Sr Analyst, Financial

Definity Financial • $73K — $123K *
Waterloo, ON N2J 1A1In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Completion or progress toward CPA designation
  • University degree in Finance, Accounting, or Business
  • 3+ years of Finance experience
  • Experience with value realization and synergy tracking is an asset
  • Strong financial modeling and analytical skills
  • Excellent communication skills
  • Experience with cross-functional teams
  • Advanced proficiency in Excel, financial modeling tools, and PowerPoint

Responsibilities

  • Support enterprise-wide value realization reporting and governance
  • Prepare synergy modeling for mergers and acquisitions
  • Develop analysis for strategic initiative value achievement
  • Support quarterly forecasts and annual planning
  • Assess value capture opportunities with business partners
  • Deliver analysis to aid in decision-making
  • Prepare materials for executive leadership and Board reporting

Benefits

  • Hybrid work schedule
  • Company share ownership program
  • Incentive program based on performance
  • Pension and savings programs with company match
  • Paid volunteer days and charitable donation matching
  • Educational resources and tuition assistance
  • Support for diversity and inclusion initiatives
  • Wellness and recognition programs
  • Discounts on products and services
Full Job Description
Job Description

The Opportunity

The Senior Financial Analyst, Financial Planning & Analysis, is responsible for supporting our comprehensive value realization framework across the organization. Reporting to the Director, Financial Planning & Analysis, this individual will track and report on the financial and operational value delivered by strategic initiatives and enterprise programs with a strong focus on current and future M&A activity.

What to Expect
  • Support the enterprise-wide value realization reporting, processes and governance.
  • Prepare synergy modeling and performance tracking for all current and future mergers, acquisitions, and divestitures.
  • Develop detailed analysis and reporting for baselines, targets, and actuals related to strategic initiative value achievement and synergy realization.
  • Support quarterly forecasts and annual planning cycle.
  • Work closely with business partners to assess value capture opportunities and impacts.
  • Deliver detailed analysis to support decision-making and help leadership understand trends, risks, and opportunities.
  • Prepare materials to support regular reporting to executive leadership and Board.


What You Bring
  • Completion or working toward CPA designation.
  • University degree in Finance, Accounting, or Business.
  • 3+ years experience in Finance.
  • Experience with value realization, synergy tracking, enterprise program reporting, or post-merger integration is an asset.
  • Strong financial modeling, analytical, and problem-solving skills.
  • Excellent communication skills.
  • Experience working closely with cross-functional teams.
  • Advanced proficiency in Excel, financial modeling tools, and PowerPoint.


Leadership Competencies
  • Strategic thinker with the ability to translate complex data into clear insights.
  • Influential partner capable of driving alignment across diverse teams.
  • Strong communicator comfortable presenting at the executive level.
  • Operationally minded leader who understands how financial and non-financial levers drive business performance.
  • Change champion who can introduce new processes and gain buy-in across the organization.


Salary Range: $73,500 - $123,500

High degree of proficiency with English required to service customers, both internal to the company and external, across Canada

What's in it for you?
  • Hybrid work schedule for most roles
  • Company share ownership program
  • Incentive Program - Eligible employees may participate in various incentive plans which are paid out at the discretion of the company and subject to individual and company performance.
  • Pension and savings programs, with company-matched RRSP contributions
  • Paid volunteer days and company matching on charitable donations
  • Educational resources, tuition assistance, and paid time off to study for exams
  • Focus on inclusion with employee groups, support for gender affirmation surgery, access to BIPOC counsellors, access to programs for working parents
  • Wellness and recognition programs
  • Discounts on products and services

Go ahead and expect a lot - you deserve it.

#LI-Hybrid

About Definity Financial

Definity Financial Careers

Joining Definity Financial presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. This is a prime time for candidates to explore the diverse job opportunities at Definity Financial, a company renowned for its commitment to innovation, leadership, and professional growth.

Explore Career Opportunities

Definity Financial is actively seeking talented individuals for various positions across the company. From entry-level roles to senior leadership positions, Definity Financial offers a dynamic work environment where career growth is encouraged and supported by comprehensive benefits and diversity training programs.

Innovation and Professional Growth

At Definity Financial, innovation isn't just a buzzword; it's the cornerstone of the company's operations. Employees are encouraged to bring fresh ideas and perspectives to the table, driving the company forward in the competitive financial sector. Professional growth is facilitated through targeted training programs, leadership development opportunities, and active networking events that connect employees with industry leaders.

Cultivating a Diverse and Inclusive Culture

Definity Financial is committed to fostering a diverse and inclusive culture where all team members feel valued and respected. The company believes that diversity fuels innovation and enhances the team's ability to address client needs effectively. Through comprehensive diversity training and inclusive hiring practices, Definity Financial ensures that all employees have the opportunity to succeed.

Internship Programs and Entry-Level Positions

For those starting their careers, Definity Financial offers robust internship and entry-level positions that provide hands-on experience in the financial sector. Interns at Definity Financial gain invaluable insights into the industry, working alongside seasoned professionals and participating in projects that have real-world impact.

Benefits and Employee Well-being

Employees at Definity Financial enjoy a range of benefits designed to support their health, well-being, and financial security. The company's benefits package includes health insurance, retirement plans, and flexible working arrangements, ensuring that employees can balance professional and personal commitments effectively.

Join the Definity Financial Team

Definity Financial is hiring! Explore open positions that match your skills and interests. The company is looking for passionate, curious, and solution-driven team players. Whether you are refining your resume, preparing for an interview, or seeking to advance your career, Definity Financial offers a supportive environment where your ambitions can take flight.

Stay Connected with Definity Financial Careers

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Embark on a journey with Definity Financial, where employment is not just about a job but about building a career with a company that values innovation, leadership, and diversity.
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Industry
Finance & Insurance
* Ladders Estimates

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