Senior Accounting Analyst, Savings & Retirement

Position Title: Senior Accounting Analyst, Savings & Retirement

Reports To: Manager, Pre-Need Insurance

Department: Savings & Retirement (S&R) Finance and Actuarial
Term: Permanent Full-Time


Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement. 


The Opportunity: Equitable is growing! We are seeking a detail oriented and analytical Senior Accounting Analyst to join our S&R Finance and Actuarial team!

Reporting to the S&R Manager, Pre-Need Insurance, the successful candidate will be responsible for preparing monthly accruals, reconciling general ledger accounts, preparing daily and weekly sales reports, validating claim payments and administration fees and supporting various accounting and reporting functions. This role requires strong Excel skills and offers the opportunity to work with Power BI which is considered an asset.

What you will be doing:

• Prepare and post monthly accruals in a timely manner.
• Perform reconciliation of general ledger accounts and ensure accuracy of financial data.
• Prepare daily sales reports and support semi-annual survey data collection and submission.
• Review and validate the payment of death claims.
• Process accounts payable and employee expense reports, ensuring compliance with company policies.
• Review and reconcile administrative fees and commissions relating to our pre-need funeral product.
• Prepare monthly sales concentration reports on the funeral homes.
• Prepare quarterly working paper and suspense account reconciliations with appropriate supporting schedules.
• Support S&R division accounting requirements and projects, as required.

What you will bring:

• Bachelor’s degree in accounting, Finance or a related field.
• Minimum of 3years of experience in an accounting or finance role with a focus on reporting, analysis and reconciliation.
• Solid proficiency in Microsoft Excel (pivot tables, vlookups, formulas).
• Knowledge of Power BI is an asset.
• Strong analytical skills with high attention to detail.
• Advanced communication and Interpersonal skills

What’s in it for you: 

• A healthy work-life balance with employee wellness top of mind 
• Annual bonus program, annual vacation allowance, and company-paid benefits program  
• An additional paid volunteer day each year so you can spend time giving back to the community 
• Immediate enrollment in the company’s pension program with employer matching 
• Employee resource groups that support an inclusive work environment 
• Tuition support and specialized program assistance  
• An onsite full-service cafeteria with a variety of daily options 
• Discounts on company products and services, and access to exclusive employee perks  
• Regular EQ Together events focused on company togetherness and collaboration

As part of the recruitment/offer process you will be required to:​ 

• Provide two professional references (minimum one supervisor and above) 
• Complete an assessment and/or testing