Financial Analyst

• Financial Analyst
• Location: Greater Toronto Area, ON (Hybrid)

Our Client:

Our client is a growing, Canadian-based financial services organization operating within a specialized segment of the insurance and retirement solutions space. Backed by a global platform, the company combines the agility of a small, high-performing team with the scale and resources of a larger institution.

The Role:

Reporting directly to the Senior Manager, the Financial Analyst will play a key role in supporting the organization’s finance function across financial reporting, cash management, and day-to-day accounting activities.

This is a hands-on, team-oriented role designed for an early-career professional looking to build a strong foundation in financial reporting and analysis within a dynamic and collaborative environment. The mandate offers broad exposure across the company’s operations, including interaction with actuarial, investments, risk, and compliance teams.

The role is positioned as a supporting analyst seat, with a focus on learning, development, and progressively taking on greater responsibility over time.

Key Responsibilities:

• Support monthly and quarterly close processes, including preparation of management reporting, financial statements, and regulatory filings
• Assist in the preparation of IFRS financial statements, regulatory returns, and financial analyses for senior management and board-level reporting
• Produce financial analyses and reports for internal stakeholders, including senior leadership and the parent organization
• Support audit processes by liaising with internal and external auditors, including assistance with SOX compliance requirements
• Work closely with the broader finance team to support consolidation reporting and ad hoc financial analysis
• Assist with core accounting activities, including journal entries, account reconciliations, subledger maintenance, and accruals
• Partner with investment teams and external managers to support funding, settlement, and related activities
• Assist with liquidity management and treasury activities, including cash reporting, forecasting, and monitoring balances
• Support weekly disbursement processes, including electronic payments, wires, and cheque runs
• Contribute to continuous improvement initiatives by identifying opportunities to enhance processes, controls, and efficiencies
• Assist with business planning, forecasting, and budgeting activities
• Support tax compliance, forecasting, and planning initiatives
• Assist in analyzing technical accounting matters and regulatory developments

The Ideal Candidate:

• 1–2+ years of relevant experience in accounting, finance, or related roles
• Undergraduate degree in Accounting, Finance, or a related field
• Progress toward a CPA designation is considered an asset, but not required
• Strong attention to detail and a high degree of accuracy
• Demonstrated ability to learn quickly and adapt in a dynamic, fast-paced environment
• Strong analytical and problem-solving skills, with a practical and solutions-oriented mindset
• Ability to manage multiple priorities and work effectively within a small, collaborative team
• Strong communication and interpersonal skills
• High level of motivation, work ethic, and willingness to take initiative
• Comfortable working in a hands-on environment with evolving processes and responsibilities

Ref #LI1641