Associate, Financial Analytics & Planning

Posted An Hour Ago
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Toronto, ON
Mid level
Financial Services
The Role
The Associate in Financial Analytics & Planning will support the Finance Business Partner team by conducting financial analysis, producing reports, and communicating insights to Senior Management. Responsibilities include budget development, coordinating with departments, managing ad-hoc business requests, and enhancing reporting capabilities through data initiatives.
Summary Generated by Built In

Company Description

Make an impact at a global and dynamic investment organization

When you invest your career in CPP Investments, you join one of the most respected and fastest growing institutional investors in the world. With current assets under management valued in excess of $500 billion, CPP Investments is a professional investment management organization that globally invests the funds of the Canada Pension Plan (CPP) to help ensure long-term sustainability. The CPP Fund is projected to reach $3 trillion by 2050. CPP Investments invests in all major asset classes, including public equity, private equity, real estate, infrastructure and fixed-income instruments, and is headquartered in Toronto with offices in Hong Kong, London, Luxembourg, Mumbai, New York City, San Francisco, São Paulo and Sydney. 

CPP Investments attracts and selects high-calibre individuals from top-tier institutions around the globe. Join our team and look forward to:

  • Diverse and inspiring colleagues and approachable leaders
  • Stimulating work in a fast-paced, intellectually challenging environment
  • Accelerated exposure and responsibility
  • Global career development opportunities
  • Being motivated every day by CPP Investments’ important social purpose and unshakable principles
  • A flexible/hybrid work environment combining in office collaboration and remote working
  • A deeply rooted culture of Integrity, Partnership and High Performance

If you share a passion for performance, value a collegial and collaborative culture, and approach everything with the highest integrity, here’s an opportunity for you to invest your career at CPP Investments.

Job Description

We are presently recruiting for an Associate to join the Finance Business Partner team in the Management Analytics (MA) group within the Finance department. MA provides financial information and insights on performance, cost and exposures to enable management decision-making at both the department and total Fund levels through the Finance Business Partners. 

The candidate will perform a key supporting role to the various non-Investment departments providing input to drive fit for purpose reporting, analytics and insights across cost and exposure. The candidate will require knowledge of financial and investment analysis concepts, combined with strong analytical and effective communication skills.

Role-Specific Accountabilities:

  • Work in a team to produce analysis to communicate the “story” behind the numbers to Senior Management.
  • Develop compelling materials to facilitate discussions, including creatively conveying data and analysis with charts, tables and other visuals in pre-read and presentation material.
  • Provide support and direction during the annual business planning process in developing an annual and long-range budget to support the departments in execution of their strategy and ensuring alignment with expectations (in the form of budgets and business objectives) prior to the start of the fiscal year.
  • Coordinate within and across departments to ensure accuracy, completeness and relevancy of information supporting financial reporting and analysis.
  • Support and work on new data and analytics initiatives to enhance information flows and provide insightful recommendations to internal business partners and Senior Management.
  • Partner with Finance colleagues to develop self-serve capabilities and multi-dimensional reporting/dashboards to adapt the evolving analytics needs of the departments and the Fund.
  • Develop and foster effective working relationships within Finance and across departments at CPP Investments; collaborate with key subject matter experts to drive financial analysis, reporting and communications.
  • Address ad-hoc business requests to facilitate Board discussions, support evaluations of investment programs and strategies, and identify drivers of value-add.

Qualifications

If you possess the following, we’d like to hear from you:

  • Minimum 4+ years of professional experience in financial analysis within financial services or consulting.
  • Undergraduate or graduate degree in Finance, Accounting, or related discipline; professional designations (CFA, CPA, CIPM) are considered assets.
  • Proven experience in SQL, Python, Tableau and/or Power BI is considered an asset.
  • Strong presentation skills with experience building compelling presentation decks in MS PowerPoint.
  • Highly organized, attention to detail and the ability to produce high-quality work under pressure and with time-sensitive deadlines.
  • Ability to coordinate between multiple stakeholders and effectively project manage deliverables.
  • Self-motivated, able to think critically and creatively, adaptable to changing priorities and new challenges.
  • Proven ability to work independently as well as to perform effectively in a team-oriented environment.
  • Candidates must exemplify CPP Investment’s guiding principles of high performance, integrity, and partnership.

Additional Information

Visit our LinkedIn Career Page or Follow us on LinkedIn. #LI-PM1 #LI-Onsite 

At CPP Investments, we are committed to diversity and equitable access to employment opportunities based on ability.

We thank all applicants for their interest but will only contact candidates selected to advance in the hiring process. 

Our Commitment to Inclusion and Diversity:

In addition to being dedicated to building a workforce that reflects diverse talent, we are committed to fostering an inclusive and accessible experience. If you require an accommodation for any part of the recruitment process (including alternate formats of materials, accessible meeting rooms, etc.), please let us know and we will work with you to meet your needs.

Disclaimer:

CPP Investments does not accept resumes from employment placement agencies, head-hunters or recruitment suppliers that are not in a formal contractual arrangement with us. Our recruitment supplier arrangements are restricted to specific hiring needs and do not include this or other web-site job postings. Any resume or other information received from a supplier not approved by CPP Investments to provide resumes to this posting or web-site will be considered unsolicited and will not be considered. CPP Investments will not pay any referral, placement or other fee for the supply of such unsolicited resumes or information.

Top Skills

Python
SQL
The Company
HQ: Toronto, ON
2,227 Employees
On-site Workplace
Year Founded: 1997

What We Do

CPP Investments is a professional investment management organization with a vital purpose: to help provide a foundation on which Canadians build financial security in retirement. To help maximize the CPP Fund for generations to come, we invest across all major asset classes: public equities, private equities, real estate, infrastructure and fixed income instruments.

With an international reputation as a leading institutional investor, our governance structure is recognized worldwide as a best practice for pension fund investment management. Headquartered in Toronto, with offices in Hong Kong, London, Luxembourg, Mumbai, New York, San Francisco, São Paulo and Sydney, we leverage our global reach and on-the-ground knowledge to continually diversify, build and grow the CPP Fund.

Our investment professionals partner with top core services specialists in finance, human resources, information technology, legal, public affairs and communications, investment operations, data management, treasury services and investment risk.

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