Director, Financial Forecasting and Budgeting, Technology & Operations Department

CPP Investments | Investissements RPC; Toronto; On-site; CAD 100,000 - 150,000; Full time

Job summary

Join a dynamic and globally respected investment organization as a Director of Financial Forecasting and Budgeting. You will play a key role in developing business strategies, managing financial operations, and ensuring organizational growth. This position demands strong analytical and leadership skills, paired with a passion for excellence.

Benefits

Hybrid-flexible work environment

Access to global career development opportunities

Qualifications

• 8+ years of relevant experience required.
• Demonstrated ability to lead and develop a diverse team.
• In-depth experience in financial analytics and strategy.

Responsibilities

• Lead the financial planning and budgeting process.
• Strengthen cost discipline and identify optimization opportunities.
• Prepare reports and insights for senior leadership.

Skills

Analytical Skills

Communication Skills

Team Leadership

Education

University degree in relevant field

Tools

Microsoft Office

Job description

Director, Financial Forecasting and Budgeting, Technology & Operations Department

Director, Financial Forecasting and Budgeting, Technology & Operations Department

Company Description

Make an impact at a global and dynamic investment organization

When you join CPP Investments, you are joining one of the world’s most admired and respected institutional investors. As a professional investment management organization, CPP Investments invests the funds of the Canada Pension Plan (CPP) to help ensure its financial sustainability for generations of working and retired Canadians.

Company Description

Make an impact at a global and dynamic investment organization

When you join CPP Investments, you are joining one of the world’s most admired and respected institutional investors. As a professional investment management organization, CPP Investments invests the funds of the Canada Pension Plan (CPP) to help ensure its financial sustainability for generations of working and retired Canadians.

CPP Investments invests across regions and asset classes to build a globally diversified portfolio. It holds assets in public equity, private equity, real estate, infrastructure, and fixed income, and the CPP Fund is projected to reach $3.6 trillion in assets by 2050. The organization is headquartered in Toronto with offices in Hong Kong, London, Mumbai, New York City, San Francisco, São Paulo, and Sydney.

CPP Investments successfully attracts, selects, and retains talented individuals from top-tier institutions worldwide. Join our team for access to:

• Stimulating work in a fast-paced and intellectually challenging environment
• Accelerated exposure and responsibility
• Global career development opportunities
• Diverse and inspiring colleagues and approachable leaders
• A hybrid-flexible work environment with an emphasis on in-person collaboration
• A culture rooted in principles of integrity, partnership, and high performance
• An organization with an important social purpose that positively impacts lives
  
  

If you have a passion for performance, value a collegial and collaborative culture, and approach work with the highest integrity, invest your career here.

Job Description

As a Director, Financial Forecasting and Budgeting, you will lead the strategic planning and execution of key business initiatives, driving operational excellence and organizational growth. You will collaborate with senior leadership to develop and implement comprehensive business plans, ensuring alignment with corporate objectives and optimal resource allocation. You will also foster cross-functional partnerships to enhance efficiency and achieve long-term business goals.

The Strategy & Operating Office within the Technology & Operations (T&O) department plays a pivotal role in the financial and workforce management of the department. Our team is accountable for the planning, execution and oversight of financial activities, including budgeting, forecasting, financial reviews and cost optimization.

Accountabilities

• Lead the development of the department’s three-year financial plan, and forecasts, while also overseeing the Enterprise-level financial plan for Market Data and Cloud.
• Partner with Group Heads to align financial planning with strategic goals and operational needs
• Analyze and interpret financial data to identify trends, risks, and opportunities; deliver insights to guide executive decision-making
• Strengthen cost discipline in the department by identifying key cost drivers and leading initiatives—such as demand and supply reviews—to uncover and implement cost optimization opportunities
• Develop and implement comprehensive business strategies and plans in alignment with corporate objectives, driving organizational growth and operational excellence.
• Foster strong partnerships with various departments and senior leadership, promoting effective communication and collaboration to achieve business goals.
• Establish key performance indicators (KPIs) and metrics to monitor business performance, providing regular reports and insights to senior leadership and stakeholders.
• Identify opportunities for process enhancements and operational efficiencies, leading initiatives to streamline workflows and improve overall productivity.
• Prepare and deliver detailed reports, presentations, and updates to senior leadership and key stakeholders, effectively communicating business performance, insights, and strategic recommendations.
• Own your team’s role in supporting annual project planning and prioritization efforts by collaborating within and outside the department to understand and document the scope, objectives, and resourcing needs.
• Lead the strategic prioritization of department initiatives, coordinating efforts within and outside the department, and conducting thorough analyses of resource capacity and allocation.
• Lead, mentor, and develop a high-performing team, fostering a culture of accountability, continuous improvement, and professional growth.
  
  

Qualifications

• University degree in relevant field
• 8+ years of relevant experience
• Advanced verbal and written communication skills with the ability to build relationships effectively with people at all levels.
• Highly proficient with Microsoft Office (Word, Excel, PowerPoint)
• Demonstrated analytical skills and the ability to think through problems and recommend solutions
• In-depth experience managing timelines on multiple concurrent initiatives, keeping managers and colleagues apprised of progress and seeking assistance as required.
• In-depth experience working with various data sets, conducting sophisticated data analytics, and synthesizing data and information across a diverse range of stakeholders.
• Demonstrated ability to inclusively lead, inspire, and develop a diverse team of professionals
  
  

Additional Information

Visit our LinkedIn Career Page or Follow us on LinkedIn.

At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability.

We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process.

Our Commitment To Inclusion And Diversity

In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.

Disclaimer

CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Information Technology

• Industries

  Investment Management

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