The Opportunity
The Senior Financial Analyst, Financial Planning & Analysis (SFA) is responsible for enterprise‑wide financial reporting related to current and future M&A integration cost tracking.
The SFA partners closely with stakeholders across Finance, Technology Solutions, EPMO, and the broader business to enable disciplined budget management, accurate forecasting, and the delivery of executive‑level financial insights.
In addition, the role supports the development of financial governance frameworks for AI investments by collaborating with functional leaders to define KPIs and measurement methodologies that assess associated benefits.
What to Expect
M&A Integration Cost Tracking
- Produce and present timely and accurate monthly financial updates for each integration stream/project; highlighting reasons for variances, risks and opportunities.
- Preparation of month-end journal entries (accruals and cost reallocations).
- Support Enterprise Procurement process by preparing financial budget summaries.
- Partner with functional business leaders across the business to validate forecasts and surface risks & opportunities.
- Support future integration cost activities by establishing budgets, GL coding structures and financial tracking governance.
Financial Oversight of AI Investment Governance
- Support the development, maintenance and evolution of financial governance frameworks for AI tools.
What You Bring
Education & Experience
- CPA designation required.
- Bachelor’s degree in Finance, Accounting, or Business.
- 3+ years of experience in financial planning or financial reporting.
- Experience with project financial management or transformation programs is an asset.
- Experience supporting technology or AI‑driven initiatives is an asset.
Technical Skills
- Strong analytical skills and exceptional attention to detail.
- Advanced Excel and Powerpoint skills.
- Experience with Oracle EPM Cloud, Hyperion, spreadsheet server applications is an asset.
- Superior communication and presentation skills with the ability to engage effectively at all levels of the organization.
- Ability to manage multiple priorities and meet deadlines in a fast‑paced, ambiguous environment.
- Strong relationship‑building skills with the ability to collaborate across functions and drive alignment.
- Self-starter who can identify opportunities for improvement and execute on them
Competencies
- Superior communication and presentation skills with the ability to engage effectively at all levels of the organization.
- Ability to manage multiple priorities and meet deadlines in a fast‑paced, ambiguous environment.
- Strong relationship‑building skills with the ability to collaborate across functions and drive alignment.
- Self-starter who can identify opportunities for improvement and execute on them
Salary Range: $73,500 - $123,500
High degree of proficiency with English required to service customers, both internal to the company and external, across Canada.
About UsActual salary for the role may vary depending on work location of the successful candidate and other factors including but not limited to, skills, education, experience, working conditions and the local labour market.
This position is being posted to fill an existing vacancy.
Interested in this role, but don’t meet every requirement? We encourage you to apply! We know from experience that a candidate doesn’t need 100% of the qualifications listed to bring incredible value to our team. We’re actively seeking diverse backgrounds and perspectives to help us make insurance better. At Definity, inclusion, diversity, and equity aren’t just “nice to have” — they’re essential to our success.
What’s in it for you?
- Hybrid work schedule for most roles
- Company share ownership program
- Incentive Program - Eligible employees may participate in various incentive plans which are paid out at the discretion of the company and subject to individual and company performance.
- Pension and savings programs, with company-matched RRSP contributions
- Paid volunteer days and company matching on charitable donations
- Educational resources, tuition assistance, and paid time off to study for exams
- Focus on inclusion with employee groups, support for gender affirmation surgery, access to BIPOC counsellors, access to programs for working parents
- Wellness and recognition programs
- Discounts on products and services
Go ahead and expect a lot — you deserve it.
It’s better here — but don’t take our word for it. Definity was named by Great Place to Work® as one of the Best Workplaces™ in Canada for women, for youth, and for inclusion.
Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please let us know by contacting [email protected].
This role requires successful clearance of background checks (including criminal checks and leadership references).
#LI-Hybrid
About the TeamDefinity Waterloo, Ontario, CAN Office
111 Westmount Road South, Waterloo, ON, Canada, N2J4S4
