FINANCIAL PLANNER AND CONTROLLER - DIGITAL AND TECHNOLOGY (HYBRID)

When it comes to health, we’re always looking for ways to push for better. It’s why we were founded in the first place. In 1957, our founder, pharmacist William Wilkinson, witnessed a mother sacrifice her health by forgoing her own medicine to pay for her sick daughter’s prescription. He knew there had to be a better way. So, he introduced North America’s first prepaid drug plan, and GreenShield was born as a not-for-profit with a mission to support better health for all Canadians.

We aren’t just a health and benefits company. We’re the only not-for-profit social enterprise that brings worlds of coverage and care together, all in one place.

We’re noble challengers, purposefully building a better way and we need the best people to help us create a more holistic approach that takes care of the mind and body.

Our mission is to create better health for all Canadians, and we know that starts with our employees.

THE 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 Mgmt, IT Platforms and Operations, and Cyber/IT Security. The position is key to advancing D&T as a competitive advantage for the enterprise, facilitating and enabling a robust understanding of financials and associated drivers, while providing financial analysis for decision-making, and forecasting/modelling to inform impactful investments across the portfolio. This role will work in closer partnership with the D&T leadership team to advance technology business management, cloud finops (working closely with Platform team), and product P&L analysis, and will lead the annual operating plan and process 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 (TCO) calculations to align technology investments with business goals.

This position reports to the Director, Strategy Operations.

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 (TCO) 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&L’s for product life cycle management.
• Oversee from a financial perspective the deprecation of old technology as we introduce modernized, and 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 [Product, Data, AI, Engineering, IT Platforms and Operations and Cyber Security).
• 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 SOW’s put in place between the legal entities of Greenshields.
• 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 (TBM) 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.

WHO WE'RE LOOKING FOR

We’re not looking for just anyone. We’re looking for a unique individual with a big brain and a big heart who wants to help us create better health for all Canadians.

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.
• 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 (e.g., 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/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.

THE CULTURE

We believe a career should be meaningful. Not just a means to earn a living. Our culture is one where everyone's voice is heard and valued. Because that’s what it takes to create better health for all. We dare to challenge the status quo. And we’re driven by people who have challenged theirs. We believe that your workplace should empower you to be the best version of yourself. That’s why we provide a place where you can be inspired, challenged, and rewarded.

Where your growth means our growth.

Where your voice is heard and valued.

Where your work has purpose. And purpose matters.

We believe our people are critical to our overall success. Inclusivity makes us a stronger, smarter and more informed organization. Being intentionally inclusive of diverse backgrounds, perspectives and experiences will enhance our company culture to positively impact how we support our communities. A career at GreenShield isn’t just about personal achievements, it's about making a difference together.

Here’s to Better Health for All!

Proficiency in English is required for this position. As part of this role, you will be required to communicate with colleagues or customers who use English as their primary language. By requiring English proficiency for this position, we aim to ensure that our employees can excel in their roles, collaborate, and communicate effectively, and contribute to the success of our organization.

GS supports diversity, equity and inclusion in our teams and communities, and we value the unique contributions made by all. Even if your experience doesn’t 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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