The Opportunity
Reporting to the Senior Manager, PI Operational Planning & Analysis, the Specialist, [PI Operations Reporting & Analysis] plays a key role in supporting Personal Insurance leadership through delivery of business performance reporting, financial analysis, and actionable insights. This role is responsible for producing management reporting, analyzing key business trends and performance drivers, and supporting planning and forecasting activities that enable informed decision-making across the Personal Insurance business. The position works closely with Finance and business stakeholders to identify emerging risks, opportunities, and operational improvements while helping ensure the accuracy, consistency, and effectiveness of reporting processes.
What to Expect
- Prepare monthly, quarterly, and executive business performance reporting for Personal Insurance leadership.
- Analyze financial and operational results against plan, forecast, and prior periods to identify key drivers, risks, and opportunities.
- Develop clear business insights and performance commentary to support decision-making.
- Support Monthly and Quarterly Business Reviews, executive reporting packages, and ad hoc analysis requests.
- Contribute to annual planning, forecasting, budgeting, and financial modelling activities.
- Develop and maintain performance models, scorecards, KPIs, and reporting tools to measure business results.
- Enhance reporting processes through automation, dashboard development, data governance, and continuous improvement initiatives.
- Partner with Finance, business leaders, and stakeholders to deliver performance insights, recommendations, and strategic business support.
What you Bring
University degree in Business, Accounting, Finance, or a related discipline.
CPA designation (completed or in progress) is considered an asset.
3-5 years of experience in business performance reporting, financial analysis, planning and forecasting, FP&A, or management reporting.
Strong analytical and problem-solving capabilities with a demonstrated ability to translate complex data into actionable insights.
Advanced proficiency in Microsoft Excel and PowerPoint. Experience with business intelligence and reporting tools is an asset.
Excellent written and verbal communication skills.
Strong attention to detail and ability to manage multiple priorities in a fast-paced environment.
Knowledge of the P&C insurance industry is considered an asset.
Salary Range: $73,500-$123,500
Actual 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 accessibility@economical.com.
As part of Definity’s commitment to reconciliation, we acknowledge that our work, meetings, and travel take place on the lands now known as Canada, and recognize the enduring presence, wisdom, and stewardship of the First Nations, Métis, and Inuit peoples who have long cared for these lands.
Background checks
This role requires successful clearance of background checks (including criminal checks and leadership references).
Definity is the parent company to some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so we embrace and encourage a culture that’s collaborative, ambitious, rewarding, and empowering.
We offer a flexible, hybrid work experience where employees work from the office and virtually depending on the type of work they are doing and who they are working with. Bring your true self and be a part of our journey. It’s better here.
