OMERS | Senior Analyst, Financial Planning & Analysis

Responsibilities

• We are looking for a Senior Financial Analyst, Financial Planning & Analysis to join our G&A Financial Planning and Analysis team in Toronto.
• In this role, you will provide financial support for the preparation and analysis of revenue and expense information for the operating plan, quarterly analysis of P&L and Corporate Function Head financial results, and quarterly and annual financial analysis for Oxford’s Executive Committee.
• Providing financial business partnership support, help teams achieve financial targets, identify risks and opportunities, and provide high-quality financial and other data analysis.
• Preparing financial analysis, including operational performance trends and variance analysis against budget and historical results; identifying operational and strategic implications.
• Supporting the preparation of detailed line-item-level and executive summary-level forecast and annual plan outputs.
• Supporting monthly, quarterly, and year-end reporting requirements for actual results.
• Preparing a variety of management presentations and deliverables including budget to actual variance reports, trend analysis, KPI dashboards, etc.
• Contributing to quarterly reporting activities, including PowerPoint packages for corporate heads, the CIO, Oxford’s Executive Committee, and OMERS.
• Developing a deep understanding of key business drivers and effectively communicating them to key stakeholders through regular and ad hoc reporting.
• Supporting cost benchmarking against industry peers.
• Supporting the existing activity-based costing process and its further development for key cost drivers across corporate functions and business lines.
• Developing strong relationships with business partners and key stakeholders across Oxford.
• Participating in ad hoc initiatives and special projects as needed.
• Helping to modify existing and designing new processes to improve operational efficiency, leveraging automation tools and other technology.
• Completing sensitive assignments at the direction of senior leadership.
• Process Improvement & Automation – Driving efficiencies through process optimization, technology, and automation.

Requirements

• Demonstrated experience in roles with increasing levels of responsibility.
• University degree and professional accounting designation (CPA, CFA).
• Experience with Anaplan and/or Yardi finance systems.
• Excellent written, verbal, and interpersonal communication skills, with a proven ability to build trusted partnerships and translate complex financial information into clear, actionable business recommendations.
• Strong analytical ability; able to clearly link financial results to strategic and operational activities.
• Ability to work with large data sets, glean insights, and present findings in a clear, simple, and concise manner.
• Proficiency using Microsoft Copilot and AI tools to support financial analysis, data summarization, presentation development, workflow automation, and effective business communication.
• Expert-level technical skills using Microsoft Excel and PowerPoint.
• Real estate knowledge is highly valued.
• Strong orientation toward strategy, change, and results.
• While AI assists us in our process, human judgment and decision-making remain central to our candidate experience.

OMERS

OMERS is an employer hiring in India (sector: BFSI / Investments / Insurance). In its own words: "Established in 1962, OMERS is one of Canada's largest defined benefit pension plans offering employer-matched contributions."

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

• Industry: BFSI / Investments / Insurance