At FIRST Insurance Funding of Canada (FIRST Canada), we are proud to promote a workplace that fosters growth and innovation. We employ a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment. Our open concept and creative culture fosters team work and presents opportunities for growth within the organization. FIRST Canada is an affiliate of Wintrust, a financial services company with more than $66 billion in assets.

Join the FIRST Insurance Funding of Canada (FIRST Canada) team.

We are a multi-year Globe and Mail / Morneau Shapell Employee Recommended workplace with an award-winning culture.

We offer a flexible, hybrid-work model and our FIRST Flex program offers opportunity to work internationally.

We have a comprehensive benefit package including:

• Health Benefits: including medical, dental, vision, life, and health spending account

• Financial Benefits: an RRSP plan with a generous company match and competitive compensation including discretionary or incentive bonuses

• Education Benefits: education reimbursement and on-demand learning courses

We have a dedicated team of enthusiastic individuals who thrive in an entrepreneurial, fast-paced environment.

We support work / life balance and promote growth-from-within opportunities.

Why join this team?

We have a culture that encourages an entrepreneurial spirit
We offer multiple opportunities for development and upward mobility

Job Description Summary

The role of Financial Data Analyst will work closely with the VP, Financial Planning & Analysis and the Finance team to analyze and interpret large datasets to aid in financial planning, forecasting and strategic decision-making. You will build dashboards, models, and visualizations as required. You will also complete other ad hoc priorities designed to further the business.

What You’ll Do

Essential Duties and Responsibilities

Develop and maintain dashboards, reports and visualizations to drive business insights
Analyze, interpret and report on financial and operating data for the business, which enhance management decision making.
Conduct variance and trend analyses on the P&L and receivables book
Carrying out high-level monthly financial analysis, to identify and report variances in actuals to budgeted
Develops graphs, charts and timelines to clearly show data trends and forecasts
Demonstrated ability to identify, articulate, document and improve financial and business processes.
This position is to be customer service oriented with strong communication skills and interacts regularly with other FIRST Canada departments including business solutions, sales, and credit functions.
Support other departments such as compliance and operations, by conducting an analysis of business outcomes, financial exposure and trends in key operational/financial metrics
Ad hoc reporting and special projects as required

Knowledge/Skills/Abilities required

Advanced proficiency in MS Excel
Analytical, problem solving and organizational aptitude
Sound knowledge of Microsoft Office Suite
Database experience preferred
Able to easily communicate complex analytical details, depending on the audience
Excellent communication, verbal and written
Effective project management skills and financial acumen
Experience with Microsoft Power BI is an asset

Training/Education/Experience Qualifications

Bachelor’s degree in finance or related area
Minimum of 3-5 years’ experience in finance, business analysis and reporting function