Analyst 1 (Fixed Term)
Core
Prepares monthly balance sheet account reconciliations and provides financial support schedules and reports for management, auditors, and regulators.
Role type
Junior IC financial analyst (accounts reconciliation)
Builds
Monthly balance sheet reconciliations, aging reports, fixed asset schedules, and supporting worksheets for statutory and management reporting.
Domain
Financial services (life insurance, pre-need, wealth management)
Required skills
GAAP (Canadian, US, Philippine), audit requirements, internal controls, Microsoft Excel, financial reporting, system-based control environments
Preferred skills
SAP General Ledger, Ingenium, FIS, GIS, IPAC, life insurance industry certifications (FLMI), business acumen in life insurance operations
Responsibilities
Prepare monthly balance sheet account reconciliations for assigned accounts, identify reconciling items and resolve variances, provide accurate financial support schedules and reports for management and auditors, support process improvement initiatives by participating in system enhancements and finance projects, develop understanding of end-to-end business processes and document procedures and control activities