Manager Fp&a

4 weeks ago

Vancouver, Canada Stalwart Insurance Group Full time

**About Stalwart Insurance Brokers Ltd.**

Stalwart Insurance Brokers Ltd. (“**Stalwart**”) is a growing national life insurance brokerage with a focus on high-complexity client and business situations.

Stalwart values excellence and entrepreneurial thinking, and requires staff with the capacity to solve complex, novel problems. Stalwart is growing rapidly and intends to sustain this rapid growth through the addition of ambitious team members looking to rapidly scale their skills, abilities, and relationships.

**Summary**

This position is a rewarding opportunity for a self-motivated, diligent problem solver that uses sound judgement backed by a strong financial background. The role will have a meaningful impact on the trajectory of Stalwart Insurance Group.

Your responsibilities will include, but won’t be limited to:

- Budgeting/modelling inflows and outflows for ultra-high-net-worth (“**UHNW**”) and high-net-worth (“**HNW**”) client files
- Estimating potential UHNW and HNW client borrowing needs based on their circumstances and the insurance solution selected
- Outlining anticipated project costs over the future time periods for Stalwart’s initiatives
- Accurately allocating costs between the business partners on Stalwart’s transactions
- Formulating Stalwart’s overall financial business model
- Managing Stalwart’s treasury/surplus cash balances.
- Managing Stalwart’s capital budgeting based on client file estimates and Stalwart’s initiatives.
- Proposing and implementing changes to increase Stalwart’s efficiency and its processes
- Working closely with the business partners to stay up to date on all new transactions and initiatives

**Required Skills or Experience**
- 5 years of progressive FP&A experience, including managerial experience
- Accounting designation (CPA, CA, CMA, CGA) preferred
- Knowledge of and experience in the insurance industry is a plus
- Excellent verbal and written communication skills
- Excellent interpersonal skills
- Excellent analytical and modelling skills
- Excellent attention to detail
- Ability to multi-task and prioritize
- Innovative, curious, and proactive mindset
- Resilient mindset, able to strive in a high-growth environment

**Salary and Benefits**
- Extended health benefits plan

**Position Type**
- _Nature:_ Permanent, full-time, and hybrid.
- _Time Commitment:_Regular position with the requirement for occasional overtime
- _Work Location_:_ Vancouver, BC
- _Start Date:_ Immediate

**Job Types**: Full-time, Permanent

**Salary**: $120,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Paid time off

Flexible Language Requirement:

- French not required

Schedule:

- Monday to Friday
- Overtime
- Weekends as needed

Supplemental pay types:

- Bonus pay

Work Location: In person

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