PRIMARY DUTIES

Financial Planning & Analysis: Assist with the preparation of the financial P&L forecast for every 2nd and 3rd month of each quarter using TM1 Updating commentary and presentation decks for Management discussions and BAU reporting Support the five (5) year strategic plan and annual plan cycle Analyze and forecast weekly Sales and performance metrics to support Senior Leadership Team discussions; Perform forecast updates for premium/loss and acquisition costs based on sales activity level. Partner with US Finance monthly to understand and incorporate any new TM1 improvements/processes (including TM1 logic/cube changes, new cubes for alternative distribution channels, and templates to forecast amortization, lapse rates)Conduct headcount analysis to evaluate workforce efficiency and its impact on sales performance, supporting strategic workforce planning initiatives. Perform sensitivity, scenario, and what-if analysis, as well as analyzes the financial impact of changes in business and new business opportunities. Perform analysis of trends, variances, forecast, key metrics to identify opportunities and advice to the business teams on meeting KPIs Analytics and Insights: Support the preparation of Monthly management reporting packages Streamline and automate financial models with emphasis on efficient analysis with sufficient controls. Utilize PowerBI to analyze Sales and performance metrics that facilitate data analysis and enhance reporting capabilities. Perform analysis and reconciliations between systems such as TM1/ PowerBI/ PeopleSoft to ensure data integrity Quarter-End Close: Assists quarterly financial close process as required including preparation of reconciliations, SOX templates and analysis. Perform accurate analysis on financial and operational data to support commentary and insights; suggest recommendations to resolve issues Preparing detailed calculations working with business teams to support the accrual process Execute, investigate, and complete variance analysis; monitor/follow-up with stakeholders to ensure adequate commentary for actuals, forecast as well as budget figures

 

Support: Contribute to ad-hoc analysis and special projects to support the FP&A team and overall business strategy Provide back-up support while a member of the Financial Planning & Analysis Team is away Continuously support process improvement, find opportunities to standardize, and automate with focus on providing value-added analysis and insights Collaborate cross functionally with business partners including Finance and provide quality support as and when needed

QUALIFICATIONS REQUIRED

2-5 years of equivalent work experience along with University Degree. Completion of an Accounting/ Finance designation is not required, but is considered as an asset (CPA/ MBA/ CFA/ other)  Proven analytical and problem-solving skills (ability to work with and summarize a large amount of data in Excel, TM1 and other data visualization tools such as Power BI) Advanced excel and financial systems skills including Microsoft Office Self-starter with excellent time management skills who can prioritize multiples deliverables to meet timelines Takes initiative, be highly innovative, with a drive for creating and improving processes Ability to thrive in a fast pace and changing environment (Continues improvement to existing process) Strong customer service focus with the ability to build long term relationships with business units and enhance their level of knowledge of various Finance related areas Strong attention to details, intellectually curious to understand drivers and root causes behind the numbers Collaborative team player and ability to communicate well with different levels of management Knowledge of computer systems: Oracle PeopleSoft and IBM Cognos TM1 Knowledge of accounting standards is an asset: US STAT, US GAAP, and IFRS Previous experience in insurance industry is an asset