Financial Analyst - Planning & Analysis

Date: Mar 30, 2024

Location: Mississauga, ON, CA, L4W 5N1

Company: CAA Club Group

About Us

Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies, and is an equal opportunity employer who offers a professional environment that champions collaboration, trust, and growth to drive success. We cultivate a great working dynamic to help us deliver what is best for our associates, Brokers, and Customers.

Who we are

Get ready to drive your career forward. Life at Echelon is fast paced, performance-driven and rewarding. We value our Associates' career growth and ongoing professional development – and we regularly recognize their achievements and outstanding results.

We are caring. We are leaders. We are innovators. We are collaborative.

We work hard and play hard. We're about doing what's right and feeling good about it.

Position Details

What You Will Do 

  • Analyzes various balance sheet accounts, operating accounts and financial statements on a monthly basis to ensure that the information contained in the General Ledger and reflected on the monthly Financial Statements is both current and accurate. 
  • Participates in the year-end processing cycle and audit.
  • Assists in the evaluation and improvement of internal accounting controls as they relate to all aspects of the Company's operation and ensures such policies and procedures are carried out.
  • Performs research and makes analyses relative to losses and adverse financial trends and suggests remedial measures.Develop and maintain effective relationships with departments to facilitate the planning/reporting process.
  • Interpret financial results for users who must make sound business or compliance decisions based on recommendations.
  • Develop key performance matrix and indicators that will help management to assess the operating efficiency of divisions and departments.
  • Use various software applications to provide consolidated information in a user friendly format for easier comprehension by senior management.
  • Prepare communication on financial reports that provide in depth analysis and trend information which will help forecast future outcomes. Including Loss & combined ratios.
  • Provide support regarding strategic management planning and implementation including presentation and analysis of internal controls.
  • Compile and check data for errors and anomalies follow up with questions and ensure resolution of issue.
  • Assist Executives and Senior Management on projects as required.
  • Complete with accuracy quarterly and annual regulatory reporting and reconciliations.

Who You Are 

  • University degree/College diploma in Commerce/Finance/Accounting or related discipline
  • Professional designation or enrolment  - CPA
  • 1-3 years financial analysis experience, preferably in the insurance industry but not required
  • Open to new grads with some previous relevant co-op experience. 
  • Strong MS Office skills - in particular MS Excel, Access, and PowerPoint
  • Excellent communication skills, verbal and written
  • Highly organized; Ability to effectively set priorities to meet operational deadlines



Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act, 2005 (AODA). Echelon Insurance will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs.

As an organization we are focused on safety, which includes the safety and well-being of our Associates. Therefore, you must be and remain fully vaccinated as a condition of employment.