Financial Analyst
Wawanesa Insurance
Winnipeg, MB, CA, R3C-1A8
1d ago

Job Overview

The Financial Analyst is responsible for the day-to-day operational accounting function, working closely with the individual and group operations providing expertise and support as required.

The Financial Analyst leads the preparation of policyholder tax slips and reviews the segregated funds transaction cycle.

The Financial Analyst reviews general ledger account reconciliations and assist with internal and external financial reporting.

Job Responsibilities

  • Responsible for the day-to-day operational accounting function, working closely with the individual and group operations providing expertise and support as required and participating in ongoing projects
  • Lead the preparation of policyholder tax slips, coordinating with other departments and the systems area to ensure all tax slips are accurate, and completed and distributed in compliance with CRA requirements and timelines
  • Responsible for reviewing all aspects of the weekly segregated funds transaction cycle
  • Review daily and weekly commission payments, communicating with agency services on large or unusual balances and providing support as required
  • Responsible for the review of month-end general ledger account reconciliations
  • Daily review of journal entries posted to the general ledger for accuracy and appropriateness, following-up on errors and unusual items
  • Prepare quarter-end and year-end working paper sections, and assist with internal and external financial reporting
  • Perform other duties as assigned
  • Qualifications

  • Obtained professional accounting designation; CPA, CA, CMA, CGA
  • Minimum two years of post-qualifying accounting experience
  • Takes clear ownership and becomes an expert in a certain subject area or areas, educating others in areas he / she is especially knowledgeable
  • Demonstrates effective communication by expressing ideas clearly, and asking probing questions to ensure understanding
  • Able to consistently identify when work is required and initiates action as appropriate
  • Demonstrates analysis and problem solving skills by collecting information from all relevant sources, involving others where appropriate, and asking effective questions to elicit detailed and relevant information
  • Prioritizes and reprioritizes tasks effectively
  • Demonstrates attention to detail by reviewing own work carefully and catching most errors
  • Works to ensure group objectives are met by making quality contributions and supporting fellow team members
  • Proficient in the use of MS Office software
  • Excellent organizational skills
  • Previous insurance experience considered an asset
  • Wawanesa provides its employees with a respectful , challenging and rewarding environment where they can maximize their potential while contributing to the company’s goals.

    Our employees are provided with highly competitive compensation packages (salaries, generous vacation allowance, leave top up, goal achievement plan, premium free benefits and a pension plan).

    Wawanesa provides a stable and rewarding environment for its employees in today’s challenging markets.

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