When it comes to health, we’re always looking for ways to push for better. It’s why we were founded in the first place. In 1957, our founder, pharmacist William Wilkinson, witnessed a mother sacrifice her health by forgoing her own medicine to pay for her sick daughter’s prescription. He knew there had to be a better way. So, he introduced North America’s first prepaid drug plan, and GreenShield was born as a not-for-profit with a mission to support better health for all Canadians.

We aren’t just a health and benefits company. We’re the only not-for-profit social enterprise that brings worlds of coverage and care together, all in one place.

We’re noble challengers, purposefully building a better way and we need the best people to help us create a more holistic approach that takes care of the mind and body.

Our mission is to create better health for all Canadians, and we know that starts with our employees.

THE ROLE IN A NUTSHELL

The Financial Planner (FP) and Controller

will play a critical role in enabling financial oversight of the Digital and Technology (D&T;) function, including budget development, management and forecasting inclusive of: Product, Data, AI, Engineering, IT Vendor Mgmt, IT Platforms and Operations, and Cyber/IT Security. The position is key to advancing D&T; as a competitive advantage for the enterprise, facilitating and enabling a robust understanding of financials and associated drivers, while providing financial analysis for decision-making, and forecasting/modelling to inform impactful investments across the portfolio. This role will work in closer partnership with the D&T; leadership team to advance technology business management, cloud finops (working closely with Platform team),



and product P&L; analysis, and will lead the annual operating plan and process working with the Director Business Planning (D&T;).

The FP& Controller – D&T; will partner with the Executive Vice President-Head of Digital & Technology and the respective D&T; senior leadership team to provide actionable insights, improve cost structures, and ensure optimal resource allocation. This role requires a deep understanding of IT cost models, fixed vs. variable cost dynamics, an understanding of cloud finops basics, and total cost of ownership (TCO) calculations to align technology investments with business goals.

This position reports to the Director, Strategy Operations.

D&T; Budget Management

- Oversee the preparation and management of budgets for Product, Data, AI, Engineering, IT Platforms and Operations, and Cyber/IT Security functions.
- Monitor and analyze budget variances, ensuring alignment with organizational Objectives and Key Results.
- Collaborate with stakeholders to ensure effective resource allocation and adherence to budgetary goals.
- Develop multi-year financial plans, annual operating budgets, and capital budgets for D&T; initiatives.

Cost Analysis & Optimization

- Analyze and distinguish fixed vs. variable costs within D&T; budgets to identify optimization opportunities.
- Develop total cost of ownership (TCO)



models for products, services, infrastructure, and tools.
- Evaluate ROI on technology investments and provide recommendations to support strategic decision-making.
- Support the product roadmap from a cost perspective acting as a financial advisor and develop/sustain P&L;’s for product life cycle management.
- Oversee from a financial perspective the deprecation of old technology as we introduce modernized, and new enterprise technologies, drive consolidation, while ensuring appropriate dependencies are managed across finance peers.
- Drive the adoption of best practices in cost management and financial planning across the Digital and Technology teams (Product, Data, AI, Engineering, IT Platforms and Operations and Cyber Security).
- Strengthen relationship between Enterprise Pricing.

Business Advisory & Strategic Support

- Partner with D&T; leadership to provide financial insights and advisory services on operational strategies.
- Act as the primary Finance contact for D&T; related financial planning and performance management.
- Develop advanced financial models and utilize analytics tools to enhance decision-making.
- Collaborate with cross-functional teams to align D&T; investments with broader business objectives.

Process Improvement & Compliance

- Lead initiatives to improve financial processes and tools, ensuring efficiency and impactful and quality outcomes; engage in enterprise ERP implementation.
- Ensure financial compliance with corporate policies and relevant governance standards for D&T; operations.
- Working with the Financial Reporting team, ensure capital projects/product pods are tracked accur

📌 FINANCIAL PLANNER AND CONTROLLER (Toronto)
🏢 GreenShield
📍 Toronto