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Senior Financial Planning Analyst

2 months ago

Old Toronto, Canada TAL Life LTD Full time

We are seeking an experienced Senior Financial Planning Analyst to join our team at TAL Life LTD.

**Job Summary:**

This role involves preparing the Company's monthly financial performance dashboard for the Executive Committee, quarterly presentations to the Board of Directors, and preparing key business performance analytics in support of the Company's Management, Discussion & Analysis (MD&A) on a quarterly basis.

The ideal candidate will possess strong analytical skills, excellent business writing and verbal communication skills, and experience with financial modeling using Microsoft Excel. The ability to work collaboratively with various teams, including Corporate Accounting, Regional Finance Teams, and Financial Planning & Analysis (FP&A), is also essential.

**Key Responsibilities:

  • Preparation of the Company's monthly and quarterly financial performance dashboard for the Executive Committee;
  • Preparation of key business analytics in support of the quarterly and annual Management Discussion and Analysis (MD&A);
  • Prepare presentations for senior management and the Audit Committee on a quarterly basis or as required;
  • Partnering with the Corporate FP&A team and the divisional finance teams to understanding key operating and financial results;
  • Organize and present data extracted from SAP in a concise manner and provide key insights to executive leadership;
  • Assisting in the quarterly review and year-end audit as needed;
  • Special projects as required.

**Requirements:*

  • Bachelor degree in Business or Accounting;
  • CPA designation with 'Big 4' accounting firm experience is an asset;
  • Highly capable with Microsoft Excel (i.e., financial modeling) and PowerPoint;
  • High attention to detail and quality of deliverables;
  • Excellent business writing and verbal communication skills;
  • Excellent project management skills including the ability to prioritize tasks and manage multiple deliverables concurrently in a demanding environment;
  • Experience using SAP and/or SAC, Workiva is considered an asset;
  • Experience in Financial Service or Asset Management is an asset.

**Benefits:**

  • Fiera Capital adheres to a hybrid working environment with 3 days in-office per week;
  • Competitive salary range: $80,000 - $110,000 per annum;
  • Potential for bonuses and professional development opportunities;
  • A dynamic and collaborative work environment;
  • Ongoing training and education programs.