Grade:  P6

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.  

The Business Intelligence and Foresight team is an integral part of the IGM Strategy, Planning, and Analysis function and is responsible for planning & forecasting infrastructure/support, core expense and FTE reporting, ownership of chart of accounts relating to Expense Management within SAP, development and maintenance of data models within data warehouses, as well as spearheading numerous projects relating to exploration of data within the SAP HANA/BW environments leading to automation of key reports. The team also collaborates extensively across IGM Strategy, Planning, and Analysis; IGM Data Services; and reporting functions within Finance & Distribution.

This role as Sr Specialist, Financial Analysis & Insights will be part of a core team responsible for facilitating time sensitive month end data uploads as well as supporting Finance Business Partners with reporting, journal entries, planning & forecasting activities.

Responsibilities include:

• Support Finance Business Partners and respective business areas with:
  • Reporting and variance analysis
  • Planning and forecasting activities
• Meta Data Management:
  • Maintain fact tables in FP&A reporting system
  • Responsible for coordinating changes to ERP system
  • Ensure accuracy between all leveraged systems
• Run Monthly Data Loads
  • Prepare monthly FTE data
  • ETL FTE data into downstream reporting tools
• Carry out ad-hoc tasks as required

Qualifications:

• Business degree and/or currently pursuing CPA with 4+ years of progressive Financial Analysis or related field experience
• Experience in working with SAP suite of solutions will be considered an asset
• Intermediate proficiency with Excel, PowerPoint and VBA
• Strong ability to understand applications of data and analyze results
• Proven analytical and problem-solving skills
• Ability to manage multiple tasks within tight deadlines on an ongoing basis
• Strong communication, interpersonal and presentation skills

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 meet your needs.  

Please apply by February 12, 2025. 

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