Vice President, Financial Planning

We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._
- Our people are:_
- _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._
- _ Empowered with a sense of accountability and autonomy to take ownership of their work._
- _ Treated with respect and act with integrity by putting clients, colleagues, and community first._
- _ Recognized for their achievements and celebrate festivities, big and small, to make work fun._
- We also proudly offer most employees the opportunity to become owners. With over 700 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance’s success — which they make possible._
- Join our award-winning network of over 1,300 professionals across Canada and change the way people feel about insurance._

**VICE PRESIDENT, FINANCIAL PLANNING & ANALYSIS**

The _Vice President, Financial Planning & Analysis (VP, FP&A)_ is a key strategic leadership role responsible for overseeing the financial planning, forecasting, budgeting, and performance analytics across the national operations of a Canadian insurance brokerage. Reporting directly to the CFO, the VP, FP&A plays a critical role in shaping financial strategy, supporting data-driven decision-making, and driving operational efficiency. This role also manages the corporate planning calendar and delivers quarterly financial performance packages for the Board of Directors.

**Location**:
Canada (National Role - Hybrid working environment, Toronto or Calgary)

**Reports To**:
Chief Financial Officer (CFO)

**KEY RESPONSIBILITIES**

**Strategic Planning, Budgeting & Forecasting**
- Lead and manage the **annual strategic planning and budgeting process**, ensuring alignment with corporate objectives and regional priorities.
- Develop and maintain financial models to support long-term planning, scenario analysis, and capital allocation.
- Manage the **rolling forecast process**, incorporating the latest business trends, risks, and growth opportunities.
- Coordinate with cross-functional and regional teams to ensure accuracy and consistency of financial inputs.

**Financial Performance Management**
- Oversee consolidated performance reporting, ensuring timely and accurate delivery of financial results and variance analysis.
- Deliver high-quality Quarterly Board of Directors reporting packages, including commentary, KPIs, and financial dashboards.
- Analyze trends and provide insights to executive leadership to support decision-making and operational improvements.

**Regional Oversight**
- Provide leadership and oversight to three Regional Finance Directors, ensuring consistency in financial practices, forecasting, and reporting.
- Partner with regional presidents and operational leaders to evaluate financial performance and support strategic initiatives.

**Data & Business Intelligence**
- Lead the Data & Business Intelligence team to create dashboards, reports, and insights that support proactive decision-making.
- Integrate financial data with operational and market analytics to provide a comprehensive view of business performance.
- Champion data literacy and analytical thinking across the finance function and broader organization.

**Executive & Cross-Functional Collaboration**
- Act as a strategic advisor to the CFO and executive team on financial performance, strategic initiatives, and risk management.
- Collaborate with other business units, including Operations, Underwriting, Sales, and Claims, to support planning and profitability.
- Work with IT, HR, and other departments to align financial planning with enterprise strategy and resource needs.

**QUALIFICATIONS AND EXPERIENCE**
- CPA designation required; MBA or CFA is considered an asset.
- Minimum 10 years of progressive financial leadership experience, ideally within insurance, financial services, or brokerage sectors.
- Strong background in FP&A, strategic planning, budgeting, and financial modeling.
- Demonstrated experience in leading board reporting and supporting executive-level discussions.
- Proven ability to lead geographically dispersed teams and drive consistency across a national finance function.
- Proficient with financial systems (ERP, planning tools) and data analytics platforms (e.g., Power BI).

**KEY COMPETENCIES**
- Strategic and analytical mindset with strong business acumen.
- Excellent communication and presentation skills, with the ability to convey complex information clearly.
- Strong leadership and people management skills with a collaborative and accountable approach.
- Comfortable operating in a dynamic, fast-paced, and results-driven environment.
- High integrity, discretion, and a commitment to excellence in financial stewardship.
- Acera Insurance is the largest indepe