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 Financial Analyst collaborating with Operations team in the Southeast for financial analysis, maintaining financial models and driving performance.
Responsibilities
- Partner with the Operations team in the Southeast region from a financial analysis capacity
- Analyze and communicate financial results and performance KPIs to regional leadership
- Maintain regional financial forecast models and work with branch and transportation leaders to improve accuracy / drive performance
- Collaborate with Information Systems, Engineering, Finance and other Operations teams to ensure data integrity
Requirements
- high school diploma
- At least three years Finance experience
- Advanced Microsoft Excel skills including PowerPivot, PowerQuery, pivot tables, multiple if statements, financial modeling
- Experience using SQL (joining tables, nested queries)
Benefits
- health insurance
- life and disability
- 401(k) contributions
- paid time off
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