Financial Analyst

Job summary

The role involves preparing monthly financial statements, performing account reconciliations, and managing commission calculations for sales teams. Additionally, the analyst will support budgeting, forecasting, and process automation initiatives to provide business insights.

Job details

Our client, an established and growing organization within the insurance and financial services industry, is seeking a Financial Analyst to join its finance team. This is an excellent opportunity for an ambitious accounting or finance professional who is looking to take ownership of reporting and analysis responsibilities while gaining exposure to a dynamic, growth-oriented business. The successful candidate will play a key role in monthly financial reporting, business analysis, commission calculations, and process improvement initiatives. This position offers meaningful career progression and is well-suited for someone interested in pursuing a CPA designation within the next 3 to 4 years. Key Responsibilities Prepare and analyze monthly financial statements and management reports Perform account reconciliations and investigate variances Prepare and post journal entries while ensuring the accuracy and integrity of financial data Support month-end, quarter-end, and year-end close processes Calculate and reconcile commission payments for advisors and sales teams Develop, maintain, and report on key performance indicators (KPIs) Assist with regulatory reporting requirements and tax filings Support budgeting, forecasting, and financial planning activities Identify opportunities to improve existing processes and internal controls Participate in finance transformation, automation, and reporting enhancement initiatives Collaborate with stakeholders across finance and operations to provide meaningful business insights Qualifications Bachelor's degree in Accounting, Finance, Commerce, or a related discipline 2+ years of progressive accounting, financial analysis, or reporting experience Strong understanding of financial statements and accounting principles Experience preparing reconciliations, journal entries, and financial reporting packages Advanced proficiency with Microsoft Excel Strong analytical, organizational, and problem-solving skills Ability to work independently and take ownership of key deliverables Excellent communication skills and attention to detail Nice-to-Have Qualifications Experience within the insurance, wealth management, banking, or broader financial services industry Exposure to commissions accounting or sales compensation calculations Experience with financial reporting systems, BI tools, Power BI, or automation initiatives CPA designation in progress or a demonstrated interest in pursuing the CPA path Why Join? Competitive salary Growing organization with strong career development opportunities Broad exposure to financial reporting, analysis, and business operations Opportunity to work on process improvement and automation initiatives Supportive leadership team invested in employee growth Clear path for progression into more senior finance and accounting roles This job posting is for a current vacancy with our client. Our Specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster

What you’ll do

The role involves preparing monthly financial statements, performing account reconciliations, and managing commission calculations for sales teams. Additionally, the analyst will support budgeting, forecasting, and process automation initiatives to provide business insights.

Requirements

Candidates must have a Bachelor's degree in Accounting, Finance, or a related field and at least 2 years of progressive experience in financial analysis or reporting. Proficiency in Microsoft Excel and a strong understanding of accounting principles are required, with a preference for those pursuing a CPA designation.

Benefits

• Competitive salary • Career development opportunities • Clear path for progression

Listed skills

• Problem solving · Preferred
• Budgeting · Preferred
• Financial Reporting · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Financial planning · Preferred
• Communication Skills · Preferred
• Business analysis · Preferred
• Process Improvement · Preferred
• Forecasting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Reporting
• Account Reconciliation
• Journal Entries
• Commission Calculations
• KPI Reporting
• Budgeting
• Forecasting
• Financial Planning
• Process Improvement
• Microsoft Excel
• Analytical Skills
• Problem Solving
• Communication Skills
• Attention To Detail
• Internal Controls
• Business Analysis

Job areas

• Finance & Accounting
• Data & Analytics
• Consulting