Financial Planning and Analysis Manager (Ontario)

Financial Planning and Analysis Manager (Ontario)

12 Oct
|
Fenchurch General Insurance
|
Ontario

12 Oct

Fenchurch General Insurance

Ontario

Position Overview

Fenchurch General Insurance Company is seeking a hands-on Finance Manager, Financial Planning & Analysis to lead budgeting, forecasting, management reporting, and financial analysis. The Finance Manager will work closely with senior leadership and business leaders to deliver clear, accurate, and decision-useful financial information.

The primary focus of the role is FP&A;, management reporting, and Board reporting. As part of a small and collaborative finance team, the successful candidate will also support selected accounting, regulatory reporting, taxation, financial control, and finance transformation activities. This opportunity is well suited to a designated CPA who enjoys combining detailed financial work with executive-level reporting, improving evolving processes, and working across a growing property and casualty insurance organization.

Key Responsibilities

Financial Planning and Analysis

- Lead the annual budgeting process, including company-wide assumptions, templates, timelines, departmental submissions, headcount plans, capital expenditure budgets, and supporting schedules.
- Own the monthly forecasting and reforecasting process and maintain the related financial models and workbooks.
- Develop integrated forecasts covering the income statement, balance sheet, cash flow, capital position, and key operating metrics.
- Analyze actual results against budget, forecast, and prior periods, clearly identifying key drivers, trends, risks, and opportunities.
- Prepare actionable financial analysis and recommendations to support management decision-making.
- Continuously improve financial models, reporting tools, assumptions, controls, and documentation.

Management, Board and External Reporting
- Own the quarterly Management’s Discussion and Analysis process and coordinate inputs across Finance, Actuarial, Underwriting, Claims, and other business functions.
- Prepare quarterly financial reporting packages and presentations for senior management and the Board of Directors.
- Ensure financial information is accurate, consistent, clearly communicated, and supported by appropriate analysis.
- Support executive and external stakeholder presentations, including materials for auditors, regulators, and rating agencies.

Accounting and Financial Control
- Support quarter-end and year-end financial reporting activities.
- Prepare and review complex balance sheet and general ledger reconciliations and work with relevant teams to resolve reconciling items.




- Support effective financial controls, supporting schedules, process documentation, technical accounting analysis, and external audit requests.
- Assist with monthly reinsurance calculations and monthly reporting including for yearly renewal.

Taxation and Regulatory Reporting
- Assist with indirect tax filings, including applicable insurance premium taxes and provincial sales taxes.
- Assist with quarterly Statistics Canada submissions, Canadian P&C; regulatory returns, and related supporting schedules.
- Maintain filing calendars, reconciliations, and documentation to support accurate, complete, and timely submissions.
- Coordinate with internal stakeholders and external advisors to resolve reporting, accounting, or regulatory matters.

Systems and Process Improvement
- Partner with Information Technology and Development teams on finance-related system enhancements, integrations, automation, and reporting improvements.
- Translate finance needs into clear business requirements and testing plans, participate in user acceptance testing, and validate financial outputs before implementation.
- Identify opportunities to automate manual activities, strengthen controls, and improve the accuracy and efficiency of finance processes.
- Support finance transformation initiatives involving budgeting, forecasting, payment workflows, reporting, and other operational processes.

Collaboration and Team Contribution
- Build effective working relationships across the organization and communicate financial concepts clearly to financial and non-financial stakeholders.
- Work collaboratively within a small finance team, providing support during peak reporting, budgeting, forecasting, and filing periods.
- Take ownership of assigned responsibilities while remaining flexible and responsive to emerging priorities.

Required Qualifications

- Canadian CPA designation in good standing.
- Minimum of five years of progressive finance experience, with demonstrated responsibility for budgeting, forecasting, management reporting, financial analysis, or financial reporting.




- Demonstrated experience developing and maintaining financial models, forecasts, and reporting workbooks.
- Experience preparing management reporting, MD&A; materials, Board reporting packages, or executive presentations.
- Strong understanding of accounting principles, financial statements, financial controls, and complex reconciliations.
- Advanced Microsoft Excel skills.
- Strong written and verbal communication skills.
- Demonstrated ability to manage multiple priorities and deliver accurate work within tight deadlines.

Preferred Qualifications

- Experience within a property and casualty insurance company, managing general agent, insurance brokerage, or an insurance-adjacent organization.
- Knowledge of insurance accounting, reinsurance reporting, regulatory filings, insurance-related indirect taxes, or Canadian P&C; regulatory returns.
- Experience working in a small finance team within a growing or evolving organization.
- Experience collaborating with IT and Development teams on system implementations, integrations, automation, or business process improvements.
- Experience preparing materials for boards, auditors, regulators, rating agencies, or other external stakeholders.
- Familiarity with financial reporting, budgeting, or enterprise resource planning systems.
- Experience using AI-enabled tools to improve financial analysis, reporting, documentation, or process efficiency, with appropriate review and control over outputs.

Core Competencies
- Strong financial and analytical judgment
- Explicit and concise executive communication
- Accuracy and attention to detail
- Ownership and accountability
- Collaboration and practical problem-solving
- Adaptability and continuous improvement mindset

Why Join Fenchurch

This role offers broad exposure to senior leadership, the Board, and key areas of a growing P&C; insurance company. The successful candidate will have the opportunity to shape FP&A; processes, improve reporting and systems, and make a visible contribution to financial decision-making across the organization.

The Right Fit The successful candidate will be a versatile finance professional who can move comfortably between detailed financial work and executive-level reporting. They will bring structure to evolving processes, communicate clearly, take ownership of complex assignments, and consistently deliver accurate, thoughtful, and decision-useful financial information.

📌 Financial Planning and Analysis Manager (Ontario)
🏢 Fenchurch General Insurance
📍 Ontario

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