Job Description
Daily Responsibilities
Please refer to the job description for additional 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.
What Does Success Look Like for This Assignment?
Success will be measured by:
- High degree of accuracy and completeness of assigned monthly manual journal entries.
- Completion of tasks / meeting tight timeliness in a dynamic environment.
- Supporting automation and streamlining of business processes, reduction of manual steps in current reporting processes.
Project Description
IFRS 17 Finance and Actuarial Transformation – support reduction of manual or complex tasks in the current month end close cycle.
Required Program/Technology/Software Knowledge
- MS Office
- PeopleSoft
- Tableau report building knowledge/experience preferred
- Strong knowledge of Power Query preferred
- Power BI knowledge an asset
- ePAM knowledge an asset
Must-Have Skills, Experience and Qualifications
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.
- 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, Experience and Qualifications
- 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.
Soft Skills
- Client-centric focus with strong initiative and self-motivation.
- Excellent communication and interpersonal skills.
- Ability to multitask and balance conflicting priorities, agile and adaptable to ad hoc requests and re-prioritization of tasks.
The expected base salary range for this position is $35 – $39 per hour, depending on experience, skills, and internal equity.
The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location.
For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.
We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.
