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Job Description:
Job Description: Senior Manager - FP&A
Shift timings: Shift C: 1.30PM to 10:00 PM shift. Required to work in US Shift on Month ends, Quarter ends and Year end (Shift D: 5.30PM to 2.30 AM)
Knowledge / Skills / Experience:
· 12 - 15 years of relevant FP&A experience
· Experience within the Asset Management industry preferred
· Excellent MS Office (Excel and PowerPoint must) skills
· Experience with Power BI / Tableau or other data visualization tools a must
· Experience with Longview, and Hyperion skills preferred
· A demonstrated ability to follow controls procedures to ensure data accuracy
· Strong organization skills & demonstrated ability to proactively identify & resolve issues
· Possesses a growth mindset with willingness to challenge the status quo and try new approaches
· Proven ability to navigate through ambiguity within a complex organization across a variety of functions and across various level of management
· Strong communication and interpersonal skills
· Proactive and resilient. Flexibility in learning new topics, handling change and deadlines
· Ability to work independently in high-pressure situations. Flexible for extended hour working, as per business needs
· CA/CPA/CFA
Responsibilities
· Support the production of all key charts, visuals and trending management reports leveraging “book of record” sources owned by the data team. These will feed into the Quarterly Business Review (QBR), Strategic Plan, Budgeting & Forecasting, etc.
· Support the preparation of monthly reporting for SLC to inform management on the progression of profit and loss, flows and fundraising. Generate visuals using Tableau, Hyperion, crafting analysis and questions based on the data
· Quarterly production process – produce tableau visuals (recurring and new / from scratch) and input data into management reporting reports/workbooks
· Data aggregation – supporting MD, develop a strategy to evolve/enhance processes to aggregate key data
· Controls over financial reporting – Control checker of management reporting results such as QBR, Strategic Plan, Budgeting & Forecasting, etc.
· Assist in developing Strategic and Business Plans, Financial Forecasting, and Modeling
· Improve performance by evaluating processes to drive efficiencies, document processes and manage Fixed Income FP&A calendar of key monthly/quarterly activities
· Support maintenance of a competitor database of key metrics ensuring accuracy and completeness of data. Updating on a regular basis to track status to ensure all stakeholders are engaged and aware of key deadlines and requirements
· Develop financial models and analyses to support strategic initiatives. Liaise and build relationships with other departments to provide better analysis, forecasts, and insights
· Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
· Prepare Financial Risk Management (FRM) model to evaluate the impact to earnings on market movements quarterly
· Key deliverables preparation: KPIs/OSFI/Risk Appetite/Phantom Shares/Capital Raising Institutional Marketing Team/Filing on CAS/Headcount Dashboard
What is required to succeed in this role?
· Attention to detail, strong business acumen, technical financial acumen, and analytical skill set
· Ability to prioritize tasks and determine what is important and where value can be best added
· Learning ability, strong analytic and diagnostic skills dealing with opportunities and issues
· Growth mindset, which will be supported by coaching and mentoring
Job Category:
Investments
Posting End Date:
30/03/2025
Top Skills
Sun Life Financial, Inc. Toronto, Ontario, CAN Office
150 King Street West, Toronto, Ontario, Canada, M5H 1J9