Hybrid Financial Analyst na Wintrust

At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $62 billion in assets.

Join the FIRST Insurance Funding of Canada (FIRST Canada) team.

We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture.

We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally.

We have a comprehensive benefit package including:

• Health Benefits: including medical, dental, vision, life, and health spending account

• Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses

• Education Benefits: education reimbursement and on-demand learning courses

We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment.

We support work / life balance and promote growth-from-within opportunities.

Why join this team?

• We have a culture that encourages an entrepreneurial spirit
• We offer multiple opportunities for development and upward mobility

Job description Summary

The role of Financial Analyst will work closely with the VP, Financial Planning & Analysis to facilitate all pricing and profitability functions for the organization. You will manage all internal pricing while completing further analysis on profitability and the business as a whole. You will also complete other ad hoc priorities designed to further the business.

What You’ll Do

• Analyze, interpret and report on current and prospective system and broker pricing
• Assess profitability and impact of pricing on broker, region and the business
• Analyze, interpret and report on financial and operating data for the business, which enhance management decision making.
• Carrying out high-level monthly financial analysis, to identify and report variances in actuals to budgeted
• Develops graphs, charts and timelines to clearly show data trends and forecasts
• Demonstrated ability to identify, articulate, document and improve financial and business processes.
• This position is to be customer service oriented with strong communication skills and interacts regularly with other FIRST Canada departments including sales, operations, and credit functions.
• Support other departments such as compliance and operations, by conducting an analysis of business outcomes, financial exposure and trends in key operational/financial metrics
• Ad hoc reporting and special projects as required

Knowledge/Skills/Abilities required

• Advanced proficiency in MS Excel
• Minimum 3 to 5 years of Data/Business + Financial Analysis experience
• Proven ability to impact to P&L
• Sound knowledge of Microsoft Office Suite
• Database experience preferred
• Experience with Microsoft Power BI is preferred
• Able to easily communicate complex analytical details, depending on the audience
• Analytical, problem solving and organizational aptitude
• Excellent communication, verbal and written
• Effective project management skills

Training/Education/Experience Qualifications

• Bachelor’s degree in finance or related area
• Minimum of 3-5 years’ experience in finance, business analysis and reporting function

#LI-HYBRID