WHO WE AREWhen it comes to health, we're always looking for waysto push for better. It's why we were founded in the first place. In 1957, ourfounder, pharmacist William Wilkinson, witnessed a mother sacrifice her healthby forgoing her own medicine to pay for her sick daughter's prescription. Heknew there had to be a better way. So, he introduced North America's firstprepaid drug plan, and GreenShield was born as a not-for-profit with a missionto support better health for all Canadians.
We aren't just a health and benefits company. We'rethe only not-for-profit social enterprise that brings worlds of coverage andcare together, all in one place.
We're noble challengers, purposefully building a betterway and we need the best people to help us create a more holistic approach thattakes care of the mind and body.
Our mission is to create better health for allCanadians, and we know that starts with our employees.
THEROLE IN A NUTSHELLWe are seeking a strategic andanalytical Manager of Financial Planning and Analysis (FP&A) to lead ourfinancial planning initiatives and provide valuable insights to drive businessperformance from a revenue and margin perspective. This role, reporting into theDirector of Financial Planning and Analysis, will be pivotal in planning, developingand monitoring our Annual Operating Plan (AOP), producing management reporting,and preparing for Quarterly Business Reviews (QBRs) to support informeddecision-making across the organization.
Roles andResponsibilities:
Annual Operating Plan (AOP) Development:- Plan and oversee the end-to-end AOP process, establishing timelines, deliverables, and key milestones to ensure seamless execution.
- Support the budgeting, forecasting and strategic planning process through data collection, assumption setting, scenario analysis and revenue/sales target setting activities
- Collaborate with cross-functional teams to align the AOP with organizational goals and strategic revenue/margin generating initiatives.
- Present the AOP to senior management, articulating the underlying assumptions, methodologies and strategies used in the projections.
Management Reporting:- Deliver insightful monthly financial reports that provide a deep analysis of business performance, highlighting key drivers of revenue and expenses.
- Conduct variance analysis to identify revenue and claims trends, anomalies, and opportunities for improvement, providing actionable recommendations to business leaders.
- Partner with departments to understand their financial needs and tailor reporting solutions that enhance their operational decision-making.
- Develop clear, concise visual dashboards and reports that communicate complex financial data in a user-friendly manner for non-finance professionals.
Quarterly Benefit Reviews (QBR):- Organize and prepare QBR materials for the Executive Committee, showcasing progress against strategic and operational initiatives.
- Monitor and report on key performance indicators (KPIs) and metrics that measure success and inform future strategic direction.
Team Management and Leadership:- Lead, mentor, and develop the team, providing guidance, feedback, and training to enhance their skills and performance.
- Set OKRs, conduct performance evaluations, and facilitate professional growth opportunities for team members.
- Foster a collaborative and positive work environment.
WHO WE'RE LOOKING FORWe're not looking for just anyone. We're looking for aunique individual with a big brain and a big heart who wants to help us createbetter health for all Canadians.
- Bachelor's degree in Finance, Accounting, Mathematics, Actuarial Sciences, or a related field. Master's degree would be an asset.
- 7+ years of experience in either a Health and Benefits Insurance role (actuarial, consulting, pricing, etc.) or financial planning and analysis, budgeting related roles.
- FSA/ASA or CPA designation or equivalent.
- 5+ years of management experience
- Strong analytical skills with the ability to interpret complex financial data and communicate findings effectively.
- Proficiency in financial modeling, forecasting, and advanced Excel.
- Ability to prioritize tasks effectively, demonstrating flexibility in managing workload demands and handling multiple tasks as required.
- Excellent attention to detail and accuracy, with a focus on meeting deadlines.
THE CULTUREWe believe a career should be meaningful. Not just ameans to earn a living. Our culture is one where everyone's voice is heard andvalued. Because that's what it takesto create better health for all. We dare to challenge the status quo. And we'redriven by people who have challenged theirs. We believe that yourworkplace should empower you to be the best version of yourself. That's why we provide aplace where you can be inspired, challenged, and rewarded.
Where your growth means our growth.
Where your voice is heard and valued.
Where your work has purpose. And purpose matters.
We believe our people arecritical to our overall success. Inclusivity makes us a stronger, smarter andmore informed organization. Being intentionally inclusive of diversebackgrounds, perspectives and experiences will enhance our company culture topositively impact how we support our communities. A career at GreenShield isn't just about personalachievements, it's about making adifference together.
Here's to Better Health for All!
AFEW MORE DETAILSProficiency in English is requiredfor this position. As part of this role, you will be required to communicatewith colleagues or customers who use English as their primary language. By requiring English proficiency for thisposition, we aim to ensure that our employees can excel in their roles,collaborate, and communicate effectively, and contribute to the success of ourorganization.
GS supports diversity, equity andinclusion in our teams and communities, and we value the unique contributionsmade by all. Even if your experience doesn't align perfectly to everyrequirement, we invite you to apply. We encourage applications fromall candidates and will accommodate needs under human rights legislationthroughout all stages of the recruitment and selection process. Please let usknow of any accommodation through [redacted]. Information received relating toaccommodation will be addressed confidentially.
Providing this information givesGS consent to use your personal information to assess your suitability forspecific positions, future opportunities or for your personnel file. Yourrésumé will be held in strict confidence and will be viewed only by theOrganization. Information may be stored outside of Canada and could be used foraggregate statistical purposes (which uses no personal identification).
