About the role
About this Position
We are looking for Financial Analyst to join our Finance Department.
Responsibilities and Qualifications
Responsibilities:
- Monitor expenses by ensuring expenses are properly recorded, supported and in compliance with company policy and management directives
- Prepare monthly, quarterly and annual accrual and adjusting journal entries
- Prepare monthly account reconciliations, follow-up on outstanding items
- Run monthly cost centre variance reports, support business in developing reasonable explanations and prepare monthly report for management
- Prepare quarterly expense management package with variance analysis and explanations for board reporting and internal quarterly review
- Co-ordinate preparation of annual expense budget by developing end to end process of collecting input from management team, analyzing changes from prior year, and developing budget presentations for executive team
- Prepare monthly expense forecasts by working closely with management team, ensuring that all changes are tracked and monitored
- Perform advanced financial analysis and expense modeling, including comparative analysis of ratios and trends
- Review and assess reasonability of the accrual models being used; update the models by obtaining inputs from cost centre managers
- Assess and apply appropriate expense management policy and accounting treatment, including regular review of expense coding in the general ledger
- Support cost centre leaders in all expense related matters
- Develop and enhance expense monitoring tools as a part of continuous process improvements
- Conduct research, analyze, reconcile, investigate and review various routine and non-routine matters
- Prepare and file various Statistics Canada surveys and supporting schedules
- Other duties as may be assigned from time to time
Qualifications:
- University degree in Accounting, Finance or Business
- Minimum 2 years experience in similar field
- Excellent verbal and written communication skills
- Strong initiative and ability to manage multiple projects as well as strong follow through skills
- Advanced Excel skills and proficiency in MS Office applications including PowerPoint and Word
- Highly flexible to work in a team environment, as well as independently with minimal supervision
- Experience with Workday Financial, Adaptive Planning and Planful an asset
- Must be detail oriented with strong organizational and analytical skills
- Ability to work under pressure, meet deadlines
- Ability to work overtime as required (Month End and during budget season)
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
About Primerica
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 135,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 46 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI".
Primerica’s focus is on serving the needs of middle-income families by providing products such as term life insurance, mutual funds, annuities, mortgages, and senior health. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com.
Headquartered in Duluth, GA, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.
About the role
About this Position
We are looking for Financial Analyst to join our Finance Department.
Responsibilities and Qualifications
Responsibilities:
- Monitor expenses by ensuring expenses are properly recorded, supported and in compliance with company policy and management directives
- Prepare monthly, quarterly and annual accrual and adjusting journal entries
- Prepare monthly account reconciliations, follow-up on outstanding items
- Run monthly cost centre variance reports, support business in developing reasonable explanations and prepare monthly report for management
- Prepare quarterly expense management package with variance analysis and explanations for board reporting and internal quarterly review
- Co-ordinate preparation of annual expense budget by developing end to end process of collecting input from management team, analyzing changes from prior year, and developing budget presentations for executive team
- Prepare monthly expense forecasts by working closely with management team, ensuring that all changes are tracked and monitored
- Perform advanced financial analysis and expense modeling, including comparative analysis of ratios and trends
- Review and assess reasonability of the accrual models being used; update the models by obtaining inputs from cost centre managers
- Assess and apply appropriate expense management policy and accounting treatment, including regular review of expense coding in the general ledger
- Support cost centre leaders in all expense related matters
- Develop and enhance expense monitoring tools as a part of continuous process improvements
- Conduct research, analyze, reconcile, investigate and review various routine and non-routine matters
- Prepare and file various Statistics Canada surveys and supporting schedules
- Other duties as may be assigned from time to time
Qualifications:
- University degree in Accounting, Finance or Business
- Minimum 2 years experience in similar field
- Excellent verbal and written communication skills
- Strong initiative and ability to manage multiple projects as well as strong follow through skills
- Advanced Excel skills and proficiency in MS Office applications including PowerPoint and Word
- Highly flexible to work in a team environment, as well as independently with minimal supervision
- Experience with Workday Financial, Adaptive Planning and Planful an asset
- Must be detail oriented with strong organizational and analytical skills
- Ability to work under pressure, meet deadlines
- Ability to work overtime as required (Month End and during budget season)
It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.
At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.
About Primerica
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 135,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 46 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI".
Primerica’s focus is on serving the needs of middle-income families by providing products such as term life insurance, mutual funds, annuities, mortgages, and senior health. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com.
Headquartered in Duluth, GA, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.