Financial Analyst, Insurance - Investments Reporting (MS Excel)

Job Description

Financial Analyst, Insurance - Investments Reporting (MS Excel):
On behalf of our Banking client, Procom is searching for a Financial Analyst, Insurance - Investments Reporting (MS Excel) for a 12-month role. This position is a hybrid position with 2 days onsite at our client’s Mississauga office.

Financial Analyst, Insurance - Investments Reporting (MS Excel) - Job Description:
This project focuses on the IFRS 17 Finance and Actuarial Transformation, aiming to support the reduction of manual or complex tasks in the current month-end close cycle. The Financial Analyst will play a crucial role in automating processes and supporting investment finance reporting.

Financial Analyst, Insurance - Investments Reporting (MS Excel) - Responsibilities:
• Prepare and analyze monthly and quarterly journal entries, financial statements, and reporting package requirements.
• Document, automate, and streamline manual journal entries and month-end close processes.
• Support investment finance reporting, including investment result analysis.
• Conduct ad hoc reporting and investigation of financial results, and perform variance analysis.
• Assist with external auditor requests and documentation for interim and year-end audits.
• Contribute to process improvements through documentation updates.
• Act as backup for other roles within the department.

Financial Analyst, Insurance - Investments Reporting (MS Excel) - Mandatory Skills:
• Completion of a recognized professional accounting designation (CPA: CA, CGA, CMA).
• 3 years or more of financial services industry experience in progressive finance roles.
• Exceptional Excel skills.
• Experience with financial reporting for investments.
• Experience with Power Query.
• Excellent communication and interpersonal skills.
• Ability to multitask and balance conflicting priorities.

Financial Analyst, Insurance - Investments Reporting (MS Excel) – Nice-to-Have Skills:
• IFRS 17 or Insurance Financial Reporting experience.
• Power BI or experience building dashboards for analytics.
• Experience building reports in Tableau.
• Experience working with large data sets and automating manual processes.
• Agile and adaptable to ad hoc requests and re-prioritization of tasks.

Financial Analyst, Insurance - Investments Reporting (MS Excel) – Assignment Length:
This is a 12-month contract position.

Financial Analyst, Insurance - Investments Reporting (MS Excel) - Start Date:
ASAP.

Financial Analyst, Insurance - Investments Reporting (MS Excel) - Assignment Location:
Mississauga, Ontario, Canada. This is a hybrid role with 2 days in the office.

This employer uses both human and technology-assisted tools to support candidate screening and assessment. Final hiring decisions are made by people.