Associate Director, Planning & Reporting

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:

Reporting to the Vice President, Finance Operations and Planning, the Associate Director, Planning and Reporting plays a lead role in HOOPP’s enterprise planning and reporting processes including annual business planning, development and release of the annual report and Board reporting.

This role is a key partner to the Office of the Chief Financial Officer (CFO) and Finance & Internal Audit senior leadership team, leading ad hoc projects and supporting the communication of key insights and results to executive leaders, the Board of Trustees, and staff via the development of engaging presentation decks and reporting.

This role has a broad scope and a high degree of autonomy. Success requires strong organization, strategic thinking, and disciplined execution, along with sound judgment in balancing precision, timeliness, and executive needs. The role also demands the ability to lead through influence across senior stakeholders and cross-functional partners.

This role is critical to enabling informed decision-making by HOOPP’s senior leadership and Board through high-quality planning, reporting, and narrative insight that connects operational execution, and strategic outcomes and financial performance.

What you will do:

Enterprise Business Planning and Operating Plan Development

In partnership with the VP, Finance Operations and Planning and the Financial Planning & Analysis team, this role supports the annual planning process for HOOPP which includes:

• Leading end-to-end project management for the preparation of HOOPP’s annual Operating Plan.

• Establishing and leading processes for the collection and analysis of financial and operational inputs from across the organization to inform projections, leadership prioritization, and development of HOOPP’s annual Operating Plan.

• Serving as a strategic advisor to divisional planning leads, providing guidance on process, timelines, and governance.

• Preparing presentation decks and other reporting materials for the CFO and Executive Team to support planning and budget discussions.

• Collaborating on the preparation of HOOPP’s annual Operating Plan document and presentation materials for the Audit & Finance (A&F) Committee and the Board of Trustees.

• Preparation of Operating Plan materials for staff to support their understanding of organizational priorities linking to the achievement of strategic goals.

• Coordinating and consolidating quarterly Operating Plan progress updates from across the organization for inclusion in reporting for the A&F Committee.

• Acting as planning lead for the Finance & Internal Audit division, communicating process requirements and timelines to the division and working with senior leaders to identify divisional priorities and budget for submission to HOOPP’s broader planning process.

Annual Report Development

This role will support the VP, Finance Operations and Planning with the development of HOOPP’s Annual Report including:

• Establishing and leading processes for the collection of content inputs from across the organization to inform messaging and content included in HOOPP’s Annual Report.

• Leading end-to-end project management for the preparation of HOOPP’s Annual Report.

• Providing direction and feedback to content contributors to ensure that the Annual Report accurately reflects the organization’s performance and position.

• Collaborating with Enterprise Communications and content contributors to ensure consistency of voice, accuracy, and messaging throughout the report.

• Managing the governance and approval process with HOOPP’s Disclosure Committee, A&F Committee, and Board of Trustees.

• Engaging with external consultants as necessary to support content development and review.   

Governance and Board Reporting Leadership

The role acts as the Divisional Lead for Board reporting, working closely with the Board Secretariat, the Office of the CFO, and leaders across the Finance & Internal Audit division to ensure Board reporting is completed on time and to a high-quality standard. This includes:

• Leading coordination and delivery of Finance-related Board and Committee materials, ensuring compliance with organizational standards.

• Developing and managing reporting timelines, frameworks, and protocols to support senior leadership reviews and timely submission of materials.

• Synthesizing complex financial and operational information into concise, high-quality Board materials, ensuring clarity, accuracy, and strategic insight.

• Identifying and managing interdependencies across Board committees and divisions to ensure consistency and efficient workflow.

• Providing guidance and feedback to teams preparing materials to ensure they meet HOOPP’s reporting and quality standards.

• Supporting the CFO and senior executives by preparing background and briefing materials for Board and Committee meetings as required.

Finance & Internal Audit Division Leadership Support

This role will also lead ad hoc initiatives to support the Finance & Internal Audit division including:

• Support for HOOPP’s Disclosure Committee including development of materials and management of timelines and artifacts

• Learning & development initiatives

• Divisional Townhalls

• KPI reporting and other progress updates for staff

• Other ad hoc divisional and cross-divisional initiatives as required

What you bring:

• University degree (focus in Finance or Accounting an asset)

• Completion of a professional accounting designation or an MBA an asset

• Demonstrated experience supporting enterprise planning, executive reporting, or Board-facing deliverables in complex organizations

• High proficiency in MS Office (particularly PowerPoint and Word) with the ability to analyze and present complex data clearly to support decision-making

• Strong organizational skills and attention to detail

• Strong interpersonal and communication skills and a high degree of responsiveness

• Ability to work in a high-performance culture, with an openness to evolving priorities and new challenges

• Results oriented with the ability to manage multiple priorities at once

• Works well independently with minimal direction in the absence of existing process or precedent