Business Planning and Performance Analyst
2 weeks ago
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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