Senior Analyst, Financial Planning & Analysis

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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.

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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.

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

Qualifications:

• 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 desire to drive debate, to speak candidly and to listen empathetically; and
• Strong orientation towards strategy, change and results

You may also be eligible to receive an annual Incentive Award pursuant to our Short-term Incentive plan and our Long-Term Incentive plan (if applicable), and to participate in our group benefits and retirement plans – details on these elements of compensation are included within OMERS & Oxford offer letters.

As one of Canada’s largest defined benefit pension plans, our people-first culture is at its best when our workforce reflects the communities where we live and work — and the members we proudly serve.

From hire to retire, we are an equal opportunity employer committed to an inclusive, barrier-free recruitment and selection process that extends all the way through your employee experience. This sense of belonging and connection is cultivated up, down and across our global organization thanks to our vast network of Employee Resource Groups with executive leader sponsorship, our Purpose@Work committee and employee recognition programs.

Artificial intelligence (AI) tools are used to support certain stages of the OMERS recruitment process. While AI assists us in our process, human judgment and decision-making remain central to our candidate experience.