Jacky Chan

Director, Financial Planning & Analysis @Axis Insurance

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2023 — Present

Director, Financial Planning & Analysis @Axis Insurance

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Calgary, AB, CA

Oversee financial strategy and performance as Head of FP & A for a $90M private national insurance brokerage based in Vancouver.

EDUCATION

1997 — 2002

University of Alberta

BComm., Accounting

SKILLS

CommunicationCorporate FinanceFinancial AccountingCritical ThinkingRelationship BuildingProcess ImprovementCoaching & MentoringGaapManagementRelationship ManagementLeadershipSarbanes-Oxley ActCash FlowPerformance ManagementFinancial StatementsInternal ControlsForecastingVariance AnalysisReporting & AnalysisSapDue DiligenceChange ManagementFinancial ReportingOracle FinancialsStaff DevelopmentPeople SkillsPerformance MeasurementFinancial MetricsUs GaapCorporate GovernanceTeam LeadershipErpAnalysisBusiness Process ImprovementIfrsAnalytical SkillsConsolidationFinancial ModelingMd&aGeneral Ledger

ABOUT JACKY CHAN

I am a strategic finance leader and CPA with over 15 years of post-designation experience across the midstream, renewable energy, manufacturing, and insurance industries. I have worked in both public and private organizations, from privately owned company to large-cap enterprise, partnering with executive teams to drive financial strategy, optimize performance, and deliver sustainable growth.As Director of Financial Planning & Analysis at Axis Insurance, I lead enterprise-wide budgeting, forecasting, and performance management. I collaborate closely with senior leadership to align financial and operational strategies, enabling data-driven decisions that enhance profitability and long-term value creation.I’m a people-first leader known for building and empowering high-performing teams grounded in collaboration, accountability, and continuous improvement. I take pride in mentoring emerging finance talent and developing professionals who become trusted business partners.With a background spanning corporate accounting, strategic planning, financial reporting, and business unit finance, I bring a holistic view of how finance drives transformation and execution excellence.I hold a Bachelor of Commerce (Accounting) from the University of Alberta and a Chartered Professional Accountant (CPA) designation. I also give back to the profession as a CPA Alberta mentor and coach youth soccer in my community.

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Jacky Chan — Director, Financial Planning & Analysis at Axis Insurance in Calgary, AB, CA | Unifers