Overview

Reporting to the Manager of 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. The role focuses on the weekly presentation of current results, ensuring variances from Plan are identified, investigated, and communicated to business partners.

Responsibilities

- 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, 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.

Qualifications




- 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 explicit, concise insights to senior leadership.
- Advanced proficiency with Excel and PowerPoint; SQL knowledge would be an 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

US$73,500 - $123,500

Benefits

- Hybrid work schedule for most roles.
- Company share ownership program.
- Incentive program participants may receive various incentive plans 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.
- Wellness and recognition programs.
- Discounts on products and services.

Background Checks

This role requires successful clearance of background checks, including criminal checks and leadership references.

📌 Specialist, Personal Insurance Financial Reporting & Analysis (Vancouver)
🏢 Definity
📍 Vancouver