Manager, Financial Analysis & Reporting
Top Benefits
About the role
Company: CLIC
Department: Fin Planning & Analysis Employment Type: Regular Full-Time Work Model: Hybrid (2 days in office) Language: This role operates in English.
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 Life Operations 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 Analysis & Reporting is responsible for the design, production and delivery of the financial plan and in-depth analysis to support financial decision-making by the Life Operations function. 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 YOU WILL 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 business partner 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.
- 5 years of previous experience in Finance / insurance and/or analytical fields.
- Experience in Life Operations is an asset.
- You have strong financial acumen.
- Experience in Oracle and Power BI 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.
Not the right fit? Search for Manager, Financial Analysis & Reporting jobs in Burlington, Ontario, Canada
About Co-operators
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations.
We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming.
With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.
Similar Jobs
Manager, Financial Analysis & Reporting
Top Benefits
About the role
Company: CLIC
Department: Fin Planning & Analysis Employment Type: Regular Full-Time Work Model: Hybrid (2 days in office) Language: This role operates in English.
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 Life Operations 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 Analysis & Reporting is responsible for the design, production and delivery of the financial plan and in-depth analysis to support financial decision-making by the Life Operations function. 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 YOU WILL 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 business partner 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.
- 5 years of previous experience in Finance / insurance and/or analytical fields.
- Experience in Life Operations is an asset.
- You have strong financial acumen.
- Experience in Oracle and Power BI 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.
Not the right fit? Search for Manager, Financial Analysis & Reporting jobs in Burlington, Ontario, Canada
About Co-operators
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations.
We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming.
With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.