The Senior Financial Analyst, Financial Planning & Analysis, is responsible for supporting our comprehensive value realization framework across the organization. Reporting to the Director, Financial Planning & Analysis, this individual will track and report on the financial and operational value delivered by strategic initiatives and enterprise programs with a strong focus on current and future M&A activity.
What to expect
- Support the enterprise-wide value realization reporting, processes and governance.
- Prepare synergy modeling and performance tracking for all current and future mergers, acquisitions, and divestitures.
- Develop detailed analysis and reporting for baselines, targets, and actuals related to strategic initiative value achievement and synergy realization.
- Support quarterly forecasts and annual planning cycle.
- Work closely with business partners to assess value capture opportunities and impacts.
- Deliver detailed analysis to support decision-making and help leadership understand trends, risks, and opportunities.
- Prepare materials to support regular reporting to executive leadership and Board.
What you bring
- Completion or working toward CPA designation.
- University degree in Finance, Accounting, or Business.
- 3+ years experience in Finance.
- Experience with value realization, synergy tracking, enterprise program reporting, or post‑merger integration is an asset.
- Strong financial modeling, analytical, and problem‑solving skills.
- Excellent communication skills.
- Experience working closely with cross-functional teams.
- Advanced proficiency in Excel, financial modeling tools, and PowerPoint.
Leadership Competencies
- Strategic thinker with the ability to translate complex data into clear insights.
- Influential partner capable of driving alignment across diverse teams.
- Strong communicator comfortable presenting at the executive level.
- Operationally minded leader who understands how financial and non-financial levers drive business performance.
- Change champion who can introduce new processes and gain buy-in across the organization.
Salary Range: $73,500 - $123,500
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 TeamTop Skills
Definity Waterloo, Ontario, CAN Office
111 Westmount Road South, Waterloo, ON, Canada, N2J4S4
