Financial Planning and Analytics (Asset Management) Manager

Location: Toronto, ON (Hybrid • 4 days/week onsite)

Duration: 10 months

Contract Type: T4

Pay Rate: $61.97/Hour

Role Mandate:

• Develops detailed financial and economic analysis to assist the designated business portfolio with decision support.
• Works closely with business leaders and Finance partners to provide financial advice and service that supports the financial management activities of the Group/portfolio.
• Supports the monitoring and management of financial performance against plans, forecasts, initiatives and objectives.
• Generates information and insights that support key business decisions to drive value (e.g., revenue growth, cost management, resource allocation, balance sheet optimization, etc.)

Role Responsibilities:

• Supports/Leads financial planning, forecasting and performance reviews that utilize plan, forecast and actual financial information to develop annual plans and targets.
• Performs variance analyses, and ad-hoc forward-looking analyses to improve understanding of business drivers as well as opportunities to improve performance for product improvement, profit improvement, financial impact of initiatives/strategic business decisions
• Supports the development of methodologies and policies to enable analyses and insights focused on financial dimensions (e.g., revenue, expense, balance sheet, capital, etc.)
• Determines the financial impact of initiatives/ strategic business decisions, and incorporate the impacts into future financial forecasts/plans.
• Assesses reasonableness of business cases and performs due-diligence during Investment reviews and approvals processes
• Works with the business to align key performance indicators with financial forecasts and plans
• Breaks down strategic problems, and analyses data and information to provide financial insights and recommendations
• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information
• Integrates information from multiple sources (e.g. financial and operational systems) to enable more efficient processes, enhanced analysis and/or streamlined reporting
• Monitors and tracks performance, and addresses any issues
• Identifies emerging issues and trends to inform decision-making e.g., economics, treasury, competitor information

Must-Have Skills

• Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
• Experience within asset management in a manager capacity
• Experience FP&A (Financial planning & analysis), preferably in banking
• Experience in financial planning and forecasting
• Proficient in MS Office
• Deep knowledge and technical proficiency gained through extensive education and business experience

Nice-to-Have Skills

• Accounting
• AnaPlan/Essbase

Educational Background:

Post-secondary degree / diploma