Manager Financial Planning and Analysis - Markham, Canada - Chubb INA Holdings Inc.

Chubb INA Holdings Inc.

Verified Company

Markham, Canada

2 weeks ago

Posted by:

Sophia Lee

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Job Requirements

PRIMARY DUTIES
Forecast, Planning and Expense Management

Coordinate and prepare the financial Profit and loss forecast for every month 2 & 3 of each quarter using TM1 software. Review forecast results and analysis to ensure quality.
Lead the preparation of monthly management reporting package.
Ownership of the monthly departmental expense forecast and annual expense budget cycle.
Lead role in expense management, review the monthly expense and headcount results, development of action plans (when necessary) to mitigate current/future expense risks.
Performs analysis and reconciliations to the expense allocation results by expense categories, channels, deferred/nondeferred. Reviews the expense results by cost centers and prepares variance analysis

Business Partnering and Analytics

Acting as the business partnering with the business unit leaders.
Support the corporate initiatives (outsourcing, regulatory compliance, process automation etc.) and assess the financial impact to the forecast.
Perform accurate analysis to support financials with commentary and insights; suggest recommendations to resolve issues
Streamline and automate financial models with emphasis on efficient analysis with sufficient controls
Perform analysis and reconciliations between systems such as TM1/PowerBI/PeopleSoft to ensure data integrity

Quarter-End Close:

Assists quarterly financial close process as required including preparation of reconciliations, SOX templates and analysis.
Execute, investigate, and complete variance analysis; monitor/followup with stakeholders to ensure adequate commentary for actuals, forecast as well as budget figures

Coaching and Mentoring

Coaching/development/training of staff. Provide motivational support and lead the Financial Planning and Analysis (FP&A) team

Work Experience

QUALIFICATIONS REQUIRED

Bachelor degree in Commerce/business and a graduate Chartered Professional Accountant (CPA) and up to 3 years post qualification experience
Insurance industry knowledge
Understanding of US GAAP financial standard
3 or more years of experience in Planning/Budgeting or Finance areas
Versatile and flexible, and a willingness to work within a fastpaced and changing environment.
Selfstarter with excellent time management skills who can prioritize multiples deliverables to meet timelines
Strong attention to details, intellectually curious to understand drivers and root causes behind the numbers
Collaborative team player and ability to communicate well with all levels of management
Excellent written and verbal communication skills