Senior Manager, Financial Planning & Analysis

CAAT Pension Plan; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

An established industry player seeks a Senior Manager for Financial Planning & Analysis to enhance their strategic capabilities. This role is pivotal in guiding financial decisions and ensuring the organization meets its long-term goals. The ideal candidate will possess strong analytical skills, a CPA designation, and a collaborative spirit. Join a vibrant team dedicated to making a significant impact on the financial landscape for Canadians. Embrace growth opportunities in a supportive environment where your contributions truly matter, and help shape the future of financial planning at CAAT Pension Plan.

Benefits

Health and dental benefits

Paid time off

Wellness programs

Wellness incentives

Defined benefit pension plan

Qualifications

• 5+ years in financial planning and analysis roles.
• Strong skills in financial modeling and analysis.
• Excellent communication with non-financial stakeholders.

Responsibilities

• Support long-term strategy for FP&A function.
• Provide CFO-level financial analyses and recommendations.
• Lead improvements to FP&A processes and reporting.

Skills

Financial analysis

Financial modeling

Strategic thinking

Communication skills

Problem-solving

Education

Bachelor’s degree in accounting or finance

CPA designation

Advanced degree in data analytics or data science

Tools

SAP S4Hana

Job description

Direct message the job poster from CAAT Pension Plan

Experienced recruiter specializing in sourcing and securing high-caliber candidates.

Our mission is to provide a secure, valuable, and sustainable workplace retirement solutions for Canadians. At CAAT, we live our values of integrity, impact, and teamwork every day.

The Senior Manager, Financial Planning & Analysis is integral to the success of the Finance team, and to CAAT’s guiding mission and growth strategy.

The Senior Manager, Financial Planning & Analysis will play a key part in evolving CAAT Pension Plan’s financial planning & analysis capabilities and supporting departments across the organization in making informed business decisions. The Senior Manager will support the Director, Financial Planning & Analysis with the growth and development of the financial planning & analysis team within the finance department.

We are looking for someone with:

• Bachelor’s degree, major in accounting or finance or equivalent.
• CPA designation is required, or an advanced degree or certification that focuses on data analytics and/or data science (i.e., master’s degree, continuing education program, CFA etc.).
• A minimum of five (5) years of experience in financial planning and analysis roles or roles with similar/transferrable experience.
• Strong financial analysis and modeling skills, with experience creating complex financial projections and budgets.
• Experience with SAP S4Hana and/or implementing an FP&A tool is an asset but not required.

The successful candidate will demonstrate:

• Excellent business partnering and communication skills, with the ability to communicate complex financial information to non-financial stakeholders in a clear and concise manner including senior leadership teams and internal operations committees.
• Ability to see the bigger picture but still able to dive deep into the weeds when necessary.
• Possesses creative thinking skills, with a proven ability to approach problems and challenges in new and innovative ways.
• Strategic thinking and a proven ability to drive change and implementation of new initiatives.
• Excels in navigating ambiguity and is comfortable adapting to evolving priorities.

Once here you will:

• Support the Director, Financial Planning & Analysis with developing and executing the long-term strategy of the FP&A function at CAAT.
• Act as an independent thinker, problem solver and critical thinker to be able to provide insights and recommendations that others may typically miss.
• Provide CFO level support to business partners through delivering key financial analyses, aligning budget requests with organizational objectives and through providing strategic insights and actionable recommendations.
• Recommend and implement improvements to existing FP&A processes by identifying and implementing best practices, driving operational efficiencies, and ensuring scalability of FP&A processes as the organization grows.
• Support the annual budgeting process, working cross-functionally with different teams to ensure alignment on timelines, deliverables and most importantly, the annual strategic plan.
• Support the development and assessment of departmental budget requests to ensure alignment with CAAT’s strategy and support the preparation of the annual budget proposal document that ultimately goes to the Board of Trustees for approval.
• Develop processes to determine the return on investment of various projects and initiatives across CAAT and oversee project costs tracking to ensure appropriate cost attribution.
• Apply creative-thinking skills to solution for business decisions/questions that require ad-hoc financial analysis, modeling, and reporting while overseeing the execution of your solution, ensuring development of robust financial modelling and storytelling/communication skills across the team.
• Build and/or lead the building of forecasting models to help provide financial insights and recommendations to inform business decisions by collaborating cross-functionally to collect and analyze data, financial and non-financial, to develop accurate financial projections.
• Review quarterly budget variance reporting for the Board, oversee cost allocations in SAP S4Hana, maintain allocation methodology to reflect inter-department consumption, and lead meetings with departments to discuss actual spend, budget risks and opportunities to ensure accurate forecasting.

Step into CAAT - where your work is both rewarding and meaningful, growth is a constant, fun is the way we roll, and your impact is real! If you meet most of the criteria above, we would love to connect with you.

Our commitment to you as a CAATster:

We’re about growing together and creating impact in a collaborative and caring environment!

Comprehensive & Holistic Care: Your dedication deserves appreciation! At CAAT, we celebrate the complete you, prioritizing your well-being above all. Our all-encompassing employee programs are designed to cater to every aspect of your life and well-being, ensuring you feel cherished and valued. We provide a competitive Total Rewards program based around your physical, mental, and financial wellness. This includes, but is not limited to, your compensation, paid time off, health and dental benefits, wellness programs, wellness incentives, and (of course) a defined benefit pension plan.

Growth Opportunities: Embrace a vibrant, ever-evolving environment at CAAT, where growth is not just a goal, but our way of life! We're expanding and transforming constantly, which means endless opportunities for you to adapt, innovate, and learn. As we grow, so do you. Let’s make a difference together!

A Culture of Collaboration and Fun: We're a team that works, grows, and celebrates together. At CAAT, you belong to a collaborative, inclusive and lively environment that sparks creativity and fosters open communication.

Making a Difference, Together:We're on a mission to secure a better future for Canadians. Your meaningful contributions go beyond the workplace, touching lives and making a significant societal impact. Work that truly counts!

But don't just take our word for it! We’ve consistently been recognized as one of Canada's Most Admired Corporate Cultures, as one of Greater Toronto's Top Employers, and one of the Best Places to Work.

Learn more about us by visiting www.caatpension.ca/careers

Diversity, Equity, Inclusion, and Belonging:

Diversity, Equity, Inclusion, and Belonging (DEIB) at CAAT means we respect and value the broadest range of experiences, geographies, gender, ethnicities, backgrounds, and perspectives as key elements of our culture. Our vision is to provide an environment where employees can bring their best, professional, authentic, selves to work.

CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested. Should any applicant require accommodation through the application processes, please contact us at [e-mail] or call Human Resources at 416-673-9000 for assistance.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance
• Pension Funds