Analyst, Business Planning, Corporate Affairs

Ontario Teachers' Pension Plan Board; Toronto; Hybrid; CAD 90,000 - 140,000; Full time

Benefits offered by this job

Comprehensive benefits

Defined benefit pension plan

Flexible, hybrid work environment

Professional growth opportunities

Job summary

Ontario Teachers' Pension Plan seeks an Analyst, Business Planning, Corporate Affairs to integrate finance processes, planning, and data analytics. You will support budgeting, forecasting, reporting, and third-party spend insights, including AI-enabled improvements and reliable invoice coverage.

The role collaborates with Corporate Affairs lawyers, finance, external counsel, and partners to ensure accurate financial information, confidentiality, and scalable processes across the function.

Qualifications

• Post-secondary degree or diploma in business, finance, accounting, data analytics or a related field, or an equivalent combination of education and experience.
• 2 to 4 years of relevant experience in finance operations, billing, legal operations, business planning, analytics, reporting, or a similar environment.
• Strong digital fluency and comfort learning new systems, tools, processes, and AI-enabled ways of working.
• Experience working with invoices, budgets, accruals, financial reporting, legal spend, or operational data would be an asset.
• Strong attention to detail, accuracy, organization, and follow-through.

Responsibilities

• Coordinate budgeting, planning, forecasting, and reporting for Corporate Affairs across cost centres.
• Assist with budget preparation, forecast inputs, and variance analysis.
• Help prepare financial reporting inputs, summaries, dashboards, and analysis for senior leaders.
• Support periodic reporting related to budgets, forecasts, accruals, and divisional planning activities.
• Maintain and improve Power BI dashboards and Excel reporting models used by the team.
• Support automation opportunities to reduce manual work and strengthen controls.

Skills

Financial analysis

Budgeting

Reporting

AI tools

Data quality

Invoice processing

Education

Post-secondary degree in business/finance/data analytics

Tools

Power BI

Excel

SharePoint

Microsoft Lists

Dynamics 365

Job description

The opportunity The Analyst, Business Planning, Corporate Affairs will support Corporate Affairs by connecting finance processes, planning activities, reporting, data quality, AI-enabled process improvement, and third party spend operations. This role will help modernize how Corporate Affairs captures, analyses, forecasts, and reports on legal spend, divisional priorities, and operational performance. The role will also provide reliable operational coverage for legal invoice processing, supporting continuity and flexibility within the Business Planning team. The position is designed around three core areas: finance and planning integration, data and AI enablement, and legal invoice coverage. Who you'll work with Reporting to the Senior Manager, Business Planning, this role will be an integral part of a collegial and talented team within the Corporate Affairs Division. The role will work closely with the Billing Coordinator / legal invoice operations function, Corporate Affairs lawyers and business partners, Finance, Technology, P&C, external counsel, and other internal stakeholders. The role will support Corporate Affairs’ ability to manage budgeting, accruals, third party spend reporting, operational data, and invoice coverage with accuracy, consistency, and appropriate confidentiality.

What you'll do

Finance, Budgeting and Planning Support

• Support the Business Planning team in coordinating and analyzing Corporate Affairs financial information for budgeting, planning, forecasting, and reporting purposes.
• Assist with budget preparation, forecast inputs, variance analysis, and consolidation of financial information across Corporate Affairs cost centres.
• Help prepare financial reporting inputs, summaries, dashboards, and analysis for senior leaders and business partners.
• Support periodic reporting and commentary related to budgets, forecasts, accruals, financial performance, and divisional planning activities.
• Assist with reconciling budget and forecast information with Finance systems and internal planning files.
• Help identify trends, issues, or inconsistencies in financial data that may affect budgeting, forecasting, or reporting accuracy.
• Support process improvements that make budgeting, forecasting, variance tracking, and financial reporting more consistent, timely, and reliable.
• Work with the Business Planning team to ensure financial information is captured, organized, and presented in a way that supports planning, decision-making, and senior leadership reporting.

Data and AI Enablement

• The analyst will support data quality, reporting, automation, and responsible use of approved AI tools to reduce manual effort and improve business insights.
• Support data quality across invoice, third party spend, matter, accrual, budget, portco and reporting datasets.
• Identify missing data, inconsistent tracking, duplicate records, and recurring data issues.
• Assist with maintaining and improving Power BI dashboards, Excel reporting models, SharePoint Lists, and other Microsoft-based tools.
• Support development of repeatable processes, templates, trackers, documentation, and workflow improvements.
• Use approved AI tools responsibly to support first-draft reporting commentary, invoice narrative summaries, matter trend analysis, issue identification, process documentation, and data review.
• Help test, validate, and refine AI-generated outputs to ensure accuracy, confidentiality, and business relevance.
• Support automation opportunities that reduce repetitive manual work, improve consistency, and strengthen controls.
• Work with the Business Planning team to move recurring work from manual coordination toward more repeatable, automated, and scalable processes.
• Contribute to the long-term goal of increasing automation across repeatable, rules-based, and data-intensive activities.

AI–Enabled Legal Invoice Operations and Coverage

• The analyst will provide reliable support and coverage for legal invoice operations while helping the team use approved AI tools to better identify, capture, and organize valuable information contained in legal invoices.
• This includes supporting the extraction and review of invoice-related information such as external counsel details, hours billed, type of work performed, billing narratives, matter information, discounts, and other data points that support third party spend reporting and analysis.
• Support the intake, review, tracking, coding, and processing of highly confidential and privileged legal invoices.
• Use approved AI tools and established review processes to help identify, summarize, and capture useful invoice information that can support reporting, matter analysis, external counsel insights, and third party spend visibility.
• Actively support legal invoice operations as an ongoing part of the role, including invoice intake, review, tracking, follow-up, and processing, with additional support during high-volume periods, absences, quarter-end, mid-year, and year-end cycles.
• Review invoice details for completeness, accuracy, appropriate matter references, cost centres, GL coding, billing classifications, currency treatment, and supporting information.
• Support tracking and validation of external counsel discounts, direct and indirect billing classifications, matter numbers, accruals, and invoice status.
• Coordinate with Finance, Accounts Payable, internal legal teams, investment teams, tax, compliance, and external counsel to resolve invoice questions or missing information.
• Assist with accrual collection and follow-up with law firms and internal stakeholders during financial reporting cycles.
• Maintain accurate records of invoice processing status, outstanding items, issues, and follow-ups.
• Support periodic invoice reviews, reporting requests, audits, and reconciliations.
• Support monitoring of external counsel spend, preferred counsel reporting, matter trends, discount activity, and other third party spend insights.
• Handle sensitive legal and financial information with a high degree of discretion, judgment, and confidentiality, including when using approved AI tools or automation-enabled processes.

What you’ll need

Post-secondary degree or diploma in business, finance, accounting, data analytics or a related field, or an equivalent combination of education and experience. 2 to 4 years of relevant experience in finance operations, billing, legal operations, business planning, analytics, reporting, or a similar environment. Strong digital fluency and comfort learning new systems, tools, processes, and AI-enabled ways of working. Experience working with invoices, budgets, accruals, financial reporting, legal spend, or operational data would be an asset. Strong attention to detail, accuracy, organization, and follow-through. Ability to manage multiple deadlines and competing priorities in a fast-paced environment. Strong written and verbal communication skills. Curiosity and initiative to identify opportunities to improve processes, reduce manual effort, and use technology more effectively. Working knowledge of budgeting, forecasting, accruals, variance analysis, invoice processing, financial coding, and reporting concepts. Strong Excel skills, including formulas, pivot tables, data validation, reconciliations, and large data reviews. Working knowledge of Power BI, SharePoint, Microsoft Lists, Forms, Word, PowerPoint, and other Microsoft 365 applications. Familiarity with Dynamics 365, finance systems, legal billing systems, or matter management systems would be an asset. Understanding of third party spend operations, external counsel billing, matter tracking, discounts, currencies, and confidential legal information would be an asset. Working knowledge of approved AI tools and ability to apply them responsibly to improve efficiency, documentation, analysis, and reporting. Understanding of data quality, process improvement, workflow design, and reporting controls. Experience supporting financial operations, budgeting, reporting, billing coordination, or invoice processing activities. Experience reviewing, reconciling, and validating data across spreadsheets, systems, or reports. Experience preparing reports, summaries, dashboards, or financial analysis for business partners or senior stakeholders. Experience working with confidential or sensitive information. Experience supporting process improvement, automation, reporting enhancements, or workflow documentation. Experience using Excel and Power BI to support analysis and reporting. Exposure to legal operations, external counsel management, Corporate Affairs, Finance, or professional services environments would be preferred. Experience using approved AI tools to improve productivity, summarize information, or support analysis would be an asset. #LI-OTPP, #LI-PA1, #LI-Hybrid

What we’re offering

Pay-for-performance with base salary and annual incentive based on individual and enterprise performance. The Base Salary range for this level is as follows: $90,000 - $140,000. Individual compensation and placement of this role in the range is based on different factors unique to each candidate, including but not limited to relevant experience, skills, demonstrated competencies, and internal equity as they relate to the role.

Numerous opportunities for professional growth and development

• Comprehensive employer paid benefits coverage
• Retirement income through a defined benefit pension plan
• The opportunity to invest back into the fund through our Deferred Incentive Program
• A flexible work environment combining in office collaboration and remote working
• Competitive time off
• Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year
• Employee discount programs including Edvantage and Perkopolis

At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.

Functional Areas: Legal & Corporate Affairs Vacancy: Current Requisition ID: 7303 #LI-PA1 At Ontario Teachers, we know that our Talent are our greatest strength – every innovation, every idea and every win has been powered by our people. We offer a work experience that inspires, encourages talent development, celebrates diversity and rewards superior performance. The best and brightest not only come here – they stay. Help us continue to deliver outstanding service and retirement security to our members and be the world’s leading pension plan. Your Talent. Your Experience. Our Future. www.otpp.com/careers