Associate Vice President, Financial Planning & Analysis

Co-operators; Guelph, Mississauga, Calgary; Hybrid; CAD 150,000 - 190,000; Full time

Benefits offered by this job

Training and development

Flexible work options

Well-being programs

Volunteer days

Total rewards package

Job summary

Co-operators is seeking an AVP, Corporate Financial Planning and Analysis to lead strategic financial analysis, planning, and reporting. You will guide expense and capex decisions, coordinate mergers/divestitures assessment, and align plans with senior partners to drive value.

You will manage a high-performing team, collaborate across multi-entity operations, and influence stakeholders with data-driven insights to advance corporate objectives.

Qualifications

• Minimum five years in financial services FP&A with leadership experience.
• Post-secondary degree in Accounting, Business or related discipline.
• Professional designation (CPA, CFA) or MBA preferred.
• Proven ability to lead and coach high-performance teams.
• Ability to synthesize complex data into actionable insights.
• Strong collaboration with business partners to support strategy.

Responsibilities

• Oversee selection and development of highly skilled, engaged teams.
• Lead creation of insightful reporting materials for stakeholders.
• Collaborate with partners to support strategic financial analysis.
• Lead annual Group financial plan and forecasts with Decision Support peers.
• Ensure robustness and accuracy of information gathering and reporting.

Skills

People leadership

Financial analysis

Strategic thinking

Cross-functional collaboration

Education

Accounting/Business degree

CPA/CFA/MBA designation

Job description

Company: CGL
Department: Financial Acctg Services
Employment Type: Temporary Full-Time (12 months)
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are 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 Corporate Financial Planning & Analysis 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, data-driven decisions. We think innovatively and strategically to solve business problems and strive to move our business forward.

The AVP, Financial Planning and Analysis supports Co-operators and its stakeholders through the development of financial plans and targets, the creation of insightful reporting materials and consulting operational areas to maximize effectiveness.

The responsibilities of the AVP, Corporate Financial Planning and Analysis includes strategic financial analysis and decision support on expense and capital management issues, plans and budgets, industry comparisons, support in the analysis of mergers, acquisitions and divestiture opportunities and coordination of consulting arrangements through the business. This individual is a key member of the Finance teams who works closely with the other Decision Support AVPs and Corporate business partners at all levels of leadership to lead the financial analysis required to support decision making.Our Corporate Financial Planning & Analysis 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, data-driven decisions. We think innovatively and strategically to solve business problems and strive to move our business forward.

How you will create impact:

• Oversee the selection and development of highly skilled, effective and engaged teams.
• Lead the creation of insightful reporting materials to communicate our results to stakeholders at all levels of leadership
• Work closely with business partners to lead the financial analysis required to support strategic decision making.
• Lead the creation of the annual Group financial plan and forecasts, including the alignment on and achievement of key objectives with Decision Support peers. Work with Corporate EVPs to deliver financial plans aligned to targets.
• Ensure the robustness, precision and effectiveness of information-gathering and report production

To join our team:

• You have a minimum of five (5) years of experience in the financial services industry and deep working knowledge in Financial Planning & Analysis.
• You have a post-secondary degree in Accounting, Business or a related discipline.
• You hold a professional accounting designation or appropriate professional qualifications (CPA, CFA, and/or MBA).
• You are an experienced people leader, well-skilled in leading and coaching a high-performance team with the ability to drive commitment, engage teams and remove obstacles.
• You have a demonstrated capacity to handle complex, diversified information, streamline it, and use it to generate actionable insights for your stakeholders.
• You have a strong ability to collaborate with business partners and provide financial analysis in support of their strategy.
• You have a highly developed understanding of operations, risk, opportunities, techniques and tools used to manage the financial aspects of a multi-entity, multi-line insurance organization.

How you will succeed:

• You initiate new strategies to capitalize on opportunities and lead the implementation of organizational change.
• You integrate complex information to identify solutions or solve problems and apply a strategic mindset to adjust business plans.
• You foster innovation and continuous improvement with a focus on client experience.
• You create a high-performance culture through alignment of your team’s work with organizational goals and successfully convey messages with a sense of positive advocacy.
• You develop others to ensure the evolving needs of the organization will be met and build effective relationships to achieve key business objectives.

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.
• You will travel occasionally

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 to be discussed with successful applicants . 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.