Manager, Corporate Reporting and Financial Services
Department: Finance and Facilities
Type: Full-Time - Permanent
Location: Toronto (Hybrid)
Posting Date: October 30, 2026
At OPTrust, paying pensions today, preserving pensions for tomorrow is our mission and business.
When you choose OPTrust, you join a team of smart, talented people who fuel our success and have a passion for pensions. Everyone at OPTrust – in Toronto, London and Sydney – makes a meaningful impact. Our culture is driven by team members with different backgrounds and perspectives creating an inclusive and fulfilling place to work for everyone. We work in a fast-paced environment, but we find time to have fun and give back to the community.
What OPTrust offers you
- Unique culture rooted in our core values – collaboration and teamwork, integrity, respect, flexibility, excellence and continuous improvement.
- A purpose-driven environment where we all work towards the common goal of paying pensions today and preserving pensions for tomorrow.
- Comprehensive benefits focused on your health and wellness, including dental, vision and extended health benefits, as well as membership in our world-class defined benefit pension plan.
- A flexible, hybrid work model.
- A dedicated inclusion, diversity and equity strategy with meaningful opportunities to participate, including our employee-led resource groups.
- Extensive professional development opportunities and learning initiatives including access to LinkedIn Learning, guest speakers, tuition reimbursement, professional association memberships, leadership development programs, a mentorship program, monthly professional development time and more.
- A competitive vacation package with additional work-life balance day.
About the role
The Finance and Facilities Division is led by the Chief Financial Officer and includes accounting, operations, tax, and facilities functions and roles supporting OPTrust investment and pension activities. The Manager, Corporate Reporting and Financial Services supports accurate, timely, and compliant reporting for the Fund and oversees financial operations, including accounts payable, accounts receivable, receipts, disbursements, reconciliations, corporate card administration, expense management and pensioner tax reporting. The role oversees year-end reporting and audit activities, researches technical accounting and tax matters, maintains effective internal controls, and advances process and system improvements. The Manager also serves as a key finance process owner for Workday Financials and leads practical improvements in process design, data quality, automation, and responsible use of artificial intelligence. Working across teams, the role strengthens reporting integrity, operational performance and decision support while developing a high-performing team. This position provides outstanding customer service to functional business partners.
What you’ll do
Financial Reporting, Sustainability Reporting and Audit
- Lead the preparation and review of financial statements and related disclosures, ensuring reporting is accurate, complete, timely, and compliant with Canadian accounting standards for pension plans, including Section 4600, IFRS, regulatory requirements and industry best practices.
- Own the financial reporting calendar and lead audit planning and execution including evidence coordination, issue resolution, responses to auditor inquiries, and escalate significant issues or delays.
- Assign and review analysis and reporting for senior management and the Audit Finance and Risk Committee, ensuring consistency with the financial statements and underlying records.
- Support monthly, quarterly, and annual plan-level accounting, including actuarial smoothing and funding liability and surplus calculations on financial reporting and regulatory funding bases.
- Monitor emerging accounting and regulatory developments and research their impact on accounting practices, processes and financial statement disclosures.
- Prepare and review technical memoranda, analysis and recommendations for new or revised accounting issues, standards and disclosures.
- Oversee the preparation and review of ESG and climate-related disclosures, including greenhouse gas emissions and portfolio sustainability metrics, and ensuring robust governance, data quality, internal controls and assurance readiness.
- Develop and maintain a practical understanding of sustainability reporting frameworks, including CSDS, IFRS Sustainability Disclosure Standards, and TCFD-aligned reporting.
Accounting Operations and Financial Services
- Oversee the operations of the accounts payable and accounts receivable functions, establishing priorities and monitoring service, accuracy and timeliness.
- Build effective partnerships across the organization and provide clear financial, accounting, control and process advice that supports informed decisions and practical business outcomes.
- Oversee the complete and timely recording of receipts and disbursements, including administrative invoices, employee expenses, pension payments and benefit payments, and ensure amounts reconcile to banking and pension systems.
- Monitor bank, subledger, and other financial system reconciliations; ensuring reconciliations are investigated, resolved or escalated on a timely basis.
- Oversee invoice and expense processing and the corporate card program to support compliance with organizational policies and effective expenditure controls.
- Deliver recurring operational control reporting on reconciliation status, transaction volumes, outstanding issues and other relevant performance measures.
Tax Compliance and Administration
- Oversee withholding and consumption tax compliance, including remittances, reconciliations, filings and supporting documentation. Escalate complex or significant matters for advice or decision.
- Coordinate the accurate and timely production and filing of pensioner and former-member tax slips for resident and non-resident recipients, including applicable Ontario, Quebec and federal reporting.
- Monitor changes to tax reporting requirements, assess operational impacts and coordinate required updates with Member Experience and Pension Operations, Information Technology Operations and Security and external consultants.
Controls, Systems and Continuous Improvement
- Act as process owner for Workday Financials capabilities, including Core Financials, General Ledger, Procure-to-Pay, Expense Management, Reporting and Dashboards.
- Partner with Information Technology Operations and Security and functional leads to translate finance requirements into effective Workday business processes, configuration decisions, security roles, controls and reporting.
- Lead or approve finance testing for system configuration changes, integrations, releases and enhancements, including test scenarios, expected results, defect resolution and business sign-off.
- Develop Workday reports and dashboards that improve visibility into close status, supplier invoices, expenses, reconciliations, exceptions, service levels and control performance.
- Collaborate with Member Experience and Pension Operations and Information Technology Operations and Security, and business teams to support process redesign initiatives to streamline handoffs, strengthen controls and enable effective business outcomes.
- Design, document and maintain processes and controls to support regulatory compliance and mitigate operational risk.
- Monitor the performance of key controls, follow up on exceptions and ensure identified issues are resolved or escalated appropriately. Escalate significant control deficiencies.
- Identify and eliminate manual reconciliations, duplicate data entry, offline approvals and spreadsheet-dependent reporting where a controlled system solution is available.
- Identify, assess and pilot AI-enabled finance use cases that improve accuracy, insight, efficiency or control effectiveness. Ensure appropriate human review, validation, documentation, monitoring and accountability, and measure whether defined business outcomes are achieved.
People Leadership
- Lead, coach and develop a diverse team, setting clear priorities, performance expectations and development objectives aligned with business needs.
- Manage recruitment, onboarding, performance and capability development for direct reports in accordance with organizational policies, applicable employment requirements and the collective bargaining agreement.
- Build team capacity through knowledge sharing, effective delegation and succession planning.
- Foster an inclusive, accountable and collaborative environment in which employees are empowered to deliver high-quality work on behalf of members.
- Build team capability to use approved AI tools effectively while preserving professional judgment and appropriate review.
Standard Requirements
- Performs other duties as assigned.
- Ensure clear understanding and adherence of all OPTrust’s policies, procedures, guidelines as well as living our values and fostering an inclusive culture.
- Build, engage and retain a diverse, high-performing team and foster an inclusive culture where team members are empowered to do great work on behalf of our members. Is familiar and ensures compliance with applicable employment legislation guidelines and the Collective Bargaining Agreement (CBA) for managing a workforce.
- Also ensures employees adhere to current and future employment policies, procedures and compliance guidelines and takes necessary steps to mitigate operational risks. This is inclusive of but not limited to, the Code Of Conduct, Conflict of Interest Policy, Health and Safety Policy, Impairment at Work Policy, Information Security Policy, Personal Trading Policy, Privacy Policy, Respectful Workplace Policy and any future employment related policies.
What you bring
- University degree in accounting, commerce, business, or related discipline.
- Chartered Professional Accountant designation or comparable recognized financial designation.
- Knowledge of withholding and consumption tax administration is an asset.
- At least 8 years of progressive experience in accounting, financial reporting, audit or finance operations including at least 4 years leading people or major workstreams.
- Experience working within an internal control reporting framework (i.e. COSO) is an asset.
- Experience preparing and reviewing audited financial statements and disclosures for a pension plan, institutional investor, financial institution or other complex organization.
- Strong knowledge of Canadian accounting standards for pension plans, including Section 4600 and IFRS.
- Experience overseeing accounts payable, accounts receivable, expense management, cash receipts, disbursements or related finance operations.
- Hands-on experience with enterprise financial systems. Workday Financials experience, including Financial Accounting, General Ledger, Procure-to-Pay is strongly preferred. Experience with Concur and Oracle EBS is an asset.
- Experience with system implementation, business-process design, testing, integrations, and continuous improvement.
- Proven ability to leverage approved artificial intelligence tools to streamline finance processes, reduce manual effort, and improve the efficiency of reporting and analysis
- Excellent written and verbal communication, including the ability to prepare accounting memoranda, executive materials and other reporting.
- Proven ability to lead, coach and develop a high-performing team and to work effectively across business and technology teams.
- Possess tact and ability to be discreet in handling confidential data.
- Strong analytical and problem-solving skills, with the ability to identify issues, evaluate options and make practical recommendations.
- Ability to manage competing priorities and recurring deadlines while maintaining accuracy and appropriate review.
- Exemplify OPTrust’s values: collaboration and teamwork, integrity, respect, flexibility, excellence, and continuous improvement.
This posting is for an existing vacancy.
Please submit your application via Workday by November 13, 2026.
Serving a membership as diverse as ours and investing in a global market means cultivating an environment that embraces inclusion, diversity, and equity in everything we do. OPTrust is an organization engaged in building on our unique and diverse strengths. We know a diversity of backgrounds, cultures, gender identities and perspectives are critical to achieving our shared goals.
If you require accommodation at any time during the recruitment process, please send a message to careers@optrust.com, or discuss your needs with the Talent Acquisition Consultant during the telephone screening. We will do our best to work with you and provide appropriate accommodation.
As an organization we’re seeking ways to respond to the Truth and Reconciliation Commission of Canada’s Call to Action 92. We are working with the Canadian Council for Indigenous Business to build bridges with Indigenous communities and partners, and we have created an employee-led Reconciliation Working Group that will work with Indigenous experts to identify a path to reconciliation for our organization.
We thank all interested applicants, however only those under consideration will be contacted.
