Manager, Financial Planning and Analysis

Green Shield Canada (GSC); Ontario; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a strategic and analytical Manager of Financial Planning and Analysis to enhance their financial initiatives. This role is crucial for developing the Annual Operating Plan, delivering insightful management reports, and leading a dedicated team. The ideal candidate will have extensive experience in financial planning within the health and benefits sector, showcasing strong analytical skills and a passion for driving business performance. Join a purpose-driven organization that values inclusivity and personal growth, where your contributions will significantly impact the health of all Canadians.

Benefits

Health and Dental Benefits

Professional Development Opportunities

Flexible Work Arrangements

Employee Assistance Program

Diversity and Inclusion Initiatives

Qualifications

• 7+ years in financial planning or health and benefits insurance roles.
• Strong analytical skills and proficiency in financial modeling.

Responsibilities

• Lead the Annual Operating Plan process and collaborate across teams.
• Deliver insightful financial reports and conduct variance analysis.
• Mentor and develop the financial planning team for improved performance.

Skills

Financial Planning and Analysis

Budgeting

Forecasting

Data Analysis

Team Leadership

Advanced Excel

Communication Skills

Education

Bachelor’s degree in Finance, Accounting, or related field

Master’s degree

FSA/ASA or CPA designation

Tools

Financial Modeling Software

Dashboard Tools

Job description

WHO WE ARE
When it comes to health, we’re always looking for ways to push for better. It’s why we were founded in the first place. In 1957, our founder, pharmacist William Wilkinson, witnessed a mother sacrifice her health by forgoing her own medicine to pay for her sick daughter’s prescription. He knew there had to be a better way. So, he introduced North America’s first prepaid drug plan, and GreenShield was born as a not-for-profit with a mission to support better health for all Canadians.

We aren’t just a health and benefits company. We’re the only not-for-profit social enterprise that brings worlds of coverage and care together, all in one place.
We’re noble challengers, purposefully building a better way and we need the best people to help us create a more holistic approach that takes care of the mind and body.

Our mission is to create better health for all Canadians, and we know that starts with our employees.

THE ROLE IN A NUTSHELL

We are seeking a strategic and analytical Manager of Financial Planning and Analysis (FP&A) to lead our financial planning initiatives and provide valuable insights to drive business performance from a revenue and margin perspective. This role, reporting into the Director of Financial Planning and Analysis, will be pivotal in planning, developing and monitoring our Annual Operating Plan (AOP), producing management reporting, and preparing for Quarterly Business Reviews (QBRs) to support informed decision-making across the organization.

Roles and Responsibilities:

1. Annual Operating Plan (AOP) Development:
   1. Plan and oversee the end-to-end AOP process, establishing timelines, deliverables, and key milestones to ensure seamless execution.
   2. Support the budgeting, forecasting and strategic planning process through data collection, assumption setting, scenario analysis and revenue/sales target setting activities.
   3. Collaborate with cross-functional teams to align the AOP with organizational goals and strategic revenue/margin generating initiatives.
   4. Present the AOP to senior management, articulating the underlying assumptions, methodologies and strategies used in the projections.
2. Management Reporting:
   1. Deliver insightful monthly financial reports that provide a deep analysis of business performance, highlighting key drivers of revenue and expenses.
   2. Conduct variance analysis to identify revenue and claims trends, anomalies, and opportunities for improvement, providing actionable recommendations to business leaders.
   3. Partner with departments to understand their financial needs and tailor reporting solutions that enhance their operational decision-making.
   4. Develop clear, concise visual dashboards and reports that communicate complex financial data in a user-friendly manner for non-finance professionals.
3. Quarterly Benefit Reviews (QBR):
   1. Organize and prepare QBR materials for the Executive Committee, showcasing progress against strategic and operational initiatives.
   2. Monitor and report on key performance indicators (KPIs) and metrics that measure success and inform future strategic direction.
4. Team Management and Leadership:
   1. Lead, mentor, and develop the team, providing guidance, feedback, and training to enhance their skills and performance.
   2. Set OKRs, conduct performance evaluations, and facilitate professional growth opportunities for team members.
   3. Foster a collaborative and positive work environment.

WHO WE'RE LOOKING FOR

We’re not looking for just anyone. We’re looking for a unique individual with a big brain and a big heart who wants to help us create better health for all Canadians.

• Bachelor’s degree in Finance, Accounting, Mathematics, Actuarial Sciences, or a related field. Master’s degree would be an asset.
• 7+ years of experience in either a Health and Benefits Insurance role (actuarial, consulting, pricing, etc.) or financial planning and analysis, budgeting related roles.
• FSA/ASA or CPA designation or equivalent.
• 5+ years of management experience.
• Strong analytical skills with the ability to interpret complex financial data and communicate findings effectively.
• Proficiency in financial modeling, forecasting, and advanced Excel.
• Ability to prioritize tasks effectively, demonstrating flexibility in managing workload demands and handling multiple tasks as required.
• Excellent attention to detail and accuracy, with a focus on meeting deadlines.

THE CULTURE
We believe a career should be meaningful. Not just a means to earn a living. Our culture is one where everyone's voice is heard and valued. Because that’s what it takes to create better health for all. We dare to challenge the status quo. And we’re driven by people who have challenged theirs. We believe that your workplace should empower you to be the best version of yourself. That’s why we provide a place where you can be inspired, challenged, and rewarded.

Where your growth means our growth.
Where your voice is heard and valued.
Where your work has purpose. And purpose matters.

We believe our people are critical to our overall success. Inclusivity makes us a stronger, smarter and more informed organization. Being intentionally inclusive of diverse backgrounds, perspectives and experiences will enhance our company culture to positively impact how we support our communities. A career at GreenShield isn’t just about personal achievements, it's about making a difference together.

Here’s to Better Health for All!

A FEW MORE DETAILS
Proficiency in English is required for this position. As part of this role, you will be required to communicate with colleagues or customers who use English as their primary language. By requiring English proficiency for this position, we aim to ensure that our employees can excel in their roles, collaborate, and communicate effectively, and contribute to the success of our organization.

GS supports diversity, equity and inclusion in our teams and communities, and we value the unique contributions made by all. Even if your experience doesn’t align perfectly to every requirement, we invite you to apply. We encourage applications from all candidates and will accommodate needs under human rights legislation throughout all stages of the recruitment and selection process. Please let us know of any accommodation through [e-mail]. Information received relating to accommodation will be addressed confidentially.

Providing this information gives GS consent to use your personal information to assess your suitability for specific positions, future opportunities or for your personnel file. Your résumé will be held in strict confidence and will be viewed only by the Organization. Information may be stored outside of Canada and could be used for aggregate statistical purposes (which uses no personal identification).