Brookfield | Director, Financial Planning & Analysis (FP&A)

Responsibilities

• The Director, FP&A will join the Brookfield Credit Group Finance team and will report into Senior Vice President, Finance.
• The Director will primarily be responsible for supporting Brookfield’s Credit business with planning and forecasting processes, including trend analysis and tracking performance against our financial targets.
• The successful candidate will prepare clear and thoughtful analyses in support of a large variety of deliverables and presentations.
• The successful candidate will also work collaboratively with various stakeholders, including the broader finance and operations teams across our partner managers, BAM and BN.
• Oversee FP&A consolidation for BAM’s global Credit segment, including forecasts, business plans and quarterly non-GAAP results, ensuring completeness, accuracy and appropriate review of key outputs.
• Own the OneStream FP&A system for the Credit segment, including oversight of system changes, enhancements and ongoing utilization to support management reporting, forecasting and analysis.
• Serve as first reviewer of consolidated forecasts, actual results and business plans, including detailed analysis of key drivers, trends and variances prior to senior team review.
• Manage quarterly timelines and deliverables across the Credit Group, ensuring operating company submissions are received, reviewed and submitted to BAM in accordance with required deadlines.
• Coordinate quarterly earnings, forecast and actuals submissions for Credit Segment into BAM reporting, ensuring submissions are complete, accurate and aligned with required timelines.
• Perform first review of corporate forecasts prepared by financial analyst, incorporating input from the VP Controller as required.
• Prepare quarterly Credit sub-segment profitability analysis, including detailed review of performance drivers and trends.
• Prepare and review quarterly results presentation decks and present results to members of senior management.
• Serve as a key finance liaison with the Credit segment’s largest subsidiary, supporting its finance team through business planning, reporting and issue resolution.
• Manage 1–2 Financial Analysts responsible for preparing consolidated forecasts, results and business plans, while remaining hands-on in detailed review, analysis and execution of core FP&A deliverables.
• Build strong relationships across the organization and with portfolio companies, fostering open communication, collaboration and effective problem-solving to support timely, accurate and decision-useful reporting.
• Identify and implement process improvements to increase efficiency, productivity and scalability of FP&A reporting, forecasting and analysis.

Requirements

• Expert with MS Office (MS Excel, PowerPoint); Experience with OneStream a plus.
• Strong quantitative and analytical skills, sound judgment, and the ability to assess complex situations and make clear recommendations.
• Highly organized self-starter with strong communication skills, sound professional ethics, and a commitment to continuous improvement.

Brookfield

Brookfield is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Brookfield is a leading global investment firm, investing on behalf of institutions and individuals around the world."

Its finance, accounts, audit and tax openings in India are mostly in Toronto and Brookfield Place.

• Industry: BFSI / Investments / Insurance