Grade:  P6
Referral Level: Level 1  
Division:  IGM-Finance

IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. 

Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients. 

At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive years and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals. 

Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals. 

The Enterprise Strategy Planning & Analysis team is an integral part of the Strategy, Planning & 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 Strategy, Planning & Analysis, IGM Data Services and reporting functions within Finance & Distribution.

The Senior Specialist – Operational Data & Metrics will be part of a core team responsible for supporting and facilitation of the process outlined above as well as leading several key initiatives and projects relating to business reporting and process enhancements through effective use of data warehouses and advanced reporting tools.

Responsibilities include:

• Provide analytical/financial modeling support to Mackenzie Investments team on various ad-hoc projects as required to ensure accurate data extraction and transformation.
• Data related responsibilities include:
• Develop, analyze, and maintain data structures, models, and workflows within data warehouses (SAP BPC, BW and HANA).
• Implement enhanced data analysis methodologies.
• Undertake data integrity and utilization review.
• Profile data in order to identify and understand anomalies.
• Support the development and maintenance of analysis that provides insight into profitability of the different products and business lines at Mackenzie Investments through back-end data pipelines and structures.
• Learn all aspects of the forecast models produced by the planning and analysis team and provide support towards keeping the models updated and optimized.
• Collaborate effectively with finance and other internal stakeholders across all IGM companies
• Identify opportunities to enhance and automate existing processes, tools, and resources.

Qualifications:

• Business degree and/or 5+ years of progressive Business Intelligence, Financial Modelling/Analysis, or related field experience.
• Experience in Financial Services industry with extensive understanding of Assets, Flows and other relevant KPIs.
• Strong business acumen along with technical skillset.
• Deep understanding of data warehousing, management, and visualization.
• Expertise in working with SAP suite of solutions including BPC and BW.
• Experience with major financial planning & analysis ERP like BPC would be an asset.
• Proficiency in data visualization softwares such as Power BI, Tableau etc.
• 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.

Benefits:  

• COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component. 

• EMPLOYEE BENEFITS: competitive health and dental coverage; employer sponsored coverage for you and your family.  

• RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component. 

• INSURANCE: employer sponsored short-term and long-term disability. 

• WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements. 

• INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background). 

IGM 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 an accessible employer committed to providing barrier-free recruitment experience. If you require 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.    

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to 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. 

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