Job Description:About the role:The Retail Advice & Solutions (RA&S) Expense Management team is responsible for providing accurate and timely financial information to enable effective management decision-making, working collaboratively with our business partners in Retail Advice & Solutions, other Canadian Business Units and Canadian and Corporate Finance.
The Manager, Expense Management, a key member of the RA&S Expense Management team, will be responsible for allocating expenses by product group for operating expenses, providing analysis to senior management with insight on gain/gap drivers, calculating and analyzing unit costs and leading the annual plan and budget process from a gain/gap perspective for both insurance and wealth.
Reporting to the Director, Expense Management and working closely with all members of the RA&S Expense Management team, this position requires a proactive, self-motivated and detail oriented individual with excellent analytical, technical and prioritization skills. It is also important for this individual to work closely with partners across the Retail Advice & Solutions organization (specifically valuation actuaries), as well as other key business units (eg. Canadian Finance, Canadian Operations & Client Experience Office (CXO)).
What will you do?- Build and maintain strong and effective relationships with key business partners with the goal of understanding the underlying business impact
- Prepare monthly/quarterly/ad hoc gain/gap, unit cost and commission related deliverables, including Unit Cost Calculators, Commission Trend report and Quarterly Business Review (QBR)
- Perform monthly/quarterly/ad hoc analysis of results to support variance analysis and/or key driver analysis
- Collaborate with actuarial FP&A team on ad-hoc analysis of Individual Insurance and Wealth business performance to provide input to senior management
- Lead all gain/gap components of the annual planning cycle (strategic/business planning/budget) as well as quarterly forecasts.
- Lead the RA&S Expense Study (every 2 - 3 years)
- Participate in and support expense deep dives, as needed
- Mentor and coach staff to encourage development and support transfer of knowledge
- Perform various analyses and financial modelling as assigned
What do you need to succeed?- 5-7 years of accounting experience
- Strong analytical and problem-solving skills with high attention to detail
- Strong verbal and written communication skills with an ability to explain complex concepts to audiences of different levels of understanding
- Strong ability to manage multiple deliverables while driving desired results
- Proven ability to build and maintain successful relationships with business partners
- Proven flexibility, adaptability, and creativity to meet deadlines and manage priorities
- Excellent PC skills, proficiency with MS Excel and Hyperion, including experience building reports
- Highly motivated with the ability to consistently seek out improvements to current processes
Preferred Skills:- Accounting designation (CPA, CMA, CGA, CA) or enrolled in accounting designation program (CPA)
- Knowledge of Insurance services and products and related market segments
- Expense and planning experience
- Excellent PC skills (Experience with Oracle, SAP, Essbase, Tableau)
Unique Requirements:- Overtime will be required during peak periods (month-end, quarter-end, plan and budget)
What's in it for you?- Hybrid work environment
- A friendly, collaborative, and inclusive culture
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health - mental, physical and financial
Salary Range:85,000/85 000 - 128,000/128 000
Job Category:Finance
Posting End Date:05/11/2026
