FINANCIAL PLANNER AND CONTROLLER - DIGITAL AND TECHNOLOGY (HYBRID)

Base Salary:

CAD $94,406.00 - 142,069.00

Role in a Nutshell The Financial Planner (FP) and Controller will play a critical role in enabling financial oversight of the Digital and Technology (D&T) function, including budget development, management and forecasting inclusive of product, data, AI, engineering, IT vendor management, IT platforms and operations, and cyber/IT security. The position is key to advancing D&T as a competitive advantage for the enterprise, facilitating a robust understanding of financials and associated drivers, while providing financial analysis for decision-making, and forecasting and modelling to inform impactful investments across the portfolio. This role will work in close partnership with the D&T leadership team to advance technology business management, cloud finops, and product P&L analysis, and will lead the annual operating plan and processes working with the Director Business Planning (D&T).

The FP & Controller – D&T will partner with the Executive Vice President – Head of Digital & Technology and the respective D&T senior leadership team to provide actionable insights, improve cost structures, and ensure optimal resource allocation. This role requires a deep understanding of IT cost models, fixed vs. variable cost dynamics, an understanding of cloud finops basics, and total cost of ownership calculations to align technology investments with business goals.

Responsibilities D&T Budget Management

Oversee the preparation and management of budgets for Product, Data, AI, Engineering, IT Platforms and Operations, and Cyber/IT Security functions.

Monitor and analyze budget variances, ensuring alignment with organizational Objectives and Key Results.

Collaborate with stakeholders to ensure efficient resource allocation and adherence to budgetary goals.

Develop multi-year financial plans, annual operating budgets, and capital budgets for D&T initiatives.

Cost Analysis & Optimization

Analyze and distinguish fixed vs. variable costs within D&T budgets to identify optimization opportunities.

Develop total cost of ownership models for products, services, infrastructure, and tools.

Evaluate ROI on technology investments and provide recommendations to support strategic decision-making.

Support the product roadmap from a cost perspective acting as a financial advisor and develop/sustain P&Ls for product life cycle management.

Oversee the deprecation of old technology as we introduce modernized, new enterprise technologies, drive consolidation, while ensuring appropriate dependencies are managed across finance peers.

Drive the adoption of best practices in cost management and financial planning across the Digital and Technology teams.

Strengthen relationship between Enterprise Pricing.

Business Advisory & Strategic Support

Partner with D&T leadership to provide financial insights and advisory services on operational strategies.

Act as the primary Finance contact for D&T related financial planning and performance management.

Develop advanced financial models and utilize analytics tools to enhance decision-making.

Collaborate with cross-functional teams to align D&T investments with broader business objectives.

Process Improvement & Compliance

Lead initiatives to improve financial processes and tools, ensuring efficiency and impactful and quality outcomes; engage in enterprise ERP implementation.

Ensure financial compliance with corporate policies and relevant governance standards for D&T operations.

Working with the Financial Reporting team, ensure capital projects/product pods are tracked accurately from an invoice perspective and follow contracts and SOWs put in place between the legal entities of GreenShield.

Forecasting & Cloud FinOps

Develop and implement forecasting models to predict financial outcomes and support strategic planning.

Partner with the IT Platform team to integrate and manage cloud financial operations (FinOps) and integrate into financial planning and budgeting processes for optimized cloud spend and cost efficiency.

Technology Business Management Inputs & Product P&L Analysis

Utilize Technology Business Management frameworks to provide inputs for financial planning and decision-making.

Conduct product P&L analysis to evaluate the financial performance of technology products and services.

Provide recommendations to improve product profitability and align financial goals with business objectives.

Qualifications Education & Experience

Accounting designation (CPA) supported by a degree in Accounting, Business or similar discipline.

5+ years of experience in financial management or cost analysis, with a focus on IT operations or technology.

Experience with cloud finops is an asset, modelling and forecasting, demonstrating a strong foundational understanding.

Prior experience dealing with executive teams would be an asset.

Skills & Competencies

Strong understanding of IT cost structures, including fixed vs. variable costs and TCO models.

Advanced skills in financial modeling, analytics tools, and data visualization platforms (Tableau, Power BI).

Knowledge of Technology Business Management, hybrid infrastructure and operations, IT tools, and systems, including CRM platforms.

Excellent communication and collaboration skills, with the ability to work across diverse teams and stakeholders.

Competent in current accounting principles and guidelines and all relevant legislation and governance requirements.

Strong business acumen and experience in discerning priorities and critical accountabilities.

Highly developed planning and organizational skills; can manage multiple tasks, meet deadlines and respond to changing priorities.

Excellent verbal and written communication and presentation skills; confident, credible and personable.

Professional with a strong and responsive service orientation.

Strong personal integrity and work ethic; takes responsibility; likes to be held accountable for results.

Proficiency in English is required for this position.

EEO Statement GS supports diversity, equity and inclusion in our teams and communities, and we value the unique contributions made by all. Even if your experience does not align perfectly to every requirement, we invite you to apply. We encourage applications from all candidates and will accommodate needs under human rights legislation throughout all stages of the recruitment and selection process. Please let us know of any accommodation through requestforaccommodation@greenshield.ca. Information received relating to accommodation will be addressed confidentially.

Providing this information gives GS consent to use your personal information to assess your suitability for specific positions, future opportunities or for your personnel file. Your résumé will be held in strict confidence and will be viewed only by the Organization. Information may be stored outside of Canada and could be used for aggregate statistical purposes (which uses no personal identification).

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