Financial Analyst

at  Acera Insurance Services Ltd

We put our people first. As an employer of choice, Acera Insurance, formerly CCV Insurance & Financial Services, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.

Our people are:

• Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
• Empowered with a sense of accountability and autonomy to take ownership of their work.
• Treated with respect and act with integrity by putting clients, colleagues, and community first.
• Recognized for their achievements and celebrate festivities, big and small, to make work fun.

We also proudly offer most employees the opportunity to become owners. With over 550 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible.
Join our award-winning network of over 1,000 professionals across Canada and change the way people feel about insurance.

FINANCIAL ANALYST

We are seeking a highly motivated and detail-oriented Financial Analyst to join our Business Intelligence team. As a Financial Analyst, you will be responsible for interpreting data, analyzing results, and providing insights to guide business decisions. You will work closely with cross-functional teams to gather, organize, and transform data into meaningful reports and visualizations that drive actionable insights.

QUALIFICATIONS

• Bachelor’s degree with a focus in Accounting, Economics or Commerce; Professional Accounting Designation (CPA) or Data Science experience is a plus.
• Experience with data visualization tool Power BI.
• Strong analytical thinking and problem-solving skills with an attention to detail and a strong sense of data accuracy.
• Ability to prioritize and manage multiple requests simultaneously.
• Excellent communication skills to convey findings in a clear and understandable manner.
• Ability to work collaboratively in a team-oriented environment.
• Familiarity with data warehousing concepts and data modeling is a plus.
• Experience in Insurance or Financial Services industry is an asset.

• Collaborate with various teams to identify data sources and collect relevant data.
• Clean, transform, and preprocess data to ensure accuracy, consistency, and suitability for analysis.
• Analyze large datasets and extract meaningful insights.
• Identify trends, patterns, and correlations in the data to support business objectives.
• Perform exploratory data analysis to discover hidden insights.
• Develop clear and informative dashboards, charts, and visualizations to present insights to stakeholders.
• Create recurring reports and automate data visualization processes where possible.
• Translate data into understandable insights that drive decision-making.
• Collaborate with business teams to understand their needs and provide data-driven recommendations.
• Monitor and ensure data quality and accuracy through regular validation procedures.
• Identify and address data discrepancies or anomalies.
• Work closely with cross-functional teams, including business analysts, managers, and data scientists, to understand requirements and provide analytical support.
• Communicate findings and insights effectively to both technical and non-technical stakeholders.
• Proactively suggest process improvements and ways to enhance data analysis efficiency