Senior Financial Analyst
Top Benefits
About the role
**Please note this is a 16-month contract opportunity, with 2 days on-site in our Waterloo office**
Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from you.
About the Role:
- Coordinate and delivery consolidated expense budgets and forecasts and capital expenditure planning related to project activities
- Prepare and present monthly consolidated expense variance reporting to senior management
- IFRS 17 financial reporting, Regulatory financial reporting assistance
- External audit and annual financial statement support
- Accounts payable disbursement reviews and approval
- Bank account reconciliations and key suspense account reconciliations.
- Oversight of Financial Services coordinator reconciliation and client processing activities
- Quarterly and Annual HST returns and CRA account oversight
- Journal entry inputs and approvals
- Projects and process improvement delivery
What You Bring to the Table:
- Proven ability to communicate and influence effectively, characterized by superior verbal clarity and concise written skills
- Outstanding task management skills with ability to manage competing priorities
- Excellent technical problem resolution and reconciliation skills
- Expense Reporting, Budget preparation experience
- Ability to focus and deliver accurate results on time despite competing demands
- CPA with 5 years post qualification experience.
- Demonstrated highly advanced MS Excel skills
Nice to Haves:
- IFRS 9 & 17 experience
- HST return experience
- MS Access, MS Power BI, MS Power Automate experience. Robotic process automation experience
About Serenia Life Financial
At Serenia Life Financial, we’re on a mission to uncomplicate insurance – so that our members can feel confident when it comes to protecting their family’s financial future. As a grow-to-give company, we share our profits through company donations, community outreach, and some truly unique member benefits.
We care about the world, but just as importantly, we care about our employees. That’s why we do what we can to help our team prioritize their health & well-being, achieve work-life balance, and make sure each workday is fulfilling and fun.
What We Offer You:
- competitive compensation
- flexible workplace opportunities
- generous vacation & sick day program
- mentorship & continued learning opportunities
- volunteer day (extra day off to support a cause you care about)
- employee appreciation days & well-being program
Serenia Life has implemented a formal Workplace Flexibility policy, which provides options for our employees to balance their home and work lives and enable them to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Statement on Diversity and Accommodations
At Serenia Life Financial, Diversity, Equity, and Inclusion means that everyone is welcomed, treated with dignity and kindness, and has an opportunity to grow and thrive based on their own unique talents. Our employees are valued for their differences and are encouraged to bring their authentic selves to work. We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to careers@serenialife.ca.
Senior Financial Analyst
Top Benefits
About the role
**Please note this is a 16-month contract opportunity, with 2 days on-site in our Waterloo office**
Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in their local communities. If this sounds like you, and the opportunity below sounds exciting, we’d like to hear from you.
About the Role:
- Coordinate and delivery consolidated expense budgets and forecasts and capital expenditure planning related to project activities
- Prepare and present monthly consolidated expense variance reporting to senior management
- IFRS 17 financial reporting, Regulatory financial reporting assistance
- External audit and annual financial statement support
- Accounts payable disbursement reviews and approval
- Bank account reconciliations and key suspense account reconciliations.
- Oversight of Financial Services coordinator reconciliation and client processing activities
- Quarterly and Annual HST returns and CRA account oversight
- Journal entry inputs and approvals
- Projects and process improvement delivery
What You Bring to the Table:
- Proven ability to communicate and influence effectively, characterized by superior verbal clarity and concise written skills
- Outstanding task management skills with ability to manage competing priorities
- Excellent technical problem resolution and reconciliation skills
- Expense Reporting, Budget preparation experience
- Ability to focus and deliver accurate results on time despite competing demands
- CPA with 5 years post qualification experience.
- Demonstrated highly advanced MS Excel skills
Nice to Haves:
- IFRS 9 & 17 experience
- HST return experience
- MS Access, MS Power BI, MS Power Automate experience. Robotic process automation experience
About Serenia Life Financial
At Serenia Life Financial, we’re on a mission to uncomplicate insurance – so that our members can feel confident when it comes to protecting their family’s financial future. As a grow-to-give company, we share our profits through company donations, community outreach, and some truly unique member benefits.
We care about the world, but just as importantly, we care about our employees. That’s why we do what we can to help our team prioritize their health & well-being, achieve work-life balance, and make sure each workday is fulfilling and fun.
What We Offer You:
- competitive compensation
- flexible workplace opportunities
- generous vacation & sick day program
- mentorship & continued learning opportunities
- volunteer day (extra day off to support a cause you care about)
- employee appreciation days & well-being program
Serenia Life has implemented a formal Workplace Flexibility policy, which provides options for our employees to balance their home and work lives and enable them to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements.
We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.
Statement on Diversity and Accommodations
At Serenia Life Financial, Diversity, Equity, and Inclusion means that everyone is welcomed, treated with dignity and kindness, and has an opportunity to grow and thrive based on their own unique talents. Our employees are valued for their differences and are encouraged to bring their authentic selves to work. We welcome applications from qualified individuals from all backgrounds.
Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to careers@serenialife.ca.