Financial Analyst, Individual Financial Reporting (Waterloo)

The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome current ideas to deliver positive outcomes. As a Financial Analyst, you'll play a key role in driving informed decision-making and ensuring regulatory compliance by delivering insightful financial reporting, implementing process improvements, and supporting technical solutions. This role offers the opportunity to collaborate across teams, enhance financial controls, and contribute to the evolution of accounting practices in alignment with IFRS and other regulatory standards. Join one of the region’s top employers and be part of something that truly makes a difference. Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement. What you’ll do: - Balance Sheet Oversight: Responsible for reconciling the Division’s balance sheet accounts, including documentation and accounting models for ~41 accounts. This also includes investigation of outages and review of items outside of normal clearing standards. - Expense Oversight: Monitor and analyze divisional expenses, process expense reports, and ensure compliance with corporate policies. Develop models for forecasting, gap analysis, and trend reporting. - Reporting & Analysis: Deliver timely, accurate, and insightful monthly reports on key metrics and MIS data. Design presentations for senior management to explain budget trends and performance. - Policy & Controls: Implement and enforce policies for marketing allowances. Maintain documentation and controls for accounting procedures to mitigate operational risk. - Stakeholder Support: Provide analytical support to resolve accounting and budgeting issues. Collaborate with leadership to ensure accurate accruals and account balancing. - Regulatory Compliance: Support financial reporting changes and ensure compliance with IFRS, OSFI, CLHIA, and other regulations. Prepare reports for Board and Management. - Process Improvement: Automate and enhance financial processes to improve efficiency and reduce risk. Participate in system changes impacting accounting. - Communication & Insight: Interpret and communicate financial data effectively. Apply business knowledge to analyze issues and recommend solutions. What you’ll bring: - Working towards, or has obtained, the Chartered Professional Accounting (CPA) designation (or international equivalent) - Post-secondary education with emphasis on accounting and business administration - 1-3 years relevant experience, preferably in life insurance - Proficient with general accounting concepts - Advanced understanding of accounting standards and policies - Familiarity with actuarial concepts and principles an asset - Sound knowledge of business risk and financial controls - Advanced communication and interpersonal skills - Advanced problem solving, prioritizing and analytical thinking skills - Developing working knowledge of finance and administration systems. - Advanced Excel skills - Knowledge of PowerBI would be an asset - Knowledge of insurance accounting an asset What’s in it for you: - Career Growth: Regular learning sessions and development opportunities - Total Rewards: Allowance provided in place of vacation pay and benefits - Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at . We’re happy to help. Your base pay will be based on your skills, qualifications, experience and education. If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included. Reports To: Director, Individual Finance Department: Individual Finance Term: Temporary Full-Time, Twelve (12) Month Contract Apply on Kit Job: kitjob.ca/job/2p0dhf