Senior Analyst, Insurance Reporting

An Initial AI Screening will be conducted for this role. Please Click Here to complete your AI screening while submitting your application.

Duration: 12 months

Daily 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

Additional Responsibilities:

• Preparation and analysis of monthly and quarterly journal entries, financial statements and reporting package requirements on a timely and accurate basis.
• Assist with external auditor requests and documentation as pertaining to interim and year-end audits.
• Active involvement with research and implementation of new / changes in reporting requirements. This can include revising or creating new journal entries, investigation of issues and other reporting changes.
• Drive process improvements through streamlining and enhance quality of work through documentation updates.

Must-Have Skills:

• Completion of a recognized professional accounting designation (CPA: CA, CGA, CMA) or equivalent experience (3 years)
• Exceptional Excel skills
• Experience with Power Query
• Excellent working knowledge of all Windows-based software
• Experience or knowledge of financial reporting for Investments

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
• 3 years or more of financial services industry experience in progressive finance roles
• Experience working with large data sets and automating manual processes
• Understanding of Insurance products and insurance accounting.
• Knowledge of Investment Accounting and investment products.
• Process automation knowledge and experience, particularly with respect to month-end close processes and manual journal entries.
• Experience with Bank financial systems and analytical tools.

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.

FP Inc. is committed to creating an inclusive environment where all team members and clients feel like they belong. In accordance with the requirements set out in the Employment Standards Act, FP Inc. hereby declares that AI is utilized in the screening process for this position. The hourly compensation range for this role is $35/hr -$46/hr. We seek applicants with a wide range of abilities, and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, colour, religion, national origin, sex, physical or mental disability, or age.