Specialist, Claims Planning

The Opportunity

Reporting to the Manager, Claims Planning & Forecasting, the Planning Specialist is responsible for providing key internal stakeholders with value-added, business performance insights and financial analysis to assist in their decision-making process for managing the day-to-day and long-term business needs of the Claims business lines.

The analytical support provided by this role enables Senior Leaders within Claims 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 to Expect

• Support the annual budgeting and dynamic quarterly forecasting processes for all Claims staff expenses, proactively collaborating with key stakeholders to ensure financial resources are tightly aligned with broader strategic business goals
• Lead monthly and quarterly business performance reviews. Go beyond basic monitoring by developing high-impact dashboards and delivering compelling variance narratives that pinpoint key cost drivers and empower executive decision-making
• Conduct rigorous, deep-dive analyses into staff expenditures to proactively identify emerging financial trends, mitigate operational inefficiencies, and champion high-ROI cost-saving initiative
• Act as a steward of financial data integrity. Architect and streamline data extraction processes, transforming complex, raw spend data from multiple sources into structured, meaningful intelligence
• Act as a Trusted Business Partner. Serve as a strategic financial advisor to Claims line-of-business leaders. Translate complex financial metrics into clear, compelling narratives that guide operational excellence, influence strategy, and build strong cross-functional relationships
• Leverage cutting-edge AI tools and advanced modeling techniques to automate routine financial workflows, enhance the accuracy of predictive forecasts, and uncover deep operational insights that traditional analysis might miss
• University degree in Business, Accounting, Economics or related program. A CPA designation is strongly recommended.
• 3-5 years of relevant full-time experience in financial management reporting and business performance analysis, preferably in P&C insurance, claims or financial services industry
• Superior written and verbal communication/presentation skills, with experience presenting to senior executives being a strong asset
• Strong technical and data-handling skills:Mastery of Excel, PowerPoint, and data modeling is required, including the ability to maintain models and fix minor bugs. You should be comfortable using AI tools in your daily analysis, and knowledge of PowerPivot, PowerQuery, GCP, or SQL is a significant asset.
• A proactive and analytical mindset:You have a proven record of analytical expertise with excellent attention to detail, are self-motivated, and can work independently to take initiative on any issue

What You Bring

• University degree in Business, Accounting, Economics or related program. A CPA designation is strongly recommended.
• 3-5 years of relevant full-time experience in financial management reporting and business performance analysis, preferably in P&C insurance, claims or financial services industry
• Superior written and verbal communication/presentation skills, with experience presenting to senior executives being a strong asset
• Strong technical and data-handling skills:Mastery of Excel, PowerPoint, and data modeling is required, including the ability to maintain models and fix minor bugs. You should be comfortable using AI tools in your daily analysis, and knowledge of PowerPivot, PowerQuery, GCP, or SQL is a significant asset.
• A proactive and analytical mindset:You have a proven record of analytical expertise with excellent attention to detail, are self-motivated, and can work independently to take initiative on any issue.

Salary Range

$73,500-$123,500