Are you a CPA, CA, MBA, CFA and/ or Actuary with 10+ years of insurance, IFRS 17, and financial planning and analysis experience? Our client, a pedigree bank, is looking for a strategic co-pilot, a “mini-CFO”, with a deep analytical business partnering mindset, exceptional communication, and the desire to build a key function from the group up.

The Senior Director, FP&A, Insurance is a newly created fast-paced highly visible role with a strong succession path to a C-Suite position. The successful candidate will have an appetite for working in a forward looking and innovative environment; thrives in challenges and wants to over-achieve and make a real difference with the business.

This is a hybrid role.

Are you a CPA, CA, MBA, CFA and/ or Actuary with 10+ years of insurance, IFRS 17, and financial planning and analysis experience? Our client, a pedigree bank, is looking for a strategic co-pilot, a “mini-CFO”, with a deep analytical business partnering mindset, exceptional communication, and the desire to build a key function from the group up.

The Senior Director, FP&A, Insurance is a newly created fast-paced highly visible role with a strong succession path to a C-Suite position. The successful candidate will have an appetite for working in a forward looking and innovative environment; thrives in challenges and wants to over-achieve and make a real difference with the business.

This is a hybrid role.

Responsibilities of the Senior Director, FP&A, Insurance is as follows:

• Establish the mandate for a leading Performance Management & Business Decision Support function, working closely with peers across the organization to leverage best practices/lessons learned.
• Provide insightful and actionable financial and business analytics of Insurance results; developing complex presentations to support executive decision-making.
• Coordinate ongoing forecasts, annual plan, 5 year outlook and line of business reviews with a comprehensive understanding of forward looking trends, including managing the stress-testing exercise for Insurance (in partnership with the Reporting & Controls team).
• Oversee benchmarking and peer comparisons; present findings and recommendations to senior management.
• Provide financial advisory services supporting various programs across Insurance.
• People and team management - fostering an engaged and innovative environment where staff are tapping into financial and non-financial data across the enterprise to drive value-add financial analysis, while keeping current with market trends, the competitive environment, and identification of business opportunities.
• Manage changes to current regulatory and accounting standards (i.e. OSFI, IFRS) to ensure they are properly reflected within all forecasting, planning and strategic initiatives presented to senior management in order to identify impacts to the business.

• Experience in Insurance, preferably life insurance, group benefits and/or both.
• 7+ years' experience in management reporting and analysis, and/or FP&A (including development of key metrics/business drivers).
• IFRS 17 experience is required.
• Very strong Microsoft Excel and PowerPoint Presentation skills required, with data mining skill and ability to explore new technologies to enhance the delivery of financial information.
• Strong team and people management abilities, and ability to play a leadership role across a wide group of peers.
• Keen sense of numbers and strong analytical skills with ability to multitask and handle high-pressure executive level requests on a continuous basis.
• Excellent leadership and interpersonal skills with a strong ability to influence stakeholders mobilize groups to deliver on common goals.
• Excellent organizational, analytical and problem solving skills.
• Able to consistently exercise independent thought and judgment and adapts to new tasks quickly.
• CPA or CFA or Finance MBA.
• Understanding of actuarial concepts, accounting and/or valuation would be an asset.
• Business advisory experience is an asset.