monthly/quarterly/annual reinsurance settlements and related accounting.
• Process and reconcile payments to third-party payers and health providers; bank reconciliations.
• Prepare tax accounts and working papers; support audits and internal controls.
• Act as Group Tax Team Coordinator coordinating cross-functional tax changes across the Group.

Skills

Financial analysis

Cross-functional partnership

Accounting controls

Leadership

IFRS knowledge

Stakeholder communication

Process automation

Education

CPA designation

Tools

PeopleSoft

Excel

Job description

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.

The Opportunity

At Equitable, we believe great things happen when we work together. We're a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you're passionate about making a difference and growing your career in an inclusive and collaborative environment, we'd love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

Join our Group Finance team in a highly visible role where you will support the financial integrity, reporting, and regulatory compliance of our Group business. As a key contributor, you will provide financial analysis, accounting expertise, and leadership on reporting, tax, and process improvement initiatives while partnering with stakeholders across the organization. This role offers the opportunity to influence business decisions, support strategic projects, and help ensure compliance with IFRS, OSFI, CLHIA, Canadian tax regulations, and other industry requirements.

Join one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements

This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement, and there may be some roles that are required to work in our office more than the minimum requirement.

What you'll do

• Provide financial analysis, forecasting insights, accounting guidance, and support to staff, management, and business partners on complex accounting, reporting, and financial control matters.
• Participate in business unit and corporate projects, system changes, and PeopleSoft support activities to maintain data integrity, enhance reporting processes, and improve financial controls and operational efficiency.
• Complete monthly financial reporting activities, including general ledger accounting, management reporting, journal entries, accruals, and the preparation of reports for senior management and the Board of Directors.
• Identify opportunities and implement accounting and finance process improvements and automation
• Perform monthly, quarterly, and annual reinsurance settlements, reporting, and accounting activities, including responding to industry, reinsurance, statistical information requests, and surveys.
• Calculate, process, and reconcile payments related to Third Party Claims Payers and Third-Party Health Connector Providers, while reconciling bank accounts for EFT, PAD, cheque, and online payment activity.
• Prepare, reconcile, and investigate Group accounting working papers, tax accounts, and financial records, ensuring timely resolution of discrepancies and response to audit inquiries, while maintaining strong internal controls.
• Act as the Group Tax Team Coordinator, leading a cross functional team to ensure tax changes are appropriately implemented across the Group division and reconciled accurately within the general ledger.

What you'll bring

• Chartered Professional Accountant (CPA) designation (or international equivalent) and minimum 3 years of relevant experience.
• Advanced financial reporting and analytical skills, with the ability to prepare reports for management and Board-level audiences and translate complex financial information into actionable insights.
• Strong accounting and controls expertise, including account reconciliations, internal controls, accounting policy development, risk mitigation, and documentation of procedures.
• Demonstrated ability to understand, interpret, and communicate the key drivers of business results to cross functional stakeholders and senior management.
• Proven ability to partner with cross functional, Internal and External stakeholders to resolve complex accounting and financial reporting issues, provide recommendations, and support sound business decisions.
• Experience developing and maintaining accounting models, improving and automating processes, and participating in projects that impact accounting, financial reporting, or business transactions.
• Leadership and mentorship capabilities, with the ability to train, coach, and support other finance and accounting team members while delivering timely, accurate, relevant, and concise financial information and budgeting insights to stakeholders.
• Experience supporting financial reporting changes and maintaining compliance with IFRS, OSFI, CLHIA, and other regulatory requirements, including the implementation of new accounting standards.
• Ability to assess and implement tax-related changes across the business.

What's in it for you

• Career Growth: Regular learning sessions and development opportunities
• Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching
• Time Away: Competitive vacation plus one paid volunteer day each year
• Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a "dress for your day" approach

At Equitable, we're committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [e-mail]. We're happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.

If you're selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what's included.

Reports To

Director, Group Finance

Department

Group Finance

Term

Permanent Full-Time

This position is open and we are excited to find the right person to join our team.

As part of the recruitment process, you will need to go through background screening, as per our company policy.