Data Analyst, Investment Finance (Kitchener)

Data Analyst, Investment Finance (Kitchener)

30 Oct
|
Canada Life
|
Kitchener

30 Oct

Canada Life

Kitchener

Permanent Full Time
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The FP&A; (Financial Planning & Analysis) team in the Finance Department is looking for a Finance Data Analyst to add to our growing team. The role will support the FP&A; function through data management, reporting, and analytics. This role is responsible for maintaining data integrity, supporting month-end processes, managing adjustments to reconcile reporting data to the General Ledger, and delivering critical financial and operational reporting. The successful candidate will also collaborate with Finance, Commissions, and Sales Field teams to ensure accurate and timely data analysis and reporting.
Support month-end processes by preparing and organizing data for reporting and system updates.
Collaborate with team members to consolidate and validate financial and operational data.
Help improve processes to reduce manual work and increase efficiency.
Manage adjustments and updates to data, ensuring accuracy and alignment with financial records.
Act as a point of contact for questions related to data updates and issue resolution.
Prepare and deliver recurring reports to support business performance tracking.
Maintain and update various reports on trends, performance, and key metrics.
Take ownership of specific data processes, ensuring completeness, accuracy, and timely delivery.
Perform ad-hoc analysis to support business decisions and respond to stakeholder requests.
Identify opportunities to enhance data quality, reporting, and overall processes.
Education background in Accounting and/or Finance or another relevant field

- 2+ years of experience in financial analysis, data analytics or a similar role
- Demonstrated Power Query and Power Pivot/Power BI (data model)



experience in building and maintaining data transformation processes and reporting
- Advanced Excel skills for data manipulation and analysis
- Experience with preparing and utilizing SQL SELECT, UPDATE, DELETE queries is an asset
- Experience working with SAP including preparing journal entries
- Strong attention to detail and data accuracy
- Dedication to upholding a high level of data integrity within our data and reporting processes
- Proactive approach to identifying automation and process improvement opportunities

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This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other. We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full time or part-time permanent team member:

- Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- Time Off: In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Financial Security: Company-matching pension plan, share ownership program and additional investment options.

Emphasis on Community : We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
All information provided will be handled in accordance with applicable laws and Canada Life policies.

📌 Data Analyst, Investment Finance (Kitchener)
🏢 Canada Life
📍 Kitchener

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