Regional Director, Finance

Acera Insurance; Salmon Arm; On-site; CAD 120,000 - 150,000; Full time

Job summary

Acera Insurance is seeking a Regional Director of Finance to oversee financial functions in Alberta. This senior leadership role involves strategic finance leadership, financial planning, and accountability for regulatory compliance. Ideal candidates will possess strong finance expertise and leadership skills to drive business performance.

Qualifications

• Minimum 10 years in finance and accounting, with 3–5 years in leadership.
• Experience in insurance brokerage or financial services preferred.
• Ability to influence and partner cross-functionally.

Responsibilities

• Serve as a financial partner to the Regional President.
• Lead the development and execution of the annual budget.
• Ensure accurate financial reporting in accordance with policies.

Skills

Leadership

Analytical skills

Problem-solving

Communication

Interpersonal skills

Education

CPA designation (CA, CMA, or CGA)

Tools

ERP

Excel

BI tools

Job description

We put our people first. As an employer of choice, Acera Insurance offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.

Our people are:

• Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
• Empowered with a sense of accountability and autonomy to take ownership of their work.
• Treated with respect and act with integrity by putting clients, colleagues, and community first.
• Recognized for their achievements and celebrate festivities, big and small, to make work fun.

We also proudly offer most employees the opportunity to become owners. With over 700 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and share in Acera Insurance’s success — which they help make possible.

Join our award-winning network of over 1,300 professionals across Canada and change the way people feel about insurance.

REGIONAL DIRECTOR, FINANCE

The Regional Director, Finance is a senior leadership role responsible for overseeing all financial functions for the Alberta operations of Acera Insurance, a leading Canadian insurance brokerage. Reporting directly to the Chief Financial Officer, with indirect (dotted line) reporting to the Regional President, the Director serves as a strategic advisor and operational leader, ensuring financial integrity, regulatory compliance, and business performance within the region.

This role is ideal for a seasoned finance professional with deep experience in the insurance sector, strong business acumen, and a track record of building high-performing teams and driving results.

LOCATION AND STATUS

• Any Acera office, with Calgary, AB preferred
• Full-time, permanent

KEY RESPONSIBILITIES

Strategic Finance Leadership

• Serve as a financial partner to the Regional President, contributing to business planning, resource allocation, staffing decisions, and strategic investments and initiatives.
• Align regional financial planning with overall corporate objectives through collaboration with the CFO.
• Lead the development and execution of the annual budget, forecasts, and long-range financial plans.

Financial Planning & Analysis (FP&A)

• Deliver accurate and timely financial analysis to support decision-making and performance tracking.
• Monitor financial KPIs and proactively identify areas for improvement in profitability and operational efficiency.
• Monitor compensation expenses related to new hires, replacements, and salary change requests within approved budgets or business cases.
• Support M&A due diligence and post-acquisition integration activities within the region.

Accounting, Controls & Regulatory Compliance

• Ensure accurate financial reporting in accordance with company policies.

Operational Support & Team Leadership

• Coordinate with the national finance operations team for efficient day-to-day support.
• Drive continuous improvement in financial processes, systems, and reporting tools.
• Collaborate with operational and finance leadership to optimize workflows and support key initiatives, including acquisitions or integrations.

QUALIFICATIONS

• CPA designation (CA, CMA, or CGA) required.
• Proficiency in financial systems and tools (e.g., ERP, Excel, BI tools).
• Minimum 10 years of progressive finance and accounting experience, including 3–5 years in senior leadership.
• Insurance brokerage or financial services experience preferred.
• Strong interpersonal skills and ability to influence senior stakeholders.
• Leadership, analytical, and problem-solving skills demonstrated.
• Ability to influence and partner cross-functionally.

VALUES & COMPETENCIES

• High professionalism and integrity
• Team player with excellent communication skills
• Flexible, adaptable, and solution-focused
• Works well independently and in teams
• Positive attitude and commitment to customer service
• Strong relationship-building skills at all levels
• Accountability and reliability
• Attention to detail and critical thinking

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated, with over 70 locations nationwide, $1.4 billion in gross written premiums, and $1.3 billion in group retirement assets. Our team provides unbiased insurance and risk management solutions with a distinct Canadian perspective.

We are an equal opportunity employer committed to diversity. All qualified individuals are encouraged to apply.