Manager, Investment Financial Planning & Analysis and Data Analytics

Why you’ll love working here:

• high-performance, people-focused culture

• our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves

• learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth

• membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security

• competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, and a health spending account).

• optional post-retirement health and dental benefits subsidized at 50%

• yoga classes, meditation workshops, nutritional consultations, and wellness seminars

• the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers

Job Summary

The Financial Planning & Analysis (FP&A) team is looking for a technically strong finance professional who combines investment knowledge with advanced Power BI and analytics capabilities.

You will contribute to key investment-related FP&A activities, including the quarterly investment projection process, peer benchmarking, investment cost allocations, and investment-related analysis and commentary supporting the Operating Plan and quarterly updates.

You will also serve as FP&A’s go-to resource for Power BI, analytics and automation. You will support and enhance existing reporting solutions, expand how the team uses technology for planning, analysis and scenario modelling, and identify practical opportunities to use AI and automation to improve FP&A processes.

The ideal candidate will be highly analytical, tech-savvy and proactive in identifying opportunities to improve processes, reporting and analytics.

What you will do:

Investment planning and analysis

• Coordinate and continuously improve the quarterly investment projection process, working with investment teams to understand key assumptions and drivers
• Support peer benchmarking activities, including annual report comparisons and participation in CEM benchmarking studies
• Support investment cost allocation initiatives, including related analysis and methodology development
• Work with investment teams to prepare investment-related analysis and commentary for the Operating Plan and related quarterly updates
• Support other investment-related analysis and reporting as required

Power BI and analytics

• Serve as FP&A’s go-to resource for Power BI, including maintaining and enhancing existing reports and developing new reporting and analytical tools
• Expand how FP&A uses Power BI for planning, analysis and decision support
• Analyze large and complex financial and investment datasets to identify trends, drivers and opportunities for deeper analysis
• Establish clear data definitions, data sources and quality checks to support reliable and repeatable reporting
• Work with data and technology teams, as needed, on data sources, models and technical requirements
• Automation and process improvement
• Identify and implement opportunities to improve and automate FP&A processes using AI and other technologies, including quarterly projection submissions, project intake, variance analysis, reconciliations and recurring reporting
• Ensure solutions include appropriate documentation, data protection and Finance controls
• Use AI and emerging technologies in accordance with HOOPP’s policies and approval requirements

Collaboration and knowledge sharing

• Collaborate with FP&A colleagues, investment teams and data and technology partners to deliver priority initiatives
• Share knowledge, tools and best practices to build analytics and technology capability across FP&A

What you bring:

• University degree in finance, accounting, economics, business, data analytics or a related quantitative field
• Chartered Financial Analyst (CFA) designation or progress toward it is an asset; Chartered Professional Accountant (CPA) or equivalent is also an asset
• Demonstrated, applied investment and analytics capability is valued over any single designation
• At least four years of relevant experience in FP&A, investment analysis, finance analytics or a similar role
• Strong knowledge of investment concepts, including asset classes, returns, costs, performance drivers and benchmarking, ideally supported by practical investment-related experience
• Experience analyzing large and complex financial or investment datasets
• Demonstrated experience identifying and implementing process improvements through automation, improved data management or process redesign
• Advanced Power BI skills, including data modelling, DAX and Power Query
• Advanced Excel and experience working with financial models
• Experience integrating, transforming and analyzing data from multiple sources
• Experience with Power Automate, SQL, Python or other data and automation tools is an asset
• Experience with enterprise planning (EPM), budgeting or forecasting systems is an asset
• Understanding of data quality, documentation, financial controls and appropriate data handling

The expected annual base salary range for this role is: $86,000 - $131,000 CAD

The actual base salary offered to the successful candidate may vary based on multiple factors including, but not limited to, individual's expertise and level of experience applicable to the role they are being offered.  

This role is eligible to participate in discretionary incentive plan(s), subject to the terms and conditions of the applicable incentive plan text.  

This job posting is for a newly created role.

HOOPP may use artificial intelligence tools to assist in screening, assessing and selecting applicants for this position. These tools support our recruitment process but do not replace human judgment and decision-making.