Finance Business Partner - Senior Consultant

We are seeking a Finance Business Partner - Senior Consultant to join a leading Canadian insurance organization on a full-time basis. This role operates at a manager-level scope but functions as an individual contributor, supporting both internal and external financial planning, forecasting, and reporting activities.

The successful candidate will play a key role in continuous forecasting, planning cycles, and financial analysis, partnering closely with finance leadership. This is a highly visible, hands-on FP&A role requiring strong analytical capabilities, advanced Excel skills, and experience supporting planning and reporting cycles in a complex organization. Prior insurance experience is a strong asset.

The Key Responsibilities include the following;

Lead FP&A deliverables including annual planning, budgeting, and continuous forecasting

Support internal and external financial reporting requirements and prepare senior leadership reporting packages

Build, maintain, and enhance Excel-based financial models and forecasting tools

Perform variance analysis and provide insights to support strategic and operational decision-making

Partner with stakeholders across finance and the business to collect inputs, validate assumptions, and support forecasting

Develop financial frameworks and reporting packages that provide clear insight into business performance

Prepare monthly and quarterly performance analysis and deliver clear narrative and commentary to senior leadership

Drive continuous improvement in financial modeling, reporting, and forecasting processes

Provide support as the finance leadership structure evolves, with the FP&A manager moving into a plan & reporting function

To be considered for this role, our client is looking for someone with the following skills/qualifications;

7+ years of progressive FP&A / financial analysis experience
, ideally within financial services or insurance (insurance strongly preferred)

Professional accounting designation CPA required

Strong experience in planning, budgeting, and continuous forecasting

Advanced Excel skills
: VLOOKUP, SUMIF/SUMIFS, pivot tables, formulas, and macros

Proven financial modeling and analysis experience; ability to build models and tools from scratch in Excel

Strong analytical and problem-solving skills with the ability to present insights to senior stakeholders

Oracle experience an asset but not required

Excellent communication and stakeholder management skills, with ability to influence leaders and collaborate cross-functionally

Highly organized, proactive, and able to operate independently in a dynamic environment

If you have the skills required to be successful in this role and you would like to learn more, please send your updated resume in MS Word format to Ben Mai at

Other opportunities can be viewed at