Financial Planning & Analysis Analyst

Mawer Investment Management•Toronto, ON

3h•CA$100,000 - CA$130,000•Hybrid

About The Position

This role sits at the intersection of finance, data, and strategy and is critical to delivering forward-looking insights that inform senior leadership decision making. This is not a traditional reporting role. This role will help drive how Financial Planning & Analysis partners with the business, leveraging data, modeling, and storytelling to drive clarity, discipline, and value across the organization.

Requirements

Bachelor’s degree in a Finance, Business or quantitative discipline
5+ years of experience in FP&A, strategic finance, and/or analytics focused finance roles
Demonstrated strength in financial modeling, forecasting, and scenario analysis
Experience working with large datasets and complex business drivers
Advanced Excel and financial modeling skills
Experience with BI and data tools (e.g., Power BI, Tableau, SQL, or similar)
Comfortable working with imperfect data and improving it over time
Ability to connect financial outcomes to operational and strategic drivers
An innate drive for data quality, governance, and usability
Naturally curious and analytical; asks “why” and “what’s next”
Able to synthesize complexity into clear, compelling narratives
Confident partnering with senior stakeholders while maintaining analytical independence
Comfortable operating in ambiguity and a fast-evolving environment
Result focused, outcome-driven, and proactive

Nice To Haves

Professional designation (e.g. CPA, CFA) or graduate degree (Masters in Finance, Economics, Data Science, Mathematics, or a related field) preferred; equivalent experience will be considered
Exposure to investment management, asset management, or professional services is an asset
Demonstrated ability to leverage AI and data tools to improve analysis, automate workflows, or enhance decision support is a strong asset

Responsibilities

Partner with senior leaders across the organization to support budgeting, forecasting, and long-range planning
Develop and maintain robust, driver-based financial models that link financial outcomes to operational and strategic levers
Develop scenario analysis and sensitivity modeling to support strategic initiatives, investments, and resource allocation decisions
Translate complex financial and operational data into clear, execute-ready insights
Analyze large, multidimensional datasets (financial, operational, Assets Under Management, headcount, product, pricing)
Identify trends, anomalies, and leading indicators that influence financial outcomes
Design and enhance dashboards, visualizations, and self-serve analytics
Elevate the quality of insights by moving from descriptive reporting to diagnostic and predictive analysis
Support finance system enhancements, automation, and tool implementation (e.g., budgeting and forecasting platforms)
Reduce manual processes and improve scalability through automation, standardization and improved processes
Ensure a strong, reliable data foundation to support strategic analysis
Deliver high impact ad hoc analysis (e.g., pricing, compensation modeling, product profitability, cost efficiency)
Support cross functional initiatives including new product launches, and transformation efforts
Contribute to a high-performance Financial Planning & Analysis culture grounded in curiosity, rigor, and collaboration