Specialist, PI Financial Reporting & Analysis

Definity; Canada; Hybrid; CAD 69,000 - 127,000; Full time

Job summary

A leading insurance company in Canada is looking for a Specialist in PI Financial Reporting & Analysis. This role reports to the Director and involves developing financial models, preparing performance reporting, and supporting decision-making initiatives. Candidates should have a relevant degree, professional designation, and at least 4 years of experience. The company offers a hybrid work model, share ownership programs, and wellness initiatives.

Benefits

Hybrid work schedule

Company share ownership program

Pension and savings programs

Paid volunteer days

Tuition assistance

Wellness programs

Discounts on products and services

Qualifications

• 4+ years of relevant full-time experience in financial management reporting and business performance analysis.
• Proven financial modeling experience.
• Knowledge and experience with P&C insurance is an asset.

Responsibilities

• Develop financial models and pro-forma financial statements.
• Support business leaders in projecting return on investments.
• Prepare and peer-review monthly/quarterly divisional performance reporting.

Skills

Financial modeling

Analytical skills

Communication skills

Attention to detail

Teamwork

Education

University degree in Business, Accounting, Economics or related program

Professional designation such as MBA, CPA / CFA

Tools

MS Excel

PowerPoint

Tableau

Job description

Overview

Specialist, PI Financial Reporting & Analysis – ONT, Canada

Definity is the parent company to several long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. We strive to be one of Canada’s leading and most innovative property and casualty insurers, supported by a collaborative, ambitious, rewarding, and empowering culture.

We offer a flexible, hybrid work experience where employees work from the office and virtually depending on the role and team. Bring your true self to the journey. It’s better here.

Role purpose

Reporting to the Director, PI Operational Reporting & Analysis, the Specialist, PI Financial Reporting & Analysis provides key internal stakeholders with value-added business performance insights and financial analysis to support day-to-day and long-term decision-making for Personal Insurance business lines. This role enables Senior Leaders to understand the financial impact of decisions through modeling and effective presentation of results, and supports divisional performance reporting and senior leadership decision-making.

What can you expect in this role?

• Develop financial models and pro-forma financial statements to support senior management on strategic decision-making.
• Support business leaders in projecting return on investments and articulating financial impact of new initiatives.
• Prepare and peer-review monthly/quarterly divisional performance reporting for internal (Board, senior management) and external stakeholders (investors, regulators, auditors).
• Support special projects and continuous improvement initiatives to strengthen the end-to-end management reporting cycle in Personal Insurance.
• Coordinate process reviews and update documentation to support internal governance activities (business continuity management and vendor risk management).
• Prepare ad-hoc analyses and reports in a timely manner to respond to stakeholder queries.

What do you bring to the role?

• University degree in Business, Accounting, Economics or related program
• Professional designation such as MBA, CPA / CFA
• 4+ years of relevant full-time experience in financial management reporting and business performance analysis
• Proven financial modeling experience
• Superior written and verbal communication and presentation skills; ability to interact with senior executives and cross-divisional leaders
• Knowledge and experience with P&C insurance is an asset
• Advanced PowerPoint and MS Excel skills are required
• Experience with Tableau is an asset
• Strong analytical ability and meticulous attention to detail
• Ability to work in a team or independently with minimal supervision
• Self-motivated with initiative

Salary Range: $69,000 - $127,000

Interested in this role but don’t meet every requirement? We encourage you to apply. We value diverse backgrounds and perspectives and believe inclusion, diversity, and equity are essential to our success.

What’s in it for you?

• Hybrid work schedule for most roles
• Company share ownership program
• 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
• Focus on inclusion with employee groups and support for gender-affirmation processes, access to BIPOC counsellors, and programs for working parents
• Wellness and recognition programs
• Discounts on products and services

Actual salary may vary by location and other factors. In addition to base pay, eligible employees may participate in incentive plans at the company’s discretion.

Go ahead and expect a lot — you deserve it.

Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know.

Background checks

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