Senior Financial Planning & Analysis Consultant

Company: Sovereign Insurance

Department: Financial Decision Support

Employment Type: Regular Full-Time

Work Model: Hybrid

Language: This role operates in English.

Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

As a wholly owned subsidiary of the Cooperators General Insurance company, Sovereign Insurance believes your experience matters. This is our promise to not only our clients but to our employees as well, because we know the strength of our company starts with our people. The smart, curious, and collaborative people who bring their whole heart and passion to work each day. But you can’t pour from an empty cup; we take care of the well-being of our people so that they are inspired to protect Canadian businesses and the lives, families, and communities we impact. Join us and begin shaping your experience at Sovereign.

The Senior Financial Planning and Analysis Consultant provides expert level financial modeling, analysis, interpretation, and strategic recommendations to support management decision making and evaluate the financial impact of organizational initiatives. The role contributes to the achievement of the organization's strategic and financial objectives through comprehensive analysis, forecasting, and planning. The successful candidate will build strong relationships with stakeholders across the organization, coordinate the development of annual financial plans and forecasts, and provide insights that drive performance efficiency and informed business decisions.

How you will create impact:

• Partner with the business unit management team to provide financial insights, forecasts, and analysis that drive strategic and operational decision making.
• Develop and maintain financial models, budgets, and forecasts, including business cases and profitability assessments to evaluate financial impact.
• Build strong cross-functional relationships to deepen the understanding of cost drivers, resource allocation, and overall financial performance.
• Lead the preparation, review, and accuracy of cost allocations, ensuring transparency, consistency, and alignment with financial support models.
• Create and maintain reports, dashboards, and memos that deliver clear analysis, recommendations, and insights to management and stakeholders.
• Conduct in-depth variance, trend, and industry analyses to identify risks, opportunities, and performance drivers influencing results.
• Enhance financial planning and reporting processes by identifying information gaps and implementing effective, data-driven solutions.
• Promote financial literacy and collaboration across teams through education, presentations, and consultative support.
• Coach team members to strengthen analytical skills, foster efficiency, and lead process improvements with well-documented financial practices.
  
  

How you will succeed:

• You thrive on delivering our exceptional client experience through positive and engaging relationships; embracing accountability to achieve effective results.
• You ensure your day-to-day actions are in harmony with the company’s purpose, vision, and values even when challenged.
• You are open and adaptable to changing conditions with a natural curiosity to explore and try new approaches.
• You value cooperative and collaborative dialogue because diverse perspectives offer more creative and productive solutions.
  
  

To join our team:

• A University degree in business/finance/accounting, mathematics/actuarial sciences, or a related discipline.
• 7-9 years of experience in Finance and/or Insurance industry.
• Strong analytical and communication skills, with the ability to interpret data and translate insights into action.
• Holding an accounting designation is required (CA, CGA, CMA or CPA).
• Advanced spreadsheet, reporting/budgeting software and data warehouse tool knowledge.
• An in-depth understanding of financial modeling, analysis, and interpretation of data to support effective decision-making
  
  

What you need to know:

• You will handle sensitive information where a high degree of confidentiality and discretion is required.
• You will be subject to a background check as a condition of employment, in the event you are the successful candidate.
• This position will operate on a hybrid work posture which will require an in-office presence of at least twice a week.
  
  

What’s in it for you?

• The opportunity to take on challenging work and contribute your expertise, creativity, and passion in meaningful ways.
• A comprehensive total rewards package, including competitive salary with language premium for French fluency, bonus, paid time off, pension and benefits.
• A holistic approach to your well-being, with physical and mental health programs and flexible work options.
• The opportunity to work on an inclusive team who inspire each other to explore and achieve what’s possible.
• An organizational commitment to sustainability and charitable giving; positively impacting the social, environmental, and economic well-being of Canadian businesses, families, and communities.