Finance Director, Planning and Performance Management

The Opportunity

Are you looking for a caring, collaborative, values-driven workplace with inspiring teammates and leaders? Do you have the ambition and desire to be the best and thrive at the most impactful global insurance provider in the world? Look no further than Zurich Canada.  

If you have experience in Financial Planning and Analytics and are looking for a new challenge, we would love to hear from you. 

Zurich Canada is currently looking for a Senior Planning and Performance Management Analyst to conduct and oversee complex financial analysis, and develop key financial models and presentations for strategic projects as and when they arise.

Reporting to the Head of Planning & Performance Management for Zurich Canada, you will lead analytical reviews of business initiatives, support the development and communication of financial and strategic plans, and collaborate cross-functionally on aligning financial objectives with business goals. 

This is a hybrid role.

What you will do:

•    Develop and provide comprehensive financial analysis in support of the business unit and enterprise-wide initiatives.
•    Generate solutions to complex financial issues, combining a big-picture view with detailed analytics to deliver actionable insights and ensure alignment between strategic and financial plans.
•    Evaluate the impact of external changes (e.g., regulatory, market) on the business unit and assigned department.
•    Act as a trusted finance partner and subject matter expert on financial performance, prepare and deliver complex financial reports, analysis, and insights, with commentary and recommendations to aid decision-making.
•    Develop and streamline financial models and processes to support key decision-making and enhance the accessibility and accuracy of performance insights across business units.
•    Lead and support special projects and business initiatives, including ‘deep dives’ into specific areas of concern.
•    Design, generate and review complex financial models, and act as finance point of contact for financial modeling related to organic and inorganic growth initiatives.

 

Job Qualifications

What you bring to the table:

Required:

• Bachelors Degree and 7 or more years of financial planning and forecasting experience in P&C Insurance.


OR

• High School Diploma or Equivalent and 9 or more years of financial planning and forecasting experience in P&C Insurance.


OR

• Zurich Certified Insurance Apprentice, including an Associate Degree with 7 or more years of financial planning and forecasting experience in P&C Insurance. 


AND

•    Strong verbal and written communication skills
•    Advanced knowledge of and experience with planning/forecasting processes & tools (e.g. SAP EPM/BPC, Oracle Hyperion, etc.)

Preferred:

• CPA, CFA, or MBA and knowledge of IFRS 17 Standards.
• Commercial Insurance industry experience
• Experience supporting M&A transactions.
• Leadership experience.
 

Our Culture

At Zurich, we are proud of our culture. We are passionate about Diversity, Inclusion, Equity and Belonging (DEIB). We want you to bring your whole self to work, and we want our employees to be reflective of the communities in which we live and work. Our DIEB initiatives are creating an environment where everyone feels welcome. 

We have a collaborative culture where diversity of thought is valued. We value your input and strive to give our employees the tools they need to make an impact.  

We care about our employees’ well-being and offer a comprehensive health/benefits plan with varying levels of coverage to suit your specific needs and a competitive total compensation package. 

We understand how important it is to rest, recharge and do the things you love. At Zurich, all employees receive a minimum of four weeks of vacation per year to do just that. 

We also understand that employees require time off for personal reasons. Maybe you have an appointment during a workday, a cultural or religious holiday you would like to observe, or you need time off to focus on your mental health. Zurich employees receive four personal days per year to be used at their discretion.  

We are committed to continuous improvement, and offer access to a comprehensive range of training and development opportunities.  

We care about our communities. Our communities are where our customers, people, and shareholders live and work. While we can be proud of the contribution to society Zurich makes through our core business of insurance, we must also give back to our communities through our talent, time and resources. 

We have won numerous awards for our workplace culture. We are proud to be one of Greater Toronto’s Top Employers and to have received Insurance Business Canada’s 5-Star Diversity, Equity and Inclusion Award.    

Make a difference. Be challenged. Be inspired. Be supported. Love what you do. Work for us.  

About Us 

Zurich Canada is part of the Zurich Insurance Group, a multi-line insurer with approximately 55,000 employees worldwide serving customers in global and local markets. Zurich Canada has been a leading insurance provider serving mid-sized and large companies, including multinational corporations, in the Canadian commercial market for 100 years. With over 500 employees in offices across the country, Zurich offers the global strength of a top insurance provider combined with in-depth knowledge of industries and local markets. Zurich Canada aspires to be risk management professionals’ first choice as their premier partner to help meet the risk challenges of today and tomorrow. Read more at www.zurichcanada.com.