Grade: P8

Referral Level: Level 1

Division: IGM Finance

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support. 

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.  We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Mackenzie Investments is currently accepting applications for the position of Senior Manager, Finance (Planning & Analysis). Reporting to the Director of Finance, the successful candidate will leverage advanced analytical tools and financial modeling techniques to provide strategic decision-making support for the multi-year forecast. Key responsibilities include:

• Lead the annual business planning process, monthly and quarterly forecasts and projections
• Develop and maintain complex financial models to support forecasting processes.
• Improve and streamline business planning processes and models: Continuously seek and implement ways to enhance efficiency and accuracy.
• Leverages qualitative and quantitative information to guide actions and make recommendations.
• Integrate key revenue and earnings factors into forecasts: Ensure all relevant financial factors are considered in collaboration with various teams and stakeholders.
• Collaborate with SP&A, Financial Reporting, and Technology teams on priorities
• Prepare materials for senior management and corporate review: Compile and present financial data and insights for executive decision-making.

• Deliver accurate and timely reports and analysis for decision-making: Ensure all reports and analyses are precise and provided on time to support management.
• Enhance, develop and maintain financial models to support business decisions.
• Stay updated and aware on industry trends and monitor how market, technology, regulatory and competitive trends may affect the industry and the firm
• Work closely with Finance and operations personnel at all IGM companies
• Manage, mentor, and coach a team of 2 direct reports: Guide and develop team members to achieve their professional goals and enhance team performance.

The following qualifications will assist the successful candidate in carrying out these responsibilities:

• CPA or CFA designation preferred
• 7+ years of progressive finance/accounting experience within the financial services industry
• Advanced financial and business modelling skills, including expert proficiency in Excel and PowerPoint; PowerBI skills is an asset
• Communicates effectively to a wide variety of audiences at all organizational levels
• Builds rapport and relationships with a variety of people, to exchange ideas and knowledge
• Identifies issues and acts without hesitation to develop practical and timely solutions
• Strong knowledge of accounting, statistics and corporate finance and proven analytical and problem-solving skills
• Proactively problem solves and regularly identifies ways to improve their own work processes, and practices
• Strong financial, diagnostic, and analytical skills
• Strong planning and problem-solving skills.
• Ability to thrive in a fast-paced, collaborative environment and effectively manage multiple priorities.
• Strong communication and interpersonal skills
• Attention to detail, professional skepticism, and the ability to meet multiple deadlines
• Strong interpersonal skills with a demonstrated ability to build and maintain strong relationships with various functions across the organization.   

Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to

Please apply by December 4, 2024.

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