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 providing finance support for Ottava teams within Johnson & Johnson. Focusing on budgeting, forecasting, and collaboration across functional teams to enhance financial processes.
Responsibilities
- Take charge of end-to-end finance support for multiple Ottava teams
- Ensure timely and accurate financial closure for period close activities
- Drive financial forecasts and budget planning
- Collaborate for essential financial submissions with the FP&A consolidation team
- Provide insights through monthly Budget vs. Actual reviews
- Act as a bridge between business unit partners and teams in various areas
- Process transactions efficiently with shared services
- Support preparation of Management Review Decks and strategic projects
- Create engaging financial graphs and charts for presentations
- Conduct routine audits of internal processes for enhancement opportunities
Requirements
- A bachelor's degree in Accounting, Economics, Business Analytics, Finance, or a related field is required.
- A minimum of 3 years of experience in financial analysis, with a strong focus on strategic financial analysis.
- A solid understanding of financial principles, budgeting, forecasting, and modeling is essential.
- Excellent analytical and quantitative skills with the capacity to interpret complex financial data and deliver actionable insights.
- Proficiency in financial analysis tools and software.
- Prior experience with SAP, TM1, and Bravo is preferred.
Benefits
- Retirement plan (pension)
- Savings plan (401(k))
- Vacation – 120 hours per calendar year
- Sick time - 40 hours per calendar year; 48 hours for Colorado; 56 hours for Washington
- Holiday pay including Floating Holidays – 13 days per calendar year
- Work, Personal and Family Time - up to 40 hours per calendar year
- Parental Leave – 480 hours within one year of the birth/adoption/foster care of a child
- Bereavement Leave – 240 hours for immediate family member; 40 hours for extended family member per calendar year
- Caregiver Leave – 80 hours in a 52-week rolling period
- Volunteer Leave – 32 hours per calendar year
- Military Spouse Time-Off – 80 hours per calendar year
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