Financial Analyst

3 months ago


Mississauga, Canada Acera Insurance Services Ltd Full time

We put our people first. As an employer of choice, Acera Insurance, _formerly CCV Insurance & Financial Services,_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._
- Our people are:_
- _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._
- _ Empowered with a sense of accountability and autonomy to take ownership of their work._
- _ Treated with respect and act with integrity by putting clients, colleagues, and community first._
- _ Recognized for their achievements and celebrate festivities, big and small, to make work fun._
- We also proudly offer most employees the opportunity to become owners. With over 550 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible._
- Join our award-winning network of over 1,000 professionals across Canada and change the way people feel about insurance._

**FINANCIAL ANALYST**

We are seeking a highly motivated and detail-oriented _Financial Analyst_ to join our Business Intelligence team. As a _Financial Analyst,_ you will be responsible for interpreting data, analyzing results, and providing insights to guide business decisions. You will work closely with cross-functional teams to gather, organize, and transform data into meaningful reports and visualizations that drive actionable insights.

**LOCATION AND STATUS**
- Brampton, ON or Mississauga, ON
- Full-time, permanent

**RESPONSIBILITIES**
- Collaborate with various teams to identify data sources and collect relevant data.
- Clean, transform, and preprocess data to ensure accuracy, consistency, and suitability for analysis.
- Analyze large datasets and extract meaningful insights.
- Identify trends, patterns, and correlations in the data to support business objectives.
- Perform exploratory data analysis to discover hidden insights.
- Develop clear and informative dashboards, charts, and visualizations to present insights to stakeholders.
- Create recurring reports and automate data visualization processes where possible.
- Translate data into understandable insights that drive decision-making.
- Collaborate with business teams to understand their needs and provide data-driven recommendations.
- Monitor and ensure data quality and accuracy through regular validation procedures.
- Identify and address data discrepancies or anomalies.
- Work closely with cross-functional teams, including business analysts, managers, and data scientists, to understand requirements and provide analytical support.
- Communicate findings and insights effectively to both technical and non-technical stakeholders.
- Proactively suggest process improvements and ways to enhance data analysis efficiency

**QUALIFICATIONS**
- Bachelor's degree with a focus in Accounting, Economics or Commerce; Professional Accounting Designation (CPA) or Data Science experience is a plus.
- Experience with data visualization tool Power BI.
- Strong analytical thinking and problem-solving skills with an attention to detail and a strong sense of data accuracy.
- Ability to prioritize and manage multiple requests simultaneously.
- Excellent communication skills to convey findings in a clear and understandable manner.
- Ability to work collaboratively in a team-oriented environment.
- Familiarity with data warehousing concepts and data modeling is a plus.
- Experience in Insurance or Financial Services industry is an asset.

**VALUES & COMPETENCIES**
- High degree of professionalism and integrity
- Superior communication skills
- Committed to excellence in customer service and builds strong relationships at all levels
- Self-starter with strong organizational skills
- Skilled user of the Microsoft Office Suite of products, familiar with insurance customer relationship software
- Demonstrated accountability and reliability in the quality and timeliness of work
- Able to prioritize in a busy environment in order to meet tight deadlines
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently
- Critical thinker with high attention to details
- Acera Insurance is one of the largest independent, employee-controlled brokerages in Canada. With over 60 locations across Alberta, British Columbia, Ontario, and the Yukon, and $1 billion in gross written premium, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people’s strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits._
- Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are



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