Reporting AnalystJuventus Consulting • Waterloo, Ontario

Reporting Analyst

Juventus Consulting • Waterloo, Ontario

30+ days ago

Job type

Full-time

Job description

Job Description

The Individual Sales reporting and Analysis team is responsible for providing value added sales reporting and analytics to senior management, wholesalers and advisors for the Individual Insurance and Wealth business unit.

Reporting to the Manager, Individual Sales Reporting, the incumbent will be responsible for supporting the various reporting required for Insurance and Wealth products sold by the Career Sales Force and Wholesale Distribution areas. This role works closely with various business partners supporting the sales distribution channels and other members of finance.

Main Accountabilities :

Prepare daily, weekly, monthly and quarterly reports required by various levels of management
Prioritize timelines and manage the completion of production and adhoc requests from business partners
Identify opportunities for operational efficiency and effectiveness improvements; and implement appropriate solutions
Build / modify reports to support existing or new reporting and operational requirements
Provide on-going to support to business partners (compliance, recognition, sales force operations)
Perform various analyses as required

Qualifications

Excellent analytical skills with attention to detail

Strong problem solving skills

Well organized with the ability to consistently meet tight deadlines

Ownership and responsibility for meeting deadlines and accomplishing goals

Advanced working knowledge of reporting tools including Microsoft Excel

Client focussed and ability to build and maintain successful relationships with internal business partners

Knowledge of Individual products, distribution channels, and systems

Self-motivated and capable of handling conflicting priorities in a dynamic and changing environment

Strong communication and documentation skills

Ability to work both independently and within a strong team environment

Experience working with large data sets focusing on summarizing, extracting and reconciling data

Working towards or has completed an accounting designation (CMA,CPA, CGA)

2+ years financial analysis / accounting work experience

Experience with identifying and implementing processes improvements in a reporting or data driven environment

Assets :

Insurance industry business knowledge

Working knowledge of MS Access, SQL or SAS

University degree – Business, Commerce, Accounting

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Reporting Analyst • Waterloo, Ontario

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