FINANCIAL PLANNER AND CONTROLLER - DIGITAL AND TECHNOLOGY (HYBRID)

Green Shield Canada•Toronto, ON

1d•Hybrid

About The Position

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.

Requirements

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.
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.
Proficiency in English is required for this position.

Nice To Haves

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.

Responsibilities

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.
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.
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.
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.
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.