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About the Role

The Associate, Financial Planning and Analysis will be a member of the Corporate Finance team, responsible for delivering meaningful financial analysis, performance reporting, KPIs, and financial planning and forecasting. This role involves maintaining financial models, performing complex analysis, and supporting ad hoc "what if" scenarios to assess business impacts.

Responsibilities

• Support the development of Northleaf’s long-term strategic plan and quarterly performance management through effective financial model maintenance.
• Identify performance improvement opportunities to continuously evolve the financial model.
• Produce monthly and quarterly management reporting of financial performance results with commentary and analysis versus plan and prior periods.
• Help define and report on key operating metrics and KPIs across the organization.
• Maintain and update business unit profitability allocation models, along with KPIs.
• Support Northleaf’s annual budgeting process by gathering input from business and functional team leaders.
• Support the annual business valuation process.
• Create monthly and quarterly AUM continuity reporting by total, asset class, and fund.
• Support the broader corporate finance function to drive enterprise-wide financial strategy and value creation.
• Provide ad hoc decision support/analysis as required.

Requirements

• 3+ years of experience in Financial Modeling, Corporate Accounting, or a similar function.
• Experience in investment banking, management consulting, or asset management is advantageous.
• Highly analytical with the ability to analyze and distill key insights from complex financial models.
• Strong financial/management reporting experience with variance analysis.
• Mastery of MS Excel with experience in developing financial models.
• Proficient with PowerPoint and add-in functionality.
• Strong communication skills, able to articulate ideas to various audiences.
• Ability to prioritize and multi-task in a fast-paced, dynamic environment.
• Excellent time management and organizational skills.
• Strong interpersonal skills and ability to manage working relationships.
• Highly self-motivated and self-directed.
• Intellectually curious with a desire for continuous learning.
• Ability to take initiative and investigate issues.
• Team player, supportive of other team members.
• Comfortable working with AI-enabled tools and technologies.

Skills

• Financial Modeling
• Corporate Accounting
• MS Excel
• PowerPoint
• Data Analysis
• SQL
• Python
• R
• Tableau
• Power BI

Location

• Toronto, Canada

Work Type

• Hybrid
• Remote

Experience Level

• 3+ years

Education Level

• Bachelor’s Degree in Business, Finance or Economics
• CPA/MBA/CFA

Salary/Compensations

• $110,000 - $130,000 per year

Benefits

• Employer-funded benefits plan
• Attractive retirement offering including a group retirement plan
• Ability to invest in Northleaf funds on a no fee/no carry basis
• Fitness and wellness reimbursement
• Charitable donation matching
• Tuition assistance
• Flexible working arrangements
• Up to two remote days per week
• Option for fully remote for up to two weeks per year

About the Company

• Northleaf is a global private markets investment firm focused on mid-market companies and assets.
• Has US$32 billion in capital commitments raised to date.
• Has an established, long-term track record as an investor in private equity, private credit and infrastructure globally.
• Has a 300+ person team located in Toronto, Chicago, London, Los Angeles, Melbourne, Menlo Park, Montreal, New York, Seoul and Tokyo.
• The team is focused exclusively on sourcing, evaluating and managing private markets investments.
• Manages closed and open-end funds across a range of global private markets strategies and a series of separately managed accounts.
• Developing specific private markets products and investment solutions for insurance and wealth management clients.
• Culture is built on the foundation of trust, openness, respect, integrity, and professionalism.
• Focused on building long-term relationships and creating a collaborative, professional environment.
• Fosters a collegial and non-hierarchical workplace where ideas are valued, decision-making is grounded in data, and individuals are empowered to contribute meaningfully.
• Success depends on an engaged and inclusive workforce.
• Celebrates the diverse backgrounds, perspectives, and experiences of team members.
• Celebrates achievements, encourages teamwork, and cultivates a sense of community.

Equal Opportunity

• Northleaf Capital Partners is committed to providing an inclusive and accessible candidate experience.
• Should you require accommodations during the selection process, please do not hesitate to let us know and suitable arrangements will be made.