Senior Manager, Financial Planning & Analysis

at  OMERS

Referred applicants should NOT apply directly to this role.
All referred applicants must first be submitted through Workday by a current OMERS and Oxford employee, and then must apply through the unique link received via their email.
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Join a global workplace where employees thrive. One that embraces diversity of thought, expertise and experience. A place where you can personalize your employee journey to be — and deliver — your best.
We are a purpose-driven, dynamic and sustainable pension plan. An industry leading global investor with teams in Toronto to London, New York, Singapore, Sydney and other major cities across North America and Europe. We embody the values of our 600,000+ members, placing their best interests at the heart of everything we do.
Join us to accelerate your growth & development, prioritize wellness, build connections, support the communities we live and work.
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As a key member of the OMERS Investment Finance team, you will be responsible for providing financial planning and analysis services including but not limited to decision support, business intelligence, forecasting, budgeting, financial planning, and cost control reporting to meet the financial and operational requirements of OMERS Private Equity.
The incumbent will report to the Director, Investment Finance and will collaborate with all levels of the organization ensuring that processes meet key stakeholder business needs and consistent, complete, and accurate information is provided in a timely manner.

QUALIFICATIONS:

Recognized professional accounting designation
7+ years of related working experience in progressively responsible positions; previous experience in the financial services industry and knowledge of Private Markets is an asset
Experienced and effective people leader with ability to lead and promote change
Excellent communication and interpersonal skills
Demonstrated analytical skills and attention to detail with the ability to maintain a high level of accuracy in preparing and reviewing financial information
Proven organizational agility and ability to deal with multiple priorities and tight timelines
Experience working in a shared services environment serving multiple business units is preferred
Strong customer service orientation; understands and acts upon differing needs of diverse stakeholders in a timely manner
Advanced Excel and PowerPoint skills
Proficiency in PowerBI and Alteryx is an asset
As one of Canada’s largest defined benefit pension plans, our people-first culture is at its best when our workforce reflects the communities we live and work — and the members we proudly serve.
From hire to retire, we are an equal opportunity employer committed to an inclusive, barrier-free recruitment and selection process that extends all the way through your employee experience. This sense of belonging and connection is cultivated up, down and across our global organization thanks to our vast network of Employee Resource Groups with executive leader sponsorship, our Purpose@Work committee and employee recognition programs

Support the Private Equity Investment Finance team on the annual operating plan and the quarterly expense forecasts, including analysis and financial insight in support of business decision making and expense management
Serve as the main point of contact to the Corporate and Enterprise FP&A teams, providing business context, guidance and oversight; review monthly consolidated results and quarterly regulatory and/or board financial reporting package prepared by the Financial Reporting team including year to date results and variance analysis
Manage the 5-year strategic planning process for general and administration expenses, including coordination of budgets across all Private Equity business units and costs centers
Review budgets for the various shared offices (New York, London, Singapore), ensuring costs are appropriately allocated
Consolidate the Private Equity P&Ls, headcount and related metrics monthly; deliver high quality reports and presentations for senior leadership that communicate the message and direction of the organizations costs
Prepare quarterly regional expense dashboards for senior members of the Private Equity transaction teams, including financial analysis with performance trends, historical and forecasted results using appropriate key performance indicators
Provide leadership, coaching and direction to the team on day-to-day operations
Support Human Resources with incentive accruals and forecasting processes
Lead or participate in continuous process improvement initiatives
Participate in other initiatives as required