Insurance Finance - Manager, Business Planning & Analysis

RBC; Mississauga; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian banking institution is seeking a financial analysis professional in Mississauga to provide decision support to Insurance and Finance teams. The role involves preparing financial reports, facilitating budget forecasts, and improving insurance reporting processes. Candidates should have a professional accounting designation, at least 3 years of finance experience, and strong Excel skills. Join a dynamic team dedicated to delivering trusted advice within a collaborative environment.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Development opportunities

Qualifications

• Minimum of 3 years of financial services industry experience in progressive finance roles.
• Understanding of Insurance products and insurance accounting.
• Excellent working knowledge of all Windows based software.
• Client centric focus with strong initiative and self-motivated.

Responsibilities

• Prepare monthly financial advisory packages for senior management.
• Facilitate the forecast, planning & analysis (FP&A) process for Insurance.
• Coordinate financial information for executive presentations.

Skills

Budget Management

Communication

Financial Planning and Analysis (FP&A)

Process Management

Professional Presentation

Education

Completion of a recognized professional accounting designation (CPA: CA, CGA, CMA) or MBA

Tools

Excel

Job description

Job Description

What is the Opportunity?

In this role you will be responsible to provide financial decision support to Insurance and Finance business partners by presenting financial analysis and reporting requirements. You will be responsible for contributing to the monthly and quarterly reporting for Insurance Finance. The successful candidate acts as the key point of contact for financial reporting and analysis within their portfolio. The ability to manage multiple deliverables and engage with other teams across both Finance and Insurance are key success factors.

What will you do?

• Prepare monthly financial advisory packages for the Insurance senior management team and Performance Management that focus on business drivers and highlight opportunities and risks to long-term business objectives.
• Facilitate the forecast, planning & analysis (FP&A) process for Insurance, including periodic forecasts, annual planning, and 5 year planning.
• Prepare and review financial statement notes in accordance with IFRS and RBC reporting standards.
• Apply business and application knowledge to facilitate problem analysis across the financial reporting applications. Identify solutions and develop creative options that are aligned with business strategies and tactics.
• Co-ordinate financial information for executive presentations.
• Fulfilling the needs of senior management for a variety of constant ad hoc reports relating to actual, forecast and plan, including strategic initiatives.
• Work with other members of the Reporting and Forecasting team to streamline and improve the timeliness and accuracy of consolidated RBC Insurance reporting processes, including use of new technology.
• Work closely with business partners to proactively develop and consistently improve upon the information needed to support the management of the RBC Insurance business.

What do you need to succeed?

Must-have

• Completion of a recognized professional accounting designation (CPA: CA, CGA, CMA) or MBA or equivalent experience
• Minimum of 3 years of financial services industry experience in progressive finance roles
• Understanding of Insurance products and insurance accounting.
• Excellent working knowledge of all Windows based software with exceptional Excel skills and experience across financial analytic systems
• Excellent planning and forecasting, management reporting, business advisory support skills
• Client centric focus with strong initiative and self-motivated
• Excellent communication and interpersonal skills

Nice to Have

• Experience with RBC financial systems and analytical tools.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation.
• Leaders who support your development through coaching and managing opportunities.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.

Job Skills

Budget Management, Communication, Financial Planning and Analysis (FP&A), Process Management, Professional Presentation

Additional Job Details

Address: MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City: Mississauga

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: OFFICE OF THE CFO

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-12-02

Application Deadline: 2026-01-30

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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