Senior Analyst, Finance Reporting
Role Overview
The role supports financial reporting, compliance, and forecasting and offers exposure to a range of finance work.
The position is based at Brookfield Place, 181 Bay Street, in the Toronto office.
Key Skills for This Role
Full Job Posting
Business and team
Brookfield Wealth Solutions focuses on securing the financial futures of individuals and institutions through retirement services, wealth protection products, and tailored capital solutions.
Its operating subsidiaries offer insurance products and services including annuities, personal and commercial property and casualty insurance, and life insurance.
The Senior Analyst, Finance role is part of the Brookfield Wealth Solutions Finance team.
Position summary
The role supports financial reporting, compliance, and forecasting and offers exposure to a range of finance work.
The position is based at Brookfield Place, 181 Bay Street, in the Toronto office.
Responsibilities
- Prepare consolidated financial statements and quarterly and annual public documents, including MD&A and other public materials.
- Prepare quarterly and annual financial and management reporting for securitized investment vehicles, coordinating with investment accounting, research, and operations teams.
- Partner with operating subsidiaries to ensure quarterly submissions are timely, complete, and accurate.
- Participate in resolving complex technical accounting issues and assist with external auditor coordination.
- Compile, analyze, and report on corporate and key business platforms, including operating metrics.
- Prepare analyses and reports for senior management and the board to support business decisions.
- Support internal and external audit teams with quarterly reviews, the annual audit, and SOX compliance.
- Prepare ad hoc analyses and presentations on platform financial and operational results and support special projects.
- May provide leadership and mentorship to analysts, co-op students, and new hires.
Qualifications and requirements
- Three to five years of progressive experience in public accounting and/or an industry role.
- Experience preparing or auditing financial statements for a publicly listed entity in accordance with IFRS; US GAAP exposure is an asset.
- Advanced Microsoft Office Excel skills; OneStream and Workiva knowledge is an asset.
- CPA or CA designation preferred; candidates actively pursuing certification are considered.
- Organized and able to work in a dynamic, complex, fast-paced environment, adapt to changing priorities and deadlines, and communicate excellently in writing and verbally.
- Self-motivated and proactive in managing workload and professional development.
- Insurance-industry experience, including public accounting experience on insurance engagements, is an asset.
Compensation
- Compensation is listed as 90,000–110,000, with a base salary and short-term cash bonus incentive program.
- Compensation may vary with geography, experience, industry experience, education, and designations.
Position information
The position is a new opening.
Brookfield describes its culture as entrepreneurial, collaborative, and disciplined, with development through challenging work and exposure to diverse businesses.
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