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
- Finance Associate processing and validating financial transactions in Oracle for PwC. Collaborating with internal teams and ensuring data integrity while supporting month-end activities.
Responsibilities
- Process and validate financial transactions in Oracle Fusion Applications in the area of, but not limited to, suppliers, accounts payable, credit card transactions
- Assist with day-to-day processing for petty cash, cheques, payments and other related activities
- Update and maintain accurate supplier records, including contract details and project codes, within Oracle to ensure data integrity and support timely financial reporting
- Review and reconcile transaction data to ensure accuracy and completeness
- Assist with weekly controls and exception reporting to support month-end closing activities
- Maintain proper documentation and adhere to internal controls and compliance standards
- Collaborate with internal teams to resolve discrepancies and provide timely support for finance-related queries
- Support ad hoc finance projects and process improvement initiatives
Requirements
- Associate degree in Finance, Accounting, or a related field
- Prior experience with Oracle or other ERP systems is an asset
- Basic understanding of accounting principles and financial processes
- Ability to effectively communicate with staff at all levels, using both oral and written communication skills
- Excellent customer service skills; responds to client requests promptly and professionally
- Basic analytical skills
- Works well under pressure and can coordinate multiple tasks in a fast-paced work environment
- Detail-oriented and organized
- Ability to work independently and in teams
- Strong systems and technical knowledge, including advanced skills in Microsoft Office (Excel, Word, PowerPoint)
Benefits
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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