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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and problem-solving capabilities, with proficiency in financial analysis and modeling. Proven ability to build relationships with business partners and effectively communicate complex concepts across various audience levels.
Highest-signal resume keywords
Financial AnalysisAccounting ExperienceMS Excel ProficiencyInsurance KnowledgeCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingVariance AnalysisExpense PlanningUnit Cost CalculationCommission Trend Reporting
Soft Skills
Analytical SkillsProblem-Solving SkillsAttention to DetailFlexibilityCreativity
Tools & Technologies
HyperionOracleSAPEssbaseTableau
Certifications & Qualifications
CPACMACGACA
Industry Keywords
Insurance ServicesBusiness PerformanceExpense StudyStrategic PlanningBudget Cycle
Tech Stack
Tools & technologiesOracleTableau
About the role
Key responsibilities & impact- Build and maintain strong and effective relationships with key business partners to understand underlying business impact
- Prepare monthly, quarterly, and ad hoc gain/gap, unit cost, and commission-related deliverables, including Unit Cost Calculators, Commission Trend reports, and Quarterly Business Reviews
- Perform monthly, quarterly, and ad hoc analysis of results to support variance analysis and key driver analysis
- Collaborate with the actuarial FP&A team on ad hoc analysis of Individual Insurance and Wealth business performance for senior management
- Lead all gain/gap components of the annual strategic/business planning and budget cycle, as well as quarterly forecasts
- Lead the RA&S Expense Study every 2–3 years
- Participate in and support expense deep dives as needed
- Mentor and coach staff to encourage development and support knowledge transfer
- Perform financial analyses and modeling as assigned
Requirements
What you’ll need- 5-7 years of accounting experience
- Strong analytical and problem-solving skills with high attention to detail
- Strong verbal and written communication skills with an ability to explain complex 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
- Excellent PC skills, proficiency with MS Excel and Hyperion, including experience building reports
- Highly motivated with the ability to consistently seek out improvements to current processes
- Knowledge of Insurance services and products and related market segments
- Expense and planning experience
- Excellent PC skills; experience with Oracle, SAP, Essbase, Tableau
- Overtime will be required during peak periods (month-end, quarter-end, plan and budget)
- Accounting designation (CPA, CMA, CGA, CA) or enrollment in an accounting designation program (CPA) preferred
Benefits
Comp & perks- Hybrid work environment
- A friendly, collaborative, and inclusive culture
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health – mental, physical and financial
