Job Description
The Individual Sales reporting and Analysis team is responsible for providing value added sales reporting and analytics to senior management, wholesalers and advisors for the Individual Insurance and Wealth business unit.
Reporting to the Manager, Individual Sales Reporting, the incumbent will be responsible for supporting the various reporting required for Insurance and Wealth products sold by the Career Sales Force and Wholesale Distribution areas. This role works closely with various business partners supporting the sales distribution channels and other members of finance.
Main Accountabilities:
• Prepare daily, weekly, monthly and quarterly reports required by various levels of management
• Prioritize timelines and manage the completion of production and adhoc requests from business partners
• Identify opportunities for operational efficiency and effectiveness improvements; and implement appropriate solutions
• Build...
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