Financial Planning, Forecasting & Analysis Manager

iA Financial Group•Toronto, ON

1d•CA$87,000 - CA$100,000•Hybrid

About The Position

We are seeking an experienced FP&A Manager to lead financial planning, performance management, and strategic analysis. This role will partner closely with the Director, Finance and Fund Governance and senior leadership to deliver high-quality insights, forecasts, and reporting that support business decision-making and long-term growth. The ideal candidate combines strong analytical expertise with a proactive, business-oriented mindset and thrives in a dynamic, fast-paced environment.

Requirements

CPA, CFA, or equivalent professional designation required.
8–12+ years of progressive FP&A experience, ideally within Fund Administration or Asset Management or Financial Services.
Strong financial modeling and analytical skills, with the ability to synthesize complex information.
Solid understanding of IFRS and financial reporting concepts.
Experience with ERP systems (e.g., SAP, Oracle) and advanced Excel proficiency.
Proven ability to manage priorities and deliver results in a fast-paced environment.
Strong communication and stakeholder management skills.

Responsibilities

Lead the annual budgeting process, periodic forecasts, and long-term financial planning.
Develop and maintain robust financial models to support forecasting, scenario analysis, and strategic planning.
Establish key assumptions, challenge inputs, and ensure plans are analytically sound and decision ready.
Monitor performance against plan, providing clear variance analysis and actionable insights.
Analyze key drivers (including AUM, flows, revenue margins, and cost structure) to enhance understanding of performance.
Own the overall integrity of financial plans, ensuring alignment with Head Office and corporate allocations.
Partner with Corporate Accounting and Fund Governance to provide clear perspectives on performance, key drivers, risks, and opportunities.
Analyze financial trends and translate complex data into concise, executive-ready insights.
Support business initiatives through financial modeling, business case development, scenario analysis, and long-range projections.
Provide forward-looking insights to inform strategy and drive improved financial outcomes.
Evaluate profitability, cost efficiency, and return on investment across key initiatives.
Deliver targeted ad hoc analysis to support senior leadership decisions.
Partner with Fund Governance to enhance profitability and decision-support models.
Act as the primary FP&A partner to business leaders, providing guidance and constructive challenge.
Align financial plans with operational priorities across functions.
Influence decision-making through clear, data-driven financial perspectives.
Proactively identify risks, gaps, and opportunities, and escalate as appropriate.
Provide back-up support to the Corporate Accounting & Financial Reporting Manager as needed.
Drive continuous improvement across FP&A processes, tools, and models to improve efficiency, scalability, and data quality.
Lead automation, analytics, and AI-enabled initiatives to modernize planning, forecasting, and management reporting.
Maintain strong governance, controls, and documentation across planning activities.