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 for EverCommerce managing revenue and gross margin models. Conducting financial analysis and partnering with leadership to drive strategic decision-making.
Responsibilities
- Primary owner of the EverHealth Revenue and Gross Margin models.
- Conduct ad hoc financial analysis to monitor performance with specific focus on KPIs and operational drivers of the business.
- Drive process for partnering with the EverHealth Leadership team on all aspects of financial models.
- Become a OneStream power user for the organization to assist financial systems team with new functionality; serve as liaison with the field FP&A teams on OneStream matters.
- Involved in other special projects as they arise.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration or related field.
- Minimum 3-5 years of relevant FP&A experience, with experience in a leadership role
- Strong advanced modeling skills, including experience with three statement models
- Strong attention to detail and process-oriented mindset to deliver timely, high-quality deliverables to senior leadership and external stakeholders.
- Excellent written and verbal communication skills, and experience working with senior finance executives.
- Proficiency in finance software and tools.
- Candidate should have advanced Excel skills, with OneStream proficiency highly preferred.
- Mindset of continuous improvement to advance financial processes, systems, and reporting capabilities and deliver enhanced efficiency and accuracy
- In-depth knowledge of accounting principles
- Experience with SaaS companies and familiarity with multiple entity companies a plus
Benefits
- Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
- Continued investment in your professional development
- Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.
- 401k with up to a 4% match and immediate vesting
- Flexible and generous (FTO) time-off
- Employee Stock Purchase Program
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