Key team member in strategic and financial insights, including annual budgeting, forecasting, and management reporting. Responsible for maintaining financial models, analyzing large data sets, preparing presentations for senior leadership, and managing various reporting tasks. Requires a Bachelor's degree in Business, Finance, or equivalent, with 6-8 years of experience in financial planning and analysis. Advanced Excel and financial modeling skills, strong attention to detail, organizational and relationship skills are essential.
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Job Description:
FP&A Manager
Shift timings: 4.00 pm IST onwards
What you will do:
- Key team member in the preparation of strategic and financial insights including, but not limited to, annual budgeting, forecasting, management reporting and other ad hoc financial analysis
- Trusted to produce meaningful analysis and practical recommendations that are actionable
- Maintain complex financial models for forecasting and budgeting
- Updating various inputs
- Making revisions such as formula changes
- Rolling forward quarterly financial models
- Drafting initial requests for information
- Maintaining data tables for reporting
- Preparing summaries for management reporting and Sun Life reporting
- Manage and analyze large data sets from various internal sources
- Update and prepare presentations and reporting for senior leadership
- Assist with preparation of management and board reporting
- Modify system reports for ad hoc analysis
- Maintain and prepare Assets Under Management reporting and other periodic reporting as required
- Prepare monthly AUM reporting to Sun Life
- Prepare quarterly AUM and FEAUM reporting deliverables
- Assist with ad hoc due diligence questionnaires and industry surveys
- Maintain Canadian Property Database
Who you are:
- Education – Bachelor’s degree in Business, Finance, Commerce or equivalent plus a professional designation strongly preferred (CPA, CFA and/or MBA)
- Experience: A strong track record of success over six to eight years of relevant experience in a top tier management consulting firm, investment bank, accounting firm or similar environment. Previous experience in financial planning and analysis or exposure to the financial services sector preferred
- Excel and Financial Modeling Skills – Advanced expertise in Excel required and the ability to build dynamic financial models preferred
- PowerPoint Skills – Ability to prepare PowerPoint presentations for senior management and investors
- Analytical and Strong Attention to Detail – Quick learner with exceptional analytic and problem-solving skills combined with a strong attention to detail; filtering information based on priority, relevance & other critical factors
- Organizational/Multi-Tasking Skills - Ability to allocate one's time effectively, work under pressure, manage tight deadlines, and maintain accuracy of work; ability to handle multiple demands and competing priorities; ability to adapt to new ideas and constant changes
- Relationship Skills – Well developed written and verbal communication skills; strong presentation skills; ability to develop and sustain strong working relationships with senior business leaders; ability to exercise strict confidentiality
- Flexibility is required to collaborate effectively with global stakeholders primarily supporting Vancouver
The candidate must be open to follow Hybrid Operating Policy of the team/function
Job Category:
Finance
Posting End Date:
30/03/2025
Top Skills
Excel
PowerPoint
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