Financial Planning and Analysis Manager

Position Overview
Fenchurch General Insurance Company is seeking a hands-on Finance Manager, Financial Planning & Analysis to lead budgeting, forecasting, management reporting, and financial analysis. The Finance Manager will work closely with senior leadership and business leaders to deliver clear, accurate, and decision-useful financial information.
The primary focus of the role is FP&A, management reporting, and Board reporting. As part of a small and collaborative finance team, the successful candidate will also support selected accounting, regulatory reporting, taxation, financial control, and finance transformation activities. This opportunity is well suited to a designated CPA who enjoys combining detailed financial work with executive-level reporting, improving evolving processes, and working across a growing property and casualty insurance organization.
Key Responsibilities
Financial Planning and Analysis
Lead the annual budgeting process, including company-wide assumptions, templates, timelines, departmental submissions, headcount plans, capital expenditure budgets, and supporting schedules.
Own the monthly forecasting and reforecasting process and maintain the related financial models and workbooks.
Develop integrated forecasts covering the income statement, balance sheet, cash flow, capital position, and key operating metrics.
Analyze actual results against budget, forecast, and prior periods, clearly identifying key drivers, trends, risks, and opportunities.
Prepare actionable financial analysis and recommendations to support management decision-making.
Continuously improve financial models, reporting tools, assumptions, controls, and documentation.
Management, Board and External Reporting
Own the quarterly Management’s Discussion and Analysis process and coordinate inputs across Finance, Actuarial, Underwriting, Claims, and other business functions.
Prepare quarterly financial reporting packages and presentations for senior management and the Board of Directors.
Ensure financial information is accurate, consistent, clearly communicated, and supported by appropriate analysis.
Support executive and external stakeholder presentations, including materials for auditors, regulators, and rating agencies.
Accounting and Financial Control
Support quarter-end and year-end financial reporting activities.
Prepare and review complex balance sheet and general ledger reconciliations and work with relevant teams to resolve reconciling items.
Support effective financial controls, supporting schedules, process documentation, technical accounting analysis, and external audit requests.
Assist with monthly reinsurance calculations and monthly reporting including for yearly renewal.
Taxation and Regulatory Reporting
Assist with indirect tax filings, including applicable insurance premium taxes and provincial sales taxes.
Assist with quarterly Statistics Canada submissions, Canadian P&C regulatory returns, and related supporting schedules.
Maintain filing calendars, reconciliations, and documentation to support accurate, complete, and timely submissions.
Coordinate with internal stakeholders and external advisors to resolve reporting, accounting, or regulatory matters.
Systems and Process Improvement
Partner with Information Technology and Development teams on finance-related system enhancements, integrations, automation, and reporting improvements.
Translate finance needs into clear business requirements and testing plans, participate in user acceptance testing, and validate financial outputs before implementation.
Identify opportunities to automate manual activities, strengthen controls, and improve the accuracy and efficiency of finance processes.
Support finance transformation initiatives involving budgeting, forecasting, payment workflows, reporting, and other operational processes.
Collaboration and Team Contribution
Build effective working relationships across the organization and communicate financial concepts clearly to financial and non-financial stakeholders.
Work collaboratively within a small finance team, providing support during peak reporting, budgeting, forecasting, and filing periods.
Take ownership of assigned responsibilities while remaining flexible and responsive to emerging priorities.
Required Qualifications
Canadian CPA designation in good standing.
Minimum of five years of progressive finance experience, with demonstrated responsibility for budgeting, forecasting, management reporting, financial analysis, or financial reporting.
Demonstrated experience developing and maintaining financial models, forecasts, and reporting workbooks.
Experience preparing management reporting, MD&A materials, Board reporting packages, or executive presentations.
Strong understanding of accounting principles, financial statements, financial controls, and complex reconciliations.
Advanced Microsoft Excel skills.
Strong written and verbal communication skills.
Demonstrated ability to manage multiple priorities and deliver accurate work within tight deadlines.
Preferred Qualifications
Experience within a property and casualty insurance company, managing general agent, insurance brokerage, or an insurance-adjacent organization.
Knowledge of insurance accounting, reinsurance reporting, regulatory filings, insurance-related indirect taxes, or Canadian P&C regulatory returns.
Experience working in a small finance team within a growing or evolving organization.
Experience collaborating with IT and Development teams on system implementations, integrations, automation, or business process improvements.
Experience preparing materials for boards, auditors, regulators, rating agencies, or other external stakeholders.
Familiarity with financial reporting, budgeting, or enterprise resource planning systems.
Experience using AI-enabled tools to improve financial analysis, reporting, documentation, or process efficiency, with appropriate review and control over outputs.
Core Competencies
Strong financial and analytical judgment
Clear and concise executive communication
Accuracy and attention to detail
Ownership and accountability
Collaboration and practical problem-solving
Adaptability and continuous improvement mindset
Why Join Fenchurch
This role offers broad exposure to senior leadership, the Board, and key areas of a growing P&C insurance company. The successful candidate will have the opportunity to shape FP&A processes, improve reporting and systems, and make a visible contribution to financial decision-making across the organization.
The Right Fit
The successful candidate will be a versatile finance professional who can move comfortably between detailed financial work and executive-level reporting. They will bring structure to evolving processes, communicate clearly, take ownership of complex assignments, and consistently deliver accurate, thoughtful, and decision-useful financial information.

Work arrangement
Yes