Senior Manager, Financial Planning and Analysis

The Senior Manager, Financial Planning and Analysis is responsible for overseeing the planning, budgeting, forecasting and analysis activities in support of IMCO’s investment cost management strategy. The role will be responsible to apply forethought of the end state and design supporting activities and tactics that define how IMCO captures, stores, visualizes, models and reports investment cost data. The incumbent will also lead the development of key performance indicators for investment costs and reporting of results and trends. This position will also provide strategic advice to senior business leaders in Portfolio Construction, Investments and Client services around cost reporting in support of client acquisition and sourcing activities.

Responsibilities:

• With the end state in mind, design, obtain support and implement a program that defines how IMCO collects, stores and reports on investment management costs in a “one sources of truth” approach.

• Developing and maintaining the cost data and complex financial models to efficiently budget and forecast Investment manager fees with flexibility to run multiple scenarios for internal stakeholders.

• Partnering with Investment Operations, Finance and Portfolio Construction teams to maintain the inputs, controls and key assumptions of financial models.

• Advise business unit leaders and provide analysis that is actionable as well as provides management with the ability to appropriately manage costs with a specific focus on External Manager Fees and Carried Interest.

• Support an efficient and comprehensive process for developing financial plans (annual budgets, regular forecasts in the latter part of any fiscal year, and longer-term strategic plans) that links analysis to IMCO’s strategic objectives.

• Conducting deep dive analyses of specific targeted line items and expense categories, as requested by the Chief Financial Officer and the executive team.

• Preparing high quality financial analysis and presentations for the executives, senior management, clients, and Boards of Directors.

• Participate in continuous improvement efforts related to cost related processes and  Adaptive Insights, IMCO’s  corporate budgeting and planning tool.

• Provide ownership over the external benchmarking of costs with IMCO’s peer group and the completion of cost surveys through CEM Benchmarking.

• Prepare analysis and trend reports to assist the CFO with reviewing results and monitoring cost centre and asset class budget to actual comparisons on a timely basis.

• Work in a fast-paced, high-energy start-up environment while participating in the creation of foundational processes to scale-up the organization.

• Prepare process documentation with clearly defined roles and responsibilities and embedded controls.

• Supporting a culture of financial transparency and continuous improvement.

• Participating in special projects, as assigned.

What you need to succeed:

• Minimum of eight (8) years of experience in financial analysis is required with demonstrated expertise in creating and maintaining complex financial models.

• Experience in the asset management industry is required with a strong understanding of investment management costs related to diverse investment strategies and multiple legal entities.

• Possess a relevant industry designation, such as the CFA or CPA.

• Demonstrated experience in presenting complex information to a variety of audiences, including senior executives.

• Superior communication skills, with the ability to develop and maintain strong working relationships across the enterprise.

• Experience with CEM benchmarking is preferred.

• Prior experience partnering with the technology group to configure financial tools to optimize productivity.

• Expert level skills in MS Excel, Powerpoint and business intelligence tools.

• Experience in developing and maintaining complex financial models is required.

• Experience leading projects is considered an asset.

• Experience in a multi-client environment is considered an asset.

• Prior experience with corporate finance applications is preferred. Experience with Adaptive Insights or Workday Financial Management is considered an asset.

• Strong working knowledge of accounting practices and principles.

• Ability to successfully manage expectations of internal/external clients.