Company: ClaimsPro LP - Shared Services Senior Financial Planning & Analysis Analyst -Remote- Anywhere in Canada We have an existing opportunity for a Senior Financial Planning & Analysis Analyst. This position is remote and can be situated anywhere in Canada. Role Summary This position is a key member of the divisional finance team, responsible for developing reliable data, analytical tools and management information that support operational and strategic decision-making. Reporting to the Controller, the role works with large and complex data sets, develops and maintains Power BI reporting, creates and optimizes SQL queries, and supports enhancements to finance systems, processes and data controls. The successful candidate combines advanced systems and analytical capabilities with strong business judgment and a practical understanding of finance. The role partners with Finance and operational leaders to translate data into actionable insights, improve workflows and reporting tools, and support systems implementations and other change initiatives. Key Responsibilities Planning, Forecasting and Business Partnership · Coordinate and support the annual budgeting and monthly forecasting processes for assigned areas. · Provide financial analysis and decision support to management, translating financial results into practical business insights. · Assess the financial implications of existing and proposed initiatives, including return-on-investment considerations and key assumptions. · Partner with operational leaders to strengthen financial understanding, improve forecast quality and support achievement of divisional objectives. Process Improvement, Systems and Change · Identify opportunities to improve reporting, controls, workflows and data quality, and present recommendations to senior leaders. · Lead or participate in finance projects, including process redesign, software upgrades, system implementations and reporting enhancements. · Document and communicate new or revised finance processes, protocols and controls, and support effective adoption across the team. · Champion productive change and contribute to a responsive, service-oriented finance function. · Build a strong understanding of business operations, performance drivers and reporting requirements to ensure analysis is relevant and supports practical decision-making. · Create and optimize SQL queries to extract, combine and analyze financial and operational data for recurring and ad hoc reporting needs. Management Information and Data Integrity · Prepare and distribute daily, weekly and monthly management reporting in accordance with established corporate timelines. · Perform period-over-period, budget-to-actual and other variance analyses; investigate drivers and communicate clear findings and recommendations. · Maintain the integrity of reporting data, analytical models, OLAP cubes and designated reporting-system access and security. · Support the development and maintenance of recurring operational and financial dashboards. Team Contribution · Provide guidance, knowledge sharing, training and constructive feedback to colleagues as required. · Collaborate across finance and operations to resolve issues, meet reporting deadlines and advance shared priorities. · Handle confidential information with discretion and maintain high standards of integrity and professionalism. · Complete other financial analysis, reporting and project work as assigned. · Work with large and complex data sets from multiple systems, validating data completeness, accuracy and consistency before use in reporting and analysis. · Develop, maintain and enhance Power BI dashboards and reports that provide clear, actionable insight for finance and operational leaders. Qualifications and Experience · Post-secondary degree or diploma in accounting, finance, business administration or a related discipline. · Canadian CPA designation, successful completion of the CFE, or active progress toward the CPA designation is an asset. · Three to five or more years of progressive experience in financial reporting, accounting, financial planning and analysis, business intelligence, data analytics or management information, or a comparable Finance role. · Experience preparing management reporting and communicating financial results to senior leaders. · Advanced Microsoft Excel skills and strong proficiency with ERP, accounting, database and reporting systems. · Advanced Power BI capability, including building data models, dashboards and reports for large and complex data sets, is required. · Demonstrated ability to write and modify SQL queries to extract, join, validate and analyze data is required. · Strong business acumen and the ability to connect financial and operational data to business performance, risks and opportunities are required. · Experience with Microsoft Dynamics GP (Great Plains), Management Reporter, Workday Adaptive Planning or comparable finance systems is an asset. · Experience in the insurance or financial services sector is an asset. · An equivalent combination of education and directly relevant experience may be considered. Working Conditions · Fast-paced, collaborative environment with multiple priorities and recurring management-information and deliverable deadlines. · Additional hours may occasionally be required during month-end, year-end, budgeting, forecasting or audit periods. · Employment is conditional on successful completion of the organization’s applicable pre-employment screening requirements. · Responsibilities and time allocations may change to reflect business needs. What We Offer Competitive Compensation– $85,000 - $90,000 CAD. Compensation is commensurate with experience, qualifications, and internal equity. Your success matters to us, and we believe in rewarding high performance with meaningful financial incentives and career growth opportunities. In addition, you'll enjoy: · Pay-for-Performance Incentives · Work-Life Balance & Hybrid/Remote Work Opportunities · E-flex Benefits Program & Wellness Initiatives · Registered Retirement Savings Plan (RRSP) with 2% Match · Training, Career Development, and Employee Recognition Programs · Reimbursement for Licenses and Dues · Employee Referral Bonuses · Employee Perks (access to vendor discount programs) We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates throughout the recruitment and assessment process. Unsolicited Outreach Statement – Recruitment Agencies We will not accept unsolicited resume submittals from third- party recruiters and hereby request agencies not to contact our employees or managers directly to present candidates. Be advised that we will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume and will consider any unsolicited resumes forwarded public information. We welcome resumes submitted directly from candidates. #ClaimsPro In the rapidly evolving world of risk management services, Davies has distinguished itself as a leader in innovation and excellence. As Canada’s largest privately owned provider of insurance services, our position at the forefront of the industry has been possible due to the quality of our personnel and the depth of their technical abilities. We recruit, train, educate, and support the best and the brightest and we empower them with the tools and technology that they require to provide clients with the highest quality of service. Our firm commitment to continuous learning animates every branch of our organization and drives our success. We work with passion and dedication, and we never compromise on our quest for excellence. Come join the Davies experience! Note: Davies and affiliates welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates throughout the recruitment and assessment process.

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