Associate Director, Pension Planning and Performance Reporting
About The Position
The Associate Director, Pension Planning & Performance Reporting is accountable for leading the development and delivery of Pension Services reporting and analytics, ensuring leaders are equipped with accurate, timely, and actionable data and insights to support operational and strategic planning and decision-making. This role translates data, analytics, and industry intelligence into insights that inform pension service delivery, experience design, and operational planning. The role supports organizational planning, prioritization, and performance management by providing scenario modeling, forecasting, and reporting that links outcomes to strategic objectives. A core focus of the role is strengthening Pension Services’ ability to use data responsibly and effectively, ensuring reporting, forecasting, and analytics capabilities align with UPP’s data governance and AI frameworks while enhancing member and employer value.
Requirements
- Bachelor’s degree required
- Minimum 8-10 years of progressive experience in data analytics, business intelligence, reporting, or pension administration within a regulated environment.
- Demonstrated experience developing and communicating performance reporting, forecasting models, and scenario analysis.
- Strong understanding of Canadian pension administration and service delivery operations.
- Experience working with BI tools and data platforms.
- Proficiency in data analysis, reporting, and dashboard development.
- Experience supporting executive-level decision-making with structured analytics.
- Knowledge of data governance frameworks and regulatory requirements related to pension reporting.
- Strong written and verbal communication skills, including the ability to present complex findings clearly.
Nice To Haves
- postgraduate degree is an asset.
- Programming or querying experience (e.g., SQL, Python) is an asset.
Responsibilities
- Lead the development and delivery of UPP’s Pension Services reporting and analytics.
- Translate data, analytics, and industry intelligence into insights and strategies and lead monthly discussions with the Pension Services leadership team and partners to identify areas of concern, risk and/or opportunity
- Provide the analytical foundation for pension service delivery, experience design, and operational planning, equipping leaders with the data required to make evidence-based decisions.
- Support the Managing Director, Growth in the analysis, research and execution of the pension operational strategy, delivering insights and reporting (to the Pension Services Committee, Board and Joint Sponsors).
- Support organizational planning and prioritization by providing scenario modeling, forecasting, and performance reporting that links outcomes to strategic objectives. Lead monthly and quarterly scorecard reporting development and communication.
- Work with UPP Data teams to identify data, reporting, and BI infrastructure requirements and solutions.
- Collaborate with Pension Services teams and partners to ensure data and analytics inform growth initiatives and business-as-usual operations.
- Ensure Pension Services leverages data and analytics capabilities responsibly and in alignment with UPP’s data governance and AI frameworks.
- Drive a culture of continuous improvement and curiosity by empowering teams to use data and analytics to enhance member and employer value.
Benefits
- Defined benefit pension plan
- Flexible hybrid work model
- Paid time off – vacations, personal days and wellness days
- Work remotely up to eight weeks/year
- Comprehensive group benefits including medical, dental, vision, etc.
- Extended paramedical and mental health service coverage
- Health care and lifestyle spending accounts
- Fertility treatments, paid parental leave, and gender affirmation coverage
- Education Assistance program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
