Financial Analyst Sales Specialist

1 month ago

Waterloo, Ontario, Canada Definity Full time
Job Summary

We are seeking a highly skilled Financial Analyst Sales Specialist to join our team at Definity. As a key member of our finance team, you will be responsible for providing financial analysis and reporting to support business decisions and drive growth.

Key Responsibilities
  • Support all aspects of Commissions financial reporting within S&D
  • Prepare timely, accurate, and complete financial information (recurring and ad-hoc) and reports, including proforma financial analysis
  • Support the business plan and quarterly forecasting processes for all levels of commissions
  • Prepare analysis, executive presentations, and Board level materials to support the management team
  • Financial performance review and modelling, operational performance review, covenant monitoring including regulatory reporting support and other recurring reporting duties required for new and existing incentive and compensation deals
  • Development and maintenance of financial analysis related to all aspects of S&D operations. Assisting with the identification of the correct source of data, extracting the data, and structuring it in a meaningful way
  • Support analysis and review including modelling of CPC and other enhanced compensation programs
  • Support and maintain execution of legal and other complex agreements
  • Providing S&D customers with value-added financial information and analysis to assist in their decision-making process
  • Monitor commission and contract activity within the Canadian P&C industry, including the development of presentations
  • Support broker management including onboarding, manage mailbox, and other operational responsibilities as required
  • Key personnel who interact and works closely with various stakeholders like Finance, legal, risk, auditors on frequent basis
  • Provides standard and ad hoc financial and business reporting and analysis in support of business priorities.
Requirements
  • University or college degree in a business, finance, or related program
  • Candidates with financial designation CPA/CFA/MBA or pursuing a designation will be preferred
  • 5+ years' work experience in a finance-related role
  • Ability to work effectively in a team or independently with supervision
  • Demonstrated ability to research and analyze complex accounting policies and standards, with specific knowledge and experience with IFRS considered an asset
  • Strong written and verbal communication skills and ability to interact with all levels of the organization
  • Excellent attention to detail and strong analytical skills
  • Strong working knowledge of Excel and Modelling skills
  • Strong organizational skills
  • Ability to meet and remain calm under tight deadlines
  • Ability to produce clear reports and presentations, including strong working knowledge of PowerPoint
  • Insurance industry experience would be beneficial
About Us

At Definity, we value diversity, equity, and inclusion. We are committed to creating a workplace that is welcoming and inclusive for all employees. If you are passionate about finance and want to join a dynamic team, we encourage you to apply.

We offer a competitive salary range of $66,300 - $122,100, as well as a comprehensive benefits package, including hybrid work schedule, company share ownership program, pension and savings programs, paid volunteer days, and more.

Actual salary for the role may vary depending on work location of the successful candidate and other factors including but not limited to, skills, education, experience, working conditions and the local labour market. In addition to base pay, eligible employees may participate in various incentive plans which are paid out at the discretion of the company and subject to individual and company performance.

We are an equal opportunities employer and welcome applications from diverse candidates. If you require accommodation at any time during the recruitment process, please let us know by contacting us.

This role requires successful clearance of background checks (including criminal checks and leadership references).

  • Financial Analyst

    1 month ago

    Waterloo, Ontario, Canada CB Canada Full time

    Junior Financial AnalystWe are seeking a highly skilled Junior Financial Analyst to join our team at CB Canada. As a key member of our finance department, you will play a critical role in supporting our business growth and success.Key Responsibilities:Financial Analysis: Develop and maintain financial models, forecasts, and reports to support business...

  • Financial Analyst

    1 month ago

    Waterloo, Ontario, Canada CB Canada Full time

    Junior Financial AnalystWe are seeking a highly skilled Junior Financial Analyst to join our team at CB Canada. As a key member of our finance department, you will play a critical role in supporting our business growth and success.Key Responsibilities:Financial Analysis: Develop and maintain financial models, forecasts, and reports to support business...

  • Financial Analyst Sales Professional

    4 weeks ago

    Waterloo, Ontario, Canada Definity Full time

    Job SummaryWe are seeking a highly skilled Financial Analyst Sales professional to join our team at Definity. As a key member of our finance team, you will be responsible for providing financial analysis and support to our sales and distribution teams.Key ResponsibilitiesSupport all aspects of commissions financial reporting within Sales and...

  • Financial Analyst

    1 month ago

    Waterloo, Ontario, Canada Samuel, Son & Co. Full time

    Financial Analyst Job DescriptionAt Samuel, Son & Co., we're seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you'll play a critical role in driving business growth and success by providing financial insights and recommendations.Key Responsibilities:Prepare and analyze financial reports, including income statements, balance...

  • Financial Analyst

    1 month ago

    Waterloo, Ontario, Canada Samuel, Son & Co. Full time

    Financial Analyst Job DescriptionAt Samuel, Son & Co., we're seeking a skilled Financial Analyst to join our team. As a Financial Analyst, you'll play a critical role in driving business growth and success by providing financial insights and recommendations.Key Responsibilities:Prepare and analyze financial reports, including income statements, balance...

  • Financial Analyst Sales

    2 weeks ago

    Waterloo, Ontario, Canada Definity Full time

    Job DescriptionDefinity is seeking a skilled Financial Analyst Sales to drive strategic insights and business acumen. As a key member of our team, you will be responsible for supporting all aspects of Commissions financial reporting within S&D.Prepare timely, accurate, and complete financial information (recurring and ad-hoc) and reports, including proforma...

  • Financial Analyst

    4 weeks ago

    Waterloo, Ontario, Canada University of Waterloo Full time

    Job Title: Financial AnalystUniversity of Waterloo is seeking a highly skilled and experienced Financial Analyst to join our team. As a Financial Analyst, you will be responsible for providing financial management, accounting, and advisory services to our various funds and companies.Key Responsibilities:Administer major financial processes to ensure the...

  • Financial Analyst

    4 weeks ago

    Waterloo, Ontario, Canada University of Waterloo Full time

    Job Title: Financial AnalystUniversity of Waterloo is seeking a highly skilled and experienced Financial Analyst to join our team. As a Financial Analyst, you will be responsible for providing financial management, accounting, and advisory services to our various funds and companies.Key Responsibilities:Administer major financial processes to ensure the...

  • Financial Analyst

    1 month ago

    Waterloo, Ontario, Canada University of Waterloo Full time

    Job Title: Financial AnalystJoin the University of Waterloo as a Financial Analyst and contribute to the success of our non-profit corporation. As a key member of our finance team, you will be responsible for providing financial management, accounting, and advisory services to our various funds and companies.Key Responsibilities:Administer major financial...

  • Financial Analyst

    1 month ago

    Waterloo, Ontario, Canada University of Waterloo Full time

    Job Title: Financial AnalystJoin the University of Waterloo as a Financial Analyst and contribute to the success of our non-profit corporation. As a key member of our finance team, you will be responsible for providing financial management, accounting, and advisory services to our various funds and companies.Key Responsibilities:Administer major financial...

  • Financial Data Analyst

    2 days ago

    Waterloo, Ontario, Canada GHD Full time

    At GHD, we believe in the power of commitment and strive to make a positive impact on our clients and communities.The Financial Data Analyst - Project Support Specialist is responsible for ensuring the accuracy and integrity of project financial data in our Accounting System. This position analyzes projects and their financial performance, providing support...

  • Senior Financial Analyst, IT

    4 weeks ago

    Waterloo, Ontario, Canada Equitable Full time

    Senior Financial Analyst, ITAt Equitable, we are seeking a Senior Financial Analyst to join our IT Infrastructure team. This role is responsible for the financial initiatives and insights of all IT expenses throughout the organization.The ideal candidate will have a minimum of three years of experience in an IT financial analysis and planning role, with a...

  • Senior Financial Analyst, IT

    4 weeks ago

    Waterloo, Ontario, Canada Equitable Full time

    Senior Financial Analyst, ITAt Equitable, we are seeking a Senior Financial Analyst to join our IT Infrastructure team. This role is responsible for the financial initiatives and insights of all IT expenses throughout the organization.The ideal candidate will have a minimum of three years of experience in an IT financial analysis and planning role, with a...

  • Financial Management Specialist

    3 weeks ago

    Waterloo, Ontario, Canada Dykstra Financial Management Inc. Full time

    Job Summary: We are seeking a highly skilled Financial Management Specialist to join our team at Dykstra Financial Management Inc. The successful candidate will be responsible for providing accurate and timely financial management services, including bookkeeping, accounting, and financial reporting.Key Responsibilities:Bookkeeping: Maintain accurate and...

  • Financial Management Specialist

    3 weeks ago

    Waterloo, Ontario, Canada Dykstra Financial Management Inc. Full time

    We are seeking a highly skilled Financial Management Specialist to join our team at Dykstra Financial Management Inc. The ideal candidate will have a strong background in accounting and bookkeeping, with experience in calculating and preparing cheques for payroll, fixed assets, and depreciation. The successful candidate will also have excellent computer and...

  • Financial Analyst and Bookkeeper

    3 days ago

    Waterloo, Ontario, Canada Canada Inc. Full time

    About the RoleWe are seeking an experienced Financial Analyst and Bookkeeper to join our team at Canada Inc. in accounting and financial management. The ideal candidate will have a strong background in accounting principles, bookkeeping, and financial analysis.

  • Actuarial Analyst

    4 weeks ago

    Waterloo, Ontario, Canada Definity Financial Full time

    About the RoleWe are seeking an experienced Actuarial Analyst to join our Personal Pricing team at Definity Financial. As an Actuarial Analyst, you will play a key role in developing and implementing pricing strategies for our personal insurance products.Key ResponsibilitiesDevelop and maintain actuarial models to support pricing decisionsAnalyze data to...

  • Financial Analyst

    4 weeks ago

    Waterloo, Ontario, Canada Teledyne Digital Imaging, Inc. Full time

    Job SummaryTeledyne Digital Imaging, Inc. is seeking a highly skilled Financial Analyst to join our team. As a key member of our finance department, you will be responsible for performing monthly, quarterly, and annual financial close processes, preparing journal entries, and ensuring compliance with company accounting standards.Key Responsibilities:Perform...

  • Financial Analyst

    4 weeks ago

    Waterloo, Ontario, Canada Dykstra Financial Management Inc. Full time

    Job Title: BookkeeperDykstra Financial Management Inc. is seeking a highly skilled Bookkeeper to join our team.Job Summary:We are looking for a detail-oriented and organized Bookkeeper to maintain accurate financial records, prepare financial statements, and perform various accounting tasks.Key Responsibilities:Calculate and prepare cheques for...

  • Financial Analyst

    1 month ago

    Waterloo, Ontario, Canada Teledyne Digital Imaging, Inc. Full time

    About the Role:We are seeking a highly skilled Financial Analyst to join our team at Teledyne Digital Imaging, Inc. in Waterloo.Key Responsibilities:Perform monthly, quarterly, and annual financial close processes to ensure accurate financial records.Prepare journal entries and account reconciliations on a timely basis to maintain financial integrity.Develop...