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About the Role

The Financial Planning & Analysis (FP&A) team seeks a finance professional with investment knowledge and advanced Power BI and analytics skills to support key investment-related FP&A activities. This role will also serve as the FP&A team's expert for Power BI, analytics, and automation, enhancing reporting solutions and exploring AI applications.

Responsibilities

Coordinate and improve the quarterly investment projection process.
Support peer benchmarking activities.
Support investment cost allocation initiatives.
Prepare investment-related analysis and commentary for the Operating Plan and quarterly updates.
Serve as FP&A’s go-to resource for Power BI, maintaining and enhancing reports, and developing new tools.
Expand FP&A's use of Power BI for planning, analysis, and decision support.
Analyze large and complex financial and investment datasets to identify trends and drivers.
Establish clear data definitions, data sources, and quality checks for reporting.
Collaborate with data and technology teams on data sources, models, and technical requirements.
Identify and implement opportunities to improve and automate FP&A processes using AI and other technologies.
Ensure solutions include appropriate documentation, data protection, and Finance controls.
Use AI and emerging technologies in accordance with HOOPP’s policies.
Collaborate with FP&A colleagues, investment teams, and data and technology partners.
Share knowledge, tools, and best practices to build analytics and technology capability across FP&A.

Requirements

University degree in finance, accounting, economics, business, data analytics, or a related quantitative field.
Demonstrated, applied investment and analytics capability.
At least four years of relevant experience in FP&A, investment analysis, finance analytics, or a similar role.
Strong knowledge of investment concepts, including asset classes, returns, costs, performance drivers, and benchmarking.
Experience analyzing large and complex financial or investment datasets.
Demonstrated experience identifying and implementing process improvements through automation, improved data management, or process redesign.
Advanced Excel skills and experience working with financial models.
Experience integrating, transforming, and analyzing data from multiple sources.
Understanding of data quality, documentation, financial controls, and appropriate data handling.

Skills

Power BI
Analytics
Investment knowledge
Power BI data modeling
DAX
Power Query
Excel
Financial modeling
Data integration
Data transformation
Data analysis
Automation
AI
Power Automate
SQL
Python
Enterprise planning (EPM)
Budgeting systems
Forecasting systems

Location

Remote

Work Type

Full-time

Experience Level

At least four years of relevant experience

Education Level

University degree in finance, accounting, economics, business, data analytics, or a related quantitative field
Chartered Financial Analyst (CFA) designation or progress toward it is an asset
Chartered Professional Accountant (CPA) or equivalent is also an asset

Salary/Compensations

$86,000 - $131,000 CAD

Benefits

Competitive, 100% company-paid extended health and dental benefits for permanent employees
Coverage supporting diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year)
Parental leave top-up
Health spending account
Optional post-retirement health and dental benefits subsidized at 50%
Yoga classes
Meditation workshops
Nutritional consultations
Wellness seminars
Membership in HOOPP’s world class defined benefit pension plan

About the Company

HOOPP is committed to providing a financially secure retirement for Ontario healthcare workers.
HOOPP may use artificial intelligence tools to assist in screening, assessing and selecting applicants for this position.

Equal Opportunity

Our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves.