Career Opportunity
Role Title
Senior Financial Analyst (12-Month Contract)
Purpose of role
Reporting to the Sr. Manager Finance, Finance Business Partner, this position is responsible for providing value-added management reporting, expense management, budgeting, planning and financial analysis support at an Enterprise level.
Job Description
Key responsibilities/accountabilities
- Coordinate expense budgeting, forecasting and presentation of analysis.
- Expense reporting and analysis to support management of direct and fully allocated expenses and expense overruns.
- Support the preparation of the annual expense study.
- Prepare Sales planning models to support the NA Sales team and the calculation of sales volume metrics for operational planning.
- Enhance analysis of underlying expense drivers and fixed/variable analysis.
- Support periodic reporting and analysis of financial results.
- Support the preparation of Monthly/Quarterly Expense Reviews/ELT reporting and KPI Dashboard.
- Develop and maintain operational knowledge of the primary business functions (IT, Insurance Operations, Sales & Distribution) to provide insights and recommendations regarding business processes and performance management.
- Establish proactive and collaborative working relationships with key business stakeholders, other areas of Finance, Actuarial, Capital Management, and other key cross functional areas within Foresters.
- Support the month end close process (journal entries, accruals etc.) for business areas as required.
- Ad Hoc requests as required
Key qualifications/competencies
- University degree in Business and a professional accounting designation (CA/CPA) or MBA preferably with concentration in Finance.
- 3-4 years financial reporting, analysis and planning experience.
- Experience in a life insurance/financial services organization is an asset.
- Excellent organizational and interpersonal skills and high degree of independence and initiative
- Effective oral and written communication skills
- Ability to establish effective partnering relationships cross functionally within the Division and across the organization.
- Excellent ability to multi-task, work under tight timelines and prioritize deliverables to meet deadlines while maintaining keen attention to details to ensure accuracy.
- Strong analytical and technical skills; advanced knowledge of Excel (Pivot tables, Vlook Up, If statements etc.) and other Microsoft applications. Knowledge of Power BI/SQL is an asset.
- Ability to work equally well in a team environment or as an individual contributor.
#LI-Hybrid
Equal Opportunity Employment and Inclusion – at Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.
Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email [email protected] in advance of your appointment.
Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.
Top Skills
What We Do
Foresters Financial is redefining the life insurance and individual savings industry across the U.S., Canada and UK by enriching the lives, communities, and overall well-being of its members. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized processes that make it easy to get life insurance without traditional medical exams. State-of-the-art mobile tools help agents deliver tailored plans to prospective and current members. Dedicated to its members’ well-being, Foresters offers a suite of member benefits and is redefining the conventional life insurance model, bringing improved financial security and overall wellness to everyday North American families. Foresters recently merged with Canada Protection Plan to become a leading life insurance distributor in Canada. Foresters Financial is the trade name for The Independent Order of Foresters, the oldest non-denominational fraternal benefit society. For 23 straight years, The Independent Order of Foresters has received an “A” (Excellent) rating from A.M. Best.
