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
- Financial Accountant in the global leader of Network as a Service, ensuring accurate financial reporting. Collaborate with teams for budgeting, forecasting, and financial analysis.
Responsibilities
- Working with the team to complete the month end, quarter end and year end procedures in a timely manner from transaction posting through to management reporting
- Managing and maintaining financial records, including general ledger accounts and financial statements
- Reviewing financial documents and transactions to ensure accuracy and compliance
- Performing financial analysis and reporting to support business decisions.
- Preparing and reviewing annual/quarterly budgets, forecasts and financial reports.
- Partner with stakeholders to track and communicate the status of current and upcoming capital projects
- Develop, implement, and maintain accounting policies and procedures in the company
- Prepare supporting schedules to half-year and full-year financial statements and reporting
- Perform general ledger reconciliations evidencing sound financial control of relevant entities.
- Develop commercial understanding to assist with providing financial partnership with the business and provide insightful analysis to management
- Contribute to annual budgeting and rolling forecasts
- Prepare ad hoc reports and analysis as needed
Requirements
- Bachelors Degree in Accounting, Finance or Commerce
- Minimum 2 years of experience in a similar role
- CPA, CA, or equivalent qualification (or currently studying toward one)
- Ability to manage multiple priorities and meet tight deadlines
- Strong understanding of financial management in a technology-driven environment
- Exceptional attention to detail
- Strong written and verbal communication skills
- Intermediate to advanced Excel proficiency
Benefits
- Flexible working environment – a remote-first culture with coworking options available
- Generous leave plans – including, parental leave, birthday leave, and a purchased annual leave program
- Health and wellness support – through a wellness allowance and employee wellbeing initiatives
- Comprehensive learning support – generous study and training allowance plus paid study leave
- Creative, modern workspaces – designed to inspire when you're not working remotely, plus access to coworking spaces via our global WeWork membership if you work remotely, but like to get out of the house sometimes
- Motivated, inclusive team – work alongside industry experts and fresh talent
- Recognition programs – celebrate achievements with our Legend and Kudos award
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