Planning and Reporting Specialist

**Job Description**:
This role provides technical support for Group Customer (GC) strategic planning and reporting. It contributes to the development of the GC strategic plan, working with the GC organizations to develop a repository of programs/initiatives, aid detailed resource planning, and facilitate summary reporting to GC senior leaders as well as external parties (e.g. Corporate Planning). The role is also accountable for closely monitoring and reporting on the progress of each initiative opposite formal targets for cost, benefit, and resource requirements.

**What you will do**
- Support ongoing initiative planning process, develop and maintain inventory spreadsheets and reporting tools
- Support ongoing tracking of development financials opposite established targets for each initiative and portfolio
- Accountable for maintaining a suite of software tools (databases, spreadsheets, power point presentations) to facilitate the planning and reporting process
- Interact with various departments and initiative owners within GC to complete initiative templates, collect and analyze / challenge business cases, collect resource supply and demand estimates, and document success measures and targets in support of the GC Stage Gate Framework
- Support reporting to GC senior leaders on the progress of key initiatives
- Liaise with Corporate Planning to support initiative reporting to the Operating Committee of Canada
- Support ongoing strategic planning to evolve the GC strategy within the context of the overall Canada strategy
- Support competitor research at a strategic GC level (SWOT analysis, analysis of various industry surveys)
- Identify opportunities for continuous improvements in the business planning process and supporting tools and template

**What you will bring**
- Minimum of 2 years business related experience. Experience with Group business will be given preference
- Post-secondary degree or equivalent combination of education and experience
- Strong knowledge of Excel and PowerPoint
- Knowledge of PowerBI is preferred
- Excellent oral and written communication skills
- Strong financial, analytic / critical thinking, and problem solving skills
- High attention to detail and ability to produce timely and accurate results
- Committed to drive continuous improvement

**_ Winnipeg is the preferred location for this position, but we are open to considering other locations as well._**

**Be your best at Canada Life

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

***

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.
- Canada Life serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations._
- We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee _
- has the opportunity to_
- reach their potential._
._

**_
Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted_**.

LI-Hybrid