Senior Financial Planning

Company: CGIC

Department: Decision Support

Employment Type: Regular Full-Time and temporary contract roles (see note below)

Work Model: Hybrid

Language: This role operates in English.

Additional Information: This/these role(s) is/are currently vacant

Please note: We are hiring for 3 positions for this opportunity, 1x full time permanent, 1x 18 month temporary contract and 1x 12 moth temporary contract.

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

Our national Finance team aspires to create, enhance, and protect value for our organization and its stakeholders. Our knowledgeable team educates and influences the organization to make well-informed, risk-based decisions. We think innovatively and strategically to solve business problems and strive to move our business forward with practical, integrated processes and tools that ensure organizational success.

The Senior Financial Planning and Analysis Consultant provides expert level financial modeling, analysis, interpretation, and strategic recommendations to support management decision making and evaluate the financial impact of organizational initiatives. The role contributes to the achievement of the organization's strategic and financial objectives through comprehensive analysis, forecasting, and planning. The successful candidate will build strong relationships with stakeholders across the organization, coordinate the development of annual financial plans and forecasts, and provide insights that drive performance efficiency and informed business decisions.

• Partner with the business unit management team to provide financial insights, forecasts, and analysis that drive strategic and operational decision making.
• Develop and maintain financial models, budgets, and forecasts, including business cases and profitability assessments to evaluate financial impact.
• Build strong cross-functional relationships to deepen the understanding of cost drivers, resource allocation, and overall financial performance.
• Lead the preparation, review, and accuracy of cost allocations, ensuring transparency, consistency, and alignment with financial support models.
• Create and maintain reports, dashboards, and memos that deliver clear analysis, recommendations, and insights to management and stakeholders.
• Conduct in-depth variance, trend, and industry analyses to identify risks, opportunities, and performance drivers influencing results.
• Enhance financial planning and reporting processes by identifying information gaps and implementing effective, data-driven solutions.
• Promote financial literacy and collaboration across teams through education, presentations, and consultative support
• Coach team members to strengthen analytical skills, foster efficiency, and lead process improvements with well-documented financial practices

• You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
• You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
• You have strong communication skills to clearly convey messages and explore diverse points of view.
• You build trusting relationships and provide guidance to support the development of colleagues.

• A University degree in business/finance/accounting, mathematics/actuarial sciences, or a related discipline.
• 7-9 years of experience in Finance and/or Insurance industry
• Strong analytical and communication skills, with the ability to interpret data and translate insights into action.
• Holding an accounting designation is required (CA, CGA, CMA or CPA).
• Advanced spreadsheet, reporting/budgeting software and data warehouse tool knowledge
• An in-depth understanding of financial modeling, analysis, and interpretation of data to support effective decision-making

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.