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 responsible for strategic financial analyses influencing PG&E’s decisions. Collaborating across teams in financial forecasting, regulatory strategy, and financial transactions.
Responsibilities
- Responsible for timely and effective resolution of corporate financial issues and complex analysis.
- Develops financial statement impacts on company decisions and helps to analyze corporate strategy with the possibility of mergers and acquisitions.
- Creates and maintains strategic financial models for quick turnaround of leadership inquiries.
- Interacts and consults with business leaders and partners to convey information for executive decision-making.
- Contributes to establishing standards and drives improvement within existing processes.
- Uses existing financial models and/or develops new financial models including econometric and statistical models for analysis and decision making.
- Translate financial analysis into actionable insights and recommendations.
- Prepares analytic support for regulatory filings and presents complex analysis to leadership or external parties.
- Drive innovation in modeling, data analysis, and strategic thinking.
Requirements
- Bachelor’s degree in quantitative fields (Science, Technology, Engineering, Mathematics, Operations Research, Management Science, and other quantitative areas or equivalent work experience.
- Four years work experience in financial analysis, accounting, or business-related experience, including advanced analytical experience.
- Master’s Degree in quantitative fields (Economics, Science, Technology, Engineering, Mathematics, Operations Research, Management Science, or other quantitative areas.) (Desired)
- Strong communication and writing capabilities.
- Ability to build financial models from inception.
Benefits
- Eligible to participate in PG&E’s discretionary incentive compensation programs.
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