Reconciliation Analyst responsible for processing Restaurant, Theater/Show & Attraction invoices for Capital Vacations. Investigating discrepancies and maintaining accurate records.
About the role
- Analyst providing analytical support for retirement consulting services at TELUS Health. Collaborating on investment monitoring, plan design analysis, and client deliverables.
Responsibilities
- Liaise with internal colleagues and external service providers to support client deliverables and obtain necessary information
- Support all types of analysis related to services provided including plan reviews, vendor searches, investment fund lineup reviews, investment performance monitoring, manager searches, plan design and benchmarking analysis, and governance and compliance assessments
- Aggregate complex data efficiently from different sources, prepare and peer review data reconciliations, and conduct checks to ensure accuracy of data or analysis
- Prepare investment monitoring reports including relevant capital market and manager commentaries
- Synthesize analysis results for client presentations, reports, and other communications
- Support in the development and maintenance of proprietary databases and tools
- Take a supporting role in client meetings and take minutes where required
- Support national and internal initiatives and participate in national and regional team meetings
- Support with client billings and tracking profit/loss metrics
- Build knowledge of industry topics and trends
Requirements
- University degree, preferably in Finance, Business Administration, Mathematics, Statistics, or Actuarial Science
- Excellent problem-solving and analytical skills with strong professional acumen
- Ability to work independently with minimal supervision while being a collaborative team player
- Exceptional time management and organizational skills with the ability to manage multiple competing assignments
- Strong work ethic demonstrating both initiative and independence
- An excellent understanding of software, particularly MS Word, Excel, and PowerPoint
- Appetite for learning and professional development to expand skills
- Desire to take initiative in helping clients find solutions
- Ability to take direction from senior team members and collaborate effectively
- Strong attention to detail and commitment to data accuracy
- Professional communication skills for client interactions and internal collaboration
- Consistently positive attitude and eagerness to contribute to team success
- Nice to Have: Prior knowledge and/or experience working with CAP or DC plans, including understanding of plan administration, accumulation and decumulation processes, principles of good governance, applicable legislation, and best practices
- Ability to read and interpret plan texts, regulation, and guidance notes
- Understanding of investments and investment principles, best practices for analysis of CAP investments, and fund managers and their products
- Ability to interpret plan design provisions, understand factors impacting retirement outcomes, and support with retirement income projections
- Understanding of basic principles for managing survey and comparative data, and carrying out market benchmarking analysis
- Experience with pension plan administration and/or speaking with pension plan members and/or plan sponsors
- Project management experience or qualification
- CFA or Actuarial qualification, or a good track record in examinations
- Advanced MS Excel skills
- Life license
Benefits
- Comprehensive total rewards package highlighting competitive salary and bonus structures
- Minimum 3 weeks of vacation
- Flexible benefits plan to meet the needs of you and your family
- Flexibility to work in-office, virtually or a combination of both
- Generous company matched pension
- Opportunity to give back to communities in which we work, live and serve
- Career growth and learning & development opportunities to develop your skills
- And much more…
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