Manager, Financial Planning & Analysis

Company: CGL Department: Financial Acctg Services Employment Type: Regular Full-Time Work Model: Hybrid (2 days in office) Language: English is required, French is an asset. Additional Information: This role is currently vacant The Opportunity We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities. Our national Finance team aspires to create, enhance, and protect value for our organization and its stakeholders. Our knowledgeable team educates and influences the organization to make well-informed, risk-based decisions. We think innovatively and strategically to solve business problems and strive to move our business forward with practical, integrated processes and tools that ensure organizational success. The Manager, Financial Planning & Analysis is responsible for the design, production and delivery of the financial plan and in-depth analysis to support financial decision-making by Shared Service Management functions. This role leads a team of finance professionals who partner with management teams to assist with their initiatives including development of financial models, execution of the financial plan, forecasting financial results/trends and business case development. How To Create Impact Lead the annual financial planning cycle including design, consolidation, preparation, and maintenance of data, models, and schedules related to the planning and forecasting cycles. Provide expertise and leadership in the development of financial models and templates to support decision making and what-if scenario modelling. Perform ad-hoc analysis as requested by management and to resolve key questions around future strategy/opportunities and the impact on financial performance. This individual will work closely with business partners at all levels of leadership to perform, collaborate and/or execute on the financial plan. Oversee the selection and development of highly skilled, effective and engaged staff members in the accomplishment of department goals and objectives. How You Will Succeed You build trusting relationships and provide feedback to enable the successful development of your team and colleagues. You foster innovation and continuous improvement with a focus on client experience. You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals. You successfully convey messages and demonstrate openness to exploring alternative points of view. You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities. To Join Our Team Completion of a University degree is required in either Business Administration, Economics, Finance or Analytical specializations. Having a designation in CPA, CFA, or MBA is considered to be an asset. Having a certificate in CIP is also considered to be an asset. 5 years of previous experience in Finance / insurance and/or analytical fields. You have strong financial acumen. Experience in Oracle, MicroStrategy, and VBA is an asset. What You Need To Know You will be subject to a Background check as a condition of employment, in the event you are the successful candidate. What’s in it for you? Training and development opportunities to grow your career. Flexible work options and paid time off to support your personal and family needs. A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture. Paid volunteer days to give back to your community. In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program. Salary information Expected salary range $91,058 to $151,764 Salary placement The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education. Incentive/Variable pay Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

The role is responsible for designing and delivering financial plans and in-depth analysis to support decision-making for Shared Service Management. It involves leading a team of finance professionals to develop financial models, execute planning cycles, and forecast financial trends.

Requires a university degree in Business, Economics, or Finance with at least 5 years of experience in finance, insurance, or analytical fields. Professional designations such as CPA, CFA, or MBA are considered assets.

• Training and development opportunities • Flexible work options • Paid time off • Physical and mental health programs • Paid volunteer days • Group retirement savings plans • Pension • Health and wellness benefits • Dental coverage • Disability coverage • Life coverage • Mental health support • Employee assistance program

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Financial Analysis
• Financial Modeling
• Forecasting
• Business Case Development
• Scenario Modelling
• Strategic Thinking
• Team Leadership
• Oracle
• MicroStrategy
• VBA
• Financial Acumen
• Stakeholder Management
• Change Management
• Critical Thinking

Minimum education

Bachelor’s degree

Minimum experience

5+ years

Apply by

Aug 26, 2026