Senior Financial Analyst

Axis Insurance Managers Inc. dares to be Elite. We strive to be the best in our industry, helping people protect what matters most to them. We innovate. We collaborate. We push ourselves, and one another, to be more than we were the day before. To work with us means approaching each day with a passion for what you do, knowing that you make a difference – to your clients, to your colleagues, to yourself.

We’re looking for people who are continuously growing – from Good to Great, from Great to Elite.

We’re looking for YOU.

As Senior Financial Analyst a typical day might include:

• Supporting the FP&A team in budgeting, forecasting, long‑range planning, and monthly performance updates
• Preparing reporting packages, dashboards, and presentations for leadership
• Performing variance analysis and highlight key drivers, trends, and insights
• Assisting in financial modeling for business cases, ROI assessments, and potential acquisitions
• Contributing to M&A activities through financial analysis and integration support
• Translating complex data into clear insights for stakeholders
• Preparing and updating various management level reporting and presentations, including P&L variance commentary, operational performance reports, quarterly Townhall updates, practice group profitability reporting, and other ad hoc requests
• Budget reporting on departmental revenue and expenses vs monthly actuals
• Updating and maintaining Axis’ Financial Reporting Package (FRP) and Sales Reporting Dashboard for internal and external reporting
• Using AI‑powered and advanced analytics tools to improve reporting processes through automation and data workflow improvements
• Ad hoc financial modeling/analysis

You are passionate about:

• Providing friendly, professional service
• Making a positive difference to those around you
• Sharing ideas and working with a great team of proactive, innovative thinkers
• Learning, growing, and pushing past barriers
• Living with integrity
• Taking ownership of your work and actions

You’re outstanding at:

• Building relationships – with clients, with underwriters, with colleagues … YOU are a people person!
• Staying on top of priorities … know every deadline and live by your To-Do list!
• Paying attention to the little things that make a big difference … dot your I’s, cross your T’s, and check all your boxes to make sure it’s done right the first time!
• Managing your time … with deadlines looming, keep your cool, knowing you’ve got this!
• Proactively getting stuff done … follow up and follow through!
• Working behind the scenes to ensure an exceptional customer experience … knowing that the customer expects excellence … and so do you!

Must haves:

• Minimum 5 years of progressive experience in FP&A, corporate finance, or accounting
• Experience partnering with business leaders to understand operational needs and translate them into actionable financial insights
• CPA or MBA preferred
• Degree in Finance, Accounting, Business, Economics, or related field
• Insurance industry experience an asset
• Experience using the Epic broker management system an asset

What’s in it for YOU?

• Fun! From team-building activities to contests and giveaways, holiday parties to virtual/in-person social events, we believe in building connections, knowing that a happy team makes a happy workplace!
• Career potential & leadership opportunities. We pride ourselves on training and mentoring for success.
• Competitive Employee Benefits Plan. We offer medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for your & your family.
• Work/Life Balance. Our offices operate 8:30am – 4:30pm, so no evenings or weekends. And we offer competitive vacation time and flex work options, meaning more time for you to get out and do YOU.

We’re excited to meet YOU!

Axis Insurance Managers Inc. is committed to fostering a culture of mutual respect and inclusion, recognizing that our success is enhanced by diversity. We seek to recruit, develop, and retain top talent from a diverse candidate pool.