Financial Data Analyst

2 weeks ago


Toronto, Ontario, Canada First Insurance Funding of Canada Full time $60,000 - $120,000 per year

At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $66 billion in assets.

Join the FIRST Insurance Funding of Canada (FIRST Canada) team.

We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture.

We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally.

We have a comprehensive benefit package including:

  • Health Benefits: including medical, dental, vision, life, and health spending account
  • Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses
  • Education Benefits: education reimbursement and on-demand learning courses

We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment.

We support work / life balance and promote growth-from-within opportunities.

Why join this team?

  • We have a culture that encourages an entrepreneurial spirit
  • We offer multiple opportunities for development and upward mobility

Job Description Summary

The role of Financial Data Analyst will work closely with the VP, Financial Planning & Analysis and the Finance team to analyze and interpret large datasets to aid in financial planning, forecasting and strategic decision-making. You will build dashboards, models, and visualizations as required. You will also complete other ad hoc priorities designed to further the business.

What You'll Do

Essential Duties and Responsibilities

  • Develop and maintain dashboards, reports and visualizations to drive business insights
  • Analyze, interpret and report on financial and operating data for the business, which enhance management decision making.
  • Conduct variance and trend analyses on the P&L and receivables book
  • Carrying out high-level monthly financial analysis, to identify and report variances in actuals to budgeted
  • Develops graphs, charts and timelines to clearly show data trends and forecasts
  • Demonstrated ability to identify, articulate, document and improve financial and business processes.
  • This position is to be customer service oriented with strong communication skills and interacts regularly with other FIRST Canada departments including business solutions, sales, and credit functions.
  • Support other departments such as compliance and operations, by conducting an analysis of business outcomes, financial exposure and trends in key operational/financial metrics
  • Ad hoc reporting and special projects as required

Knowledge/Skills/Abilities required

  • Advanced proficiency in MS Excel
  • Analytical, problem solving and organizational aptitude
  • Sound knowledge of Microsoft Office Suite
  • Database experience preferred
  • Able to easily communicate complex analytical details, depending on the audience
  • Excellent communication, verbal and written
  • Effective project management skills and financial acumen
  • Experience with Microsoft Power BI is an asset

Training/Education/Experience Qualifications

  • Bachelor's degree in finance or related area
  • Minimum of 3-5 years' experience in finance, business analysis and reporting function


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