Financial Analyst Sales
2 weeks ago
Definity 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 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.
Our ideal candidate will possess a 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. A minimum of 5+ years' work experience in a finance-related role is required.
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