Senior Financial Analyst (Financial Planning & Analysis)

Movati Athletic Inc.; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

Brookfield Asset Management (BAM) in Downtown Toronto seeks an Analyst, Finance to support FP&A, budgeting, forecasting and non-GAAP reporting for the Global Finance Team. The role provides exposure to consolidation, GAAP reporting processes, and external financial reporting.

The analyst will assist in quarterly forecasts, analyze variances, and collaborate with various departments while contributing to ERP and reporting tools improvements.

Qualifications

• University degree in Business or Finance.
• 1-3 years of progressive work experience in finance, public accounting, accounting functions, or a related field.
• Strong financial systems experience, including advanced Excel skills, experience integrating Excel with AI, VBA, Macros.
• Leadership and interpersonal skills, a willingness to always support the team.
• Highly organized and able to work in a dynamic, complex and fast-paced environment, as well as adapt quickly to manage changing priorities and deadlines.
• Strong communication skills, can work effectively with all levels and departments within a complex organization.
• Self-motivated and pro-active, with respect to both managing workload and professional development.
• Knowledge of Microsoft Dynamics, Oracle HFM, OneStream and Workiva is an asset.
• Completed or working towards completion of recognized professional accounting designation (CPA)

Responsibilities

• Assist in preparation of quarterly consolidated financial forecasts for senior management, tracking global operating results of subsidiaries and articulating these results to key stakeholders.
• Analyze actual results against budget, forecast and prior periods, identifying the operational and financial drivers behind significant variances.
• Assist with due diligence related to refinancing, ad-hoc analyses and presentations on financial and operating results, investor queries and special projects.
• Support the annual budget and longer-term planning processes.
• Maintain financial models covering revenue, operating expenses, headcount, and others.
• Assist in preparing consolidated financial statements, MD&A and any other public documents on a quarterly and annual basis.
• Coordinate with operating business groups and review each business group submission.
• Prepare financial reporting note disclosure support and any other reporting schedules on a consolidated basis.
• Support internal and external audit teams in relation to quarterly reviews, the annual audit and SOX compliance.
• Assist in preparing quarterly management reporting packages, dashboards and financial presentations.
• Collaborate regularly with operating business groups and various Brookfield departments.
• Stay curious about developments in financial technology, analytics and AI and help the team assess practical use cases.
• Participate in other Finance transformation, systems implementation and process-improvement projects.

Skills

Advanced Excel skills

AI integration with Excel

VBA

Macros

Financial modeling

Strong communication

Leadership & interpersonal skills

Highly organized

Adaptability

Education

University degree in Business or Finance

CPA designation (completed or in progress)

Tools

Microsoft Dynamics

Oracle HFM

OneStream

Workiva

Job description

The Analyst, Finance ("FA") will join Brookfield Asset Management's (BAM, NYSE/TSX) Global Finance Team, responsible for Financial Planning and Analysis (FP&A) and Financial Reporting for BAM, and report to the VP, Finance, FP&A. Located in our head office in Downtown Toronto, the FA role is a highly visible position that provides a solid foundation and exposure to a progressive and dynamic career with a leading global asset management firm.

This role will have a primary focus on Financial Planning & Analysis (FP&A), supporting BAM's business planning, forecasting, and non-GAAP reporting activities. The Analyst will gain meaningful exposure to business performance and financial analysis and reporting.

In addition to its core FP&A responsibilities, the role will also support BAM's Financial Reporting team, including but not limited to preparation of consolidated financial statements and GAAP financial reporting processes. This combination provides the Analyst with a broad understanding of both forward-looking financial planning and external financial reporting. The Analyst will also have opportunities to support ad-hoc initiatives across investor relations, treasury, and capital markets, providing further exposure to BAM's broader corporate finance activities.

Responsibilities

• Financial Planning and Analysis Responsibilities
  Assist in preparation of quarterly consolidated financial forecasts for senior management, tracking global operating results of subsidiaries and articulating these results to key stakeholders
  Analyze actual results against budget, forecast and prior periods, identifying the operational and financial drivers behind significant variances
  Assist as needed with due diligence related to refinancing, ad-hoc analyses and presentations on financial and operating results, investor queries and special projects
  Support the annual budget and longer-term planning processes
  Maintain financial models covering revenue, operating expenses, headcount, and others
• Financial Reporting Responsibilities
  Assist in preparing consolidated financial statements, MD&A and any other public documents on a quarterly and annual basis
  Coordinate with operating business groups and review each business group submission
  Prepare financial reporting note disclosure support and any other reporting schedules on a consolidated basis
  Support internal and external audit teams in relation to quarterly reviews, the annual audit and SOX compliance
  Assist in preparing quarterly management reporting packages, dashboards and financial presentations
• General Responsibilities
  Collaborate regularly with operating business groups and various Brookfield departments
  Continuously look for efficiency in our processes, tools and reports and make suggestions to implement these into our framework
  Participate as a Finance team member in the implementation and ongoing development of ERP system used across the finance function and other financial tools
  Stay curious about developments in financial technology, analytics and AI and help the team assess practical use cases
  Participate in other Finance transformation, systems implementation and process-improvement projects

Qualifications & Requirements

• University degree in Business or Finance
• 1-3 years of progressive work experience in finance, public accounting, accounting functions, or a related field
• Strong financial systems experience, including advanced Excel skills, experience integrating Excel with AI, VBA, Macros, considered a strong asset
• Leadership and interpersonal skills, a willingness to always support the team
• Highly organized and able to work in a dynamic, complex and fast-paced environment, as well as adapt quickly to manage changing priorities and deadlines
• Strong communication skills, can work effectively with all levels and departments within a complex organization
• Self-motivated and pro-active, with respect to both managing workload and professional development
• Knowledge of Microsoft Dynamics, Oracle HFM, OneStream and Workiva is an asset
• Completed or working towards completion of recognized professional accounting designation (CPA)