Senior Financial Planner at CIBC managing complex client portfolios and mentoring advisors. Providing financial planning and exceptional service to clients across multiple locations in Canada.
About the role
- Senior Financial Reporting Accountant at TMG preparing statutory financial statements and analyses. Leading projects involving financial analysis for internal and external stakeholders with significant autonomy.
Responsibilities
- Lead the preparation of statutory financial statements and related analyses for both internal and external stakeholders
- Interpret complex accounting guidance and provide informed recommendations
- Contribute to special projects involving financial analysis or organizational changes driven by senior leadership
- Oversee the work of others and manage a wide range of sophisticated tasks with minimal supervision
- Responsible for the preparation of monthly statutory financial statements and analysis
- Responsible for the preparation of statutory quarterly and annual statements along with supplemental filings (IEE's, Combined Annual Statement)
- Responsible for the preparation of statutory audit report and assist independent auditors as needed
- Responsible for the preparation of monthly journal entries and account reconciliations in support of the monthly close process
- Assist and/or perform assessment of risks and internal controls over financial reporting in alignment with the Company's internal control framework
- Research technical accounting issues and document recommendations in white paper format
Requirements
- Bachelor’s degree Accounting, Finance, or equivalent experience
- Four to six years work experience in insurance accounting
Benefits
- Competitive base salary plus incentive plans for eligible team members
- 401(K) retirement plan that includes a company match of up to 6% of your eligible salary
- Free basic life and AD&D, long-term disability and short-term disability insurance
- Medical, dental and vision plans to meet your unique healthcare needs
- Wellness incentives
- Generous time off program that includes personal, holiday and volunteer paid time off
- Flexible work schedules and hybrid/remote options for eligible positions
- Educational assistance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Manager of Financial Planning & Analysis at Team Liquid. Supporting financial planning, forecasting, and performance insights for business decisions.
Financial Advisor focusing on high - net worth individuals in Dallas. Engaging in wealth management and investment solutions through the Merrill Advisor Development Program.
Senior sales leadership role at Bank of America driving growth in Global Vendor Finance business. Managing retail vendor finance programs in technology market and leading high - performing sales teams.
Financial Solutions Advisor in Merrill's Advisor Development Program supporting affluent clients with comprehensive financial advice and guidance. Training provided to help secure necessary licenses and develop client relationships.
Financial Advisor developing relationships and providing guidance for high - net worth clients in Houston. Collaborating and learning from experienced financial advisor teams to enhance client solutions.
Financial Advisor providing investment advice and relationship management at Merrill Wealth Management. Collaborating with financial advisor teams and supporting client goals with comprehensive recommendations.
Financial Advisor in Merrill's Advisor Development Program focused on comprehensive wealth management services. Engaging clients to understand needs, develop relationships, and deliver investment advice.
Financial Advisor responsible for developing client relationships and providing investment advice at Merrill. Collaborating with Financial Advisor Teams to promote portfolio growth and build a successful career.
Director of Finance at Friends of Ruby overseeing financial functions and managing strategic financial operations to support 2SLGBTQIA+ youth initiatives.