Senior Accounting Analyst, Savings

2 days ago


Waterloo, Ontario, Canada Equitable Full time
Senior Accounting Analyst, Savings & Retirement

At Equitable, we are seeking a detail-oriented and analytical Senior Accounting Analyst to join our Savings & Retirement Finance and Actuarial team.

The successful candidate will be responsible for preparing monthly accruals, reconciling general ledger accounts, preparing daily and weekly sales reports, validating claim payments and administration fees, and supporting various accounting and reporting functions.

Key Responsibilities:

  • Prepare and post monthly accruals in a timely manner.
  • Perform reconciliation of general ledger accounts and ensure accuracy of financial data.
  • Prepare daily sales reports and support semi-annual survey data collection and submission.
  • Review and validate the payment of death claims.
  • Process accounts payable and employee expense reports, ensuring compliance with company policies.
  • Review and reconcile administrative fees and commissions relating to our pre-need funeral product.
  • Prepare monthly sales concentration reports on the funeral homes.
  • Prepare quarterly working paper and suspense account reconciliations with appropriate supporting schedules.
  • Support S&R division accounting requirements and projects, as required.

Requirements:

  • Bachelor's degree in accounting, finance, or a related field.
  • Minimum of 3 years of experience in an accounting or finance role with a focus on reporting, analysis, and reconciliation.
  • Solid proficiency in Microsoft Excel (pivot tables, vlookups, formulas).
  • Knowledge of Power BI is an asset.
  • Strong analytical skills with high attention to detail.
  • Advanced communication and interpersonal skills.

What's in it for you:

  • A healthy work-life balance with employee wellness top of mind.
  • Annual bonus program, annual vacation allowance, and company-paid benefits program.
  • An additional paid volunteer day each year so you can spend time giving back to the community.
  • Immediate enrollment in the company's pension program with employer matching.
  • Employee resource groups that support an inclusive work environment.
  • Tuition support and specialized program assistance.
  • An onsite full-service cafeteria with a variety of daily options.
  • Discounts on company products and services, and access to exclusive employee perks.
  • Regular EQ Together events focused on company togetherness and collaboration.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.



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