Senior Analyst, PI Operational Planning & Analysis

Definity Financial; Vancouver; Hybrid; CAD 58,000 - 107,000; Full time

Job summary

A leading insurance company in Canada is seeking a Senior Analyst for PI Operational Planning & Analysis. This role involves providing financial insights, supporting business planning, and ensuring accurate reporting to senior leaders. The ideal candidate will have a strong analytical background and excellent communication skills, along with experience in financial management reporting. The company promotes a diverse and inclusive work environment, offering a hybrid work model and various employee benefits.

Benefits

Company share ownership program

Pension and savings programs

Paid volunteer days

Educational resources and tuition assistance

Wellness and recognition programs

Qualifications

• 3-5 years of relevant experience in financial management reporting and business performance analysis.
• Ability to interact with senior executives and cross-divisional leaders.

Responsibilities

• Report on Key Performance Indicators and provide insights to stakeholders.
• Maintain financial modeling templates and conduct variance analysis.
• Prepare timely divisional business performance reporting.

Skills

Analytical Expertise

Communication

Attention to Detail

Education

University degree in Accounting, Business, Finance, Actuarial, Math / Statistics

Tools

Excel

PowerPoint

SQL

Job description

Reporting to the Senior Manager, PI Operational Planning & Analysis, the Senior Analyst, PI Operational Planning & Analysis is responsible for providing key internal stakeholders with value-added, business performance insights and financial projections to assist in their decision-making process for managing the day-to-day and long-term business needs of the Personal Insurance business lines.

The analytical support provided by this role enables Senior Leaders within Personal Insurance (PI) to understand the impact of their decisions. Supporting the annual business planning process and quarterly reforecasts will be a critical part of the role. This role is also responsible for supporting divisional performance reporting and providing financial insights to support senior leaders' business decision-makings.

What can you expect in this role?

• Report on Key Performance Indicators and provide insights on a periodic basis (weekly, monthly / quarterly) to key internal stakeholders in PI
• Maintain financial modeling templates that support the development of annual budgets and quarterly reforecasts for PI. Conduct variance analysis between actual and budgeted figures on an ongoing basis and make enhancements to the modeling templates to improve precision and efficiency.
• Enter forecasts data into the Finance's planning system and perform reconciliation work to ensure accuracy and consistency of financial forecasts.
• Support the preparation of reports or presentations required for the business planning and quarterly reforecasts cycle.
• Preparing timely and accurate divisional business performance reporting for both internal (Board of Directors, senior management) and external (investors, regulators and auditors) stakeholders
• Review financial operating results to identify key trends, variances, and measure financial results against budget and forecasts.
• Support the implementation of special projects and continuous improvements initiatives to strengthen the business planning cycle in Personal Insurance.
• Preparing ad-hoc analysis and reports on a timely manner to all queries from stakeholders, as required

What do you bring to the role?

• University degree in Accounting, Business, Finance, Actuarial, Math / Statistics or related program
• 3-5 years of relevant, full-time experience financial management reporting and business performance analysis
• Superior written and verbal communication / presentation skills and ability to interact with senior executives and other cross divisional leaders in the organization
• Recognized accounting, insurance, or actuarial designation an asset
• Excellent knowledge of Excel and data modelling, as well as PowerPoint is required
• Experience with quantitative software applications including SQL would be an asset
• Experience with P&C insurance would be an asset
• Proven record of analytical expertise and excellent attention to detail
• Ability to work in a team or independently with minimal supervision
• Self-motivated and consistently demonstrates an ability to take initiative on any issue

Salary Range : $58,100 - $106,900

About Us

Interested in this role, but don't meet every requirement? We encourage you to apply! We know from experience that a candidate doesn't need 100% of the qualifications listed to bring incredible value to our team. We're actively seeking diverse backgrounds and perspectives to help us make insurance better. At Definity, inclusion, diversity, and equity aren't just "nice to have" - they're essential to our success.

What's in it for you?

• Company share ownership program
• Pension and savings programs, with company-matched RRSP contributions
• Paid volunteer days and company matching on charitable donations
• Educational resources, tuition assistance, and paid time off to study for exams
• Focus on inclusion with employee groups, support for gender affirmation surgery, access to BIPOC counsellors, access to programs for working parents
• Wellness and recognition programs
• Discounts on products and services

Actual salary for the role may vary depending on work location of the successful candidate and other factors including but not limited to, skills, education, experience, working conditions and the local labour market. In addition to base pay, eligible employees may participate in various incentive plans which are paid out at the discretion of the company and subject to individual and company performance.

Go ahead and expect a lot - you deserve it.

It's better here - but don't take our word for it. Definity was named by Great Place to Work as one of the Best Workplaces in Canada for women, for youth, and for inclusion.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know by contacting [e-mail].

Background checks

This role requires successful clearance of background checks (including criminal checks and leadership references).

LI-Hybrid

IND1

About the Team

Definity is the parent company to some of Canada's most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada's leading and most innovative property and casualty insurers. We can't do that without our people, so we embrace and encourage a culture that's collaborative, ambitious, rewarding, and empowering.

We offer a flexible, hybrid work experience where employees work from the office and virtually depending on the type of work they are doing and who they are working with. Bring your true self and be a part of our journey. It's better here.

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