Manager, Management Reporting & Planning

The opportunity

We are actively seeking a Manager, Management Reporting and Planning to join our growing EPFP&A team! Working closely with the Senior Manager, Management Reporting & Planning, in this role you will develop and prepare monthly and quarterly financial reports and analyses for administrative expenses and investment related expenses (IRE), program costs and consolidated operating results.

Who you’ll work with

You will work with a diverse team of financial professionals from multifaceted backgrounds including CPA, CFA, MBA, etc, and you will report directly to the Senior Manager, Management Reporting & Planning.

What you’ll do

You will work closely with the Manager and Senior Manager for:

• Ensuring the team responsibilities are carried out and deadlines are met.

• Owning the completion of all projects including those related to departmental objectives

• Recommending standard methodologies and implementing improved processes and modifying or re-engineering where applicable.

• Monthly production of flash reports and administrative expenses report package, which includes a comprehensive Total Plan section, divisional reporting, and cost allocation analysis. Liaise with budget coordinators to understand and be able to provide commentary around budget vs actual explanations. Within the report provide relevant insight, analysis and trends.

• Support in the budget process; assist in the planning and co-ordination of the plan budget and forecast process. Liaise with budget coordinators, cost centre managers within the planning, preparation, consolidation and reporting phase of the cycle.

• Involved in the preparation and development of the budget book for distribution to Executive Team and the Audit & Actuarial Committee. Provide content and analysis for PowerPoint presentations to the Executive Team and the Audit & Actuarial Committee and be ready to assist as vital.

• Work with cost centre managers and budget coordinators to ensure the cost allocations are in line with methodology, are consistently and appropriately applied.

• Act as a subject matter specialist and administrator for the budget system. Appropriately demonstrate the system to recommend methods to automate reporting, improve the use experience during the budget cycle and provide query and reporting capabilities for the budget coordinators.

• Research and identify requirements of users as recommended by the Senior Manager further improve existing reporting.

• Participate in special projects as assigned, including business casing and decision support.

• Participate in the development of the project plan, in the research and analysis of alternative solutions, and in the provision of recommendations.

• Conduct system testing, assist in implementation, document and train processes

• Assist in financial reporting and budgeting activities which will significantly impact the organization's strategic direction, service and costs.

• Work with other team members in the organization on special projects/team environment.

• Provide updates and recommendations to management in interpretation and application of financial data.

What you’ll need

• Relevant university degree as well as sophisticated degree or designation such as MBA, CMA or CGA.

• Demonstrated ability in accounting/finance department with project experience.

• Good knowledge of accounting theory and very good practical understanding of financial reporting, budgeting and cost accounting including related methodology, techniques and procedures.

• Excellent analytical ability, judgement and independent and creative thinking to identify research and interpret pertinent information determine solutions and make decisions and recommendations.

• Good knowledge of computerized systems to specify user systems needs and maintain system controls.

• Effective communication skills both written and verbal to prepare reports including financial reports and to collaborate closely with contacts inside and outside the Plan.

• Effective planning and organizational skills to set priorities and co-ordinate projects to meet deadlines.

#LI-VN, #LI-Hybrid

What we’re offering

• Pay-for-performance environment that offers competitive salary and incentive

• Numerous opportunities for professional growth and development

• Comprehensive employer paid benefits coverage

• Retirement income through a defined benefit pension plan

• The opportunity to invest back into the fund through our Deferred Incentive Program

• A flexible/hybrid work environment combining in office collaboration and remote working

• Competitive time off

• Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year

• Employee discount programs including Edvantage and Perkopolis

At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring.  We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves.  To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.

How to apply

Are you ready to pursue new challenges and take your career to the next level? Apply today! You may be invited to complete a pre-recorded digital interview as part of your application.

Accommodations are available upon request ([email protected]) for candidates with a disability taking part in the recruitment process and once hired.

Candidates must be legally entitled to work in the country where this role is located.

The privacy of your personal information is important to us. Please visit our Privacy Centre to learn how we handle your personal information.

Functional Areas:

Finance

 

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