Financial Analyst - Planning & Audit (ON)

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

Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!

At CCG, we are committed to delivering an exceptional Associate experience. We offer:

• Work-life harmony with access to an award-winning holistic wellness program,
• Continuous learning through our robust corporate curriculum and education reimbursement program,
• Incredible rewards, travel incentives, and product and service discounts,
• Pay-for-performance and best-in-class recognition programs, and
• Competitive benefits that include a defined contribution plan, personal spending account, and so much more.

Join our growing team where everyone belongs!

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 current and accurate
• Participates in the year-end processing cycle and audit
• Assists in the evaluation and improvement of internal accounting controls 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
• 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 quarterly and annual regulatory reporting and reconciliations with accuracy

Who You Are 

• University degree/College diploma in Commerce/Finance/Accounting or related discipline
• Professional designation or enrolment in CPA preferred
• A minimum of 5 years financial analysis experience, preferably in the insurance industry
• Strong MS Office skills, in particular Excel, Access and PowerPoint
• Experience with SAP BPC is an asset
• 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 all applicable Provincial Human Rights and Accessibility Legislation. CCG 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.