D

Financial Analyst - Broker Compensation

Definity
Full-time
On-site
Waterloo, Ontario, Canada
$50,200 - $92,500 USD yearly
Finance and Admin
Description

What can you expect in this role?  

  • Support all aspects of Commissions financial reporting within S&D  
  • Prepare timely, accurate, and complete financial information (recurring and ad-hoc) and reports, including proforma financial analysis  
  • Support the business plan and quarterly forecasting processes for all levels of commissions  
  • Prepare analysis, executive presentations, and Board level materials to support the management team  
  • Financial performance review and modelling, operational performance review, covenant monitoring including regulatory reporting support and other recurring reporting duties required for new and existing incentive and compensation deals  
  • Development and maintenance of financial analysis related to all aspects of S&D operations.  Assisting with the identification of the correct source of data, extracting the data, and structuring it in a meaningful way   
  • Support analysis and review including modelling of CPC and other enhanced compensation programs 
  • Support execution of legal and other complex agreements   
  • Providing S&D customers with value-added financial information and analysis to assist in their decision-making process   
  • Monitor commission and contract activity within the Canadian P&C industry, including the development of presentations  
  • Support broker management including onboarding, manage mailbox, and other operational responsibilities as required 
  • Key personnel who interact and works closely with various stakeholders like Finance, legal, risk, auditors on frequent basis  
  • Provides standard and ad hoc financial and business reporting and analysis in support of business priorities.  

What do you bring to the role?  

  • University or college degree in a business, finance, or related program   
  • Candidates with financial designation CPA/CFA/MBA or pursuing a designation will be preferred  
  • 1-2 years’ work experience in a finance-related role 
  • Ability to work effectively in a team or independently with supervision  
  • Strong written and verbal communication skills and ability to interact with all levels of the organization   
  • Excellent attention to detail and strong analytical skills   
  • Strong working knowledge of Excel and Modelling skills  
  • Strong organizational skills   
  • Ability to meet and remain calm under tight deadlines   
  • Ability to produce clear reports and presentations, including strong working knowledge of PowerPoint  
  • Insurance industry experience would be beneficial   

Salary Range: $50,200 - $92,500