Associate, Financial Planning and Analysis

Northleaf Capital Partners; Toronto; Hybrid; CAD 65,000 - 85,000; Full time

Job summary

Northleaf Capital Partners is seeking an Associate for its Financial Planning and Analysis team. This role focuses on delivering comprehensive financial analysis and reporting, contributing to strategic planning and performance management while working closely with senior leadership. Ideal candidates will have relevant experience, analytical skills, and a strong educational background.

Benefits

Fitness and wellness reimbursement

Charitable donation matching

Tuition assistance

Flexible working arrangements

Qualifications

• 3+ years in Financial Modeling or Corporate Accounting.
• Experience in investment banking or asset management.
• Ability to analyze complex financial data and derive insights.

Responsibilities

• Support long-term strategic planning and quarterly performance management.
• Produce monthly and quarterly management reporting.
• Assist in the budgeting process and annual business valuation.

Skills

Analytical skills

Time management

Interpersonal skills

Communication skills

Education

Bachelor’s Degree in Business, Finance or Economics

CPA / MBA / CFA

Tools

MS Excel

SQL

Tableau

Power BI

Job description

Associate, Financial Planning and Analysis

Join to apply for the Associate, Financial Planning and Analysis role at Northleaf Capital Partners

Associate, Financial Planning and Analysis

Join to apply for the Associate, Financial Planning and Analysis role at Northleaf Capital Partners

The Associate, Financial Planning and Analysis will be a member of the Corporate Finance team and will report to the Director, Financial Planning and Corporate Finance. The Associate, working closely with the Senior Associate will be responsible for delivering meaningful financial analysis, financial performance reporting, KPIs and financial planning and forecasting, including a contributing role in the development of the annual and 5-year financial plan. The Associate will be responsible for maintaining the appropriate financial models to be used to produce planning and forecasting. The successful candidate will be required to perform complex and technical analysis, considering many variables, and accounting methodologies, requiring solid knowledge of the organization, its products, policies, and processes. The successful candidate should thrive in ad hoc / ”what if” analytics in order to assess ever-changing and uncertain impacts on the business.The reporting and analysis are required to be presented in a concise, accurate and meaningful way on a timely basis, which can be easily understood by senior leadership and used for various purposes including decision making to strategically drive business growth as well as reporting to the Board, executive management, and inclusion in publicly released results.

Accountabilities

• Support the development of Northleaf’s long-term strategic plan as well as quarterly performance management through the effective maintenance of the financial model, along with identifying performance improvement opportunities to continuously evolve the model in an efficient and effective way to ensure fit for purpose, functionality, accuracy and completeness of inputs, outputs and key assumptions.
• Responsible for producing monthly and quarterly management reporting of financial performance results with commentary and analysis vs. plan and prior periods for Northleaf’s strategic partner IGM Financial as well as Board of Directors, Management and Shareholder Committees.
• Help define and report on key operating metrics and KPIs across the organization.
• Maintain and update business unit profitability allocation models, along with KPIs.
• Support Northleaf’s annual budgeting process including working to get input from all business and functional team leaders.
• Support the annual business valuation process.
• Create monthly and quarterly AUM continuity reporting in total, by asset class and by fund including, main drivers such as fundraising and investment pacing.
• Support broader corporate finance function to drive enterprise-wide financial strategy and value creation, as needed.
• Ad hoc decision support / analysis, as required.

Qualifications

• 3+ years of experience in a Financial Modeling, Corporate Accounting, or similar function, with experience in investment banking, management consulting or asset management, all equally advantageous.
• Bachelor’s Degree in Business, Finance or Economics and / or CPA / MBA / CFA would be an asset.
• Highly analytical : ability to analyze, distill key insights from complex financial models, problem solve and draw conclusions, is essential.
• Strong financial / management reporting : experience with reporting financial results and KPIs across multiple periods, along with variance analysis.
• Mastery of MS Excel with experience in developing financial models to support business objectives through data analysis modelling.
• Confident with PowerPoint and add-in functionality.
• Hands-on experience manipulating, analyzing, and visualizing large datasets using SQL and / or Python (or R), Tableau / Power BI, considered an asset.
• Strong communication skills : can synthesize ideas, thought processes and able to clearly articulate to several different audiences.
• Ability to prioritize and multi-task : skilled at working in a fast-paced, dynamic environment and manage multiple deadlines and priorities.
• Excellent time management and organizational skills : ability to prioritize and manage tasks to completion within required timeframes.
• Strong interpersonal skills and an ability to effectively manage and leverage working relationships.
• Highly self-motivated, self-directed; demonstrated ability to be proactive.
• Intellectually curious : seeking continuous learning opportunities in a fast-paced dynamic environment.
• Ability to take initiative : research and / or investigate issues requiring resolution to execute on assigned tasks.
• Team player, support other team members in achieving common goals and deliverables.
• Strong addition to Northleaf’s values of respect, integrity, collaboration, and professionalism.

What Sets Us Apart

At Northleaf Capital Partners, you’ll be joining a leading global private markets investment firm with a differentiated platform across mid-market private equity, private credit, and infrastructure. Our integrated approach and long-term perspective have made us a partner of choice to a global base of institutional investors – and that begins with our exceptional team of professionals.

At our core, our culture is built on the foundation of trust, openness, respect, integrity, and professionalism. These values guide every interaction with our investors, our partners, and one another. We are focused on building long-term relationships and creating a collaborative, professional environment where everyone feels supported and valued.

We foster a collegial and non-hierarchical workplace where ideas are valued, decision-making is grounded in data, and individuals are empowered to contribute meaningfully. Our success depends on an engaged and inclusive workforce, and we invest in fostering that culture. We celebrate the diverse backgrounds, perspectives, and experiences of our team members and are committed to ensuring a workplace built on inclusion and shared success.

We celebrate achievements, encourage teamwork, and work hard to cultivate a sense of community to achieve strong results. Our competitive total rewards package features an employer-funded benefits plan, an attractive retirement offering, which includes a group retirement plan and the ability to invest in Northleaf funds on a no fee / no carry basis, and a range of valuable perks such as fitness and wellness reimbursement, charitable donation matching, and tuition assistance. We also support flexible working arrangements, with up to two remote days per week and the option for fully remote for up to two weeks per year.

Location

Contact

Interested candidates are asked to apply on Northleaf Careers. Only those selected to be interviewed will be contacted.

Northleaf Capital Partners is committed to providing an inclusive and accessible candidate experience. Should you require accommodations during the selection process, please do not hesitate to let us know and suitable arrangements will be made.

About Northleaf Capital Partners

Northleaf is a global private markets investment firm focused on mid-market companies and assets. With more than US$28 billion in capital commitments raised to date, Northleaf has an established, long-term track record as an investor in private equity, private credit and infrastructure globally.

Northleaf’s 275-person team, located in Toronto, Chicago, London, Los Angeles, Melbourne, Menlo Park, Montreal, New York, Seoul and Tokyo, is focused exclusively on sourcing, evaluating and managing private markets investments. Northleaf manages closed and open-end funds across a range of global private markets strategies and a series of separately managed accounts with customized investment strategies tailored to meet the specific needs of leading institutional investors and family offices. As part of its ambitious growth strategy, Northleaf is also developing specific private markets products and investment solutions for insurance and wealth management clients.

Seniority level

Seniority level

Associate

Employment type

Employment type

Full-time

Job function

Job function

Accounting / Auditing and Finance

Investment Management

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Financial Planning Associate • Toronto, ON, Canada