Senior Manager, Financial Planning and Analysis

Investment Management Corporation of Ontario (IMCO); Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading asset management firm in Toronto is seeking a Senior Manager for Financial Planning and Analysis. This role involves designing financial reporting systems, developing complex financial models, and advising on cost management. Candidates should have extensive experience in financial analysis and the asset management industry, along with superior communication skills. The position offers a hybrid work model and opportunities for professional growth.

Qualifications

• 8+ years of experience in financial analysis.
• Experience in the asset management industry.
• Ability to present complex information to senior executives.

Responsibilities

• Design and implement financial reporting programs.
• Develop and maintain complex financial models.
• Advise on managing costs and financial planning.

Skills

Financial analysis

Complex financial models

Communication skills

Workday Financial Management

Adaptive Insights

MS Excel

PowerPoint

Business intelligence tools

Education

Professional designation such as CFA or CPA or MBA degree

Tools

Adaptive Insights

Workday Financial Management

Job description

Overview

Senior Manager, Financial Planning and Analysis

At IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be the partner of choice for Ontario’s public sector funds and build a high-performing, value-based Asset Management firm in the heart of downtown Toronto. If you are ready to drive best-in-class service, and join a collaborative, motivated, and fun team of professionals, we’re ready to offer you a great place to work with exciting opportunities for growth and development. If you want to use your expertise to drive strategic business outcomes, then we want you at IMCO!

This is a 18 month contract with a possibility of extension.

Responsibilities

• Design, obtain support and implement a program that defines how IMCO collects, stores and reports on total costs in a “one source of truth” approach.
• Develop and maintain cost data and complex financial models to efficiently budget and forecast costs, with flexibility to run multiple scenarios for internal stakeholders.
• Partner with HR, Finance and Portfolio Construction teams to maintain inputs, controls and key planning assumptions related to financial models.
• Advise business unit leaders and provide actionable analysis to help manage costs, focusing on Operating Expenses and Other Investment-Management costs.
• Support an efficient and comprehensive process for developing financial plans (annual budgets, forecasts and longer-term strategic plans) that links analysis to IMCO’s strategic objectives.
• Conduct deep-dive analyses of targeted line items and expense categories as requested by the CFO and executive team.
• Prepare high-quality financial analysis and presentations for executives, senior management, clients, and Boards of Directors.
• Serve as finance business partner to HR, Client Relationship Management, Enterprise Risk, IT & Data, Investment Operations, and Finance.
• Lead continuous improvement efforts related to Budget/forecasting processes and Adaptive Insights (IMCO’s corporate budgeting and planning tool).
• Maintain and enhance the Enterprise Cost Allocation model in Adaptive Insights to ensure transparent and equitable cost allocation.
• Prepare Cost Allocation analysis and reports by asset class to support informed decisions and performance reporting.
• Work in a fast-paced, high-energy environment while contributing to scalable processes.
• Prepare process documentation with clearly defined roles, responsibilities and embedded controls.
• Support a culture of financial transparency and continuous improvement.
• Participate in special projects as assigned.

What you need to succeed

• A minimum of eight (8) years of experience in financial analysis with expertise in complex financial models.
• Experience in the asset management industry with understanding of operating expenses and other investment-management costs for diverse investment strategies.
• Professional designation such as CFA or CPA or MBA degree.
• Experience presenting complex information to senior executives and other audiences.
• Superior communication skills and ability to build strong working relationships across the enterprise.
• Experience partnering with technology teams to configure financial tools to optimize productivity.
• Expert-level skills in Workday Financial Management and Adaptive Insights.
• Expert-level skills in MS Excel, PowerPoint and business intelligence tools.
• Experience developing and maintaining complex financial models.
• Experience leading projects is an asset; multi-client experience is an asset.
• Ability to manage expectations of internal and external clients.
• Process improvement and governance mindset.

Additional information

We thank all applicants; however, only those selected for an interview will be contacted.

Our hybrid work model offers flexibility. The Corporation’s offices are located at 16 York Street, Suite 2400, Toronto, ON M5J 0E6.

IMCO is committed to providing accommodation for people with disabilities in its recruitment process. Please advise if you require an accommodation; we will work with you to meet your needs. Candidates being considered for this position will be required to submit to a background screening.

Employment type: Full-time | Seniority level: Mid-Senior level