Senior Manager, Financial Planning

At CAAT, we're passionate about what we do. And it shows
 

Here, you'll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn't just feel different at CAAT. It is different. We're one of the fastest-growing pensions in the country for a reason. We challenge the status quo, making a real impact on the hundreds of employers we serve – from education institutions to major corporations and household brands. And we're just getting started. Driven by core values and a shared purpose, we're fierce champions for better retirement security, known for our can-do culture where everyone plays a role in bringing our vision to life. If this sounds like a fit, we'd love you to be a part of it.

About the Role:

The Senior Manager, Financial Planning & Analysis will play a key part in evolving CAAT Pension Plan's financial planning & analysis capabilities and supporting departments across the organization in making informed business decisions. The Senior Manager will support the Director, Financial Planning & Analysis with the growth and development of the financial planning & analysis team within the finance department.

As The Newest Member of Our Team, You Will:

• Lead and support the SVP, Technology and IT services with their annual budgeting process, collaborating across teams to ensure alignment with strategic plans and timelines.

• Serve as a subject matter expert for IT budget development, reviewing departmental requests for strategic fit.

• Lead quarterly review meetings with IT teams to discuss budget performance, identify risks and opportunities, and enhance forecasting accuracy.

• Develop and oversee project cost control processes, advise on project cost governance, and evaluate the long-term financial impact of initiatives across CAAT.

• Build, review, and maintain forecasting models, collaborating with stakeholders to analyze financial and non-financial data for accurate projections.

• Support the monthly processes including the cost allocation process in SAP S4Hana and the analysis of results to understand how allocated costs compare to budget.

• Partner with the Director, Financial Planning & Analysis to shape and execute the long-term strategy for the FP&A function at CAAT.

• Provide strategic financial analysis and support to senior leaders, ensuring budget requests align with organizational goals.

• Continuously improve FP&A processes by implementing best practices and driving operational efficiency as the organization grows.

To Succeed, You Bring:

• 5+ years of experience in financial planning and analysis roles or roles with similar/transferrable experience.

• CPA designation is required, or an advanced degree or certification that focuses on data analytics and/or data science (i.e., Master's degree, continuing education program, CFA etc.).

• Bachelor's degree, major in accounting/finance or equivalent.

• Strong financial analysis and modeling skills, with experience creating complex financial projections and budgets.

• Excellent business partnering and communication skills, with the ability to communicate complex financial information to non-financial stakeholders in a clear and concise manner including senior leadership teams and internal operations committees.

• Experience with SAP S4Hana and/or implementing an FP&A tool is an asset but not required.

At CAAT, we believe innovation, passion, and purpose are ingredients for a great work environment. We're incredibly proud of our people and the remarkable impact they have as catalysts for change. We're committed to attracting and keeping great talent, which means competitive compensation, exceptional benefits, and an environment where people can grow and thrive. When you work with CAAT, you'll enjoy:

• Opportunities to Build a Better You: We never stand still. As we grow, so do you. Enjoy a place that provides endless opportunities to learn and master your skills while cultivating new ones.
• Comprehensive & Holistic Care: Be at your best with a Total Rewards program that feeds and prioritizes your physical, mental, and financial wellness. From flexible work arrangements, comprehensive benefits to wellness incentives, and a defined benefit pension plan – we have you covered.
• A Place to Collaborate and Win: We've built a lively environment where creativity and open communication thrive. It's why we're consistently recognized as one of 'Canada's Most Admired Corporate Cultures', one of 'Greater Toronto's Top Employers', and one of the 'Best Places to Work'.
• Work that Truly Matters. You're giving Canadians the opportunity for better retirement security, and organizations the chance to do more.
   

If you believe that Canadians deserve a future where a secure lifetime retirement income contributes to their financial and overall well-being, then CAAT could be the right fit for you. Start your journey with us today. Apply now.

Learn more about us by visiting

Diversity, Equity, Inclusion, and Belonging (DEIB):

DEIB at CAAT means we respect and value the broadest range of experiences, geographies, gender, ethnicities, backgrounds, and perspectives as key elements of our culture. Our vision is to provide an environment where employees can bring their best, professional, authentic, selves to work.

CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested. Should any applicant require accommodation through the application processes, please contact us at or call Human Resources at for assistance.