Sr Analyst, Financial

Definity

Southwestern Ontario

Hybrid

CAD 74,000 - 124,000

Full time

28 hours ago
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Benefits offered by this job

Hybrid work schedule
Company share ownership program
Incentive plans
RRSP matching
Volunteer days & matching

Job summary

Definity is seeking a Senior Financial Analyst in Financial Planning & Analysis to support our value realization framework. You will track financial and operational value from strategic initiatives and enterprise programs, with a strong focus on current and future M&A activity.

You will develop synergy models, support forecasting, and partner with cross-functional teams to quantify value capture opportunities. Strong modeling, CPA progression, and communications skills are essential.

Qualifications

  • Completion or working toward CPA designation.
  • University degree in Finance, Accounting, or Business.
  • 3+ years experience in Finance.
  • Experience with value realization, synergy tracking, enterprise program reporting, or post-merger integration is an asset.
  • Strong financial modeling, analytical, and problem-solving skills.
  • Excellent communication skills.
  • Experience working closely with cross-functional teams.
  • Advanced proficiency in Excel, financial modeling tools, and PowerPoint.

Responsibilities

  • Support enterprise-wide value realization reporting, processes and governance.
  • Prepare synergy modeling and performance tracking for mergers, acquisitions, and divestitures.
  • Develop analysis and reporting for baselines, targets, and actuals for strategy value and synergy.
  • Support quarterly forecasts and annual planning cycle.
  • Collaborate with business partners to assess value capture opportunities.
  • Deliver analyses to help leadership understand trends, risks, and opportunities.
  • Prepare materials for regular executive and Board reporting.

Skills

Financial modeling
Excel
PowerPoint
Communication

Education

University degree in Finance/Accounting/Business
CPA designation (in progress)

Tools

Financial modeling tools
Excel

Job description

The Opportunity

The Senior Financial Analyst, Financial Planning & Analysis, is responsible for supporting our comprehensive value realization framework across the organization. Reporting to the Director, Financial Planning & Analysis, this individual will track and report on the financial and operational value delivered by strategic initiatives and enterprise programs with a strong focus on current and future M&A activity.

Job Description

The Senior Financial Analyst, Financial Planning & Analysis, is responsible for supporting our comprehensive value realization framework across the organization. Reporting to the Director, Financial Planning & Analysis, this individual will track and report on the financial and operational value delivered by strategic initiatives and enterprise programs with a strong focus on current and future M&A activity.

What To Expect
  • Support the enterprise-wide value realization reporting, processes and governance.
  • Prepare synergy modeling and performance tracking for all current and future mergers, acquisitions, and divestitures.
  • Develop detailed analysis and reporting for baselines, targets, and actuals related to strategic initiative value achievement and synergy realization.
  • Support quarterly forecasts and annual planning cycle.
  • Work closely with business partners to assess value capture opportunities and impacts.
  • Deliver detailed analysis to support decision-making and help leadership understand trends, risks, and opportunities.
  • Prepare materials to support regular reporting to executive leadership and Board.
What You Bring
  • Completion or working toward CPA designation.
  • University degree in Finance, Accounting, or Business.
  • 3+ years experience in Finance.
  • Experience with value realization, synergy tracking, enterprise program reporting, or post-merger integration is an asset.
  • Strong financial modeling, analytical, and problem-solving skills.
  • Excellent communication skills.
  • Experience working closely with cross-functional teams.
  • Advanced proficiency in Excel, financial modeling tools, and PowerPoint.
Leadership Competencies
  • Strategic thinker with the ability to translate complex data into clear insights.
  • Influential partner capable of driving alignment across diverse teams.
  • Strong communicator comfortable presenting at the executive level.
  • Operationally minded leader who understands how financial and non-financial levers drive business performance.
  • Change champion who can introduce new processes and gain buy-in across the organization.
Salary Range

$73,500 - $123,500

High degree of proficiency with English required to service customers, both internal to the company and external, across Canada

About Us

Actual salary for the role may vary depending on work location of the successful candidate and other factors including but not limited to, skills, education, experience, working conditions and the local labour market.

This position is being posted to fill an existing vacancy.

What’s in it for you?
  • Hybrid work schedule for most roles
  • Company share ownership program
  • Incentive Program - Eligible employees may participate in various incentive plans which are paid out 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
  • Focus on inclusion with employee groups, support for gender affirmation surgery, access to BIPOC counsellors, access to programs for working parents
  • Wellness and recognition programs
  • Discounts on products and services
Go ahead and expect a lot — you deserve it.

It’s better here — but don’t take our word for it. Definity was named by Great Place to Work® as one of the Best Workplaces™ in Canada for women, for youth, and for inclusion.

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

As part of Definity’s commitment to reconciliation, we acknowledge that our work, meetings, and travel take place on the lands now known as Canada, and recognize the enduring presence, wisdom, and stewardship of the First Nations, Métis, and Inuit peoples who have long cared for these lands.

Background checks

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

About The Team

Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so we embrace and encourage a culture that’s collaborative, ambitious, rewarding, and empowering.

We offer a flexible, hybrid work experience where employees work from the office and virtually depending on the type of work they are doing and who they are working with. Bring your true self and be a part of our journey. It’s better here.

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