Finance Technician

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Job description

Duration: 12 month Fixed term contract

Location: Potters Bar

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers.
Job Purpose
As a Finance technician at Canada Life you will be preparing regular management information (MI) reports (both financial & operational) including but not limited to reconciliations, data error reports, earnings analysis and key financial indicators. You will ensure that financial data is understood, controlled and fully reconciled back to source data and systems (e.g. Bank , General Ledger, Policy Administration, investment administration etc). You will also have opportunity to implement and administer agreed procedures and processes to ensure key performance indicators/service standards are met.

Key Accountabilities
- Preparation and development of existing management information (MI) reports (both financial and operational) including monthly financial controls MI.
- To ensure that data relating to the business is understood, controlled and fully reconciled back to source data and systems
- To support the business with data gathering for internal investigations and projects. To extract and present data in an understandable way for internal customers.
- To assist in the creation of new and amended regular reports and MI, when requested by the business.
- Continual review of internal processes to ensure sufficient control and efficiencies exist. To identify any weaknesses in processes and be able to suggest and assist in the implementation of any changes. This will involve working alongside colleagues in operational areas in order to ensure sufficient controls will be in place.
- Processing and monitoring of shared services invoices

Desired Knowledge / Experience / Skills
• Can accurately record and input financial information for immediate line management.
• Demonstrates a methodical approach to analysing information and problem solving
• Ability to deliver work to a high standard under tight time pressure with attention to detail
• Has the ability to develop and maintain relationships, acting with integrity and role modelling the company values at all times.
• Can clearly communicate ideas and information
• Able to effectively plan, organise and execute their own work with supervision, making management aware of conflicting priorities and readjusting their workload accordingly.
• Good problem-solving skills and attention to detail, being able to identify issues and interdependencies.
• Can make some decisions independently in order to progress issues but able to exercise sound to assess when matters need to be escalated.
• An interested and inquisitive individual who is committed to their own ongoing professional and personal development
• GCSE Maths (or equivalent) Grade 6 or above
• May be studying AAT qualification

What you'll like about working here

As a Canada Life UK colleague, you'll receive a competitive salary and comprehensive reward package including income protection, private medical insurance and life assurance, along with a generous pension and bonus scheme. You'll also receive the support you need with your personal and professional development.

Diversity and inclusion

Canada Life is committed to a diverse and inclusive workplace. Our role as an employer of choice is to provide the right environment for talented people to do their best work, by respecting, understanding and valuing individual differences