Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Senior Strategic Finance Analyst at april developing financial models and driving revenue strategies. Collaborating with leadership to support decision-making across departments in a hybrid work environment.
Responsibilities
- Lead strategic planning, short- and long-range financial planning, and scenario modeling processes
- Develop and maintain sophisticated financial models to evaluate pricing strategies, revenue initiatives, and capital investment decisions
- Create executive-level analyses and presentations for board meetings and strategic reviews
- Partner with leadership to evaluate pricing strategies, revenue optimization, and market opportunities
- Design and track strategic KPIs that align with company objectives and drive accountability
- Conduct competitive analysis, market research, and financial benchmarking to inform pricing and revenue decisions
- Support fundraising and investor relations with financial modeling, presentation materials, and strategic narratives
- Identify and quantify opportunities for revenue growth, pricing optimization, and capital efficiency
Requirements
- 5-7 years of experience in strategic finance, investment banking, management consulting, or corporate development
- Proven track record of influencing strategic decisions through rigorous financial analysis
- Bachelor's degree in Finance, Economics, Business, or related field; MBA or CFA preferred
- Expert-level proficiency in financial modeling, Excel, and data visualization tools
- Experience with FP&A platforms (Drivetrain, Runway, Pigment, Mosaic) is a plus.
- Experience evaluating complex business problems and translating insights into actionable recommendations
Benefits
- Offers Equity
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