Grade:  P6

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 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, month-end close, 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 supporting Finance Business Partners in financial planning, forecasting, reporting, variance analysis, and month-end close.

Responsibilities include:

• Develop financial forecasts and annual plans.
• Prepare and review FTE and financial reports with business leaders.
• Analyze financial results and provide variance commentaries.
• Support month-end close activities.
• Analyze and reconcile General ledger account transactions and balances.
• Prepare and post journal entries.
• Provide monthly financial deck to business leaders with insights on financial performance versus benchmarks.
• Assist with ad-hoc projects and tasks.

Qualifications:

• Degree in Finance/Accounting or CPA, with 5+ years of progressive Finance/Accounting experience.
• Proficient in Microsoft 365, particularly Excel and PowerPoint.
• Experience in FTE and financial planning & forecasting.
• Experience with SAP, including BPC and data visualization tools (Tableau and Power BI) is an asset.
• Strong analytical, problem-solving, and communication skills.
• Ability to work effectively across all levels of 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 meet your needs.  

Please apply by April 15, 2025. 

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