Our client, CPA Professional Liability Plan Inc. (CPA PLI) is a profession-specific company for CPAs, by CPAs. For over three decades, they have focused on providing insurance and risk related solutions to accounting firms in public practice within Canada and Bermuda. Their products and services allow insured members to mitigate insurance-related risks of the profession and provide them with peace of mind and confidence to focus on their practice. CPA PLI employees are committed to the accounting profession, while being experts in their respective fields, including accounting, law, and insurance.

About the Role

CPA PLI is seeking a Project Manger / Business Analyst. This role is responsible for analyzing business processes, identifying areas for improvement, and managing projects that drive operational efficiency and ultimately support CPA PLI’s strategic goals.

Responsibilities

Business Analysis:

Gather business requirements from stakeholders to understand their needs and objectives.
Identify opportunities to enhance efficiency and recommends process improvements.
Document business requirements for the purposes of technology change management.
Develop and document business processes and workflows.
Conduct feasibility studies and cost-benefit analyses to support decision-making.

Project Management:

Lead and manage projects from initiation to closure, ensuring successful execution.
Develop and monitor progress against milestones, timelines, budgets, and business goals.
Coordinate and communicate with project teams, stakeholders, and vendors.
Proactively identify and resolve impediments and formulate risk mitigation strategies.
Report to senior management on project progress against milestones, timelines & budget.

Documentation and Reporting:

Prepare detailed project related documentation, including business requirements, project charters, status reports, and post-project evaluations.
Analyze and report on project metrics and outcomes to support to ensure achievement of company goals and objective.

Stakeholder Engagement:

Collaborate with internal and external stakeholders to ensure alignment of project objectives and deliverables.
Facilitate meetings, workshops, and presentations to gather input and provide updates.Act as a liaison between business units, IT, and external vendors to ensure seamless communication and project delivery.

Qualifications

University/College degree or equivalent.
PMP, CBAP, or similar certifications.
Minimum of 5 years of experience in business analysis and project management.
Experience in the insurance industry or a related field is an asset.
Proven track record of:
Gathering system and reporting requirements.
Business process design and/or optimization.
Successful project management including developing project plans, managing stakeholders, budget tracking and reporting on progress.
Organized, able to multi-task and prioritize a diverse portfolio of projects and tasks.
The ability to read and interpret data to inform and effectively make decisions. Excellent problem-solving skills, with an ability to think both analytically and creatively to meet objectives and overcome challenges.
Excellent written and verbal communication and interpersonal skills, actively listening and expressing views clearly and collaborating effectively with diverse teams.
Outstanding attention to detail and ability to meet exacting standards and tight timelines.
Advanced proficiency in Microsoft Office Suite, including Outlook, Word, Power Point, Excel, Teams, and SharePoint.
Advanced proficiency in project management software (e.g., Microsoft Project, Asana, JIRA) and business analysis tools.

Why Work with Us

A niche company
Experts in our field
Driven by member value
On the brink of exciting change

We offer

Competitive compensation
RSP matching
Wellness allowance
Vacation & non statutory holidays
Hybrid work arrangement
Competitive benefits

CPA PLI is committed to building a diverse and inclusive workplace and welcomes all qualified candidates.

No phone calls or solicitation, please. We thank all candidates who apply, however, only those chosen for an interview will be contacted.

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