Manager, Investment Financial Planning & Analysis and Data Analytics

Healthcare of Ontario Pension Plan Trust Fund Company; Toronto; On-site; CAD 86,000 - 131,000; Full time

Job summary

HOOPP's Financial Planning & Analysis team seeks a technically strong finance professional with investment knowledge and advanced Power BI capabilities. You will contribute to quarterly investment projections, benchmarking, cost allocations, and related analysis to support the Operating Plan and updates.

You will also serve as FP&A’s go-to resource for Power BI, analytics and automation, enhancing reporting solutions and using AI to improve planning and scenario modelling across data sources and

Qualifications

• University degree in finance, accounting, economics, business, data analytics or a related quantitative field.
• CFA designation or progress toward it is an asset; CPA or equivalent is also an asset.
• Demonstrated investment and analytics capability valued over any single designation.
• At least four years of FP&A, investment analysis or finance analytics experience.
• Strong knowledge of investment concepts, including asset classes, returns, costs and benchmarking.
• Experience analyzing large and complex financial datasets.
• Experience identifying and implementing automation and process improvements.
• Advanced Power BI skills including data modelling, DAX and Power Query.
• Advanced Excel and experience with financial models.
• Experience integrating data from multiple sources.
• Experience with Power Automate, SQL, Python is an asset.
• Experience with enterprise planning (EPM), budgeting or forecasting systems is an asset.
• Understanding of data quality, documentation, financial controls and data handling.

Responsibilities

• Coordinate and improve quarterly investment projection with investment teams.
• Support benchmarking activities including annual report comparisons.
• Assist investment cost allocation initiatives and methodology development.
• Prepare investment-related analysis and commentary for Operating Plan updates.
• Support other investment-related analysis and reporting.
• Serve as FP&A go-to for Power BI, maintain and enhance reports.
• Expand Power BI use for planning, analysis and decision support.
• Analyze large financial datasets to identify trends and opportunities.
• Establish data definitions and quality checks for reliable reporting.
• Collaborate with data and technology teams on data sources and models.
• Identify and implement automation opportunities using AI and other technologies.
• Ensure documentation, data protection and finance controls.
• Apply AI in accordance with HOOPP policies.
• Collaborate with FP&A, investment teams and IT partners.
• Share knowledge and best practices to build analytics capability.

Skills

Advanced Power BI

Investment analytics

Data analysis

Automation

Data modelling

DAX

Power Query

Python

SQL

Power Automate

EPM / budgeting

Education

University degree in finance, accounting, economics, business, data analytics or related quantitative field

CFA designation or progress toward it

CPA or equivalent

Tools

Power BI

Power Query

DAX

Excel

SQL

Python

Power Automate

Enterprise Planning (EPM)

Job description

Why you’ll love working here:

high-performance, people-focused culture our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, and a health spending account). optional post-retirement health and dental benefits subsidized at 50% yoga classes, meditation workshops, nutritional consultations, and wellness seminars the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers

Job Summary

The Financial Planning & Analysis (FP&A) team is looking for a technically strong finance professional who combines investment knowledge with advanced Power BI and analytics capabilities. You will contribute to key investment-related FP&A activities, including the quarterly investment projection process, peer benchmarking, investment cost allocations, and investment-related analysis and commentary supporting the Operating Plan and quarterly updates. You will also serve as FP&A’s go-to resource for Power BI, analytics and automation. You will support and enhance existing reporting solutions, expand how the team uses technology for planning, analysis and scenario modelling, and identify practical opportunities to use AI and automation to improve FP&A processes. The ideal candidate will be highly analytical, tech-savvy and proactive in identifying opportunities to improve processes, reporting and analytics.

What you will do:

Investment planning and analysis

• Coordinate and continuously improve the quarterly investment projection process, working with investment teams to understand key assumptions and drivers
• Support peer benchmarking activities, including annual report comparisons and participation in CEM benchmarking studies
• Support investment cost allocation initiatives, including related analysis and methodology development
• Work with investment teams to prepare investment-related analysis and commentary for the Operating Plan and related quarterly updates
• Support other investment-related analysis and reporting as required

Power BI and analytics

• Serve as FP&A’s go-to resource for Power BI, including maintaining and enhancing existing reports and developing new reporting and analytical tools
• Expand how FP&A uses Power BI for planning, analysis and decision support
• Analyze large and complex financial and investment datasets to identify trends, drivers and opportunities for deeper analysis
• Establish clear data definitions, data sources and quality checks to support reliable and repeatable reporting
• Work with data and technology teams, as needed, on data sources, models and technical requirements

Automation and process improvement

• Identify and implement opportunities to improve and automate FP&A processes using AI and other technologies, including quarterly projection submissions, project intake, variance analysis, reconciliations and recurring reporting
• Ensure solutions include appropriate documentation, data protection and Finance controls
• Use AI and emerging technologies in accordance with HOOPP’s policies and approval requirements

Collaboration and knowledge sharing

• Collaborate with FP&A colleagues, investment teams and data and technology partners to deliver priority initiatives
• Share knowledge, tools and best practices to build analytics and technology capability across FP&A

What you bring:

• University degree in finance, accounting, economics, business, data analytics or a related quantitative field
• Chartered Financial Analyst (CFA) designation or progress toward it is an asset; Chartered Professional Accountant (CPA) or equivalent is also an asset
• Demonstrated, applied investment and analytics capability is valued over any single designation
• At least four years of relevant experience in FP&A, investment analysis, finance analytics or a similar role
• Strong knowledge of investment concepts, including asset classes, returns, costs, performance drivers and benchmarking, ideally supported by practical investment-related experience
• Experience analyzing large and complex financial or investment datasets
• Demonstrated experience identifying and implementing process improvements through automation, improved data management or process redesign
• Advanced Power BI skills, including data modelling, DAX and Power Query
• Advanced Excel and experience working with financial models
• Experience integrating, transforming and analyzing data from multiple sources
• Experience with Power Automate, SQL, Python or other data and automation tools is an asset
• Experience with enterprise planning (EPM), budgeting or forecasting systems is an asset
• Understanding of data quality, documentation, financial controls and appropriate data handling

The expected annual base salary range for this role is: $86,000 - $131,000 CAD

The actual base salary offered to the successful candidate may vary based on multiple factors including, but not limited to, individual's expertise and level of experience applicable to the role they are being offered.

This role is eligible to participate in discretionary incentive plan(s), subject to the terms and conditions of the applicable incentive plan text.

This job posting is for a newly created role.

HOOPP may use artificial intelligence tools to assist in screening, assessing and selecting applicants for this position. These tools support our recruitment process but do not replace human judgment and decision-making.

About HOOPP

Founded in 1960 by the Ontario Hospital Association, the Healthcare of Ontario Pension Plan (HOOPP) is one of Canada’s strongest and most stable defined benefit pension plans. For over 65 years, HOOPP has delivered on its pension promise to Ontario’s healthcare workers, now serving more than 504,000 members and 870 employers across the province. With offices in Toronto and London, HOOPP manages a global, diversified multi-asset portfolio. One of Canada’s Maple 8 pension plans, HOOPP oversees $132 billion in assets and remains fully funded, supported by strong risk-adjusted returns, stable contribution rates for more than 20 years and independent governance. Our strength is powered by our people who bring HOOPP’s mission, vision and values to life and play a crucial role in helping us succeed. We are a purpose-driven organization committed to building an equitable, diverse and inclusive workplace where different perspectives drive better outcomes. We look for talented, forward-thinking individuals who want their work to have real impact on the lives of others. We believe an equitable, diverse and inclusive (EDI) workplace is integral to cultivating a positive culture. We integrate fair and inclusive practices into our programs and processes, creating equal opportunity and establishing a consistent employee experience across our organization. If you need accommodation at any point in our recruitment process, please advise your recruiter or email us [e-mail] we will be happy to consult with you so that arrangements can be made for reasonable accommodation.