Manager, Management Reporting & Planning (18-month contract) at Ontario Teachers' Pension Plan

Toronto, Ontario, Canada

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, Pension Funds, Investment ManagementIndustries

Requirements

Ability to work with a diverse team of financial professionals from multifaceted backgrounds
Report directly to the Senior Manager, Financial Planning & Analysis
Skills in financial planning and analysis, including preparing quarterly forecasts, annual/3-year plans, and supporting cost centre and department business partner assumption modelling
Expertise in integrating top-down budgeting guidance with bottom-up cost centre rollups, including Workforce Planning, General & Administrative Costs, Investment Related Transaction Costs, External Management Fees, Capital Plan, and Project Finance
Capability to assess expenditure drivers and savings levers for fixed, variable, discretionary, and strategic initiative spend
Proficiency in gathering data, drivers, and assumptions to develop what-if scenario models and perform multi-scenario analysis
Experience in preparing board, executive management, and internal stakeholder presentations, materials, and communications related to results, forecasts, budgets, and ad-hoc analysis
Strong analytical skills to analyze financial performance, identify variances, drivers, and impacts on forecasts and budgets
Ability to develop insights, connect to divisional priorities, KPIs, and metrics, and provide recommendations for budget management and mitigation
Skills in creating analytical models, spotting trends, identifying risks and opportunities, and providing decision-useful insights across areas like salaries & benefits, workforce, travel, professional fees, and technology costs
Experience managing financial models for forecasting, budgeting, and reporting to support cost structure insights and strategic decisions
Knowledge of peer benchmarking and analysis to provide insights and top-down guidance
Ability to contribute to maturing enterprise forecasting and budgeting processes, including change management, best practices, timeline management, and reinforcing cost consciousness culture
Proficiency in month-end financial analysis, driver-based variance analysis (actual vs. budget, prior periods, forecast), and creating decision-useful insights
Skills in preparing ongoing management reporting, including KPIs, performance metrics, data visualization (dashboards, graphical storytelling), and insights for asset classes, total plan performance, and cost allocations

Responsibilities

Prepare base quarterly forecasts and annual/3-year plans for assigned division(s)
Support cost centre and department business partner assumption modelling and integration of top-down budgeting with bottom-up rollups
Work with Sr. Manager and functional partners to assess expenditure drivers and savings levers
Gather data, drivers, and assumptions to develop what-if scenario models and perform multi-scenario analysis for operating and financial decisions
Prepare board, executive management recurring and ad-hoc reporting, presentations, and materials
Support preparation of internal stakeholder presentations and communications related to results, forecast, budget, and ad-hoc analysis
Analyze financial performance of assigned division(s), identifying key drivers of variances and financial implications of business changes
Develop “so what, now what” insights, connect to divisional priorities, KPIs, and metrics, and provide recommendations for budget management and mitigation
Create analytical models, spot trends, identify risks and opportunities, and generate decision-useful insights for stakeholders
Manage financial models to support forecasting, budgeting, reporting, and insights into cost structures for prioritization and strategic decisions
Support peer benchmarking and related analysis to provide insights, top-down guidance, and drive business outcomes
Contribute to maturing enterprise forecasting and budgeting processes, including change management, best practices, timeline management, and cost culture reinforcement
Prepare month-end financial analysis for assigned division(s), including driver-based variance analysis and decision-useful insights
Prepare ongoing management reporting, including KPIs, performance metrics, data visualizations (dashboards, graphical storytelling), and insights for asset classes, total plan performance, divisional/departmental results, and cost allocations

Skills

Key technologies and capabilities for this role

FP&AFinancial ForecastingBudgetingFinancial ModelingScenario AnalysisVariance AnalysisWorkforce PlanningFinancial ReportingExecutive Presentations

Questions & Answers

Common questions about this position

What is the employment type and duration for this role?

This is a full-time 18-month contract position.

Is this role remote or does it require office presence?

This information is not specified in the job description.

What key skills are required for the Manager, Management Reporting & Planning role?

Key skills include financial planning and analysis, preparing forecasts and budgets, developing analytical models and scenario analysis, analyzing financial performance and variances, and creating decision-useful insights and recommendations.

What is the team structure like for this position?

You will work with a diverse team of financial professionals from multifaceted backgrounds and report directly to the Senior Manager, Financial Planning & Analysis.

What makes a strong candidate for this role?

Strong candidates will have expertise in financial planning, forecasting, budgeting, variance analysis, scenario modeling, and providing actionable insights to senior stakeholders and divisional leaders.

Ontario Teachers' Pension Plan

Global investment management for pension funds

About Ontario Teachers' Pension Plan

Ontario Teachers' Pension Plan manages a large investment portfolio with $241.6 billion in assets, aiming to grow to $300 billion by 2030. The organization invests in a diverse range of sectors, including agriculture and artificial intelligence, to ensure retirement security for 333,000 teachers in Ontario. Their investment strategy goes beyond just financial returns; they focus on enhancing sustainability in their portfolio companies and seek to create a positive impact on the businesses they invest in and the broader community. This commitment to responsible investing sets them apart from other pension funds, as they prioritize both profitability and a better future.

Toronto, CanadaHeadquarters

1989Year Founded

$15,381MTotal Funding

N/ACompany Stage

AI & Machine Learning, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Professional Development Budget

Employee Discounts

Risks

Healthcare investments may face regulatory and market challenges.

Space exploration investments are subject to technological and regulatory uncertainties.

Nordic expansion exposes the plan to geopolitical and economic risks.

Differentiation

Ontario Teachers' Pension Plan manages $241.6 billion in assets globally.

The plan focuses on sustainable and profitable investments for long-term growth.

It has a diverse portfolio, including agriculture, AI, and healthcare.

Upsides

Recent investments in healthcare show strategic growth in a vital sector.

The Fleet Space investment aligns with global sustainability and innovation goals.

Acquisition of Max Matthiessen expands influence in European financial services.

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