- Lead forecasting, analysis and monitoring of management expenses, project spend and business initiatives- Prepare monthly and quarterly expense reporting, variance analysis and commentary- Support annual planning, forecasting and budget processes- Identify expense drivers, forecast risks and opportunities, and recommend actions- Develop and maintain dashboards, KPI reporting and analytical tools- Perform business case modelling and financial analysis for strategic initiatives, product launches and business opportunities- Analyze trends across assets under management, sales, productivity and business performance metrics- Define data requirements and enhance reporting capabilities with stakeholders- Support incentive compensation modelling, monitoring and governance- Implement process improvements through automation, technology and enhanced analytics- Prepare reporting and analysis for audit, governance and control requirements- Translate complex financial information into actionable insights and recommendationsRequirements- CPA designation (or equivalent) with relevant finance experience- 5–7 years of experience in finance, FP&A, business analytics or accounting- Strong financial modelling, forecasting and analytical skills- Experience developing dashboards, business cases and executive reporting- Advanced Excel and data visualization skills (Tableau,
Power BI or similar)- Strong communication and stakeholder management skills- Ability to manage multiple priorities and deliver high-quality results in a fast-paced environment- Curious, collaborative and committed to continuous improvement- Knowledge of investment management, distribution or sales compensation is an assetCore CompetenciesDemonstrates expertise in financial modelling, forecasting, and analytical skills, with a strong focus on developing dashboards and executive reporting. Proven ability to translate complex financial data into actionable insights while managing multiple priorities in a fast-paced environment.Highest-signal resume keywords- CPA Designation- Financial Modelling- Forecasting- Advanced Excel- Data VisualizationATS Optimization KeywordsHard Skills- Financial Analysis- Variance Analysis- Expense Reporting- Business Case Modelling- KPI Reporting- Trend Analysis- Expense Driver Identification- Process Improvement- Automation- Governance and ControlSoft Skills- Strong Communication- Stakeholder Management- Curious- Cooperative- Commitment to Continuous ImprovementCertifications & Qualifications- CPA DesignationIndustry Keywords- Investment Management- Sales Compensation- Business Analytics- FP&A- AccountingTools & Technologies- Tableau- Power BI#J-18808-Ljbffr