Senior Financial Analyst, Expense Reporting, Planning

7 days ago


Toronto, Ontario, Canada Foresters Financial Full time
Job Description

Key Responsibilities

  • Coordinate expense budgeting, forecasting and presentation of analysis.
  • Expense reporting and analysis to support management of direct and fully allocated expenses and expense overruns.
  • Support the preparation of the annual expense study.
  • Prepare Sales planning models to support the NA Sales team and the calculation of sales volume metrics for operational planning.
  • Enhance analysis of underlying expense drivers and fixed/variable analysis.
  • Support periodic reporting and analysis of financial results.
  • Support the preparation of Monthly/Quarterly Expense Reviews/ELT reporting and KPI Dashboard.
  • Develop and maintain operational knowledge of the primary business functions (IT, Insurance Operations, Sales & Distribution) to provide insights and recommendations regarding business processes and performance management.
  • Establish proactive and collaborative working relationships with key business stakeholders, other areas of Finance, Actuarial, Capital Management, and other key cross functional areas within Foresters.
  • Support the month end close process (journal entries, accruals etc.) for business areas as required.
  • Ad Hoc requests as required

Key Qualifications

  • University degree in Business, professional accounting designation (CA/CPA) or MBA Finance.
  • 5 years financial reporting, analysis and planning experience.
  • Experience in a life insurance/financial services organization is an asset.
  • Excellent organizational and interpersonal skills and high degree of independence and initiative
  • Effective oral and written communication skills
  • Ability to establish effective partnering relationships cross functionally within the Division and across the organization.
  • Excellent ability to multi-task, work under tight timelines and prioritize deliverables to meet deadlines while maintaining keen attention to details to ensure accuracy.
  • Strong analytical and technical skills; advanced knowledge of Excel (Pivot tables, Vlook Up, If statements etc.) and other Microsoft applications.
  • Ability to work equally well in a team environment or as an individual contributor.

#LI-Hybrid



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