Financial Planning & Analysis Business Partner

Westland Insurance Group; Surrey; Hybrid; CAD 100,000 - 120,000; Full time

Benefits offered by this job

An open, flexible and welcoming workpf

Plenty of growth and learning

Autonomy to own your own success

Inclusive culture with diverse talents

Total rewards program for financial/bi

Flexible Values Days

Volunteer Days

Job summary

Westland Insurance Group is seeking a Financial Planning & Analysis Business Partner to lead FP&A for assigned business areas, partnering with leaders to connect goals and day-to-day operations with financial performance.

You'll own budgeting, forecasting, and scenario development, challenge assumptions, and present insights to senior leaders to inform decisions. Experience with Workday Adaptive Planning and Power BI is an asset.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Commerce or related field.
• 7+ years of progressive FP&A, budgeting, forecasting or finance business partnering experience.
• Strong understanding of financial statements, budgeting, forecasting and driver-based planning.
• Analytical thinker who can translate complex data into practical recommendations and present to senior leaders.

Responsibilities

• Lead budgeting, forecasting, and recurring planning activities for assigned business areas; coordinate inputs, challenge assumptions, and develop scenarios.
• Partner with business leaders through monthly and quarterly financial reviews; identify trends, risks, and opportunities.
• Translate strategies into financial forecasts, multi-year outlooks, and investment priorities with measurable performance expectations.
• Build and maintain financial models, dashboards, and performance measures linking results to operational drivers.
• Collaborate with Finance, Accounting and business teams to validate reporting accuracy and provide clear recommendations on resource allocation.
• Identify opportunities to improve planning processes, data quality and analytical workflows using tools like Workday Adaptive Planning and Power BI.

Skills

Analytical thinking

Communication skills

Stakeholder collaboration

Financial modelling

Forecasting

Attention to detail

Education

Bachelor's degree in Finance/Accounting/Business/Commerce

CPA designation preferred

Tools

Power BI

Workday Adaptive Planning

Automation tools

Job description

We’re searching for a Financial Planning & Analysis Business Partner. Are you searching for new possibilities?

Are you a finance professional who loves digging into the details, spotting trends, and finding ways to make financial information more useful? At Westland, we're looking for a Financial Planning & Analysis Business Partner to bring a fresh perspective to how we plan, measure, and understand business performance. You'll combine your analytical skills with a strong understanding of the business to identify risks, uncover opportunities, and help leaders make confident decisions. You'll also have the chance to explore new tools and technologies that make financial planning smarter and more efficient.

Expected Compensation: The expected hiring range for this role is $100,000 to $120,000 based on a 35 hour work week. Actual offered salary will depend on the successful candidate’s qualifications and experience, as well as market conditions for the role, and internal equity.

Westland also offers a competitive annual short-term incentive program that enables employees toshare inthe rewards of the business and emphasizes the measures that are key to our success.

Westland is committed to continuous learning where employees can grow their potential and write the stories of their careers. Financial assistance is available for approved work-related training/development courses leading to certification, and programs that offer professional development, including seminars and conferences.

Discover what’s possible, with Westland.

Westland’s story is all about growth, and our Financial Planning & Analysis team plays an important role in helping us get there. By partnering with business leaders, understanding what drives performance, and turning financial data into meaningful insights, this role helps shape our plans, guide decisions, and identify opportunities for continued growth.

As Financial Planning & Analysis Business Partner, you'll take ownership of FP&A support for your assigned business areas, working closely with leaders to connect their goals and day-to-day operations with financial performance. You'll lead financial reviews, challenge assumptions, and develop forecasts and scenarios that help the business prepare for what's ahead. This is an opportunity to step beyond traditional reporting and become a go-to partner who helps shape plans, influence priorities, and drive continuous improvement across the organization.

Interested in learning more?

Why you'll love Westland:

• An open, flexible and welcoming workplace
• Plenty of opportunities to grow and learn
• Autonomy to own your own success
• Be part of our inclusive culture, alongside an extraordinarily talented community of people with a wide variety of backgrounds

• A total rewards program that takes care of your financial, physical, and mental health
• Flexible paid Values Days to celebrate days important to you
• Paid Volunteer Days for employees as part of Amplifying Communities, a program to support causes that matter most to our employees and clients

Why we'll love You:

• You have a bachelor’s degree in Finance, Accounting, Business, Commerce, or a related field, along with 7+ years of progressive experience in FP&A, budgeting, forecasting, financial analysis, or finance business partnering. A CPA designation is preferred.
• You have a strong understanding of financial statements, budgeting, forecasting, variance analysis, management reporting, and driver-based planning.
• You’re highly analytical, with advanced Excel and financial modelling skills, including experience developing scenarios, sensitivity analyses, and multi-year forecasts.
• You’re a strong communicator who can translate complex financial information into clear, practical recommendations and present insights confidently to senior business leaders.
• You know how to build relationships, challenge assumptions constructively, and influence decisions while working across multiple teams and competing priorities.
• You’re curious about how technology can improve the way we work, with experience in planning tools, business intelligence, automation, data visualization, or AI-enabled productivity tools considered an asset.

Once here, you'll:

• Lead budgeting, forecasting, and recurring planning activities for assigned business areas; coordinating inputs, challenging assumptions, and developing scenarios to support informed business decisions.
• Partner with business leaders through monthly and quarterly financial reviews, helping them understand performance, identify trends and emerging risks, and determine opportunities for improvement.
• Translate business strategies and operational plans into financial forecasts, multi-year outlooks, investment priorities, and measurable performance expectations.
• Build and maintain financial models, reports, dashboards, and performance measures that connect financial results with operational drivers and provide meaningful insight into future performance.
• Collaborate with Finance, Accounting, and business teams to analyze financial and operational data, validate reporting accuracy, and provide clear recommendations on business decisions, initiatives, and resource allocation.
• Identify opportunities to improve planning processes, data quality, and analytical workflows, using tools such as Workday Adaptive Planning, Power BI, automation, and AI-enabled capabilities to strengthen forecast accuracy and deliver timely, reliable financial insights.

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