Manager Financial Analysis (ECH)

About Us

Echelon Insurance provides Personal and Commercial Specialty Insurance solutions to protect Canadian families and businesses across Canada, through our trusted network of Broker partners. Echelon is a member of the CAA Club Group of Companies and is an equal opportunity employer who offers a professional environment that champions collaboration, trust, and growth to drive success. We cultivate a great working dynamic to help us deliver what is best for our associates, Brokers, and Customers.

Who we are

Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!

At CCG, we are committed to delivering an exceptional Associate experience. We offer:

• Work-life harmony with access to an award-winning holistic wellness program,
• Continuous learning through our robust corporate curriculum and education reimbursement program,
• Incredible rewards, travel incentives, and product and service discounts,
• Pay-for-performance and best-in-class recognition programs, and
• Competitive benefits that include a defined contribution plan, personal spending account, and so much more.

Join our growing team where everyone belongs!

Position Details

What You Will Do

• Lead the annual budgeting process for the organization, working with business leaders to establish budget targets, expenditure requests, and optimize resource allocation

• Monitor budget adherence and provide regular updates on financial performance to department leaders and senior leadership

• Collaborate with key business leaders to define critical information needs, providing guidance regarding availability of data, and data matter expertise regarding current financial systems

• Work on FCT, ORSA budget requirements and to provide Actuarial and Risk department with financial numbers and variances information

• Conduct ongoing variance analysis of actual results versus budget and forecast to improve future budgeting and forecasting processes.

• Continuously improve upon the budgeting and forecasting process, driving efficiencies through the budget process

• Lead financial modeling efforts for the development and growth of the organization

• Model potential changes to capital structure, acquisition and divestiture planning

• Identify trends, resulting implications, key actions, and strategic implications / insights to support business initiatives

• Participate as a key thought leader of the finance team, influencing decision making, identifying organizational priorities

• Identify needs and establish priorities of the business in collaboration with other leaders and departments

• Prioritizing workload, reviewing and improving the quality, accuracy and insight of team analysis

• Evaluate the work flows, quality and quantity of work for the team to ensure service levels are being achieved

Who You Are

• Bachelor's degree in Accounting, Finance or Economics preferred

• CPA designation

• Minimum of 7 years of financial/analytical experience, along with experience at leading financial analysis projects preferred 

• Minimum of 5 years of experience in leading and managing staff

• Experience within the insurance sector required

• Must have a solid understanding of IFRS, specifically IFRS17

• Experience presenting to senior management and other stakeholders

• Experience initiating and leading projects and demonstrated ability to work with senior managers and key stakeholders

Please note: Internal applicants are asked to formally express their interest by applying online no later than 10 business days of position being posted.

Our Commitment

We are an equal opportunity employer and are committed to providing employment accommodation in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act, 2005 (AODA). Echelon Insurance will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs. As an organization we are focused on safety, which includes the safety and well-being of our Associates. Therefore, you must be and remain fully vaccinated as a condition of employment.