Senior Financial Analyst, Financial Planning & Analysis

CNA Canada; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

CNA Canada is seeking a Senior Financial Analyst, FP&A to drive financial planning, forecasting, reporting and strategic decision-making across the organization. You will work with Finance and business leaders to deliver insights, performance analyses and reporting that support operational objectives.

The role requires strong modeling skills, business acumen and the ability to translate data into actionable recommendations.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or related discipline.
• CPA designation (or in progress) preferred.
• Minimum 5 years FP&A, financial analysis, reporting experience.
• Insurance/financial services experience preferred.
• Advanced Excel; Workday Adaptive Planning and Power BI a plus.
• Strong analytical, problem-solving, and communication skills.
• Ability to manage competing priorities and build relationships across the org.
• Knowledge of AI tools (e.g., Copilot) for efficiency.

Responsibilities

• Support annual planning, budgeting, and forecasting processes.
• Prepare monthly reporting packages, KPI dashboards, and variance analyses.
• Develop and maintain financial models, business cases, and scenario analyses.
• Analyze financial/operational performance and provide actionable recommendations.
• Collaborate with stakeholders to support forecasting and planning.
• Develop and enhance reporting tools, metrics, and dashboards.
• Support internal controls and FP&A audit requirements.
• Participate in cross-functional projects and ad hoc analyses.

Skills

Advanced Excel

Power BI

Financial modeling

Analytical thinking

Communication

AI tools Copilot

Education

Bachelor's degree

CPA designation

Tools

Workday Adaptive Planning

Microsoft Office

Job description

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. The Senior Financial Analyst, FP&A supports the organization's financial planning, forecasting, reporting, and strategic decision-making processes. Working closely with Finance and business leaders, this role delivers financial insights, performance analysis, and reporting that support operational and strategic objectives. The successful candidate will combine strong analytical skills, financial modeling expertise, and business acumen to help drive informed decision-making across the organization.

RESPONSIBILITIES

• Support the annual planning, budgeting, and forecasting processes, including development of assumptions, templates, and analysis.
• Prepare monthly financial reporting packages, KPI dashboards, and variance analyses, highlighting key business drivers and trends.
• Develop and maintain financial models, business cases, and scenario analyses to support business initiatives and strategic decision-making.
• Analyze financial and operational performance and provide actionable recommendations to business partners and management.
• Collaborate with stakeholders across the organization to support forecasting, performance management, and business planning activities.
• Develop and enhance reporting tools, metrics, and dashboards to improve financial visibility and decision-making.
• Support process improvement initiatives, internal controls, and audit requirements within the FP&A function.
• Participate in cross-functional projects and perform ad hoc financial analysis as required.

QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline.
• CPA designation (or working toward completion) preferred.
• Minimum 5 years of experience in FP&A, financial analysis, reporting, or related finance functions.
• Insurance or financial services industry experience preferred.
• Advanced Excel skills required; experience with Workday Adaptive Planning and Power BI considered an asset.
• Strong analytical, problem-solving, and communication skills with the ability to translate data into business insights.
• Ability to manage competing priorities and build effective relationships across all levels of the organization.
• Strong knowledge of Microsoft Office Suite and other enterprise business tools, including responsible use of AI enabled technologies (such as Copilot or similar) to enhance efficiency, analysis and workflow in accordance with company policies.

At CNA, we are committed to providing equal employment opportunities to all employees and applicants. It is our policy to provide equal employment opportunities to employees and applicants based on job-related qualifications and ability to perform a job. If you require an accommodation during the hiring process or upon hire, please inform Human Resources. If a selected applicant requests accommodation during the recruitment process, CNA will consult with the applicant in order to provide suitable accommodation that takes into account the applicant’s accessibility needs.

At CNA, we are focused on success, individually and collectively. We pride ourselves on promoting a culture that challenges and engages people. We strive to connect people, departments and business areas, to function as a team, and to serve our customers and communities with professionalism and respect. Our dedication to employee engagement, continuous learning and the open exchange of ideas is the cornerstone of our business.

These ideals, combined with our focus on the customer, enable us to explore new market opportunities and build on our success.

Our values, culture and financial strength are what differentiates us from other employers and make CNA the place you want to work.

At CNA, we are committed to advancing a culture of inclusion – one that attracts talent from all walks of life, fosters respect and collaboration, and enables all of our colleagues to do their best work.

At CNA, we have a long standing commitment to the diverse communities in which we live and work. We actively make a difference for the greater good through partnerships, sustainability, initiatives, and working together for a better tomorrow.

Corporate Social Responsibility is not one person, or one department, it's the entire enterprise coming together to make the world a better place.