Senior Financial Analyst

Wawanesa Insurance; Winnipeg; Hybrid; CAD 90,000 - 110,000; Full time

Benefits offered by this job

Annual bonus

Pension plan

Generous vacation

Benefits

Job summary

The Wawanesa Mutual Insurance Company in Winnipeg, MB seeks a Senior Financial Analyst to support Finance Business Partnering for Personal/Commercial Lines. The role focuses on planning, reporting, and data-driven insights to inform business decisions.

You will analyze results, prepare forecasts, and deliver variance commentary, partnering with managers to improve planning accuracy and performance across lines of business.

Qualifications

• At least 3 years of experience in financial analysis, budgeting, forecasting, or a related finance role.
• Strong proficiency with Power BI, Power Query and Python for data analysis and reporting.
• CPA designation or active pursuit is preferred; knowledge of insurance industry is an asset.
• Excellent communication and ability to present insights to management.

Responsibilities

• Support financial planning, budgeting, reforecasting, and monthly plan management for Personal/Commercial Lines.
• Prepare detailed financial plans, operating expense budgets, forecasts, and reporting packages.
• Conduct variance analysis and summarize findings for management review.
• Create monthly performance materials and translate results into actionable commentary.
• Maintain KPIs and financial metrics; identify trends and root causes of changes.
• Assist with process improvements, documentation, and system enhancements.

Education

Bachelor's degree in finance, accounting, or business

CPA designation preferred

Tools

Power BI

Power Query

Python

Job description

Job ID: 10152

Employment Type: Existing Role

Work Environment: We offer a hybrid work environment that offers flexibility to our employees in balancing in-office (2 days per week OR 15 hours per week in a Wawanesa office) and remote work. You may work from any of the following locations: Winnipeg, MB; Calgary, AB; Edmonton, AB; Toronto (North York), ON.

Working Business Language: English

Salary: At Wawanesa, salary is only one component of a holistic, comprehensive and competitive offering that we provide to our employees. In addition to salary, full-time and part-time permanent employees are eligible for an annual bonus plan, leave of absence top-up programs and provided with generous vacation time, personal days, premium free benefits and pension plan. The salary offered for this role is determined with consideration to various factors, including but not limited to: your work location, local labour market conditions, external market salary data, internal pay equity and the knowledge, skills, experience and anticipated proficiency in the role. The salary offered is estimated to be within the following range: $90,000 - $110,00. Candidates with salary expectations outside of the range are still encouraged to apply.

About The Wawanesa Mutual Insurance Company

Founded in 1896, The Wawanesa Mutual Insurance Company is one of Canada’s largest mutual insurers, 100% owned by its members, with more than $4.1 billion in annual revenue and $12.5 billion in assets. Headquartered in Winnipeg, Wawanesa is the parent company of Wawanesa Life, which provides life insurance solutions throughout Canada, and Western Financial Group, a leading national distributor of personal and business insurance. In March of 2026, Wawanesa entered into an agreement to acquire Everest Insurance Company of Canada to strengthen its commercial insurance capabilities and advance its long-term growth strategy.

Wawanesa proudly serves more than 1.8 million members and we are home to more than 3,000 employees across Canada. The company actively gives back to organizations that strengthen communities, donating more than $4 million annually to charitable organizations, including more than $2 million each year in support of people on the front lines of climate change. Learn more at wawanesa.com.

We are currently looking for dedicated, driven, and enthusiastic individuals who thrive in an environment that welcomes change and are looking for an opportunity for diverse experience and advancement on a growing team.

Job Overview

We are seeking a skilled and motivated Senior Financial Analyst to support the Manager, Finance Business Partner in delivering financial planning, performance reporting, and decision support for the Personal/Commercial Lines business. This role will be responsible for preparing analysis, reporting, forecasts, variance commentary, and financial insights that support the integrity of the financial plan and help inform business discussions.

The successful candidate will bring strong financial analysis capability, excellent technical proficiency, particularly in Power BI and reporting tools, and the ability to translate financial data into clear and practical insights. Working closely with the Manager, Finance Business Partner, this role will analyze results, identify performance trends, investigate variances, and prepare materials that support planning, reporting, and performance management activities.

This role is ideal for a CPA‑designated professional with a passion for data‑driven decision‑making, keen attention to detail, and the confidence to work both independently and as part of a team. Experience in the insurance industry and familiarity with reporting tools such as Power BI are considered strong assets.

Job Responsibilities

• Support financial planning, budgeting, reforecasting, and monthly plan management activities for the Personal/Commercial Lines business under the guidance of the Manager, Finance Business Partner.
• Prepare detailed financial plans, operating expense budgets, forecasts, performance reporting packages, and supporting analyses for review with the Manager, Finance Business Partner.
• Perform monthly and quarterly budget vs. actual and forecast variance analysis, identifying key drivers, trends, risks, and opportunities and summarizing findings for management review.
• Prepare monthly performance review materials for Personal/Commercial Lines, helping translate financial results into clear commentary, business implications, and discussion points.
• Maintain and analyze key performance indicators and financial metrics, identifying trends and root causes behind performance shifts across the line of business.
• Contribute to reporting enhancements, process improvements, and system changes by providing analysis, testing, documentation, and user support as needed.
• Identify opportunities to improve planning, reporting, and analysis processes and recommend practical improvements to enhance accuracy, consistency, and efficiency.
• Maintain process documentation, reporting guidance, and training materials related to budgeting, forecasting, and performance reporting procedures.
• Respond to ad‑hoc financial reporting and analysis requests by preparing data pulls, reconciliations, variance analysis, trend reporting, and other customized insights.
• Provide day‑to‑day support to business partners on financial reports, budgeting tools, planning processes, and data questions, escalating complex or sensitive matters to the Manager, Finance Business Partner.
• Assist with interpreting financial reports, setting up departmental budgets, troubleshooting data discrepancies, and ensuring alignment with internal budgeting guidelines, timelines, and reporting standards.
• Perform additional related duties as assigned.

Qualifications

• Minimum of 3 years of experience in financial analysis, management reporting, budgeting, forecasting, or a related finance role.
• Proficiency with advanced analysis and visualization tools (Power BI, Power Query, Python, etc.).
• Post‑secondary degree in finance, accounting, business, or a related field; CPA designation or active pursuit of a CPA designation is preferred.
• Strong understanding of financial planning, forecasting, management reporting, accounting concepts, budgeting principles, and variance analysis.
• Proven ability to deliver high‑quality work in a fast‑paced environment and meet tight deadlines.Previous experience in the insurance industry is an asset.
• Effective team player with excellent problem‑solving and analytical skills.
• Strong verbal and written communication skills, with the ability to explain financial information clearly and prepare concise analysis and commentary for management review.

Diversity Equity, Inclusion & Belonging

At Wawanesa, we are committed to Diversity, Equity, Inclusion and Belonging (DEIB) and believe that our strength lies in the diversity of our people – this is supported by having a representative workforce.

We welcome applications from all qualified candidates, including racialised persons, women, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, gender‑diverse and neurodiverse individuals, and anyone who can contribute to the further diversification of thought and ideas.

We aim to ensure our recruitment process is accessible to all candidates. If you require accommodations during any stage of the recruitment process, please reach out in confidence to [e-mail].

All Wawanesa job applicants are subject to Wawanesa's Privacy Policy.

Please note that the recruitment process for this position may involve the use of AI tools to screen, assess, or select applicants. All final decisions are taken or reviewed by human recruiters and human hiring leaders in compliance with all applicable legislation.