Manager, Financial Planning

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The Manager, Financial Planning & Analysis will join the Capital Markets Finance team providing financial support to OMERS Capital Markets (OCM) investment businesses with over $60 billion AUM. The incumbent will take a lead role in the preparation of the Annual Operating Plan, quarterly re-forecasts, monthly analysis of financial results, and management and board reporting, while providing general finance business partnership to OCM business units and supporting functions.
We believe that time together in the office is important for OMERS and Oxford, the strength of our employees, and the work we do for our pension members. Our hybrid work guideline requires teams to come to the office a minimum of 4 days per week.

**Responsibilities**:
Work closely with executive leadership and senior management across OMERS Capital Markets (OCM), Capital Markets Finance (CMF), and Total Portfolio Management (TPM) to provide financial advisory support, help teams achieve financial targets, identify risks & opportunities, and drive high-quality financial performance analysis
Lead discussions and working sessions with senior business partners to prepare both detailed (line-item-level) and executive summary-level Annual Operating Plan outputs, providing insight, challenge, and advisory support throughout the process
Contribute to and project manage the preparation of quarterly deliverables, including board memos, Investment Committee performance scorecards, and Corporate Finance data requests
Lead monthly, quarterly, and year-end close processes in collaboration with other CMF and corporate financial reporting teams
Develop a deep understanding of key business drivers and performance attribution to effectively communicate financial results to key stakeholders through regular reporting and ad-hoc deliverables
Develop a deep understanding of the businesses’ G&A expenses such as people costs (compensation), third party vendor spend, and external fund manager fees to provide accurate expense forecasts and valuable insights and analysis
Prepare and review a variety of management presentations including budget vs. actual variance reports, trend analysis, KPI dashboards, etc.
Develop strong relationships with business partners and key stakeholders across the organization
Complete sensitive assignments at the direction of the VP, EVP, CFO and/or Business Unit Heads within tight time frames
Improve existing and design new processes to achieve operational efficiency
Provide day-to-day leadership and coaching for a high-performing team
Lead and contribute to culture-enhancing initiatives within the broader Capital Markets Finance team
Lead and/or contribute to ad hoc initiatives and special projects as required

**Qualifications**:
5+ years of related working experience in progressively responsible positions
University degree plus an accounting designation (CPA, CA, or CMA)
CFA Charterholder (or working towards it) is an asset
Demonstrated capital markets knowledge and business acumen
Expert level technical skills using Microsoft Excel and PowerPoint
Superior communication skills (written and verbal) and interpersonal skills with a proven ability to build trusting relationships at all levels including executive leadership
Ability to influence cross-functional stakeholders and strong people management skills
Strong analytical ability; able to clearly link financial results to strategic and operational activities
Ability to work with large data sets, glean insight, and present findings in a clear, simple, and concise manner
Experience with Anaplan and/or Oracle finance systems is an asset
Attention to detail and strong organizational skills
Ability to operate in a fast-paced environment with competing priorities and deadlines
Strong team player with a positive attitude, willingness to help colleagues, and “go the extra mile”
**And you demonstrate**:
High standards of business and ethical values including the ability to deal with highly confidential information
A people-first focus with a desire to develop meaningful, positive relationships across all levels of the organization
A teammate mentality coupled with servant leadership
A sense of urgency, optimism, and a desire