Financial Planning & Analysis Consultant

#IN-DNI #LI-DNI

Company: CGL
Department: Corp Fin Plan & Analysis
Employment Type: Regular Full-Time
Work Model: Hybrid (2 days in office)
Language: English is required, French is an asset.
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

The Financial Planning & Analysis Consultant will apply comprehensive knowledge of business performance drivers of financial risk and return to identify areas for improvement. This individual will work closely with Decision Support teams, the Enterprise Project Portfolio Office (EPPO), and the Enterprise Transformation Office (ETO) to help demonstrate the impacts of business transformation to the enterprise. This individual ensures business decisions are grounded in sound and balanced financial analysis, demonstrating an ability to deeply understand the business area. This individual will work closely with corporate business partners to support the financial analysis required for decision making and benefits realization.

How you will create impact:

• Evaluate financial condition and create complex financial models for budgets, forecasts, and multi-year plans.
  Support the development of financial business cases that incorporate an understanding of constraints and potential scenarios.
• Support the creation of benefit realization models and identification of metrics driving performance variances, working with the appropriate teams to communicate and highlight implications.
• Enhance internal partnerships to create innovative solutions to translate business roadmap into opportunities sizes.
  Understand financial implications during roadmap planning discussions.
• Work alongside EPPO to develop funding requests in line with enterprise prioritization frameworks.
• Research best practices and analyze competitive, economic, and regulatory environment to identify complex issues and advantages.
• Research appropriate financial management tools and analytic techniques that assist in achieving financial objectives.
• Recommends short-term and long-term solutions for improved performance through the delivery of effective presentations to business partners.

To join our team:

• University degree in Business/finance/accounting, or related discipline.
• You have 5-7 years of experience in financial planning and analysis or in a related field.
• Having or working towards professional accounting designation or appropriate professional qualifications (CA, CMA, CBV or MBA) is an asset.
• Working knowledge in strategic financial analysis.
• Proven ability to collaborate with business partners and provide financial analysis.
• Ability to influence decision making.
• Demonstrated ability to initiate, lead and manage change.

How you will succeed:

• You have an innovative mindset to improve operational efficiencies and ability to influence change, with a primary focus on client needs.
• You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions and proactively propose solutions.
• You have strong communication skills to clearly convey messages and explore diverse points of view.
• You build trusting relationships and provide guidance to support the development of colleagues.

What you need to know:

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.​

Expected salary/hourly range $72,847.00 to $121,411.00

The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.​​

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics.

Co-operators uses artificial intelligence (AI) tools to support the screening and assessment of applicants for opportunities as part of a fair, transparent, and inclusive process. These tools assist our team but do not make final decisions. All decisions are reviewed and made by our teams to ensure fairness and alignment with Co-operators’ values. If you choose to opt out of the AI screening, please let our Talent Acquisition Team know when they reach out to you.