Heartland Mutual Insurance

Financial Analyst

Heartland Mutual Insurance  •  $56k - $84k/yr  •  Waterloo, CA (Hybrid)  •  26 days ago
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Job Description

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.

What you will do…
• 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.
What you will bring…
• University degree (Finance, Accounting, Economics) is preferred or equivalent experience.
• 2–3 years of experience in accounting, financial analysis, or FP&A
• Working towards CPA designation is an asset.
• Prior experience in Property and casualty (P&C) insurance experience is an asset
• Demonstrated strength in oral, written and presentation communication skills.
• Working knowledge of Microsoft Office, with advance proficiency in Excel.
• Experience with Microsoft GP (accounting system) an asset.
• Ability to work effectively independently and with others.
• Maintain professional standards in stressful situations within a fast-paced environment and shifting priorities.
• Flexible work hours may be required during peak reporting periods.
The salary range for this role is $56,000 - $84,000. The salary for the successful candidate will be determined by various factors including but not limited to an individual’s relevant experience, knowledge, skills, along with internal equity, and market considerations.
What we offer...
In return, we’ll give you countless opportunities to learn and grow. You’ll be empowered to be your best self, do your best work, and make a meaningful impact. Here, you can help shape the future of insurance, win as a team, and grow with us.
At Heartland our benefits are great and include not only health and dental coverage, but also a generous pension plan. All staff members share in our company’s success through our incentive plan. And with our hybrid work model, you get the best of both worlds – the ability to collaborate and connect with great colleagues and to enjoy the benefits of working from home.
Intrigued? We can’t wait to hear from you!

What’s in it for You:
• A Supportive Team: We’re not just a workplace, we’re a community. We are small but mighty, we believe in the power of connection, purpose, and belonging.
• Comprehensive Total Rewards: Enjoy a competitive compensation package made up of base salary and bonus, health and wellness benefits, pension plan, paid time off, and so much more.
• Inclusive Culture: Work in an environment that embraces diversity, equity, inclusion and belonging.
• Career Growth & Development: Take advantage of continuous learning opportunities and stretch assignments.
• Make an Impact: Play a key role in helping customers navigate challenging situations with empathy and expertise.

This job posting is for an existing vacancy within Heartland.

Accommodation is available on request for candidates taking part in all aspects of the selection process.

We do not use artificial intelligence or automated decision-making tools in any part of our hiring process. All applications are reviewed by our Talent Acquisition team to ensure fairness and transparency.

At Heartland Mutual Insurance, you’re empowered to thrive. Whether it’s your career, your well-being, or your future, we've got you covered.
Heartland Mutual Insurance

About Heartland Mutual Insurance

Heartland Farm Mutual Inc. became a legal entity, formed from the merger of North Waterloo Farmers Mutual and Oxford Mutual. These two parent companies brought together long-standing experience in serving Ontario’s insurance needs. In August 2021, Heartland Farm Mutual amalgamated with The Kings Mutual Insurance Company of Berwick, Nova Scotia. The Kings Mutual Insurance Company has been fulfilling the needs of residential, commercial, and agricultural policyholders in Nova Scotia since 1904.

Heartland Farm Mutual is in your community. Whether you're in agriculture, a business owner or a homeowner, more than ever, people like you appreciate the value of the mutual insurance alternative.

Our Vision

To be the leading Mutual dedicated to fulfilling our promise with a personal approach.

Our Mission

Providing tailored insurance solutions through exemplary customer experience-building on our legacy of protecting agribusiness and communities.

Our Values

• Integrity – Our strong moral principles are demonstrated by our commitment to honesty and fairness in all our interactions.

• Diversity and Inclusion – We recognize and appreciate diversity and value the contributions of all by fostering an inclusive environment.

• Accountability – We deliver on our promises and assume ownership of our actions.

• Community & Environment – We contribute positively to improve the quality of life and the sustainability of our communities.

• Progressive – We seize value opportunities and embrace change.

• Customer Focus – We focus on providing the best customer experience and create outcomes that deliver long term value.

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
Waterloo, CA
Year Founded
1874
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