Associate, Financial Management

Vaco Recruiter Services; Toronto; Hybrid; CAD 100,000 - 145,000; Full time

Job summary

A reputable investment management organization in Toronto is seeking an Associate, Financial Management to lead budgeting and forecasting processes. Ideal candidates should have a degree in finance or accounting and at least 5 years of relevant experience. This position offers a hybrid work model and a competitive salary ranging from $100,000 to $145,000, along with professional development opportunities.

Benefits

Hybrid model with 4 days in office

Competitive compensation package

Professional development opportunities

Qualifications

• Minimum of 5 years of experience in a financial planning & analysis role.
• Experience in the financial services industry is an asset.
• Ability to work under pressure and meet deadlines.

Responsibilities

• Lead and coordinate the quarterly forecasting and annual budgeting process.
• Conduct analysis around spend trends and variances.
• Drive efficiencies in expense reporting and present results.

Skills

Financial analysis

Budgeting

Data reporting

Cost optimization

Communication skills

Education

Undergraduate degree in accounting, finance, or business

Professional accounting designation

Job description

About the Company

Our client is a reputable and large investment management organization. They are looking for an Associate, Financial Management to join their team!

Why Work Here

• Hybrid model, 4 days in the office and 1 day at home
• Competitive compensation package inclusive of annual bonus and Pension matching program
• Opportunity for professional development

About the Opportunity

• Work independently to lead and coordinate the quarterly forecasting and annual budgeting process for Market Data & Subscriptions across all departments, ensuring information accuracy
• Make abstract connections between information sources to conduct analysis around spend trends and variances
• Design and structure reports with specific information that provides clear illustration of point; this includes creatively conveying data and analysis with charts and other visuals
• Drive efficiencies in the expense reporting and analysis process and present spend reporting results to business management teams and/or executives
• Address ad-hoc business requests to facilitate CPP Investments-wide discussions and analyses
• Work with the Data Scouting team on proactively identifying cost optimization opportunities for presentation to business partners
• Partner with our external vendor Calero to support our management of the Market Data Management (MDM) solution from a dashboard and reporting perspective
• Identify and develop processes that drive efficiency and effectiveness for the team

About You

• Undergraduate degree in accounting, finance, business or equivalent, with a professional accounting designation
• Minimum of 5 years of experience in a similar financial planning & analysis role
• Experience within the financial services industry is an asset
• Demonstrated experience and knowledge of accounting and budgeting concepts
• Ability to quickly grasp new concepts and work in a high-performing culture, under pressure and with time-sensitive deadlines
• Demonstrated ability to succeed in a high performing culture, open to and comfortable with evolving changes and new challenges

Salary Range

$100,000 - $145,000/year

How to Apply

Click the “Apply Now” button and follow the instructions to submit your resume. Please know that we only accept documents in MS Word or Rich Text formats.

When referencing this job, quote #445590

You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.