Financial Analyst

Heartland Mutual Insurance•Waterloo, ON

20h•Hybrid

About The Position

At Heartland Mutual Insurance, we’re more than just a company — we’re a community. Proudly rooted in Ontario and Nova Scotia, we’re driven by a bold vision: to be the Best Mutual. Our team of passionate professionals doesn’t just follow the norm — we challenge it. We think differently, aim high, and deliver on our promise with a personal touch. Here, you’ll be part of a culture that values authenticity, embraces change, and empowers you to make a meaningful impact every day. Together, we bring our purpose to life by living our values and putting people first.

Requirements

University degree (Finance, Accounting, Economics) is preferred or equivalent experience.
2–3 years of experience in accounting, financial analysis, or FP&A
Demonstrated strength in oral, written and presentation communication skills.
Working knowledge of Microsoft Office, with advance proficiency in Excel.
Ability to work effectively independently and with others.
Maintain professional standards in stressful situations within a fast-paced environment and shifting priorities.

Nice To Haves

Working towards CPA designation is an asset.
Prior experience in Property and casualty (P&C) insurance experience is an asset
Experience with Microsoft GP (accounting system) an asset.

Responsibilities

Responsible for monthly journal entries and reconciliation of general ledger accounts
Assist with monthly and quarterly financial reporting activities
Reconcile Cheques Payable accounts to ensure accuracy and completeness.
Prepare monthly accounting entries for investments, personnel costs, Facility Association, pension, and other accounts based on source documents.
Assist with the monthly balance sheet account reconciliations and timely clearing of reconciling items
Communicate and coordinate with Pricing, Claims, Corporate Actuarial, and IT etc. team
Preparation of the interim and year-end audit working papers and assistance with audit coordination.
Support the testing and documentation of controls over financial reporting, and present findings to department managers.
Support the preparation of OSFI regulatory filings and schedules related to investments
Supervise and support Finance Co-op Student roles and responsibilities.
Support preparation of annual budget and forecasting.
Support ad hoc analysis and special projects as required.
Identify and assist with implementation of process improvement initiatives.