Key Responsibilities:Financial Analysis & Executive Reporting- Own the consolidation, reconciliation, and analysis of actuals to budgets/forecasts ensuring alignment with corporate strategy and financial objectives
- Lead performance analysis across business units and investment strategies, assessing actuals versus budget, forecast, and prior periods; clearly articulate variances and underlying drivers.
- Transform complex financial data into concise, executive-ready insights highlighting performance, risks, and opportunities.
- Deliver weekly KPI dashboards, monthly management reporting, quarterly Board and shareholder materials, and firm-wide Townhall financial updates.
- Proactively identify trends and emerging issues, providing data-driven recommendations to inform management action.
Business Partnership - Partner closely with segment and business leads to define reporting requirements and ensure consistent, decision-useful financial outputs
- Reconcile centralized enterprise reporting platforms with cross-functional inputs to ensure accuracy, completeness, and credibility of financial information.
- Act as a trusted finance partner, bringing structure, rigor, and clarity to performance discussions
- Build and maintain financial models, benchmarking analyses, and scenario frameworks to support investment decisions and pricing strategies
Continuous Improvement, Automation & AI- Drive modernization of financial reporting through automation and the strategic application of AI, particularly across recurring weekly and monthly deliverables.
- Identify opportunities to simplify processes, enhance scalability, and improve timeliness and quality of financial insights.
If you enjoy collaborating with a team, being innovative, and are excited about an opportunity to work within a fast-growing company, we would like to speak to you!
Qualifications: What you will bring- Bachelor's degree in Finance, Accounting, Economics, or a related discipline; CPA, CFA, or MBA preferred.
- 3+ years of progressive financial analysis experience, ideally within asset management, wealth management, or financial services.
- Advanced financial modeling, forecasting, and analytical capabilities with strong attention to detail.
- Expert proficiency in Excel; experience with BI tools and enterprise data environments strongly preferred.
- Strong executive communication skills with the ability to translate complexity into clear, actionable insights.
- Proven ability to operate effectively in a fast-paced, growth-oriented environment with multiple senior stakeholders.
Additional Information:Why should you join us?- We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
- We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
- We believe in a flexible work structure - A flexible hybrid work model that empowers you to do your best work whether at home or the office.
- We care about your rewards - Competitive compensation including equity program.
- We care about your health - comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
- We care about your quality of life - a flexible paid time-off policy covering vacation, sick, and mental health days.
- We care about your family - Paid parental leave for eligible employees with a top-up.
- We care about your future - Generous Group RRSP matching and an optional TFSA program.
- We care about your development - We offer training opportunities and tuition support year-round.
PUOur work philosophy is a hybrid model allowing for flexibility and collaboration. 
