Senior Finance & Regulatory Manager

Role Overview

• Support preparation and submission of all OSFI regulatory filings, including P&C returns, capital monitoring, and annual/quarterly branch reporting, partnering with local consultants.
• Oversee IFRS 17 measurement, disclosures, actuarial inputs, and financial statement preparation.
• Coordinate cross‑border reporting to U.S. headquarters, ensuring alignment between IFRS and U.S. GAAP frameworks.
• Maintain compliance with provincial insurance regulators, including licensing, premium reporting, and market conduct requirements.
• Develop and maintain accounting policies, internal controls, and documentation consistent with Canadian and U.S. regulatory expectations.
• Liaise with MGA’s on business development, financial reporting.
• Coordinate premium, claims, commission, and reinsurance accounting for MGA‑distributed and direct‑written programs.
• Manage general ledger integrity, reconciliations, journal entries, and month‑end close processes for multiple regulatory reporting schemas (GAAP, US Statutory, IFRS).
• Support consulting appointed actuarial teams with loss reserving, triangles, and IFRS 17 actuarial inputs.
• Coordinate external audits, internal audits, and regulatory examinations.
• Establish the branch’s financial control environment, including SOX‑aligned processes where applicable.
• Support Consulting Chief Agent for reporting to OSFI, provincial regulators, external auditors, and internal stakeholders.
• Support development of branch governance, including policies, procedures, risk management practices, and reporting frameworks.
• Partner with underwriting, claims, actuarial, operations, and U.S. finance leadership to support business growth and operational execution.
• Provide financial insight to support Canadian market strategy, pricing, product development, and distribution partnerships.
• Ensure effective communication and alignment with U.S. finance, actuarial, tax, and compliance teams.
• Contribute to long‑term planning, budgeting, and forecasting for Canadian operations.

Requirements

• Financial Reporting & Compliance Support preparation and submission of all OSFI regulatory filings, including P&C returns, capital monitoring, and annual/quarterly branch reporting, partnering with local consultants.
• Oversee IFRS 17 measurement, disclosures, actuarial inputs, and financial statement preparation.
• Coordinate cross‑border reporting to U.S. headquarters, ensuring alignment between IFRS and U.S. GAAP frameworks.
• Maintain compliance with provincial insurance regulators, including licensing, premium reporting, and market conduct requirements.
• Develop and maintain accounting policies, internal controls, and documentation consistent with Canadian and U.S. regulatory expectations.
• Liaise with MGA’s on business development, financial reporting.
• Financial Operations Coordinate premium, claims, commission, and reinsurance accounting for MGA‑distributed and direct‑written programs.
• Manage general ledger integrity, reconciliations, journal entries, and month‑end close processes for multiple regulatory reporting schemas (GAAP, US Statutory, IFRS).
• Support consulting appointed actuarial teams with loss reserving, triangles, and IFRS 17 actuarial inputs.
• Coordinate external audits, internal audits, and regulatory examinations.
• Establish the branch’s financial control environment, including SOX‑aligned processes where applicable.
• Support Consulting Chief Agent for reporting to OSFI, provincial regulators, external auditors, and internal stakeholders.
• Support development of branch governance, including policies, procedures, risk management practices, and reporting frameworks.
• Partner with underwriting, claims, actuarial, operations, and U.S. finance leadership to support business growth and operational execution.
• Provide financial insight to support Canadian market strategy, pricing, product development, and distribution partnerships.
• Ensure effective communication and alignment with U.S. finance, actuarial, tax, and compliance teams.
• Contribute to long‑term planning, budgeting, and forecasting for Canadian operations.

Benefits

• Comprehensive full medical, dental and vision Insurance
• Basic Life Insurance at no cost to the employee
• Company paid short-term and long-term disability
• 12 weeks of 100% paid Parental Leave
• Health Savings Account (HSA)
• Flexible Spending Accounts (FSA)
• Retirement savings plan
• Personal Paid Time Off
• Paid holidays and company-wide Wellness Day off
• Paid time off to volunteer at nonprofit organizations
• Pet friendly office environment
• Commuter Benefits
• Group Pet Insurance
• On the job training and skills development
• Employee Assistance Program (EAP)