FINANCIAL PLANNER AND CONTROLLER, DIGITAL AND TECHNOLOGY

at  Green Shield

WHO WE ARE

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.

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.

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 (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 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 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&A 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.