Senior Financial Analyst
CURIE (Canadian Universities Reciprocal Insurance Exchange) located in Burlington, Ontario delivers cost effective, and solutions based, commercial insurance and risk management services to its members; Canadian post-secondary institutions in 9 provinces across the country.
The Senior Financial Analyst’s responsibilities include assisting with financial planning and budgeting processes, preparing and analyzing financial statements and reports. As a Senior Financial Analyst, you will also be responsible for providing financial guidance and assisting with monthly close processes.
You should be able to perform a variety of financial activities including planning, analysis, budgeting, and reporting. You should also have strong analytical, organizational, and problem-solving skills and be able to present financial information and models in a concise and easily comprehensible manner.
Individual who is organized, with high attention to details, process oriented, self-starter who has a strong finance/accounting foundation with insurance industry experience that is capable of managing multiple projects with accuracy and tight deadlines.
This position directly reports to the Vice President, Finance & Operations with matrix reporting to Senior Vice President, Brokering Services.
Key Responsibilities
· Prepare and file quarterly & annual financial statements in compliance with IFRS.
· Prepare and file annual federal and provincial income tax returns.
· Prepare and analyze quarterly and annual financial materials for the Board meetings. Understand and effectively communicate financial results to management.
· Leading and overseeing accounts payables and receivables, bank reconciliation on a monthly basis with respective journal entries postings.
· Leading budgeting and monthly/quarterly close processes.
· Perform financial analytics as part of the quarterly reports.
· Proactively look for efficiencies in processes and policies, establishing and maintaining well documented internal controls register and process manuals.
· Assist in various implementation policies (e.g. new accounting system implementation).
· Working with VP Finance & Operations on ad hoc projects and supporting insurance Reciprocal and Brokerage operations when needed.
· Support the SVP, Brokering Services with monthly management reporting package
· Support the Principal broker with regulatory reporting requirements and statutory/financial audits (where required).
· Participate and encourage transfer of knowledge between staff of finance team.
Requirements
· Strong knowledge of IFRS and IFRS compliant financial statements and disclosures.
· Strong analytical and problem-solving skills with attention to accuracy and details.
· Strong verbal and written communication skills with an ability to explain difficult concepts to audiences of different levels of understanding.
· Strong ability to manage multiple deliverables while driving desired results.
· Proven ability to build and maintain successful relationships with business partners.
· Proven flexibility, adaptability, and creativity to meet deadlines and manage priorities.
· Must have advanced Excel, Word skills and usage of AI tools.
· Highly motivated with the ability to consistently seek improvements to current processes.
Skills & Experience
· Bachelor’s degree in finance, accounting, engineering or a related field and accounting designation (CPA or equivalent)
· Strong technical accounting experience in IFRS with min 7 years of accounting experience.
· Accounting designation (e.g. CPA).
· Insurance industry/Insurance brokerage knowledge with services and products and related market segments
· Experience with Applied Systems or other Broker Management System considered an asset.
Compensation
At CURIE, our collaborative, energetic culture is grounded in our guiding principles and our commitment to diversity, equity, inclusion, accessibility, growth and mobility. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employee’s lives and careers.
If this opportunity is right for you, please email us your covering letter and resume. We would like to thank all applicants in advance for their interest, but only those selected for an interview will be contacted.
Job Types: Full-time, Permanent
Benefits:
- Company events
- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Wellness program
Education:
- Bachelor's Degree (required)
Experience:
- accounting: 7 years (required)
Licence/Certification:
- Chartered Professional Accountant (preferred)
Work Location: Hybrid remote in Burlington, ON L7L 6W6
