- high-performance, people-focused culture
- our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves
- learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth
- membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security
- competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, and a health spending account).
- optional post-retirement health and dental benefits subsidized at 50%
- yoga classes, meditation workshops, nutritional consultations, and wellness seminars
- the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers

Why You’ll Love Working Here

- high-performance, people-focused culture
- our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves
- learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth
- membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security
- competitive,



100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top‑up, and a health spending account).
- optional post-retirement health and dental benefits subsidized at 50%
- yoga classes, meditation workshops, nutritional consultations, and wellness seminars
- the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers

Job Summary

The Financial Planning & Analysis (FP&A;) team is looking for a technically strong finance professional who combines investment knowledge with advanced Power BI and analytics capabilities.

You will contribute to key investment-related FP&A; activities, including the quarterly investment projection process, peer benchmarking, investment cost allocations, and investment-related analysis and commentary supporting the Operating Plan and quarterly updates.

You will also serve as FP&A;’s go-to resource for Power BI, analytics and automation. You will support and enhance existing reporting solutions, expand how the team uses technology for planning, analysis and scenario modelling,



and identify practical opportunities to use AI and automation to improve FP&A; processes.

The ideal candidate will be highly analytical, tech-savvy and proactive in identifying opportunities to improve processes, reporting and analytics.

What You Will Do

Investment planning and analysis

- Coordinate and continuously improve the quarterly investment projection process, working with investment teams to understand key assumptions and drivers
- Support peer benchmarking activities, including annual report comparisons and participation in CEM benchmarking studies
- Support investment cost allocation initiatives, including related analysis and methodology development
- Work with investment teams to prepare investment-related analysis and commentary for the Operating Plan and related quarterly updates
- Support other investment-related analysis and reporting as required

Power BI and analytics

- Serve as FP&A;’s go-to resource for Power BI, including maintaining and enhancing existing reports and developing new reporting and analytical tools
- Expand how FP&A; uses Power BI for planning, analysis and decision support
- Analyze large and complex financial and investment datasets to identify trends, drivers, and opportunities for deeper analysis
- Establish explicit data definitions, data sources and quality checks to support reliable and repeatable reporting
- Work with data and technology teams, as needed, on data sources, models and technical requirements
- Automation and process improvement
- Identify and implement opportunities to improve and automate FP&A; processes using AI and other technologies, including quarterly projection submissions, project intake, variance ana

📌 Manager, Investment Financial Planning (Toronto)
🏢 HOOPP (Healthcare of Ontario Pension Plan)
📍 Toronto