Reporting to the Director, PI Operational Planning & Analysis, the Specialist – PI Expense Management & Analysis is responsible for providing key internal stakeholders with value-added, operational performance insights and expense analysis to assist in their decision-making process for managing the day-to-day and long-term business needs of the Personal Insurance business lines.
The analytical support provided by this role enables Senior Leaders within Personal Insurance to understand the impact of their decisions. Articulating and effectively communicating business performance insights and impacts to the business in written and presentation format is a critical part of the role. This role is responsible for identifying any potential problems/ risk areas and recommendations as well as opportunities that require business action.
What can you expect in this role?
· Prepare and analyze monthly expense, including the development of expanded standardized expense reporting across all Personal Insurance brands.
- Liaise with senior leaders and prepare monthly headcount and staff cost report, as well as updating forecast models to support resource planning for Personal Insurance.
- Prepare and analyze all expense related management reporting (MBR, QBR) and budget/forecast reporting
- Partner with cost center leaders during annual business planning cycle and quarterly forecast cyles to develop operating expense budget/forecast and ensure complete and accurate upload to Finance systems
- Partner with senior leaders and provide data-driven insights to support expense optimization initiatives
- Partner with Finance to ensure cost centers, general ledger accounts and allocations reflect current business practices
- Reviewing existing processes, systems, data and reporting to make recommendations for key improvements and lead the change initiative
- Providing support and/or leading ad hoc projects
- Preparing ad-hoc analysis and reports on a timely manner to all queries from stakeholders, as required
What do you bring to the role?
- University degree in Business, Accounting, Economics or related program
- 5+ years of relevant, full-time experience in expense or financial management reporting and operational performance analysis.
- Advanced MS Excel and PowerPoint knowledge is required. Tableau skills would be an asset
- Proven record of analytical expertise and excellent attention to detail
- Superior written and verbal communication/presentation skills and ability to interact with senior executives and other cross divisional leaders in the organization. Experience with communicating / presenting to senior executives would be an asset
- Knowledge and experience with P&C insurance would be an asset
- Ability to work in a team or independently with moderate supervision
- Self-motivated and consistently demonstrates an ability to take initiative on any issue
Salary Range: $69,000 - $127,000
