Manager, Financial Planning

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

The primary objective of this position involves managing the financial planning and analysis process for CI Financial’s asset management segment. The FP&A manager will play a critical role in driving financial performance, managing resource allocations, and providing strategic insights to the business.

**Responsibilities**:

- Assist with the financial planning process, including budgeting, forecasting, and long-term financial modeling of the asset management business. Maintain the annual and quarterly budgeting process including coordination of budget inputs and providing accurate and timely business projections
- Collaborate with department heads and team leaders to develop financial targets, review variances and performance, and provide insights to support decision-making.
- Prepare regular reporting of key financial metrics and performance indicators and communicate financial results and trends to executive management.
- Prepare financial reports and strategic recommendations to management and stakeholders for improving operational efficiency and financial performance
- Ensure the accuracy, integrity, and reliability of financial data used for decision-making purposes
- Support the consolidated financial, management, and regulatory reporting requirements of CI Financial Corp. as appropriate
- Perform evaluations of projects, programs, or investments by assessing their potential costs and benefits. Analyze financial data, market expectations, and other relevant information to quantify the anticipated returns and assess financial impacts of proposed initiatives.
- Collaborate with project managers to track project costs, monitor budget utilization, and expected financial performance compared to plans.
- Maintain and update cost allocation methodologies and procedures to ensure accurate and effective distribution of cost centers across business segments. Report shared service costs to segmental business partners and explain drivers of change in allocations.
- Perform other ad-hoc analysis as required

Experience & qualifications:

- Minimum five years of experience in financial planning and analysis, treasury management, or corporate finance.
- Undergraduate degree in Accounting, Finance or related field; CPA designation preferred
- In-depth knowledge of financial forecasting, budgeting and strong analytical skills and ability to interpret complex financial data and trends.
- Experience with financial analysis tools, report writing, data extraction and software preferred (e.g. Excel & ERP system )
- Proficient in financial reporting standards (IFRS)
- Asset management experience preferred

Knowledge, Skills, and Abilities:

- Strong understanding of accounting concepts and practices.
- Drive for continuous improvement and an ability to challenge existing processes
- Ability to work in a fast-paced environment to meet strict deadlines.
- Ability to work independently with mínimal supervision/direction.
- Detailed-oriented, self-motivated and a good team player.
- Strong analytical, organizational, planning, and problem-solving skills and possesses the desire to find solutions
- Ability to handle multiple tasks and prioritize tasks effectively to meet deadlines.
- Good verbal and written communication skills.
- Ability to interact effectively with management, other employees and third parties.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- Equipment Purchase Program- Training Reimbursement- Paid Professional Designations- Employee Share Purchase Program (ESPP)- Corporate Discount Program- Enhanced group benefits- Parental Leave Top-up program- Fitness membership discounts- Volunteer paid Days- Complimentary vending machines