Project Management Office (PMO), Financial Specialist

The Canada Life Assurance Company; London; On-site; CAD 79,000 - 132,000; Full time

Benefits offered by this job

Career development reimbursement

Health & dental benefits

Mental health benefit

Volunteer day

Pension plan

Share ownership

Employee recognition

Job summary

Canada Life is seeking a PMO Financial Specialist to support project forecasting and reporting within the TPMO. Located in Toronto, London or Winnipeg, you will reconcile Clarity and SAP data and provide clear financial insights for project managers and stakeholders.

You will partner with Technology Finance, PMO and Procurement to streamline processes, maintain data integrity, and develop user guidelines and training materials to ease onboarding for project teams.

Qualifications

• Bachelor’s degree or professional certification; 2+ years in Finance/Accounting.
• Experience with project managers and PMO teams.
• Hands-on experience with project portfolio management systems, ideally Clarity.
• Understanding of the project management lifecycle and agile methodologies.

Responsibilities

• Understand project financial processes from start to finish.
• Facilitate monthly reviews of PM forecasts and ensure Clarity data reliability.
• Reconcile project spend between Clarity and SAP; identify variances and controls.
• Develop solutions to simplify project forecasting with Clarity.
• Support bulk adjustments with Global Technology Finance while reducing their need.
• Create user guidelines and training materials for TPMO users.

Skills

Finance background

PMO collaboration

Clarity

SAP

Agile

Data analysis

Requirements gathering

Forecasting

Reporting

Education

Bachelor’s degree or professional certification

Tools

Clarity

SAP

Job description

Permanent Full Time

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Toronto, London, or Winnipeg.

The Project Management Office (PMO) Financial Specialist provides support for project financial forecasting and reporting processes at Canada Life. As a member of the Clarity and Data Analytics team, part of the Technology Project Management Office (TPMO), the PMO Financial Specialist helps extend, enhance and support processes and tools to simplify project forecasting for project managers, maintain the integrity of financial information contained in the project management book of record application (Clarity), and reconcile with the general ledger (SAP). The ideal candidate for this role will work equally effectively with Canada Life Project Managers, Finance professionals, Procurement, and other key stakeholders, ensuring that decisions can be made with confidence in the data.

We’re looking for an individual with a finance and project delivery background, the drive and persistence to dig into complex processes and tools, and the collaboration and team vision to work with other members of the team, exploring the art of the possible. Success in this role will be judged by how easy it is for project managers to understand and accurately forecast their project spend.

What you’ll do

• Work with Technology Finance teams and with TPMO colleagues to understand project financial processes from beginning to end
• Work with TPMO leaders and Finance portfolio management teams to facilitate monthly reviews of PM forecasts, make any portfolio-level adjustments necessary in Clarity, and ensure that Clarity is a dependable source for portfolio forecast data
• Reconcile project spend numbers between Clarity and SAP, digging into any unexplained variances and recommending fixes and controls to eliminate them
• Partner with colleagues in the Clarity team to develop solutions to simplify project financial forecasting
• Partner with the Global Technology Finance team to support bulk adjustments to project financials where necessary, but also to seek to reduce the necessity of bulk adjustments
• Maintain a high level of user engagement and support for project managers and other TPMO application users, including developing user guidelines and training materials to ease onboarding

What you’ll bring

• Bachelor’s degree or professional certification, and 2+ years experience in Finance and/or Accounting
• Experience working with project managers and PMO teams
• 2–4+ years of experience in working with project managers, project management offices, and technology teams with production delivery responsibility.
• Hands‑on experience with project portfolio management systems preferred, ideally Clarity
• Understanding of the project management lifecycle, and agile methodologies. Experience working in agile or iterative delivery environments.
• Experience working with diverse data models, and structured and unstructured data sources.
• Experience gathering and documenting requirements and guiding solutions from concept through implementation.
• Proven ability to build clear spreadsheets and reports to present complex financial details to senior stakeholders
• Strong problem‑solving and process analysis skills.
• Understanding of insurance and financial services industry preferred.

The base salary for this position is between $79,100 - $131,800 annually. This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc). If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Grow with Canada Life

We’re united by a shared purpose: to improve the financial,physicaland mental well-beingof Canadians. Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.

We’relooking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers,communitiesand each other.Are you someone who always strives to do the right thing, who steps up for themselves and others, and delivers with impact? Then we want to hear from you!

What we offer

We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:

• Career Development: Opportunities for career advancement, access to industry-leading learning programs and up to$2,000 annuallytowardseducation reimbursement.

• Health & Wellness:Flexible health and dental benefits,plus a $5,000 mental health benefit to support your well‑being.

• Time Off:In addition to regular vacation andpersonal days,we support communityinvolvement with avolunteer day.

• Financial Security:Company-matching pension plan,share ownership program andadditionalinvestment options.

• Rewards and Recognition:Employee recognition programs, service milestone celebrations, employee discounts and more!
• Emphasis onCommunity:We provide aworkplace whereemployeesfeel connected and supported throughEmployee Resource Groups (ERGs),mentorshipprograms,socialclubsandevents.

Learn moreabout Canada Life .

We’re committed to removing barriers and ensuring equal access to employment. Applicants requiring reasonable accommodation during the application process may contact [e-mail]. All information provided will be handled in accordance with applicable laws and Canada Life policies.

Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.