Financial Analyst II

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present.

We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.

We want to invest in you! Your success is our success and our purpose of "we're here to help people" is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements!

We are looking for a Financial Analyst II to join BrokerLink and work out of our Calgary, AB or Toronto, ON office on a Permanent (FT) Basis.

The Financial Analyst II will be a data focused position and responsible for providing day to day support to the Financial Planning & Analysis team as well as independently preparing monthly financial reports and management reports. The role will further support the team by collaborating with ongoing special projects and producing ad-hoc analysis as required. The role requires an individual that is skilled working with large data sets and has the ability to manipulate the data into actionable business intelligence the organization can readily use.

As part of our employee promise, here are some of the many perks of working with us:

• Flexible health and dental insurance benefits package
• Personal Spending amount to invest in your healthy lifestyle
• RRSP - Registered Retirement Savings Plan with Company matching
• ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
• 'Dress for your day', dress according to your daily schedule
• Competitive compensation package with bonus aspect
• Employee discount program, including Apple, Bell, Rogers and more!
• Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year!
• Working for an employer who is regularly recognized as one of Canada's best employers such as Kincentric 2024

What the Role Entails:

• Run the weekly sales report and monitor the growth versus prior year and plan. Check and validate the data. Investigate any discrepancy
• Process the production data from acquisitions out of the broker management system, map their data to the broker management system codes and merge them into the production
• Run pre-month end Production - General Ledger reconciliation to investigate any discrepancies and make corrections
• Run the month-end reports including production, income statement, and book of business, and update all the reports that are linked to them
• Reconcile the commission revenue generated by our carriers; investigate the out of benchmark variances
• Work on ad-hoc reports and analysis requests from managers/leadership
• Assist with quarterly internal and external audits
• Optimize/develop/implement data gathering and organizing processes from multiple databases into predetermined management information reporting processes
• Prepare monthly financial information and management reports
• Collaborate on special projects on an ongoing basis
• Actively challenge operational/business processes and data processing best practices.

The Successful candidate will have:

*If you feel you have the equivalent skills, please apply*

• Post Secondary education in Commerce, Finance, Accounting or Business Administration
• 3+ years of similar work experience
• Strong Data reconciliation skills, and the ability to work with large-data sets.
• Strong Microsoft Office skills (Excel, Access, and PowerPoint)
• Experience working with Oracle or other large-scale Enterprise Performance Management system considered an asset
• Ability to manage workload and absorb ad-hoc projects
• Organizational skills, able to prioritize
• Analytical and decision-making skills with attention to detail
• Basic knowledge of accounting concepts
• Excellent written and communication skills
• Positive team player while working independently
• High degree of professionalism and accountability

We thank all applicants for their interest, but only those selected for an interview will be contacted.

BrokerLink is committed to providing an accessible environment. Accommodation is available on request for candidates taking part in the selection process.

BrokerLink is committed to creating and maintaining an inclusive environment which embraces our diversities and sees them as our strength! We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

Discover more about BrokerLink! Visit our new dedicated Webpage -https://www.brokerlink.ca/campaign/discover-brokerlink

At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference!