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Financial Analyst

Waterloo, ON

Type: AF - Accounting & Finance Job Number: 15446

Seeking a Financial Analyst (4 months contract) for a financial services client based in Waterloo!

Main accountabilities: 
  • Prepare the monthly Investment Management Fee Statements,  Commodity Tax Statements and support for the Corporate Taxation  submission 
  • Process accounting for the Segregated Funds line of business, includes  partnering with external vendors and other business units 
  • Prepare quarterly trending analysis on key accounts 
  • Prepare monthly, quarterly and annual regulatory filings 
  • Prepare journal entries and account reconciliations 
  • Provide on-going support to our team' s control environment 
  • Provide support for regulatory, external and internal auditors by  ensuring that requested supporting documents and explanations are  provided 
  • Prepare ad-hoc analysis as required 

  • Post-secondary degree 
  • Detail-oriented with strong analytical and problem solving skills 
  • Strong organizational skills with ability to prioritize and manage own  work to effectively meet tight deadlines 
  • Experience working with large data sets focusing on summarizing,  extracting and reconciling data 
  • Strong MS Excel skills 
  • Strong communication and interpersonal skills 
  • Ability to work both independently or as part of a team 

  • Previous work experience in the insurance and/or financial  services/banking industry 
  • Trust Company regulatory knowledge (Office of the Superintendent of  Financial Institutions) 
  • Experience using Oracle, Discoverer, Hyperion and Essbase 

Please share your resume with Ruchika Kohli on


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