Business Planning and Performance Analyst

2 weeks ago


Mississauga, Ontario, Canada The Canada Life Assurance Company Full time

About Us

The Canada Life Assurance Company is one of Canada's leading independent wealth management firms. Our mission is to help our advisors build a better business through a remarkable client experience.

We are looking for a skilled Financial Analyst to join our Business Planning and Performance team. This role will involve assisting with the annual plan, forecasts, and long-term planning initiatives.

Job Description:

  • Assist with the development of business plans and forecasts, including proforma financials and profitability analysis.
  • Maintain and update existing models and supporting databases to ensure data is up to date, relevant, and reconciling between various data sources.
  • Manage the creation, automation, and continuous improvement of reports for various audiences, including Senior Management and the Board of Directors.
  • Utilize analytical tools such as Excel, VBA, Power Query, and SQL to derive actionable insights that drive business KPIs.
  • Support strategic projects outside of day-to-day responsibilities, including tracking performance of strategic initiatives against business cases.

Requirements:

  • 2+ years of progressive experience within the financial services industry in a Business Planning/Reporting role.
  • Advanced financial and business modelling skills, including expert proficiency in MS Excel, VBA, Power Query, and Power Pivot.
  • Working knowledge of SQL, Python, and Power BI considered an asset.
  • Strong knowledge of accounting, statistics, and corporate finance.
  • Proven analytical and problem-solving skills.

Salary: $80,000 - $110,000 per year, depending on experience.



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