Senior Analyst, Financial Planning & Analysis

Responsibilities

• Serve as the primary finance contact for G&A expense management across front/middle/back office functions - owning cost tracking, variance analysis, and spend governance from plan through close
• Build and maintain dynamic expense monitoring frameworks that provide timely, actionable insight into cost trends, run-rate trajectories, and emerging risks or savings opportunities across headcount, vendor, and discretionary spend categories
• Lead detailed line-item and executive summary-level Annual Operating Plan outputs for G&A, including cost driver modelling, headcount planning, and scenario analysis
• Own monthly and quarterly close processes for G&A - ensuring accuracy, policy compliance, and clear variance commentary that connects cost movements to operational decisions
• Prepare management presentations and reporting deliverables including budget-to-actual variance reports, expense trend dashboards, KPI scorecards, and ad hoc cost deep-dives for VP- and EVP-level audiences
• Develop an integrated view across balance sheet, investment performance, and G&A to surface the financial implications of cost drivers on OCM and CMF outcomes
• Contribute to quarterly reporting packages including quarterly flashes, board memos, and Investment Committee performance scorecards, with a focus on cost performance narrative
• Partner closely with CMF, senior management, and business unit leads across OMERS Global Credit to support achievement of financial targets and flag emerging expense risks
• Support the strategic build-out and ongoing enhancement of the OMERS Enterprise Financial Planning System (Anaplan), with particular focus on G&A planning modules and expense workflows
• Strengthen process documentation around expense management methodologies, controls, and approval frameworks - identifying and implementing opportunities for efficiency and improved transparency
• Complete sensitive assignments at the direction of the VP, EVP, CFSO, or Head of OCM Business within tight timeframes
• Contribute to culture-enhancing initiatives within the broader CMF team, including social and educational elements
• Participate in ad hoc initiatives and special projects as required

Requirements

• Minimum 2-3 years of related working experience in progressively responsible positions
• University degree plus an accounting designation (CPA, CA, or CMA)
• Capital markets finance knowledge is an asset
• Experience with Anaplan, Alteryx and/or Oracle finance systems is an asset
• Excellent communication skills (written and verbal) and interpersonal skills with a proven ability to build trusting relationships
• Strong analytical ability; able to clearly link financial results to strategic and operational activities
• Ability to work with large data sets, glean insight, and present findings in a clear, simple, and concise manner
• Expert level technical skills using Microsoft Excel and PowerPoint
• Attention to detail and strong organizational skills
• Ability to operate in a fast-paced environment with numerous competing priorities and reporting deadlines
• Self-starter able to work independently with minimal supervision
• Team player with a positive attitude, willingness to help colleagues and "go the extra mile"
• And you demonstrate:
• High standards of business and ethical values including the ability to deal with confidential information
• A people-first focus with a desire to develop meaningful, positive relationships across all levels of the organization
• A sense of urgency, optimism, and a desire to deliver excellence
• A desi

Benefits

Additional Information

Choose a workplace that empowers your impact. Join a global workplace where employees thrive. One that embraces diversity of thought, expertise and experience. A place where you can personalize your employee journey to be - and deliver - your best. We are a purpose-driven, dynamic and sustainable pension plan. An industry leading global investor with teams in Toronto to London, New York, Singapore, Sydney and other major cities across North America and Europe. We embody the values of our 665,000 members, placing their best interests at the heart of everything we do. Join us to accelerate your growth & development, prioritize wellness, build connections, and support the communities where we live and work. Don't just work anywhere - come build tomorrow together with us. Know someone at OMERS or Oxford Properties? Great! If you're referred, have them submit your name through Workday first. Then, watch for a unique link in your email to apply. The Senior Analyst, Financial Planning & Analysis will join the Capital Markets Finance team providing financial support to OMERS >$50 billion Capital Markets investment business. Reporting to the Manager, Financial Planning & Analysis, the incumbent will support in the preparation and analysis of information for the annual operating plan, quarterly re-forecasts, monthly and quarterly analysis of financial results, and providing general finance business partnership to the Capital Markets business unit.

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