Senior Financial Analyst, Global Financial Performance & Forecasting

OMERS•Toronto, ON

1d•CA$72,000 - CA$108,000

About The Position

The Senior Financial Analyst, Global Financial Performance & Forecasting (GFP&F) will support consolidated planning, forecasting and performance reporting delivered directly to Oxford's Executive Committee and OMERS (parent of Oxford). This role will help shape Oxford’s enterprise performance story and financial outlook across its global portfolio. The successful candidate will combine strong analytical skills with curiosity and business judgment, helping leaders understand not only what happened, but why it happened and what could happen next. This is an opportunity to combine strong financial analysis with executive storytelling, business partnering and Financial Planning and Analysis (FP&A) transformation. The successful candidate will connect financial and operating performance to the underlying drivers, challenge assumptions, assess risks and opportunities, and translate complex information into clear, decision-ready insights. The role will also contribute to modernizing Oxford’s planning and reporting capabilities through improved data, visualization, automation and AI-enabled analysis. Oxford’s FP&A activities broadly include: Planning and forecasting: Play a key role in Oxford’s enterprise budget and quarterly forecast processes, coordinating inputs and helping ensure assumptions, risks and opportunities are reflected consistently. Analyze and challenge key portfolio assumptions, including operating performance, transactions, deployment, financing and valuation-related impacts Build scenario and sensitivity analysis to evaluate changes in business and market conditions. Analyzing and communicating: Translate actual and forecast performance into concise, executive-ready insights for the Executive Committee and OMERS. Explain key return and KPI movements across regions, sectors and investment strategies, distinguishing underlying performance from portfolio, transaction and market impacts. Develop clear presentations, dashboards and written narratives that highlight implications, decisions and actions. Partnering and transforming: Partner with regional FP&F teams, Valuations, Real Estate Financing and Capital Markets, Asset Management, and other functions to develop enterprise performance insights and planning assumptions including improving the quality, consistency and timeliness of enterprise analysis. Contribute to the evolution of Oxford’s FP&A capabilities, including driver-based planning, standardized KPIs, scenario modelling, automation, AI-enabled analysis and Power BI reporting. Identify opportunities to simplify recurring work, strengthen controls and redirect team capacity toward higher-value analysis. Day to day work includes preparation of internal reporting packages, executive presentations, related reports and analysis, and maintaining/updating PowerBI dashboards and other global tools/systems needed for FP&A reporting.

Requirements

Three or more years of progressive experience in FP&A, financial analysis, transaction analysis, valuation, audit, or a related field; real estate or investment experience is an asset.
Strong financial modelling skills and advanced Excel capability; Power BI or similar visualization experience is preferred.
Demonstrated ability to identify key business drivers, evaluate assumptions, and produce forward-looking analysis.
Experience with multi-currency, consolidated, or complex organizational environments is an asset.
Exposure to planning systems, data transformation, automation, or AI is an asset.
Strong written and verbal communication skills, including the ability to translate complex analysis into concise executive-level insights.
Ability to manage competing priorities and collaborate effectively across functions, regions, and levels of seniority.
Intellectual curiosity, sound judgment, and the confidence to challenge inputs constructively.
Strong attention to detail and ability to evaluate assumptions and business impacts.

Nice To Haves

Experience in the real estate industry involving consolidations and consolidated management reporting is preferred.
Experience in a large organization with a complex structure is considered a strong asset.
Bachelor’s degree in finance, accounting, business, or a related discipline.
CPA, CFA, or equivalent designation (or progress toward completion) is preferred.

Responsibilities

Prepare Oxford’s consolidated quarterly reforecast, and annual budget internal reporting materials, providing insight and analysis for actual results versus budget/forecast.
Contribute to the modernization of enterprise FP&A, including automation, AI-enabled analysis, driver-based forecasting, scenario modelling, standardized KPIs and enhanced executive reporting.
Perform return calculations including analysis of pending/completed transactions, analyzing attribution of key contributors and assisting in return variance analysis at various levels against budget and latest forecast.
Analyze and maintain global transaction activity data and related variance analysis and reporting.
Play a significant role in the continuous transformation of Oxford’s quarterly and budget executive-level reporting using dynamic visualization tools (such as PowerBI) or PowerPoint/written reports to communicate results and analysis and facilitating the underlying data infrastructure.
Analyze key performance indicators such as NOI, interest, other gains and losses, capital expenditures/leasing costs and performing related variance analysis and analytics as it relates to actual and forecast/budget reporting both at the consolidated portfolio level and at various roll-ups (geographic, sector, investment strategy, by type of asset, etc.).
Perform quality review of various reports, decks and other materials prepared for internal use or OMERS reporting.
Complete ad-hoc analyses as required by management.