Job Description
Division: FinanceLocation: Toronto & WinnipegMackenzie InvestmentsIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately$310billionin assetsas of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive yearsand one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.Join our team to engage in continuous learning and skill development in a supportive environment.Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleaguesOur Values: Be better;

We strive for improvement in everything we do.Be accountable;

We foster clarity and are empowered to act responsibly.Be a team;

We are united to drive collective impact to achieve our goals.The Role:
As a member of our
Strategy, Planning & Analysis (SP&A;) team
at IGM, you will be joining a highly collaborative group dedicated to improving decision-making and supporting the organization in achieving its strategic objectives and driving profitable growth. Our team is enthusiastic about delivering high-quality insights, forward-looking analysis,



and effective financial management across IGM Financial.Within SP&A;, the
Senior Analyst, Finance - Projects
plays a critical role in enhancing the effectiveness of financial and business management by providing timely, accurate reporting, pro-active analysis, and insightful planning support. We place a strong emphasis on excellence, governance, and rigorous controls in every process we deliver.Reporting to the
Senior Manager, IT Finance, this role supports IGM’s project financial management, planning & forecasting process, processing monthly project accounting invoices, and preparing monthly Technology Project and Delivery Leader Reporting for management analysis and decision-making. You will collaborate closely with technology project teams to ensure financial information is clear, accurate and actionable.Key Responsibilities:Prepare monthly project spend/expense reporting and analysis and provide timely explanations of variances between actual results and forecasts/budgets.Prepare monthly delivery leader reporting, analysis and presentations for decision-making.Assist in the development of financial models and presentations to support business decisions on various ad-hoc analysis and reporting.Support the Technology chargeback processesUtilize tooling that delivers the technology business management (TBM)



methodology for cost transparency and recovery.Work closely with other business partners and project stakeholders.Assist with the development of quarterly expense forecasting and the annual planning process.Assist with month-end closing activities (invoices and accrual submissions and account reconciliations).Identify and implement areas for process improvement and increased efficiency.Qualifications:Business degree and/or Professional Accounting Designation (CA, CMA, CGA, CPA)Minimum of 3 years of relevant experience in Accounting/FinanceAdvanced financial and business modelling skills, including expert proficiency in Excel and PowerPointProject reporting experience.Strong communication and interpersonal skills, including the ability to communicate and manage relationships at all levels of the organization.Excellent organizational skills, with demonstrated ability to effectively handle pressures of deadlines, changing priorities and work volumes.Strong analytical and problem-solving skills.Benefits:COMPETITIVE COMPENSATION & RECOGNITION:
competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.EMPLOYEE BENEFITS & INSURANCE:
competitive health and dental coverage, adaptable plan for you and your family and short-term & long-term disability plans.RETIREMENT SAVINGS PROGRAMS:
voluntary Group RRSP enrolment with employer matching component.WORK LIFE BALANCE:
paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.INCLUSIVE CULTURE AND DIVERSITY:
living our core values: Be a Team, Be Accounta

📌 Senior Analyst, Finance (Toronto)
🏢 Mackenzie Investments
📍 Toronto