At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact—for our clients, our communities, and each other.

Position Title: Financial Analyst, Individual Financial Reporting

Reports To: Director, Individual Finance

Department: Individual Finance

Term: Permanent Full-Time

Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

The Opportunity: At Equitable, our focus is on making a meaningful impact in the lives of Canadians by putting clients at the heart of everything we do. We lead with empathy, act with intention, stay curious, and support one another every step of the way.

If you're looking for purpose-driven work in a collaborative and inclusive environment where your voice is heard, and your growth is encouraged we’d love to connect.

As a Financial Analyst, you'll play a key role in driving informed decision-making and ensuring regulatory compliance by delivering insightful financial reporting, implementing process improvements, and supporting technical solutions. This role offers the opportunity to collaborate across teams, enhance financial controls, and contribute to the evolution of accounting practices in alignment with IFRS and other regulatory standards.

Join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024 and be part of something that matters.

What you will be doing:

• Balance Sheet Oversight: Responsible for reconciling the Division’s balance sheet accounts, including documentation and accounting models for ~41 accounts. This also includes investigation of outages and review of items outside of normal clearing standards.
• Expense Oversight: Monitor and analyze divisional expenses, process expense reports, and ensure compliance with corporate policies. Develop models for forecasting, gap analysis, and trend reporting.
• Reporting & Analysis: Deliver timely, accurate, and insightful monthly reports on key metrics and MIS data. Design presentations for senior management to explain budget trends and performance.
• Policy & Controls: Implement and enforce policies for marketing allowances. Maintain documentation and controls for accounting procedures to mitigate operational risk.
• Stakeholder Support: Provide analytical support to resolve accounting and budgeting issues. Collaborate with leadership to ensure accurate accruals and account balancing.
• Regulatory Compliance: Support financial reporting changes and ensure compliance with IFRS, OSFI, CLHIA, and other regulations. Prepare reports for Board and Management.
• Process Improvement: Automate and enhance financial processes to improve efficiency and reduce risk. Participate in system changes impacting accounting.
• Communication & Insight: Interpret and communicate financial data effectively. Apply business knowledge to analyze issues and recommend solutions.

What you will bring:

• Working towards, or has obtained, the Chartered Professional Accounting (CPA) designation (or international equivalent)
• Post-secondary education with emphasis on accounting and business administration
• 1-3 years relevant experience, preferably in life insurance
• Proficient with general accounting concepts
• Advanced understanding of accounting standards and policies
• Familiarity with actuarial concepts and principles an asset
• Sound knowledge of business risk and financial controls
• Advanced communication and interpersonal skills
• Advanced problem solving, prioritizing and analytical thinking skills
• Developing working knowledge of finance and administration systems.
• Advanced Excel skills
• Knowledge of PowerBI would be an asset
• Knowledge of insurance accounting an asset

What’s in it for you:

• A workplace where care, passion, and curiosity aren’t just values, they’re how we work, grow, and succeed together every day.
• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• Generous vacation package with one volunteer day to give back to a charity of your choice
• Immediate enrollment in the company’s pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite full-service cafeteria with a variety of daily options
• Discounts on company products and services, and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)
• Undergo a criminal background check

This position is available due to an existing vacancy.

We are dedicated to inclusive and accessible hiring practices. If you require accommodations or alternative formats, please contact us at careers@equitable.ca.

#LI-Hybrid