Director, Management Reporting

Mackenzie Investments; Toronto; Hybrid; CAD 100,000 - 150,000; Full time

Job summary

Mackenzie Investments is seeking a Director of Management Reporting to oversee and enhance the management reporting function. This role involves leading a team, developing reporting frameworks, and collaborating with various departments to provide valuable insights for decision-making. The ideal candidate will have extensive experience in financial reporting, strong analytical skills, and a commitment to accuracy.

Qualifications

• 7+ years of experience in financial reporting or management reporting.
• Wealth management or financial services experience is preferred.
• Experience in building and managing dashboards for financial reporting.

Responsibilities

• Lead the development and delivery of management reports to senior leadership.
• Manage a high-performing team of financial analysts and managers.
• Collaborate with various departments to ensure accurate reporting.

Skills

Analytical skills

Problem-solving skills

Communication skills

Leadership skills

Attention to detail

Education

MBA

CFA

Accounting designation

Tools

Excel

Power BI

Tableau

Job description

Job Description

Grade: L9

Referral Level: Level 3

Division: IGM-Finance

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

The Director, Management Reporting will play a critical role in overseeing and enhancing the management reporting function within IGM (with specific responsibility for Mackenzie). This position provides leadership of the management reporting practices for Mackenzie and connects to other reporting practice leaders (HR, Tech & Ops) to drive consistent processes, tools, and skills. The Director will collaborate with various departments to ensure accurate and timely reporting, providing valuable insights to support decision-making processes.

The successful candidate’sresponsibilitiesinclude:

• Management reporting
  • Lead the development and delivery of management reports and presentations to senior leadership to drive understanding of how the business is doing and to support on-going management decision-making.
  • Provide strategic oversight into remediation approach and execution
  • Develop and implement reporting frameworks and processes to ensure accuracy, consistency, efficiency, and aligned with industry best practices
  • Collaborate with senior management to identify key performance indicators (KPIs) and develop dashboards and reports to monitor business performance
  • Work closely with IT and data management teams to enhance reporting systems and tools
  • Connect with other reporting practice leaders (HR, Tech & Ops) to drive consistent practices, tools, and skills
  • Lead reporting governance forums with Domain Owners/Stewards, including recommendations to simplify and consolidate reports and dashboards as well as define essential information and how it is measured
  • Focus on modernizing and institutionalizing standardized reporting, establishing a single source of truth while also improving efficiency and effectiveness
  • Manage the repository of existing reports and KPIs, rationalizing where needed to ensure a streamlined and efficient reporting process.
  • Support in the implementation of robust data quality and governance practices
  • Monitor and optimize the performance of data systems and applications
  • Maintain thorough documentation of data processes, architectures, and methodologies
  • Define an intake strategy to prioritize new requests for reports and enhancements to existing reports in close cooperation with internal stakeholders. This continuous improvement approach ensures our reporting capabilities evolve with the business needs.
  • Build and maintain strong relationships with key stakeholders to understand their reporting requirements and ensure their needs are met. Effective stakeholder management is crucial for aligning reporting outputs with business objectives and ensuring stakeholder satisfaction.
• Team leadership
  • Lead and mentor a high-performing team of financial analysts and managers, ensuring continuous professional development and a collaborative/innovative team culture.
  • Foster relationships with key internal and external stakeholders

The following qualifications will assist the successful candidate in carrying out these responsibilities:

• MBA, CFA and/or accounting designation
• 7+ years of experience in financial reporting, management reporting or a related field
• Wealth management or financial services experience
• Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights
• Excellent communication and leadership skills, with the ability to collaborate effectively with various stakeholders.
• Familiarity with business intelligence tools and techniques.
• Experience in building and managing dashboards for financial reporting and analysis, providing clear and concise visualizations of complex data.
• Proficiency in reporting software and tools (e.g., Excel, Power BI, Tableau)
• Demonstrated leadership and team management skills
• Strong attention to detail and a commitment to accuracy and integrity
• Proven ability to build relationships with internal and external partners.

Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by June 5, 2025.

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