Senior Analyst Finance & Planning

We are looking for a Senior Analyst Finance & Planning.

Reporting to the Director, Strategic Finance, this role owns, executes, and guides others on several processes related to Strategic Initiative & Portfolio Governance.  It provides leadership in initiative governance & gating processes, for which it applies advanced knowledge of Canada Life’s Canadian Initiative Governance requirements. 

To be successful the incumbent requires tact, a strong ability to negotiate and influence others, and an emphasis on building collaboration.  This role also requires a strong understanding of best practices in Strategic Finance analysis & planning techniques, and knowledge of related reporting & tools.

This role enables Strategic Finance to provide valued input to senior leaders for the governance and reporting of strategic initiative & financial planning.  This role is highly visible as a trusted partner and subject matter expert for Strategic Initiative & Portfolio Governance. 

What you will do

Planning & Governance Process Ownership

• Responsible for several key functions in Strategic Initiative & Portfolio Governance & Gating.  Define processes, provide communication & education, drive & implement continuous improvements, ensure adherence to process expectations, conduct quality checks, control gating checkpoints. 
• Responsible for counselling & educating stakeholders* on correct application of initiative governance & gating framework to meet requirements and pass gating. 
• Responsible to drive several recurring key meetings, including but not limited to: monthly Initiative Brief Review Meetings, adhoc Level 1 / Level 2 Gate 3+ Onboarding Meetings, Annual Planning meetings, and biweekly Planning Lead / Strategic Initiatives Manager touchpoints.
• Responsible to manage process approvals on behalf of Strategic Finance.  Communicate outcomes from business unit gating (pass/fail), provide clarity of next steps. 
• Responsible to drive initiative brief & business case development, assessment, and quality control as Planning Lead for Finance Portfolio.

Strategic Initiative Financial Planning & Reporting

• Responsible for production of monthly portfolio reporting end-to-end.  Includes buy-in for workback schedule dates; extracting data from internal financial systems and partners; consolidating in Excel/PowerBI; analyzing data & driving conversations related to trends/issues/risks; summarizing for exec audience; and communicating / publishing by required deadlines.
• Responsible for production of monthly Operating Committee of Canada ("OCC") reporting and quarterly initiative reporting.  Includes summarizing YTD spend, forecast, and pipeline information. 
• Support other ad hoc reporting for Business Leadership, for Technology Leadership, and/or for OCC & Canada Finance as required.

*Stakeholders/audience for this role typically includes up to AVP level; less often also VP+.   

What you will bring

• At least 6-9 years experience in business acumen, strategic planning, financial reporting, and/or leadership.
• College Diploma or University Degree in business management or otherwise.
• Strong focus on process ownership, development, and continuous improvement.
• Possess a high degree of financial, analytical, and problem-solving skills.
• Embrace use of technology (Office-365 suite of tools) as a foundational way of working. 
• Excellent oral and written communication skills.  Proven track record of communicating expectations effectively, gaining buy-in for collaborative efforts leading to shared outcomes, and driving results against fixed deadlines.
• Specialized knowledge in any of the following: technology planning, project delivery (PMI certification or experience), leadership via influence (no direct reports), change management, portfolio management, Sharepoint, Confluence, JIRA, Office365, PowerBI.
• Demonstrated ability to build exceptional, trust-based working relationships with a wide variety of stakeholders.  Be visible, be reliable, be approachable. It is critical that this role is seen as a partner and subject matter expert.

Given the size and scope of our organization, we have the flexibility for this position to be located in the following head office locations: Toronto, London, Winnipeg.

The base salary for this position is between  $51,400 - $95,200 annually.  This represents base salary only and does not represent other variable compensation components of our total compensation ( i.e. annual bonus, commission etc).  If you are selected to move forward in our recruitment process, your recruiter will be able to discuss additional details of our total rewards program with you.

Career opportunities will be open a minimum of 5 business days from the date of posting, closing dates will vary depending on the search activity. All applications received will be reviewed on a rolling basis.

Be your best at Canada Life- Apply today!

Being a part of Canada Life means you have a voice. This is a place where your unique background, perspectives and talents are valued, and shape our future success.

You can be your best here. You’re part of a diverse and inclusive workplace where your career and well-being are championed. You’ll have the opportunity to excel in your way, finding new and better ways to deliver exceptional customer and advisor experiences.

Together, as part of a great team, you’ll deliver on our shared purpose to improve the well-being of Canadians. It’s our driving force. Become part of a strong and successful company that’s trusted by millions of Canadians to do the right thing.

Canada Life serves?the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States. As members of the Power Financial Corporation group of companies, we’re one of Canada’s leading insurers with interests in life insurance, health insurance, investment and retirement savings. We offer a broad portfolio of financial and benefit plan solutions for individuals, families, businesses and organizations.?

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee?has the opportunity to?reach their potential.?

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Canada Life policies. To request a reasonable accommodation in the application process, contact talentacquisitioncanada@canadalife.com.

Canada Life?would like to thank all applicants, however only those who qualify for an interview will be contacted.


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