Vice President, Financial Planning & Analysis

• Company: CGL
• Department: Exec Team - P&C Ins Sols
• Employment Type: Regular Full-Time
• Work Model: Hybrid (2 days in office)
• Language: English is required, French is an asset.

The Opportunity

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

The Vice President, Financial Planning and Analysis provides executive leadership for the Finance Decision Support for CGIC and CUMIS General, which includes CMG verticals of PCIS, CXO and RSS. As a key financial and strategic advisor, the role enables informed decision-making through timely, forward-looking insights, constructive challenge and clear recommendations. Accountabilities include planning, forecasting, management reporting, performance analysis, capital and financial risk insight, business case support and financial discipline.

The role also advances a modern, integrated Decision Support model by streamlining end-to-end processes, expanding dynamic and self-service reporting, automation and AI-enabled analytics, and building the future-ready talent and capabilities.

How you will create impact

Serve as a trusted financial and strategic advisor to the executive management team, business leadership teams, the Board of Directors and the Audit Committee.

Provide proactive insight, constructive challenge and recommendations on enterprise and entity decisions, translating complex financial and operational information into clear choices, trade-offs and actions.

Set direction for entity-level budgets, forecasts and long-term financial plans, ensuring alignment with strategic objectives and enterprise expectations.

Lead the coordination, challenge and validation of planning and forecasting assumptions, financial objectives, performance benchmarks and resource requirements across supported portfolios.

Sponsor automation, dynamic visualization, self-service, improved data accessibility and quality, and responsible use of AI-enabled analytics to support overall strategic financial support

Lead, coach and develop a high-performing, inclusive Finance Decision Support leadership team and professional workforce, connecting accountabilities and goals to enterprise strategy.

Partner with the CFO, Finance Vice Presidents, Corporate Development, Enterprise Strategy, EPMO, technology, data and business leaders to align financial metrics, tools, methods and enterprise priorities.

To join our team

• Bachelor’s degree in accounting, finance, business administration, economics or related discipline
• CPA or legacy CA/CMA/CGA). CFA or comparable professional qualification is required; FCIA, MBA or similar broad-based business qualification is preferred.
• 6+ years of progressive senior leadership experience in P&C insurance and/or financial services, including proven experience leading financial planning and analysis and decision support teams
• Expert knowledge of key business and performance drivers, multi-entity operations, enterprise strategy and investment decision processes
• Demonstrated ability to connect financial, operational, client, risk and strategic implications and convert insight into executive recommendations and action.
• Exceptional influencing, communication and consensus-building skills, with the ability to engage executive leaders, Board or committee stakeholders, industry partners, and cross-functional enterprise partners
• Deep understanding of scenario modelling, data visualization, automation and AI – enabled analytics
• This position primarily works with majority non-francophone groups, and teams located outside of Québec, and requires proficiency in English. The essential non-French duties are not assignable to adjacent or other team members.

How you will succeed

• You prioritize collaboration across teams and functions, leveraging diverse perspectives to drive innovative solutions and achieve superior results.
• You cultivate a client centric culture, drive organizational change and champion innovative thinking.
• You foster sustainable relationships with stakeholders to identify strategies, explore broader solutions and collaboratively resolve contentious issues.
• You build trust with employees and business partners and inspire your team through compelling communication.
• You role model the co-operative values, encourage the development of your leaders and build high performing teams to meet the evolving needs of the organization.
• You are integral in identifying and implementing the long-term vision for the organization and apply a strategic mindset to adjust business priorities based on emerging trends.

What you need to know

You will travel regularly

As a leader, strict confidentiality is required with respect to sensitive matters and employees’ personal information.

You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

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.

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