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About the Role

Support financial planning and analysis activities within the insurance sector through budgeting, forecasting, financial reporting, and business insights. This hybrid Toronto opportunity offers exposure to enterprise finance operations, collaboration with stakeholders, and the opportunity to contribute to financial planning and performance initiatives.

Responsibilities

• Lead financial planning and analysis activities, including budgeting, forecasting, variance analysis, and reporting.
• Oversee monthly, quarterly, and annual financial close processes.
• Direct the preparation of financial reports, income statements, balance sheets, and executive-level presentations.
• Manage and mentor a small finance team.
• Partner with business leaders to provide financial insights and recommendations.
• Monitor financial performance and identify risks and opportunities.
• Support investment, cash management, and financial planning initiatives.
• Ensure compliance with accounting policies, procedures, and regulatory requirements.
• Utilize financial systems and tools, including Anaplan where applicable.
• Provide leadership and oversight for financial planning and analysis and financial close activities.
• Support financial reporting requirements and ensure business continuity during leadership absences.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related financial discipline required.
• Advanced degree in a financial discipline is preferred.
• CPA or other advanced financial designation required.
• 10+ years of progressive Finance and Accounting experience, including leadership responsibilities.
• Previous experience with computer applications such as Microsoft Word, Excel, PowerPoint, and other related financial software.
• Extensive experience in financial planning and analysis, including budgeting, forecasting, financial modeling, and variance analysis.
• Strong experience managing month-end, quarter-end, and year-end close processes.
• Experience preparing financial reports, analyzing financial data, and supporting forecasting activities.
• Strong knowledge of economic and accounting principles, financial markets, financial reporting, and accounting regulations.
• Ability to analyze business trends and project future revenues and expenses.
• Ability to work independently and manage time effectively.
• Strong verbal and written communication skills, attention to detail, and critical thinking abilities.
• Leadership experience managing and developing finance teams.
• Excellent stakeholder management and problem-solving skills.
• Experience working in large corporate or enterprise-level finance organizations is preferred.
• Experience with Anaplan is highly desirable.
• AI experience is preferred.

Skills

• Financial planning and analysis
• Budgeting
• Forecasting
• Financial reporting
• Business insights
• Variance analysis
• Financial close processes
• Financial modeling
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• Financial systems
• Anaplan
• Stakeholder management
• Problem-solving
• AI

Location

• Toronto

Work Type

• Hybrid
• Full-time

Experience Level

• Senior
• 10+ years

Education Level

• Bachelor's degree
• Advanced degree preferred
• CPA or other advanced financial designation

Salary/Compensations

• $65-85 per hour
• $86-100 per hour (Incorporated Business Rate)

Benefits

• 6-month contract with the potential for permanent employment
• 37.50 hours per week
• Weekday schedule from 9 am to 5 pm
• 3 days per week in the office

About the Company

• Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach.
• As part of the screening process, some applications may be reviewed using artificial intelligence tools.
• Only candidates who meet the hiring criteria will be contacted.