Manager, Financial Planning & Analysis

OMERS; Toronto; Hybrid; CAD 90,000 - 150,000; Full time

Job summary

Join a leading pension plan as Manager, Financial Planning & Analysis, where you’ll provide critical financial support for investment operations. This role demands strong analytical skills, the ability to communicate effectively with diverse teams, and a solid understanding of capital markets. You will lead financial planning initiatives and contribute to strategic decision-making. A people-first culture is emphasized, promoting wellness and community engagement.

Benefits

Wellness programs

Professional development opportunities

Employee Resource Groups

Flexible work arrangements

Qualifications

• 5+ years of related working experience in progressively responsible positions.
• CFA Charterholder (or working towards it) is an asset.
• Demonstrated capital markets knowledge and business acumen.

Responsibilities

• Provide financial advisory support and help teams achieve financial targets.
• Lead Annual Operating Plan preparations and project manage quarterly deliverables.
• Develop strong relationships with business partners and key stakeholders.

Skills

Analytical ability

Interpersonal skills

Communication skills

Attention to detail

Team player

Education

University degree plus accounting designation (CPA, CA, or CMA)

Tools

Microsoft Excel

Microsoft PowerPoint

Anaplan

Oracle finance systems

Job description

Choose a workplace that empowers your impact.

Join a global workplace where employees thrive. One that embraces diversity of thought, expertise and experience. A place where you can personalize your employee journey to be — and deliver — your best.

We are a purpose-driven, dynamic and sustainable pension plan. An industry leading global investor with teams in Toronto to London, New York, Singapore, Sydney and other major cities across North America and Europe. We embody the values of our 600,000+ members, placing their best interests at the heart of everything we do.

Join us to accelerate your growth & development, prioritize wellness, build connections, and support the communities where we live and work.

Don’t just work anywhere — come build tomorrow together with us.

Know someone at OMERS or Oxford Properties? Great! If you're referred, have them submit your name through Workday first. Then, watch for a unique link in your email to apply.

The Manager, Financial Planning & Analysis will join the Capital Markets Finance team providing financial support to OMERS Capital Markets (OCM) investment businesses with over $60 billion AUM. The incumbent will take a lead role in the preparation of the Annual Operating Plan, quarterly re-forecasts, monthly analysis of financial results, and management and board reporting, while providing general finance business partnership to OCM business units and supporting functions.

We believe that time together in the office is important for OMERS and Oxford, the strength of our employees, and the work we do for our pension members. Our hybrid work guideline requires teams to come to the office a minimum of 4 days per week.

Responsibilities:

• Work closely with executive leadership and senior management across OMERS Capital Markets (OCM), Capital Markets Finance (CMF), and Total Portfolio Management (TPM) to provide financial advisory support, help teams achieve financial targets, identify risks & opportunities, and drive high-quality financial performance analysis

• Lead discussions and working sessions with senior business partners to prepare both detailed (line-item-level) and executive summary-level Annual Operating Plan outputs, providing insight, challenge, and advisory support throughout the process

• Contribute to and project manage the preparation of quarterly deliverables, including board memos, Investment Committee performance scorecards, and Corporate Finance data requests

• Lead monthly, quarterly, and year-end close processes in collaboration with other CMF and corporate financial reporting teams

• Develop a deep understanding of key business drivers and performance attribution to effectively communicate financial results to key stakeholders through regular reporting and ad-hoc deliverables

• Develop a deep understanding of the businesses’ G&A expenses such as people costs (compensation), third party vendor spend, and external fund manager fees to provide accurate expense forecasts and valuable insights and analysis

• Prepare and review a variety of management presentations including budget vs. actual variance reports, trend analysis, KPI dashboards, etc.

• Develop strong relationships with business partners and key stakeholders across the organization

• Complete sensitive assignments at the direction of the VP, EVP, CFO and/or Business Unit Heads within tight time frames

• Improve existing and design new processes to achieve operational efficiency

• Provide day-to-day leadership and coaching for a high-performing team

• Lead and contribute to culture-enhancing initiatives within the broader Capital Markets Finance team

• Lead and/or contribute to ad hoc initiatives and special projects as required

Qualifications:

• 5+ years of related working experience in progressively responsible positions

• University degree plus an accounting designation (CPA, CA, or CMA)

• CFA Charterholder (or working towards it) is an asset

• Demonstrated capital markets knowledge and business acumen

• Expert level technical skills using Microsoft Excel and PowerPoint

• Superior communication skills (written and verbal) and interpersonal skills with a proven ability to build trusting relationships at all levels including executive leadership

• Ability to influence cross-functional stakeholders and strong people management skills

• Strong analytical ability; able to clearly link financial results to strategic and operational activities

• Ability to work with large data sets, glean insight, and present findings in a clear, simple, and concise manner

• Experience with Anaplan and/or Oracle finance systems is an asset

• Attention to detail and strong organizational skills

• Ability to operate in a fast-paced environment with competing priorities and deadlines

• Strong team player with a positive attitude, willingness to help colleagues, and “go the extra mile”

And you demonstrate:

• High standards of business and ethical values including the ability to deal with highly confidential information

• A people-first focus with a desire to develop meaningful, positive relationships across all levels of the organization

• A teammate mentality coupled with servant leadership

• A sense of urgency, optimism, and a desire to deliver excellence

• A desire to drive debate, to speak candidly and to listen empathetically; and

• Strong orientation towards strategy, change, and results

As one of Canada’s largest defined benefit pension plans, our people-first culture is at its best when our workforce reflects the communities where we live and work — and the members we proudly serve.

From hire to retire, we are an equal opportunity employer committed to an inclusive, barrier-free recruitment and selection process that extends all the way through your employee experience. This sense of belonging and connection is cultivated up, down and across our global organization thanks to our vast network of Employee Resource Groups with executive leader sponsorship, our Purpose@Work committee and employee recognition programs.