Financial Planning and Analysis

• Conduct economic and financial research to assess Investment trends and conditions.
• Prepare the Investment exhibits for the 10K, Financial notes, Investment Committee, Investment front office and others.
• Prepare the Investment portions of the STAT MD&A and STAT audited files.
• Analyze, interpret and make recommendations of securities for impairment.
• Establish monthly, quarterly, and annual financial results to support senior management.
• Ensure compliance with financial reporting standards and company policies.
• Manage the expectation of both internal and external parties as it relates to deliverables and deadlines.
• Identify opportunities to enhance financial systems and reporting methods.
• Streamline processes by leveraging automation.
• Collaborate with senior management and functional teams to improve financial processes and reporting accuracy.
• Ensure data management integrity and control considerations are maintained in financial reporting tools.
• Use thoughtful judgement with appropriate pushback for reporting redundancies and consolidation.

Financial Analyst II

Financial Planning & Analysis Specialist – FP&A Specialist

Senior Financial Analyst

Head of Finance

Tax Manager – Financial Services, Captive Insurance Consultant

Deputy Head of Finance and Risk Management