Senior Financial Planning and Strategy Specialist
1 day ago
About Zurich 56 Company Ltd
Zurich 56 Company Ltd, a leading global insurance provider, has been serving mid-sized and large companies in the Canadian commercial market for over 100 years. As part of the Zurich Insurance Group, we offer the global strength of a top insurance provider combined with in-depth knowledge of industries and local markets.
Job Summary:
We are seeking an experienced Senior Financial Planning and Strategy Specialist to join our team. The ideal candidate will have a strong background in financial analysis and modeling, as well as excellent communication and interpersonal skills. This is a hybrid role that involves conducting complex financial analysis, developing key financial models, and supporting business initiatives.
Key Responsibilities:
- Develop comprehensive financial analysis in support of business unit and enterprise-wide initiatives
- Generate solutions to complex financial issues, combining big-picture views with detailed analytics to deliver actionable insights
- Evaluate the impact of external changes on the business unit and assigned department
- Design, generate, and review complex financial models, act as finance point of contact for financial modeling related to organic and inorganic growth initiatives
- Act as a trusted finance partner and subject matter expert on financial performance, prepare and deliver complex financial reports, analysis, and insights
- Develop and streamline financial models and processes to support key decision-making
Requirements:
- Bachelor's Degree and 7 or more years of experience in financial performance, analytics, and financial modeling, preferably in a P&C Insurance area
- OR High School Diploma or Equivalent and 9 or more years of experience in financial performance, analytics, and financial modeling, preferably in a P&C Insurance area
- OR Zurich Certified Insurance Apprentice, including an Associate Degree with 7 or more years of experience in financial performance, analytics, and financial modeling, preferably in a P&C Insurance area
- AND Experience in supporting M&A transactions
- CFA, CPA, or MBA and knowledge of IFRS 17 accounting standards
- Strong verbal and written communication skills
- Advanced knowledge of and experience with planning/forecasting processes & tools (e.g. SAP EPM/BPC, Oracle Hyperion, etc.)
Preferred Qualifications:
Commercial insurance industry experienceBenefits:
At Zurich 56 Company Ltd, we value our employees' contributions and strive to provide a supportive work environment. Our benefits package includes:
- A competitive total compensation package
- A minimum of four weeks of vacation per year
- Four personal days per year to use at your discretion
- Access to a comprehensive range of training and development opportunities
Compensation:
The estimated annual salary for this position is $120,000 - $180,000 CAD, depending on experience. We also offer a bonus structure based on individual and company performance.
Why Join Us?
Zurich 56 Company Ltd is committed to diversity, equity, and inclusion, and strives to create a workplace free of discrimination and barriers. We recognize the importance of work-life balance and offer flexible working arrangements to support our employees' needs.
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