Senior Analyst Finance Planning
9 hours ago
The Senior Financial Analyst position is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting, analysis, planning and forecasting to different stakeholders and teams.
Prepares high-quality monthly and quarterly reports, dashboards, and presentations for various stakeholders, and develops narratives for financial decks, forecasts, and annual planning.Facilitates and manages the annual 5-year strategic planning process, monthly forecasting, and financial reporting processes, delivering timely and accurate results.Coordinates with various support teams to identify trends, manage risks, and support key business decisions.Responds to ad hoc financial inquiries and produces profitability analysis for miscellaneous income opportunities and initiatives.Participates in team cross-training, trains new team members, conducts quality checks on the team's work, and proactively seeks business acumen improvement.Required Qualifications:
- University graduate in Accounting, Actuarial, or Finance with strong MS Excel and PowerPoint skills.
- Strong ability to interpret financial statements, develop projections, and provide value-added analysis.
- Proficient in technical accounting skills, understanding financial reporting structures, and using Accounting System tools (SmartView-Essbase, Lawson).
Preferred Qualifications:
- Professional designation (CPA/CFA/MBA) is preferred.
- At least 4 years of experience in a finance role, with previous insurance industry experience would be an asset.
- Power BI, Anaplan, and Alteryx/other automation tool knowledge is a plus but not required.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
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