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
- Data Finance Analyst II preparing key financial reports and metrics for business unit management in a leading insurance group.
Responsibilities
- Prepare financial reports and analysis for business unit management personnel at all levels.
- Provide other finance support and special projects as required.
- Work closely under direct supervision of a senior Financial Analyst or a Finance Manager.
- Prepare monthly budget variance analysis and forecasting reports for business review.
- Prepare monthly key performance indicator metrics reports.
- Maintain tables and databases.
- Update financial and business models as necessary.
- Track and report on special projects and initiatives.
- Perform consolidation and analysis on annual strategic and financial planning.
- Prepare ad hoc reports, analysis and conduct special projects as necessary.
- Conduct financial review of vendors and review capital appropriation proposals.
- Participate in process improvement projects.
- Promotes safety at all times and complies with safety/ergonomic standards as outlined in relevant company published manuals.
Requirements
- Data analysis
- Management reporting
- Power BI
- Excel
- SQL
- Minimum Required: Fluent in English
- Minimum Required: Bachelor
Benefits
- Competitive salary and performance-based bonuses
- Comprehensive benefits package
- Career development and training opportunities
- Flexible work arrangements
- Dynamic and inclusive work culture within a globally renowned group
- Private Health and Dental Insurance
- Pension Plan
- Meals tickets
- Life Insurance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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