Senior Financial Analyst, Consolidation & Reporting

The Opportunity

Reporting to the Manager, Regulatory Reporting, this Senior Financial Analyst (“SFA”) position is a key member of the finance team.

This role provides opportunities for cross-functional collaboration with stakeholders across Finance, other business areas, and Definity-owned subsidiaries.

• Whatto Expect
• Financial Consolidation & Reporting
• Own the monthly consolidation process for Westmount Financial Inc. and its subsidiaries, ensuring accurate and timely financial reporting.
• Prepare and review consolidation entries, including intercompany eliminations, broker commission eliminations, dividend accounting, and intercompany loan and interest balances.
• Support accounting and reporting requirements related to lease accounting, IFRS 17, and other reporting standards.
• Support annual financial statement note disclosures.
• Support the preparation, analysis, and review of the Minimum Capital Test (MCT), including working papers, regulatory filings, and compliance with applicable regulatory requirements.
• Assist with regulatory surveys and other corporate reporting requirements.
• Develop and maintain working papers and supporting documentation for newly acquired entities, ensuring consistency with established reporting practices.
• Regulatory Reporting
• General Ledger Close Support
• Support the monthly close processes through preparation, review, and upload of journal entries and financial results into the general ledger.
• Coordinate financial data submissions from legal entities and ensure completeness and accuracy of reporting packages.
• Prepare supporting schedules and analyses required for month-end, quarter-end, and year-end reporting.
• Provide ad hoc accounting and reporting support across the Finance team as required.
• Systems & Process Improvement
• Identify opportunities to improve efficiency, automation, and controls within financial reporting processes.
• Leverage technology, including advanced Excel functionality, automation tools, and AI-enabled solutions, to streamline recurring activities and enhance reporting quality.
• Team Collaboration & Leadership
• Act as a trusted business partner within Finance and provide support and guidance to team members.
• Serve as a backup resource for key accounting and reporting functions within the team.
• Contribute to a collaborative team environment through knowledge sharing, continuous improvement, and process documentation.

What you Bring

• University or college degree in business, finance, or related program
• A CPA accounting designation (SFA), or working towards a CPA accounting designation
• Strong understanding of financial reporting, consolidation, and intercompany accounting.
• Advanced Excel skills, including experience working with sophisticated financial models.
• Strong analytical, problem-solving, and organizational skills with exceptional attention to detail.
• Ability to manage multiple priorities and meet competing deadlines.
• 3+ years of progressive accounting and financial reporting experience.
• Professional, friendly and courteous in all interactions
• Preferred
• Experience with insurance industry accounting, IFRS 17, or similar complex reporting environments.
• Experience supporting acquisitions, integration activities, or multi-entity reporting structures.

Salary Range

• $73,500 - $123,500
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