Specialist, Personal Insurance Financial Reporting & Analysis

Definity Financial$73K — $123K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • University degree in Business, Accounting, Economics, Finance, Mathematics, Actuarial or a related field.
  • 4+ years of experience in financial reporting, planning, or analysis.
  • Professional designations such as CPA, MBA, or CFA are a plus.
  • Experience with financial modeling and variance analysis is required.
  • Strong communication skills for delivering insights to senior leaders.
  • Proficiency in Excel and PowerPoint; SQL knowledge is an advantage.
  • Exceptional analytical skills and attention to detail.

Responsibilities

  • Lead weekly performance reporting and presentations to senior leaders.
  • Monitor and explain variances from Plan, collaborating with business teams to clarify assumptions.
  • Support development and maintenance of annual Plan and forecast through data collection and analysis.
  • Develop models and analytical tools to assess performance and business initiatives.
  • Prepare monthly and quarterly performance reports for stakeholders, including Board and regulators.
  • Drive continuous improvement initiatives for reporting quality and timeliness.
  • Provide ad-hoc analyses to address emerging business questions.

Benefits

  • Hybrid work schedule for flexibility.
  • Employee share ownership and incentive programs.
  • Pension and savings plans with company-matched contributions.
  • Paid volunteer days and matched charitable donations.
  • Educational resources and tuition assistance with time off for exams.
  • Supportive focus on inclusion and wellness programs.
  • Discounts on various products and services.
Full Job Description
Job Description

The Opportunity

Reporting to the Manager, PI Operational Reporting & Analysis, the Specialist, PI Financial Reporting & Analysis plays a critical role in providing timely, insightful performance reporting to support senior leaders across Personal Insurance. This role focuses heavily on the weekly presentation of current results, ensuring variances from Plan are clearly identified, investigated, and communicated to business partners.

In addition, the Specialist supports the end-to-end annual and quarterly Plan and forecast cycles, including the collection, aggregation, and validation of business assumptions. The analysis and insights generated by this role enable leadership to understand performance trends, identify risks and opportunities, and make effective decisions for both short-term operations and long-term strategic planning.

What to Expect
  • Lead the weekly results reporting cycle, including preparing and presenting performance updates to senior leaders and cross-functional partners.
  • Monitor and flag deviations from Plan, providing clear, concise explanations of drivers and partnering with business teams to validate assumptions and understand emerging trends.
  • Support the development and maintenance of the annual Plan and forecast, including collecting, aggregating, and analyzing business inputs and assumptions.
  • Develop financial models and analytical tools to evaluate performance, scenario impacts, and business initiatives.
  • Prepare and peer-review monthly and quarterly business performance reporting for internal (senior leadership, Board) and external stakeholders (regulators, auditors, investors).
  • Contribute to continuous improvement initiatives that enhance reporting quality, timeliness, and governance across Personal Insurance.
  • Support documentation updates for internal governance activities such as business continuity management and vendor risk management.
  • Provide timely ad-hoc analysis to respond to emerging questions and issues raised by business stakeholders.


What You Bring
  • University degree in Business, Accounting, Economics, Finance, Mathematics, Actuarial or a related field.
  • 4+ years of experience in financial reporting, planning, or business performance analysis.
  • Professional designations such as CPA, MBA, or CFA are considered an asset.
  • Demonstrated experience with financial modeling, variance analysis, and performance storytelling.
  • Strong written and verbal communication skills; able to deliver clear, concise insights to senior leadership.
  • Advanced proficiency with Excel and PowerPoint and SQL knowledge would be asset
  • Experience in P&C insurance is an asset but not required.
  • Exceptional analytical skills, high attention to detail, and a track record of identifying trends and key performance drivers.
  • Self-motivated, proactive, and able to work effectively both independently and in a team environment.


Salary Range: $73,500 - $123,500

Actual salary for the role may vary depending on work location of the successful candidate and other factors including but not limited to, skills, education, experience, working conditions and the local labour market.

This position is being posted to fill an existing vacancy.

Interested in this role, but don't meet every requirement? We encourage you to apply! We know from experience that a candidate doesn't need 100% of the qualifications listed to bring incredible value to our team. We're actively seeking diverse backgrounds and perspectives to help us make insurance better. At Definity, inclusion, diversity, and equity aren't just "nice to have" - they're essential to our success.

What's in it for you?
  • Hybrid work schedule for most roles
  • Company share ownership program
  • Incentive Program - Eligible employees may participate in various incentive plans which are paid out at the discretion of the company and subject to individual and company performance.
  • Pension and savings programs, with company-matched RRSP contributions
  • Paid volunteer days and company matching on charitable donations
  • Educational resources, tuition assistance, and paid time off to study for exams
  • Focus on inclusion with employee groups, support for gender affirmation surgery, access to BIPOC counsellors, access to programs for working parents
  • Wellness and recognition programs
  • Discounts on products and services

Go ahead and expect a lot - you deserve it.

#LI-Hybrid

About the Team

Definity is the parent company to some of Canada's most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada's leading and most innovative property and casualty insurers. We can't do that without our people, so we embrace and encourage a culture that's collaborative, ambitious, rewarding, and empowering.

We offer a flexible, hybrid work experience where employees work from the office and virtually depending on the type of work they are doing and who they are working with. Bring your true self and be a part of our journey. It's better here.

About Definity Financial

Definity Financial Careers

Joining Definity Financial presents an unparalleled opportunity to become part of a leading team of professionals in the financial services industry. This is a prime time for candidates to explore the diverse job opportunities at Definity Financial, a company renowned for its commitment to innovation, leadership, and professional growth.

Explore Career Opportunities

Definity Financial is actively seeking talented individuals for various positions across the company. From entry-level roles to senior leadership positions, Definity Financial offers a dynamic work environment where career growth is encouraged and supported by comprehensive benefits and diversity training programs.

Innovation and Professional Growth

At Definity Financial, innovation isn't just a buzzword; it's the cornerstone of the company's operations. Employees are encouraged to bring fresh ideas and perspectives to the table, driving the company forward in the competitive financial sector. Professional growth is facilitated through targeted training programs, leadership development opportunities, and active networking events that connect employees with industry leaders.

Cultivating a Diverse and Inclusive Culture

Definity Financial is committed to fostering a diverse and inclusive culture where all team members feel valued and respected. The company believes that diversity fuels innovation and enhances the team's ability to address client needs effectively. Through comprehensive diversity training and inclusive hiring practices, Definity Financial ensures that all employees have the opportunity to succeed.

Internship Programs and Entry-Level Positions

For those starting their careers, Definity Financial offers robust internship and entry-level positions that provide hands-on experience in the financial sector. Interns at Definity Financial gain invaluable insights into the industry, working alongside seasoned professionals and participating in projects that have real-world impact.

Benefits and Employee Well-being

Employees at Definity Financial enjoy a range of benefits designed to support their health, well-being, and financial security. The company's benefits package includes health insurance, retirement plans, and flexible working arrangements, ensuring that employees can balance professional and personal commitments effectively.

Join the Definity Financial Team

Definity Financial is hiring! Explore open positions that match your skills and interests. The company is looking for passionate, curious, and solution-driven team players. Whether you are refining your resume, preparing for an interview, or seeking to advance your career, Definity Financial offers a supportive environment where your ambitions can take flight.

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