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Manager, Analytics Planning and Reporting

  • Employer: PPI Management Inc.
  • Office: 1200-2235 Sheppard Avenue E
  • City: Toronto
  • Province: Ontario
  • Job category: Not Evaluated (Job Family)
  • Job ID: JR10009823
  • Job type: Permanent Job Full time
  • Apply before: 2021-10-15

Company Overview

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.

With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.


PPI company overview:

Shaping Dreams Into Legacies

PPI elevates independent financial advisors to the next level.

Supporting advisors with market leading expertise and technology, we empower them to build the best solutions for their clients through proprietary tools, a comprehensive product suite, unparalleled life insurer relationships and competitive compensation.  A tireless supporter and advocate for Canada’s insurance advisors, PPI offers national resources through a network of local offices from coast to coast.

Unparalleled resources. At your command.

Our business culture is guided by our core values, grounded in a powerful belief in the enhanced value of life insurance. We are also strong advocates for the essential value of insurance advisors to further the goals of their clients. For PPI, this means doing everything in our power to open new markets for advisors and enable their practices to prosper and thrive.

For more information about PPI visit:

To maintain PPI’s exacting level of service, we are looking for a Manager, Analytics Planning and Reporting. This position may be filled in any PPI location.

If you have significant hands-on experience with Wealthserv/iPipline working in the MGA space, this might be the role for you!

Manager, Analytics Planning and Reporting

Reporting to the Director, Business Analytics and Reporting, the Manager, Analytics Planning and Reporting will work collaboratively with team members and stakeholders to develop an understanding of analytics requirements and business objectives, gathering required details from end users, including industry-specific metrics.


  • Planning, tracking and supporting analytics project assignments.

  • Supporting the prioritization and management of solution backlogs to achieve maximum business value, utilizing an established Business Analytics & Reporting intake process.

  • Participating in and taking ownership of project management activities.

  • Applying an in-depth knowledge of what and where information is stored in Wealthserv to assist in the translation of reporting requirements into specifications for the development of Power BI reporting/dashboarding solutions.

  • Training the Analytics Team in the translation of reporting requirements.

  • Liaising with the Finance Team on collaborative reporting projects.

  • Working collaboratively with team members and end users over the course of the analytics project life cycle.

  • Working collaboratively with team members and end users to test automation tools, reporting results, etc., ensuring valid results and reporting integrity.

  • Training end-users on the usage of tools and reports as required.

  • Working collaboratively with the Executive and Analytics team members to establish and maintain consistent standards for the delivery of information and analytics solutions.

  • Participating in the establishment of feedback cycles with end users and stakeholders to validate solution efficiency and effectiveness.

Education, Experience and Skills

  • Recognized Bachelor's Degree or Diploma in Business Administration, Management or Computer Science plus a minimum of 5 years related experience, or an equivalent combination of education, training and experience

  • MGA, financial and reporting experience a must

  • Substantial business analysis experience and problem solving skills

  • Hands-on experience with, and advanced knowledge of, Wealthserv/iPipeline required

  • Hands-on experience with, and knowledge of accounting software such as AccPac, SAP, Microsoft Dynamics GP, Microsoft Dynamics SL required

  • Project management experience required

  • Advanced Excel skills

  • Bilingualism in English and French an asset

Behavioural Experience

  • Experience working in a fast-paced, collaborative environment

  • Strong team player with proven ability to thrive in a fast-paced, high-growth environment where quality, innovation, speed of decision-making, and execution are critical to organizational success

  • Results driven with a demonstrated ability to execute against multiple projects

  • Commitment to supporting and strengthening the corporate brand and company culture

We thank all candidates for applying, however only those selected for an interview will be contacted.  Your resume may be used for other vacancies.

Working at iA Financial Group

We consider our employees to be our most important investment and we have a lot to offer them. Find out more about iA.

Our Commitment

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.

Also, we are committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to