Lotus Group is proud to partner with InsureCPA, a progressive, established and growth-minded organization serving Chartered Professional Accountants across Western Canada, in the search for a Controller – Business Analytics & Operations.

We are looking for a CPA who knows their numbers, understands the fundamentals of accounting and financial management, but is equally passionate about what the data can tell us about the business.

This is not a traditional Controller opportunity focused solely on financial statements, month-end reporting and compliance. While those responsibilities remain an important foundation, this position offers the opportunity to become deeply involved in business performance, sales analytics, operational efficiencies, technology and strategic decision-making.

The ideal candidate is naturally curious, commercially minded and energized by data. Someone who enjoys understanding where revenue comes from, what drives sales performance, how customers behave and where opportunities exist to improve the business.

You'll work closely with leadership and collaborate across the organization, using financial expertise, business intelligence and technology to turn information into meaningful insights and action.

For a CPA who enjoys accounting but gets genuinely excited about analytics, automation, dashboards and business growth, this is an opportunity to bring those interests together.

About InsureCPA

For 50 years, InsureCPA has protected the health and wealth of Chartered Professional Accountants, CPA candidates, their families and firms across Western Canada.

As an established, not-for-profit organization, InsureCPA combines financial stability with a forward-thinking, entrepreneurial approach to business.

The team is cooperative, innovative and genuinely interested in finding better ways to do things. Technology, AI, continuous improvement and new ideas are embraced, and employees are encouraged to contribute beyond their traditional responsibilities.

InsureCPA's core values reflect its culture:

- Let's Go – We are motivated to take action today.
- Raise the Bar – We take the initiative to improve everything we do.
- Anything is Possible – We approach obstacles with an open mind.
- We Are Good People – We make a positive impact every day.

Key ResponsibilitiesFinancial Management & Controllership

- Oversee the organization's day-to-day accounting operations, ensuring accuracy, efficiency and strong financial controls.
- Manage monthly, quarterly and annual financial reporting, including financial statements, reconciliations and management reporting.
- Coordinate annual audits and work collaboratively with external auditors and accounting partners.
- Oversee cash flow management, budgeting, forecasting and financial planning.
- Maintain appropriate accounting policies, internal controls and regulatory compliance.
- Lead and support internal accounting resources, providing guidance, accountability and opportunities for development.
- Prepare financial information and reporting for senior leadership and the Board.

Business Analytics & Intelligence

- Collect, organize and analyze financial, sales and operational data to identify trends, opportunities and areas for improvement.
- Develop and maintain dashboards, KPIs and business intelligence reports that provide meaningful visibility into organizational performance.




- Analyze revenue trends, sales activity, customer acquisition, retention, conversion rates and product performance.
- Connect financial information with sales and operational data to develop a more complete understanding of business performance.
- Translate complex information into explicit, practical insights that support leadership decisions.
- Identify gaps in reporting and develop better ways to capture, interpret and communicate information.
- Support data-driven planning, forecasting and strategic initiatives.

Sales Performance & Business Operations

- Collaborate closely with sales, marketing and operations to understand business performance and identify opportunities for growth.
- Analyze sales pipelines, advisor productivity, lead conversion, revenue generation and customer retention.
- Evaluate product performance, pricing, profitability and operational effectiveness.
- Support business planning and strategic decision-making through financial modelling and performance analysis.
- Identify opportunities to improve processes, reduce inefficiencies and strengthen overall business performance.
- Bring a commercial perspective to financial discussions, looking beyond historical results to understand what drives future success.

Technology, Automation & Continuous Improvement

- Identify opportunities to automate manual accounting, reporting and data collection processes.
- Develop and enhance reporting capabilities using Power BI, advanced Excel or similar business intelligence tools.
- Explore practical applications of AI and emerging technologies to improve financial and operational efficiency.
- Support improvements to financial systems, CRM integrations and data management processes.
- Help create more efficient, accurate and accessible reporting across the organization.
- Challenge existing processes and introduce current approaches that support continuous improvement and scalability.

Qualifications & ExperienceRequired

- Chartered Professional Accountant (CPA) designation is required.
- Strong technical accounting background, including financial reporting, financial statements, internal controls, budgeting, forecasting and audit coordination.
- Experience in a Controller, Finance Manager, Commercial Finance, FP&A; or similar financial leadership position.
- Demonstrated ability to analyze financial and operational information and translate data into meaningful business insights.
- Strong financial modelling, analytical and advanced Excel skills.
- Experience managing accounting responsibilities while contributing to broader business and operational discussions.
- Understanding of sales performance metrics, revenue reporting or operational KPIs.
- Experience supporting or leading accounting resources and working collaboratively across departments.
- Strong communication skills and the ability to present financial information to non-financial stakeholders.
- A proactive, solutions-focused approach with a genuine interest in technology, data and continuous improvement.





Highly Desirable

- Experience with Power BI, Tableau or similar business intelligence and visualization tools.
- Experience developing dashboards, automated reporting or financial analytics tools.
- Exposure to sales analytics, CRM reporting, revenue intelligence or customer performance data.
- Experience with financial systems integration, automation or AI-supported workflows.
- Knowledge of SQL, data modelling or database management.
- Experience in insurance, financial services, professional associations or membership-based organizations.
- Experience partnering directly with sales and operational leadership.

Who We're Looking For

We're looking for someone who brings the technical credibility of a CPA with the curiosity and commercial mindset of a business analyst.

You might currently be a Controller who loves the analytical side of finance, a Finance Manager who enjoys working closely with sales and operations, or an FP&A; professional with a strong accounting foundation who wants broader ownership of the finance function.

You're someone who:

- Enjoys getting into the details of data and understanding the story behind the numbers.
- Is genuinely interested in sales, revenue, customer behaviour and business performance.
- Can comfortably manage the accounting function but doesn't want their career limited to traditional financial reporting.
- Gets excited about building dashboards, exploring trends and finding opportunities others may have missed.
- Is interested in AI, automation and using technology to work smarter.
- Asks questions, challenges processes and looks for ways to make things better.
- Enjoys collaborating with different departments and being involved in the bigger picture.
- Brings positive energy, initiative and a willingness to roll up their sleeves.
- Wants to contribute ideas, influence decisions and make a visible impact on the organization.

Why InsureCPA?

InsureCPA offers something different for a finance professional who wants to combine strong accounting fundamentals with broader business involvement.

You'll have the opportunity to take ownership of the financial function while contributing to how the organization measures performance, understands its customers, improves operations and plans for future growth.

You'll work alongside a collaborative leadership team that values new ideas, encourages innovation and recognizes the importance of using technology and information to make better decisions.

This is an opportunity to move beyond simply reporting the numbers and become an important part of understanding and improving them.

Lotus Group welcomes confidential conversations with CPA-designated finance professionals who are interested in a role that combines controllership, business analytics, operational involvement and technology.

You may not currently hold the title of Controller, and that's okay. If you have strong technical accounting experience, enjoy working with data and want to contribute to the broader success of a business, we'd welcome the opportunity to connect. #LotusA

Pay: From $135,000.00 per year

Benefits:

- Casual dress
- Company events
- Dental care
- Extended health care
- Flexible schedule
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Wellness program
- Work from home

Work Location: In person

📌 Controller – Business Analytics & Operations (Alberta)
🏢 Lotus Group
📍 Alberta