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Financial Analyst
Promutuel AssuranceFinancial Analyst providing analyses for strategic decision-making in the insurance sector. Working within a collaborative team to enhance organizational performance and achieve financial objectives.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, budget preparation, and performance monitoring to support strategic decision-making. Proficient in transforming complex data into actionable insights while fostering collaboration with stakeholders.
Highest-signal resume keywords
Financial AnalysisBudget PreparationCPA, CFA, Or ACIA DesignationAdvanced Excel SkillsProperty And Casualty Insurance Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ForecastingVariance AnalysisProfitability AnalysisPerformance Indicators DevelopmentData Analysis
Soft Skills
Analytical SkillsProblem-Solving SkillsInitiativeIntellectual CuriosityCollaboration
Tools & Technologies
Microsoft Office SuitePower BIWorkday
Certifications & Qualifications
CPACFAACIA
Industry Keywords
InsuranceInvestment ActivitiesFinancial GovernanceOrganizational PerformanceValue Creation
About the role
Key responsibilities & impact- Conduct analyses of insurance and investment activities to inform executive decision-making and governance bodies
- Develop, prepare and monitor budgets, financial forecasts and variance analyses to support organizational performance
- Produce profitability analyses, financial scenarios and recommendations to support strategic projects and growth initiatives
- Prepare and write reports tracking the value creation of projects and organizational investments
- Monitor and analyze the performance of the investment portfolio and make optimization recommendations when required
- Prepare financial analyses and reports for management and governance bodies
- Develop, produce and refine performance indicators and dashboards that enable proactive management of organizational performance
- Monitor the financial performance of the organization’s various divisions and explain key variances
- Act as a business partner to managers by supporting them in analyzing results and making decisions
- Recommend and implement improvements to processes, analytical tools and the quality of financial data
Requirements
What you’ll need- Bachelor's degree in Business Administration (major in Finance or Accounting), Actuarial Science or another relevant field
- Minimum of 5 years of experience in a similar role
- Hold a CPA, CFA or ACIA designation (as applicable)
- Knowledge of property and casualty insurance (valuable asset)
- Excellent command of the Microsoft Office suite, particularly Excel (advanced level)
- Knowledge of Power BI (asset)
- Knowledge of Workday (asset)
- Ability to transform complex data into clear, action-oriented recommendations
- Strong analytical, synthesis and problem-solving skills
- Recognized for initiative, intellectual curiosity and the ability to generate innovative, value-creating ideas
- Build trusted relationships and collaborate effectively with various stakeholders to act as a business partner to managers
- Demonstrate strong rigor, autonomy and a well-developed sense of organization
- Good command of French and an intermediate level of English, both spoken and written
Benefits
Comp & perks- Competitive compensation with progressive salary scales
- Multiple resources to support you and your loved ones
- Group insurance for you and your family
- Telemedicine service for prompt attention to health concerns for you and your loved ones
- Employee and Family Assistance Program for a wide range of support
- Defined benefit pension plan with employer contribution
- Discounts on your auto and home insurance
- Employer-organized social activities
- Modern offices adapted to different modes of work
- Well-at-Work Certification Level 1