Financial Analyst
Date: Dec 13, 2024
Location: Winnipeg, MB (Hybrid), CA
Company: Wawanesa Insurance
Job ID: 8866
Working Business Language: English
Salary: At Wawanesa, salary is only one component of a holistic, comprehensive and competitive offering that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided with generous vacation time, personal days, premium free benefits and pension plan.
The salary offered for this role is determined with consideration to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role. The salary offered is estimated to be within the following range: $75,000 - $85,000. Candidates with salary expectations outside of the range are still encouraged to apply.
About Us
At Wawanesa, we’re proud to offer a hybrid work environment that offers flexibility to our employees in balancing in-office (2 days per week OR 15 hours per week in a Wawanesa office) and remote work. You may work from any of the following locations: Winnipeg, MB
The Wawanesa Mutual Insurance Company (“Wawanesa Mutual”), founded in 1896, is one of Canada’s largest mutual insurers, with over $3.5 billion in annual revenue and assets of $10 billion (CAD). Wawanesa Mutual, with its National Headquarters in Winnipeg, is the parent company of Wawanesa Life, which provides life insurance products and services throughout Canada, and Western Financial Group, which distributes personal and business insurance across Canada. Wawanesa proudly serves more than 1.7 million members in Canada, and we are home to more than 3,600 employees distributed across the Canadian regions and communities where we operate. We give back to organizations that strengthen communities, donating more than $3.5 million annually to charitable organizations, including over $2 million annually in support of people on the front lines of climate change. To learn more visit wawanesa.com.
We are currently looking for dedicated, driven, and enthusiastic individuals who thrive in an environment that welcomes change and are looking for an opportunity for diverse experience and advancement on a growing team.
Job Overview
The Financial Analyst is responsible for the day-to-day operational accounting function, working closely with the individual and group operations providing expertise and support as required. The Financial Analyst leads the preparation of policyholder tax slips and reviews the segregated funds transaction cycle. The Financial Analyst reviews general ledger account reconciliations and assist with internal and external financial reporting.
Job Responsibilities
- Responsible for the day-to-day operational accounting function, working closely with the individual and group operations providing expertise and support as required and participating in ongoing projects
- Lead the preparation of policyholder tax slips, coordinating with other departments and the systems area to ensure all tax slips are accurate, and completed and distributed in compliance with CRA requirements and timelines
- Responsible for reviewing all aspects of the weekly segregated funds transaction cycle
- Review daily and weekly commission payments, communicating with agency services on large or unusual balances and providing support as required
- Responsible for the review of month-end general ledger account reconciliations
- Daily review of journal entries posted to the general ledger for accuracy and appropriateness, following-up on errors and unusual items
- Prepare quarter-end and year-end working paper sections, and assist with internal and external financial reporting
- Perform other duties as assigned
Qualifications
- Obtained professional accounting designation; CPA, CA, CMA, CGA, or near completion
- Minimum two years of post-qualifying accounting experience
- Takes clear ownership and becomes an expert in a certain subject area or areas, educating others in areas he/she is especially knowledgeable
- Demonstrates effective communication by expressing ideas clearly, and asking probing questions to ensure understanding
- Able to consistently identify when work is required and initiates action as appropriate
- Demonstrates analysis and problem solving skills by collecting information from all relevant sources, involving others where appropriate, and asking effective questions to elicit detailed and relevant information
- Prioritizes and reprioritizes tasks effectively
- Demonstrates attention to detail by reviewing own work carefully and catching most errors
- Works to ensure group objectives are met by making quality contributions and supporting fellow team members
- Proficient in the use of MS Office software
- Excellent organizational skills
- Previous insurance experience considered an asset
Wawanesa is proud to be one of Manitoba’s Top Employers, a Kincentric Best Employer in Canada and a Forbes Best Employer in Canada recognizing an exceptional place to work!
Diversity Equity, Inclusion & Belonging
Wawanesa is an equal opportunity employer and is committed to fostering a diverse workforce that is equitable and inclusive for all. Wawanesa provides equal employment opportunity to all employees and applicants without regard to an individual’s protected status: race/ethnicity, colour, religion, creed, sex or gender, sexual orientation, gender identity or expression, family or marital status, pregnancy/childbirth or related conditions, national origin, disability, military or veteran status, or any other protected status. Disability or medical-related accommodations are available upon request throughout all aspects of the recruitment and selection process. Candidates requiring reasonable accommodations may contact, in confidence, jobs@wawanesa.com.
If you are interested in this exciting, challenging position with Wawanesa, apply today with your Resume.
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