Co-operators

Manager, Financial Planning & Analysis

Co-operators • $91K — $151K *
Guelph, ON N1C 1A1In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • University degree in Business Administration, Economics, Finance or Analytical specializations.
  • CPA, CFA, or MBA designation is considered an asset.
  • CIP certification is considered an asset.
  • 5 years of experience in Finance, insurance, or analytical fields.
  • Strong financial acumen.
  • Experience with Oracle, MicroStrategy, and VBA is a plus.

Responsibilities

  • Lead the annual financial planning cycle, including data preparation and model maintenance.
  • Develop financial models and templates for decision-making and scenario analysis.
  • Conduct ad-hoc analysis to inform management on future strategies and financial impacts.
  • Collaborate with all levels of leadership on financial planning execution.
  • Select and develop skilled and engaged finance team members.

Benefits

  • Training and development opportunities for career growth.
  • Flexible work options and paid time off for personal needs.
  • Holistic wellness programs addressing physical and mental health.
  • Paid volunteer days to support community engagement.
  • Comprehensive total rewards package including retirement savings plans, health benefits, and employee assistance programs.
Full Job Description
Company: CGL
Department: Financial Acctg Services
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.
Additional Information: This role is currently vacant

The Manager, Financial Planning & Analysis is responsible for the design, production and delivery of the financial plan and in-depth analysis to support financial decision-making by Shared Service Management functions. This role leads a team of finance professionals who partner with management teams to assist with their initiatives including development of financial models, execution of the financial plan, forecasting financial results/trends and business case development.

How to Create Impact:

  • Lead the annual financial planning cycle including design, consolidation, preparation, and maintenance of data, models, and schedules related to the planning and forecasting cycles.
  • Provide expertise and leadership in the development of financial models and templates to support decision making and what-if scenario modelling.
  • Perform ad-hoc analysis as requested by management and to resolve key questions around future strategy/opportunities and the impact on financial performance.
  • This individual will work closely with business partners at all levels of leadership to perform, collaborate and/or execute on the financial plan.
  • Oversee the selection and development of highly skilled, effective and engaged staff members in the accomplishment of department goals and objectives.


How you will succeed:

  • You build trusting relationships and provide feedback to enable the successful development of your team and colleagues.
  • You foster innovation and continuous improvement with a focus on client experience.
  • You facilitate the adoption of change and create a high-performance culture through alignment of your team's work with organizational goals.
  • You successfully convey messages and demonstrate openness to exploring alternative points of view.
  • You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.


To join our team:

  • Completion of a University degree is required in either Business Administration, Economics, Finance or Analytical specializations.
  • Having a designation in CPA, CFA, or MBA is considered to be an asset.
  • Having a certificate in CIP is also considered to be an asset.
  • 5 years of previous experience in Finance / insurance and/or analytical fields.
  • You have strong financial acumen.
  • Experience in Oracle, MicroStrategy, and VBA is an asset.


What's in it for you?

  • 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.


Salary information

Expected salary range $91,058 to $151,764

Salary placement

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Incentive/Variable pay

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

About Co-operators

Co-operators provides auto insurance, home insurance, life insurance, commercial insurance, farm insurance, and group insurance, as well as investment products and property development. They provide travel-related insurance products, hospital and medical coverage, accidental death and dismemberment, vehicle replacement, and hospital and medical coverage insurance.

Co-operators Careers

There has never been a better time to join the dynamic team at Co-operators, a leading company renowned for its commitment to community and sustainability.

Work You’ll Do

Join Co-operators' top-tier team to assist some of the most respected and well-known businesses in navigating their paths to growth and innovation. At Co-operators, the fusion of technology, industry expertise, and leadership in sustainability shapes a unique marketplace position. Engage with a diverse team of business and sustainability advisors to help clients through their transformative journeys. Collaborate with a robust group of professionals dedicated to pioneering change and promoting diversity and inclusion within the industry.

Introducing the Co-operators Business Group Advisory

The team is crafting a market-leading Advisory group to guide well-known companies through their growth and innovation phases, leveraging Co-operators' strong foundation in ethical business practices.

Do Innovative Work

Become part of a team where innovation meets practical application, creating solutions that not only drive business success but also contribute positively to society.

Do Innovative Work

Deliver targeted solutions that leverage deep consulting experience and a commitment to sustainable, innovative practices that are unmatched in the industry.

Be Part of a Great Team

Engage in projects that utilize cutting-edge technology and embrace the comprehensive capabilities of a team committed to excellence and ethical leadership.

Future-proof Your Career

With Co-operators, the potential for professional growth is vast, offering numerous opportunities to advance one's career through continuous training, development, and certification support.

Explore

Discover how Co-operators is leading the way in employee benefits programs, offering extensive diversity training and leadership development to prepare for the future of work.

The Co-operators Leadership and Innovation Alliance

This alliance is dedicated to fostering a culture of leadership and innovation, helping clients and employees alike to navigate the challenges of the modern business landscape. The combined expertise of the team ensures that both innovation and ethical practices drive industry leadership.

Stay Connected

Join the Team

Search for open positions that match your skills and interests. Co-operators seeks passionate, curious, and creative team players who are driven to find solutions and excel in their careers. SEARCH CO-OPERATORS JOBS

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Learn more about Co-operators
Size
5,001 employees
Industry
Finance & Insurance
* Ladders Estimates

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