Senior Analyst Financial Planning and Analysis Data and Insights

PSP Investments; Montreal (administrative region); Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A major pension investment organization in Montreal is seeking a Senior Analyst to modernize and automate financial planning processes. The candidate will manage IBM Planning Analytics, develop forecasting models, and work with cross-functional teams. This role requires a Bachelor’s degree in Engineering or Computer Science, expertise in Python and machine learning, and proficiency in English and French. A hybrid work model and a competitive benefits package are offered.

Benefits

Investment in career development

Comprehensive group insurance plans

Competitive pension plans

Unlimited access to virtual healthcare services

Gender-inclusive paid family leave policy

Personalized family-building support

Vacation days available on day one

A hybrid work model

Qualifications

• Proven experience with Python; experience with SQL an asset.
• Strong background in machine learning/deep learning and advanced Excel.
• Experience with Power BI (DAX/M), Power Automate, and ERP/EPM systems is an asset.

Responsibilities

• Support the administration and optimization of IBM Planning Analytics (TM1).
• Develop and maintain advanced dashboards and forecasting models, integrating AI and machine learning techniques.
• Collaborate with cross-functional teams to ensure timely, accurate financial planning.

Skills

Python

Machine Learning

Deep Learning

Advanced Excel

SQL

Power BI (DAX/M)

Power Automate

ERP/EPM systems

Strong Communication Skills

Education

Bachelor’s degree in Engineering, Computer Science, or a related field

Job description

ABOUT US

We’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025.

We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong.

Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world’s top companies. At PSP Investments, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.

ABOUT YOUR ROLE

As a Senior Analyst, you will report to the Director of FP&A and play a key role in modernizing and automating FP&A processes. You will become the subject matter expert for our enterprise performance management (EPM) platform—IBM Planning Analytics TM1—and lead initiatives that enhance forecasting, reporting, and dashboarding capabilities.

You will:

• Support the administration and optimization of IBM Planning Analytics (TM1), including data loads, automation of data flows and model enhancements

• Develop and maintain advanced dashboards and forecasting models, integrating AI and machine learning techniques

• Collaborate with cross-functional teams to ensure timely, accurate, and high-quality financial planning deliverables while continuously improving operational efficiency and data quality

• Drive innovation in financial analytics through programming and data science

• Contribute to the development of new metrics and insights to assess the impact of actions and measure success

• Analyze monthly and quarterly results across business groups and asset classes, identifying trends, variances, and performance drivers

• Build and present financial analysis decks that tell the story behind the numbers to senior stakeholders

WHAT YOU’LL NEED

• Bachelor’s degree in Engineering, Computer Science, or a related field

• Proven experience with Python; experience with SQL an asset

• Strong background in machine learning/deep learning and advanced Excel

• Experience with Power BI (DAX/M), Power Automate, and ERP/EPM systems is an asset

• Strong communication skills and a willingness to develop financial planning literacy and business acumen

• CFA an asset

• Ability to work autonomously in a fast-paced environment and manage multiple priorities

• Proficiency in English and French (or willingness to learn) (frequent interactions in English with PSP employees based in our offices in Hong Kong, London and New York, and interactions in French with employees in our local offices in Montreal and Ottawa)

We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:

• Investment in career development

• Comprehensive group insurance plans

• Competitive pension plans

• Unlimited access to virtual healthcare services and wellness programs

• Gender-inclusive paid family leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers

• A personalized family-building support, from pre-pregnancy to menopause, with available financial assistance

• Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off

• A hybrid work model with a mix of in-office and remote days

*Benefits package may vary based on your employee type.

At PSP Investments , we aim to provide a workplace where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.

Visit us on www.investpsp.com/en/

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