Job Description

Senior Financial Analyst

Toronto, CA
October 17, 2023


As a Senior Financial Analyst in our North America CRB Finance team, your primary responsibility will be to analyze financial data and provide insights and recommendations to senior management to help drive business decisions. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Responsible for supporting annual planning, monthly forecasting, quarterly reporting, and Producer compensation analytics for Business Finance functions and supporting the business unit roll-up. This role will also support standard management reporting across Business functions. As a key financial liaison, the Senior Financial Analyst will partner with the various departments across the business unit to:

• Developing financial models to support decision-making and forecasting.
• Preparing monthly financial reports to senior management.
• Analyze financial data and identify trends and opportunities for improvements while tracking against KPIs.
• Collaborating with other departments to ensure financial data is accurate and consistent.
• Evaluating the financial impact of business decisions and providing recommendations to senior management.
• Conducting cost-benefit analysis and risk assessments.
• Assist in building annual budgets and updating the plan and forecast systems in a timely fashion.
• Review and investigate the company\xe2\x80\x99s accounting transactions by running adhoc reports from GL for in depth analysis on revenue and expenses to improve data accuracy.
• Collaborate with the senior management team on achieving company\xe2\x80\x99s long-term financial objectives.
• Supports administration and calculation of producer compensation by reviewing and analyzing materials including but not limited to compensation plan descriptions for calculation accuracy, supporting revenue documentation and any adjustments or exceptions approved by operational leadership.
• Maintain confidentiality of financial information, investment decisions, or any other tasks assigned by the organization

The Requirements

• Education: A Bachelor\xe2\x80\x99s degree in finance, accounting, economics, or a related field is required. A master\xe2\x80\x99s degree in business administration (MBA) or finance is preferred.
• Relevant experience: 4-7 years of relevant work experience in finance, accounting, or a related field is preferred.
• Analytical skills: The ability to analyze financial data, identify trends, and provide insights is essential. You should be able to use financial modelling and analysis tools to support decision-making.
• Communication skills: Excellent communication skills to effectively interact with internal stakeholders, and senior management. This includes written and verbal communication skills, as well as presentation skills.
• Technical skills: Proficiency in Microsoft Excel, Word, and PowerPoint is usually required. Experience with financial analysis and reporting tools is also beneficial.
• Experience with PowerBI or Alteryx or similar tools beneficial.
• Attention to detail: Be detail-oriented and able to ensure that financial data is accurate and consistent.
• Adaptability: Ability to adapt to changing business conditions and priorities and be willing to take on new challenges and responsibilities.
• Understanding of insurance industry: A basic understanding of the insurance industry, its products and services, regulations, and market trends is important.

EOE, including disability/vets At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a \xe2\x80\x9dhybrid\xe2\x80\x9d style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and \xe2\x80\x9chybrid\xe2\x80\x9d is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. Company Benefits WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).