Assist with contingent profit calculations, extracting and validating data from Classic.
Support other commission calculations such as broker portfolio transfers and growth bonuses.
Extract, reconcile, validate, broker data across multiple systems/databases to ensure accurate in broker compensation.
Review and analyze broker financial information (e.g., projections, budgets) and support ongoing monitoring.
Perform daily/monthly reconciliations between systems and databases; strengthen controls that safeguard data integrity.
Contribute to process improvements for reporting, budget review, and management reporting; help formalize light documentation.
Collaborate with cross-functional partners (e.g., Finance leadership, business stakeholders, Compliance/Risk as needed) to implement new or evolving reporting objectives.
Present insights clearly and concisely to diverse audiences, including senior leaders; support coaching/training for internal stakeholders.
Participate in special projects and ad hoc analysis as required.

Post-secondary education in Finance, Accounting, Analytics, Mathematics, or a related field (Bachelor’s preferred).
Minimum 3 years’ experience simplifying complex data into insights that guide decision-making.
Advanced proficiency in Excel (VBA an asset).
Experience working with databases and data tools (e.g., MS Access/SQL familiarity is an asset).
Strong analytical, problem-solving, and attention-to-detail skills; able to manage competing priorities and deadlines.
Clear, influential communicator (written and verbal) with the ability to tailor messages to different audiences.
Collaborative, proactive, and comfortable working with ambiguity while improving processes and controls.
Knowledge of the insurance industry and broker distribution is a strong asset.
Professional designation (e.g., CFA, CPA) is an asset.
Bilingualism required (French/English): this role involves regular communication with English and French speaking colleagues and partners across Canada.

Flexible work arrangements and a hybrid work model
Possibility to purchase up to 5 extra days off per year
Multiple benefits offered to support physical and mental wellbeing, including telemedicine, Wellness account and much more
Share plan & other savings: up to 12% of salary or even more (ask how you could earn guaranteed income for life)
Annual bonus target, based on the base salary, with a potential payout of up to double the target (subject to personal and company performance)

Financial Analyst II

Key skills