Regional Director, Finance

Acera Insurance; Vernon; On-site; CAD 100,000 - 150,000; Full time

Job summary

Acera Insurance is seeking a Regional Director of Finance to lead financial functions for its Alberta operations. This senior leadership role requires a CPA and extensive experience in finance within the insurance sector, aiming to influence business planning and operational performance effectively.

Qualifications

• Minimum 10 years of progressive finance and accounting experience, including 3–5 years in a senior leadership role.
• Insurance brokerage or financial services experience strongly preferred.
• Demonstrated ability to influence and partner cross-functionally.

Responsibilities

• Serve as a financial partner to the Regional President and lead the development of the annual budget.
• Deliver accurate and timely financial analysis to support decision-making and performance tracking.
• Coordinate with national finance operations for efficient execution of finance operations.

Skills

Interpersonal skills

Leadership

Analytical skills

Problem-solving

Communication skills

Education

CPA designation

Tools

General Ledger

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 get to share in Acera Insurance’s success — which they 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, however Calgary, AB is preferred
• Full-time, permanent

KEY RESPONSIBILITIES

Strategic Finance Leadership

• Serve as a financial partner to the Regional President, contributing to business planning, resource allocation and planning for producer and 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 expense as it relates to new hires, replacements and salary change requests to support the business working within their budget or approved business case.
• Support M&A due diligence, and post-acquisition integration activities within the region.

Accounting, Controls & Regulatory Compliance

• Ensure accurate financial reporting in accordance with overall company policies.

Operational Support & Team Leadership

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

QUALIFICATIONS

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

VALUES & COMPETENCIES

• High degree of professionalism and integrity
• Team player with great communication skills
• Flexible and adaptable with proven problem-solving skills
• Works well independently as well as on a team
• Solution focused with a positive attitude
• Committed to excellence in customer service and builds strong relationships at all levels
• Demonstrated accountability and reliability in the quality and timeliness of work
• Critical thinker with attention to details

Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people’s strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.

Acera Insuranceis an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.

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Director Finance • Vernon, British Columbia, CA