Reporting to the Manager, PI Operational Planning & Analysis, the Specialist is responsible for providing key internal stakeholders with value-added, business performance insights and financial analysis to assist in their decision-making process for managing the day-to-day and long-term business needs of the Personal Insurance business lines.

The analytical support provided by this role enables Senior Leaders within Personal Insurance to understand the impact of their decisions. Articulating and effectively communicating business performance insights and impacts to the business in written and presentation format is a critical part of the role. This role is responsible for identifying any potential problems or risk areas as well as opportunities that business stakeholders may need to be aware of and act on.

What to Expect

Analyzing monthly/quarterly actuals to plan/forecast and operational data. Identifying the key business performance drivers, reasons for any variances and presenting conclusions.
Preparing timely and accurate divisional business performance reporting for both internal (Board of Directors, senior management) and external (investors, regulators and auditors) stakeholders.
Consult with the business stakeholders and cross-divisional leaders to provide specialized financial expertise and insight to help support decisions from senior management team
Supporting and preparing annual Operational Plan for and quarterly forecast for Personal Insurance and preparing related analysis and reporting
Creating and maintaining a monthly forecast models to track expectations to Operational Plan and advise on areas of opportunity
Reviewing existing processes, systems, data and reporting to make recommendations for key improvements and lead to change initiative
Providing support and/or leading ad hoc projects
Preparing ad-hoc analysis and reports on a timely manner to all queries from stakeholders, as required

What You Bring

University degree in Accounting, Business, Finance, Math/Statistics or related program
Recognized accounting designation (CPA, CA, CMA, CGA) an asset
5+ years of relevant, full-time experience in financial management reporting and business performance analysis
Knowledge and experience with P&C insurance would be an asset
Advanced MS Excel and PowerPoint knowledge is required. VBA skills would be an asset
Proven record of analytical expertise and excellent attention to detail
Superior written and verbal communication/presentation skills and ability to interact with senior executives and other cross-divisional leaders in the organization
An ability to make well-informed, effective, and timely decisions
Ability to work in a team or independently with moderate supervision
Self-motivated and consistently demonstrates an ability to take initiative on any issue

Salary Range: $73,500 - $123,500