Associate, Finance Business Partner
2 months ago
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 Investment departments providing input to drive fit-for-purpose reporting, analytics, and insights across investment performance, cost, and exposure. The candidate will require knowledge of financial and investment analysis concepts, combined with strong organizational and effective communication skills.
Role-Specific Accountabilities:
- Work in a team to produce investing department 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 to the evolving analytics needs of the departments and the Fund.
- Develop and foster effective working relationships within the team and across groups at CPP Investments, including investing departments and the Office of the Chief Investment Officer.
- Address ad-hoc business requests to facilitate Board discussions, support evaluations of investment programs and strategies, and identify drivers of value-add.
Qualifications
Position Requirements:
- 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.
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.
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