Analyst, Financial Planning and Analysis

PSP’s Private Debt & Credit Investment (PDCI) group; Montreal; Hybrid; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking organization as an Analyst in Financial Planning and Analysis. This role offers the opportunity to leverage your financial analysis skills and advanced Excel knowledge while utilizing Python and Power Automate to enhance financial processes. You will collaborate with cross-functional teams to provide insights that drive strategic decisions and support business planning. With a competitive rewards package and a commitment to employee development, this position is perfect for those looking to grow in a dynamic environment that values diversity and inclusion.

Benefits

Comprehensive group insurance plans

Competitive pension plans

Unlimited access to virtual healthcare services

Gender-inclusive paid family leave policy

Personalized family-building support

Vacation days available on day one

Summer Friday afternoons off

Investment in career development

Hybrid work model

Qualifications

• 1-3 years of relevant experience in financial analysis.
• Advanced proficiency in Excel with complex formulas and macros.
• Experience with financial planning software and ERP systems.

Responsibilities

• Conduct financial analysis and modeling for business planning.
• Develop and maintain complex financial models.
• Prepare and present financial reports to management.

Skills

Financial Analysis

Advanced Excel

Python

Power Automate for Excel

Data Visualization

Analytical Skills

Communication Skills

Problem-Solving

Bilingualism (English and French)

Education

Bachelor’s degree in Finance, Accounting, Economics

CFA or CPA designation (obtained or in progress)

Tools

Power BI

Tableau

IBM Planning Analytics (TM1)

Job description

Analyst, Financial Planning and Analysis page is loaded

Analyst, Financial Planning and Analysis

Apply locations Montreal time type Full time posted on Posted 2 Days Ago job requisition id R4332

ABOUT US

We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024.

We invest funds for thepension plans of thefederalpublicservice, the Canadian Forces, theRoyal Canadian Mounted Police andthe ReserveForce. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong.

Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world’s top companies. At PSP, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.

ABOUT THE TEAM

Reporting to the Director, the Analyst, Financial Analysis and Planning has a strong background in financial analysis, advanced Excel skills, and is a savvy user of Python and Power Automate for Excel. This role will involve working closely with various departments to provide insightful financial analysis and support strategic decision-making.

ABOUT YOUR ROLE

As an Analyst, Financial Planning and Analysis, you’ll:

• Conduct financial analysis and modeling to support business planning and forecasting

• Develop and maintain complex financial models

• Utilize Python and Power Automate for Excel to automate and enhance financial processes

• Leverage Power Query to extract, transform, and load data from various sources

• Prepare and present financial reports and dashboards to management

• Collaborate with cross-functional teams to provide financial insights

• Assist in the preparation of annual budgets and periodic forecasts

• Monitor key performance indicators and analyze variances to identify trends and opportunities for improvement

WHAT YOU’LL NEED

• Bachelor’s degree in Finance, Accounting, Economics, or a related field

• CFA or CPA designation (obtained or in progress)

• One (1) to three (3) years of relevant experience, preferably in a large organization

• Advanced proficiency in Excel, including complex formulas, pivot tables, and macros

• Savvy user of Python and Power Automate for Excel

• Experience with data visualization tools such as Power BI or Tableau

• Experience with financial planning software and ERP systems such as IBM Planning Analytics (TM1)

• Strong analytical and problem-solving skills

• Excellent communication and presentation skills

• Ability to work independently and as part of a team

• Attention to detail and a high level of accuracy

• Bilingualism: English and French (frequent interactions in English with PSP employees based in our offices in Hong Kong, London and New York, and interactions in French with employees in our local offices in Montreal and Ottawa)

We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:

• Investment in career development

• Comprehensive group insurance plans

• Competitive pension plans

• Unlimited access to virtual healthcare services and wellness programs

• Gender-inclusive paid family leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers

• A personalized family-building support, from pre-pregnancy to menopause, with available financial assistance

• Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off

• A hybrid work model with a mix of in-office and remote days

*Benefits package may vary based on your employee type.

At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.

Visit us on www.investpsp.com/en/

Follow us on LinkedIn

#LI-PG1