Trustone Manager, Financial Planning

6 months ago

Mississauga, Canada THE EMPIRE LIFE INS. CO Full time

**Tru**Stone **Manager, Financial Planning & Analysis**:
**Location: Hybrid - Mississauga**

TruStone is looking to hire a Manager, Financial Planning & Analysis to join their Finance team

**About us**

TruStone Financial Inc. (TSF), is redefining an industry by providing independent financial advisors exceptional service and developing meaningful relationships.

We are an MGA (Managing General Agent), an intermediary contracted by insurers to operate on their behalf to facilitate sales and support of life and health insurance and investment products by independent, contracted and licensed insurance advisors. With an emphasis on training, marketing, and technology, TSF is continually innovating to provide the highest level of service possible for our advisors.

TSF is proud to cultivate and sustain long lasting relationships with our advisors, employees, and suppliers.

**Why pursue this opportunity**Impactful work** - get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.-
**Play an integral role**:

- this is an opportunity that allows for you to grow your skills, while directly contributing to the business unit you are a part of.-
**Deliver excellence - **provide a personal, accurate, professional, and courteous service and resolution to our customers.**What you’ll be working on**- Prepare regular financial forecasting/re-forecasting and related analytics and reporting-
- Work with senior management to develop analysis procedures and reporting on Service Fees and Advisor Transfers-
- Work with senior management to maintain the quarterly budgeting process including coordination of budget inputs and providing accurate and timely business projections.-
- When actual results are submitted, compare to forecasts, identify variances and follow-up with appropriate contacts to understand and/or assess the need for updates to be made-
- Prepare files and tables for ad-hoc analyses for senior management that are clear and easy to understand-
- Assisting with month/quarter/year end closing procedures and reporting-
- Monitor internal controls to ensure internal policy and regulatory compliance.-
- Implementing, managing and promoting an environment of continuous improvement.-
- Build and maintain a positive relationship with clients and colleagues-
- Assisting in analyzing all facets of the business to ensure the most efficient approach to long term success-
- Perform other related activities and participate in ad hoc projects, as necessary or as assigned**What we’re looking for you to have**:
- Professional accounting designation (e.g. CPA, CGA, CMA) or equivalent work experience-
- Minimum eight (8) years’ experience in financial management including acquisitions experience-
- Proficiency in Excel, accounting software (Quickbooks, etc)-
- Insurance industry experience is an asset-
- Relationship management and negotiation skills to effectively represent the organization-
- Strong communication skills and problem-solving skills-
- Considerable judgment and discretion in preparing, disclosing and handling information of a confidential and sensitive nature.-
- Knowledge and relevant experience with bookkeeping and basic accounting principles.-
- Ability to read and interpret necessary policies and procedures as well as other programs and documents.-
- Ability to work independently, prioritize and balance multiple tasks or projects-
- Ability to research, analyze, evaluate, integrate ideas and problem solve- **Beyond the salary**:

- For regular full-time positions, TruStone offers a comprehensive total rewards package that includes:
- Company pension-
- Dental care-
- Disability insurance-
- Employee assistance program-
- Extended health care-
- Life insurance- Paid time off

**Get to know us**:

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