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.
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
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.