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About the Role
The Analyst, Business Planning, Corporate Affairs will support Corporate Affairs by connecting finance processes, planning activities, reporting, data quality, AI-enabled process improvement, and third party spend operations. This role will help modernize how Corporate Affairs captures, analyses, forecasts, and reports on legal spend, divisional priorities, and operational performance. The position is designed around three core areas: finance and planning integration, data and AI enablement, and legal invoice coverage.
Responsibilities
- Strengthen the connection between budgeting, forecasting, accruals, and divisional planning.
- Coordinate and analyze Corporate Affairs financial information for budgeting, planning, forecasting, and reporting purposes.
- Assist with budget preparation, forecast inputs, variance analysis, and consolidation of financial information across Corporate Affairs cost centres.
- Prepare financial reporting inputs, summaries, dashboards, and analysis for senior leaders and business partners.
- Support periodic reporting and commentary related to budgets, forecasts, accruals, financial performance, and divisional planning activities.
- Reconcile budget and forecast information with Finance systems and internal planning files.
- Identify trends, issues, or inconsistencies in financial data that may affect budgeting, forecasting, or reporting accuracy.
- Support process improvements that make budgeting, forecasting, variance tracking, and financial reporting more consistent, timely, and reliable.
- Ensure financial information is captured, organized, and presented to support planning, decision-making, and senior leadership reporting.
- Support data quality across invoice, third party spend, matter, accrual, budget, portco and reporting datasets.
- Identify missing data, inconsistent tracking, duplicate records, and recurring data issues.
- Assist with maintaining and improving Power BI dashboards, Excel reporting models, SharePoint Lists, and other Microsoft-based tools.
- Support development of repeatable processes, templates, trackers, documentation, and workflow improvements.
- Use approved AI tools responsibly to support first-draft reporting commentary, invoice narrative summaries, matter trend analysis, issue identification, process documentation, and data review.
- Help test, validate, and refine AI-generated outputs to ensure accuracy, confidentiality, and business relevance.
- Support automation opportunities that reduce repetitive manual work, improve consistency, and strengthen controls.
- Move recurring work from manual coordination toward more repeatable, automated, and scalable processes.
- Contribute to the long-term goal of increasing automation across repeatable, rules-based, and data-intensive activities.
- Provide reliable support and coverage for legal invoice operations.
- Use approved AI tools to better identify, capture, and organize valuable information contained in legal invoices.
- Support the extraction and review of invoice-related information such as external counsel details, hours billed, type of work performed, billing narratives, matter information, discounts, and other data points.
- Support the intake, review, tracking, coding, and processing of highly confidential and privileged legal invoices.
- Help identify, summarize, and capture useful invoice information that can support reporting, matter analysis, external counsel insights, and third party spend visibility.
- Actively support legal invoice operations, including intake, review, tracking, follow-up, and processing, with additional support during high-volume periods, absences, quarter-end, mid-year, and year-end cycles.
- Review invoice details for completeness, accuracy, appropriate matter references, cost centres, GL coding, billing classifications, currency treatment, and supporting information.
- Support tracking and validation of external counsel discounts, direct and indirect billing classifications, matter numbers, accruals, and invoice status.
- Coordinate with Finance, Accounts Payable, internal legal teams, investment teams, tax, compliance, and external counsel to resolve invoice questions or missing information.
- Assist with accrual collection and follow-up with law firms and internal stakeholders during financial reporting cycles.
- Maintain accurate records of invoice processing status, outstanding items, issues, and follow-ups.
- Support periodic invoice reviews, reporting requests, audits, and reconciliations.
- Support monitoring of external counsel spend, preferred counsel reporting, matter trends, discount activity, and other third party spend insights.
- Handle sensitive legal and financial information with a high degree of discretion, judgment, and confidentiality.
Requirements
- Post-secondary degree or diploma in business, finance, accounting, data analytics or a related field, or an equivalent combination of education and experience.
- 2 to 4 years of relevant experience in finance operations, billing, legal operations, business planning, analytics, reporting, or a similar environment.
- Strong digital fluency and comfort learning new systems, tools, processes, and AI-enabled ways of working.
- Experience working with invoices, budgets, accruals, financial reporting, legal spend, or operational data would be an asset.
- Strong attention to detail, accuracy, organization, and follow-through.
- Ability to manage multiple deadlines and competing priorities in a fast-paced environment.
- Strong written and verbal communication skills.
- Curiosity and initiative to identify opportunities to improve processes, reduce manual effort, and use technology more effectively.
- Working knowledge of budgeting, forecasting, accruals, variance analysis, invoice processing, financial coding, and reporting concepts.
- Strong Excel skills, including formulas, pivot tables, data validation, reconciliations, and large data reviews.
- Working knowledge of Power BI, SharePoint, Microsoft Lists, Forms, Word, PowerPoint, and other Microsoft 365 applications.
- Familiarity with Dynamics 365, finance systems, legal billing systems, or matter management systems would be an asset.
- Understanding of third party spend operations, external counsel billing, matter tracking, discounts, currencies, and confidential legal information would be an asset.
- Working knowledge of approved AI tools and ability to apply them responsibly to improve efficiency, documentation, analysis, and reporting.
- Understanding of data quality, process improvement, workflow design, and reporting controls.
- Experience supporting financial operations, budgeting, reporting, billing coordination, or invoice processing activities.
- Experience reviewing, reconciling, and validating data across spreadsheets, systems, or reports.
- Experience preparing reports, summaries, dashboards, or financial analysis for business partners or senior stakeholders.
- Experience working with confidential or sensitive information.
- Experience supporting process improvement, automation, reporting enhancements, or workflow documentation.
- Experience using Excel and Power BI to support analysis and reporting.
- Exposure to legal operations, external counsel management, Corporate Affairs, Finance, or professional services environments would be preferred.
- Experience using approved AI tools to improve productivity, summarize information, or support analysis would be an asset.
- Candidates must be legally entitled to work in the country where this role is located.
Skills
- Finance
- Budgeting
- Planning
- Reporting
- Data Quality
- AI-enabled Process Improvement
- Third Party Spend Operations
- Legal Spend Analysis
- Operational Performance Analysis
- Invoice Processing
- Forecasting
- Variance Analysis
- Financial Reporting
- Dashboards
- Power BI
- Excel
- SharePoint Lists
- Microsoft-based Tools
- AI Tools
- Automation
- Workflow Improvements
- Data Analysis
- Process Improvement
- Microsoft 365
- Dynamics 365
- Finance Systems
- Legal Billing Systems
- Matter Management Systems
- External Counsel Billing
- Matter Tracking
- Discounts
- Currencies
- Confidential Legal Information
- Reporting Controls
- Billing Coordination
Location
- Remote
- Hybrid
Work Type
- Hybrid
- Remote
Experience Level
- 2 to 4 years
Education Level
- Post-secondary degree or diploma in business, finance, accounting, data analytics or a related field, or an equivalent combination of education and experience.
Salary/Compensations
- $90,000 - $140,000
Benefits
- Pay-for-performance with base salary and annual incentive
- Numerous opportunities for professional growth and development
- Comprehensive employer paid benefits coverage
- Retirement income through a defined benefit pension plan
- The opportunity to invest back into the fund through our Deferred Incentive Program
- Competitive time off
- Our Flexible Travel Program gives you the option to work abroad in another region/country for up to a month each year
- Employee discount programs including Edvantage and Perkopolis
About the Company
- At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.
Equal Opportunity
- At Ontario Teachers', diversity is one of our core strengths. We take pride in ensuring that the people we hire and the culture we create, reflect and embrace diversity of thought, background and experience. Through our Diversity, Equity and Inclusion strategy and our Employee Resource Groups (ERGs), we celebrate diversity and foster inclusion through events for colleagues to connect for professional development, networking & mentoring. We are building an inclusive and equitable workplace where our talent is respected, accepted and empowered to be themselves. To learn more about our commitment to Diversity, Equity and Inclusion, check out Life at Teachers'.