Specialist, Personal Insurance Financial Reporting & Analysis

Definity; Vancouver; Hybrid; CAD 103,390 - 173,723; Full time

Benefits offered by this job

Hybrid work schedule

Company share ownership

Incentive plans

Pension and RRSP contributions

Volunteer days

Tuition assistance

Wellness programs

Product/service discounts

Job summary

Definity is seeking a Specialist, PI Financial Reporting & Analysis to deliver timely performance reporting across Personal Insurance. You will lead weekly cycles, identify variances, and provide insights to senior leaders and cross-functional partners.

The role requires 4+ years in financial reporting, strong Excel/PowerPoint skills, and comfort with data-driven storytelling. The ideal candidate collaborates with business teams to validate assumptions, supports annual planning and forecasting,

Qualifications

• University degree in Business, Accounting, Economics, Finance, Mathematics, Actuarial, or a related field.
• 4+ years of experience in financial reporting, planning, or business performance analysis.
• Professional designations such as CPA, MBA, or CFA are assets.
• Demonstrated experience with financial modeling, variance analysis, and performance storytelling.
• Strong written and verbal communication skills; able to deliver clear, concise insights to senior leadership.
• Advanced proficiency with Excel and PowerPoint; SQL knowledge would be an asset.
• Experience in P&C insurance is an asset but not required.
• Exceptional analytical skills with high attention to detail and ability to identify trends.

Responsibilities

• Lead the weekly results reporting cycle, preparing and presenting performance updates to senior leaders and cross-functional partners.
• Monitor and flag deviations from Plan with clear explanations of drivers; validate assumptions with business teams.
• Support development and maintenance of annual Plan and forecast; collect and analyze business inputs and assumptions.
• Develop financial models and analytical tools to evaluate performance and scenarios.
• Prepare and peer-review monthly and quarterly performance reporting for internal and external stakeholders.
• Contribute to continuous improvement initiatives to enhance reporting quality, timeliness, and governance.
• Support documentation updates for governance activities such as business continuity and vendor risk management.
• Provide timely ad-hoc analyses in response to stakeholder questions.

Skills

Financial reporting

Variance analysis

Performance storytelling

Communication

Leadership

Attention to detail

Teamwork

Self-motivation

Financial modeling

Education

Bachelor's degree or higher

Accounting or Finance designation ( CPA / CFA / MBA )

Tools

SQL

Excel

PowerPoint

Job description

Overview

Reporting to the Manager of PI Operational Reporting & Analysis, the Specialist, PI Financial Reporting & Analysis plays a critical role in providing timely, insightful performance reporting to support senior leaders across Personal Insurance. The role focuses on the weekly presentation of current results, ensuring variances from Plan are identified, investigated, and communicated to business partners.

Responsibilities

• Lead the weekly results reporting cycle, including preparing and presenting performance updates to senior leaders and cross‑functional partners.
• Monitor and flag deviations from Plan, providing clear, concise explanations of drivers and partnering with business teams to validate assumptions and understand emerging trends.
• Support the development and maintenance of the annual Plan and forecast, collecting, aggregating, and analyzing business inputs and assumptions.
• Develop financial models and analytical tools to evaluate performance, scenario impacts, and business initiatives.
• Prepare and peer‑review monthly and quarterly business performance reporting for internal (senior leadership, Board) and external stakeholders (regulators, auditors, investors).
• Contribute to continuous improvement initiatives that enhance reporting quality, timeliness, and governance across Personal Insurance.
• Support documentation updates for internal governance activities such as business continuity management and vendor risk management.
• Provide timely ad‑hoc analysis to respond to emerging questions and issues raised by business stakeholders.

Qualifications

• University degree in Business, Accounting, Economics, Finance, Mathematics, Actuarial, or a related field.
• 4+ years of experience in financial reporting, planning, or business performance analysis.
• Professional designations such as CPA, MBA, or CFA are considered an asset.
• Demonstrated experience with financial modeling, variance analysis, and performance storytelling.
• Strong written and verbal communication skills; able to deliver clear, concise insights to senior leadership.
• Advanced proficiency with Excel and PowerPoint; SQL knowledge would be an asset.
• Experience in P&C insurance is an asset but not required.
• Exceptional analytical skills, high attention to detail, and a track record of identifying trends and key performance drivers.
• Self‑motivated, proactive, and able to work effectively both independently and in a team environment.

Salary Range

US$73,500 - $123,500

Benefits

• Hybrid work schedule for most roles.
• Company share ownership program.
• Incentive program participants may receive various incentive plans at the discretion of the company and subject to individual and company performance.
• Pension and savings programs with company‑matched RRSP contributions.
• Paid volunteer days and company matching on charitable donations.
• Educational resources, tuition assistance, and paid time off to study for exams.
• Wellness and recognition programs.
• Discounts on products and services.

Background Checks

This role requires successful clearance of background checks, including criminal checks and leadership references.