Life Insurance Advisor Remote

Position: Life Insurance Advisor | Training Provided | Remote
Monday–Friday | 8:00 AM–4:30 PM Mountain Time.

Years of Progressive Financial/Accounting Experience.

We are seeking an experienced Financial Analyst to provide financial accounting, analysis, and rep... Show more
CA $50,000.00–CA$ yearly
Remote
Full-time
Build a Career That Changes Lives.

What if your next career wasn't just another job?.At Serenia Life Financial, you'll help Canadian families protect what matters most while building a rewarding c... Show more

Location:

Alberta, Canada
Job Type:  Contract / Temporary

Schedule:

Monday–Friday | 8:00 AM–4:30 PM Mountain Time

Experience:

5+ Years of Progressive Financial/Accounting Experience
Professional Designation:  CPA or Actively Pursuing CPA

Position Overview
We are seeking an experienced Financial Analyst to provide financial accounting, analysis, and reporting support within a large and complex organization.
This role will support a broad range of finance and accounting functions, including financial reporting, general ledger accounting, budgeting, forecasting, variance analysis, grant and revenue reporting, reconciliations, internal controls, audit support, and month-end/year-end close activities.
This is not solely an FP&A-focused position. Candidates should have a strong foundation in financial accounting and reporting, with hands‑on experience preparing journal entries, performing detailed reconciliations, analyzing financial statements, and producing accurate financial reports under tight deadlines.

Key Responsibilities
Prepare and support monthly, quarterly, and annual financial reporting.
Prepare financial statements, supporting schedules, and financial statement notes.
Perform general ledger account reconciliations and investigate discrepancies.
Prepare and process journal entries.
Analyze financial statement variances and identify the underlying causes.
Perform balance sheet, cash flow, net debt, and accumulated surplus analysis.
Support month-end and year-end financial close activities.
Reconcile revenue accounts and restricted funding receipts.
Assist with operating and restricted‑fund accounting.
Prepare variance analyses and complex financial reports.
Support grant and restricted‑fund reporting.
Monitor deferred revenue and grant balances, including expiring funding.
Assist with fixed‑asset and capital‑revenue accounting.
Support payroll, banking, and balance‑sheet account reconciliations.
Support subledger interfaces, billings, and remittances.
Assist with internal and external audit requests.
Prepare supporting schedules, worksheets, reconciliations, and documentation for auditors.
Support Chart of Accounts maintenance.
Assist with time‑sensitive financial reporting and regulatory reporting deliverables.
Ensure financial information is accurate, complete, and compliant with applicable accounting standards and organizational policies.
Work collaboratively with finance teams and stakeholders to resolve accounting and reporting issues.
Manage multiple priorities while meeting strict reporting deadlines.

Required Qualifications & Experience
Minimum 5 years of progressive financial/accounting experience.
CPA designation or actively pursuing CPA designation.
Strong background in financial accounting and financial reporting.
Experience analyzing financial statements and financial data.
Strong General Ledger (GL) and account reconciliation experience.
Hands‑on experience with month‑end and year‑end close.
Experience preparing and processing journal entries.
Strong variance analysis and financial analysis skills.
Advanced proficiency in Microsoft Excel.
Experience working with financial systems and database applications in a large or complex organization.
Ability to prepare complex financial reports, reconciliations, and analyses.
Ability to work independently with limited…