Analyst, Financial Planning and Analysis

We’re one of Canada’s largest pension investment managers, with CAD$264.9 billion of net assets as of March 31, 2024.

We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Reserve Force. Headquartered in Ottawa, PSP Investments has its principal business office in Montréal and offices in New York, London and Hong Kong. 

Capturing and leading complex global investments requires us to work as one to seize valuable opportunities, in close collaboration with some of the world’s top companies. At PSP, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.

Reporting to the Director, the Analyst, Financial Analysis and Planning has a strong background in financial analysis, advanced Excel skills, and is a savvy user of Python and Power Query for Excel. This role will involve working closely with various departments to provide insightful financial analysis and support strategic decision-making.

As an Analyst, Financial Planning and Analysis, you’ll: 

• Conduct financial analysis and modeling to support business planning and forecasting

• Develop and maintain complex financial models

• Utilize Python and Power Query for Excel to automate and enhance financial processes

• Leverage Power Query to extract, transform, and load data from various sources

• Prepare and present financial reports and dashboards to management

• Collaborate with cross-functional teams to provide financial insights

• Assist in the preparation of annual budgets and periodic forecasts

• Monitor key performance indicators and analyze variances to identify trends and opportunities for improvement

• Bachelor’s degree in Finance, Accounting, Economics, Engineering, Computer Science

• CFA or CPA designation (an asset)

• One (1) to three (3) years of relevant experience, preferably in a large organization

• Advanced proficiency in Excel, including complex formulas, pivot tables, and macros

• Savvy user of Python and Power Query for Excel

• Experience with data visualization tools such as Power BI or Tableau

• Experience with financial planning software and ERP systems such as IBM Planning Analytics (TM1 an asset)

• Strong analytical and problem-solving skills

• Excellent communication and presentation skills

• Ability to work independently and as part of a team

• Attention to detail and a high level of accuracy

• Proficiency in English and French (or willingness to learn) (frequent interactions in English with PSP employees based in our offices in Hong Kong, London and New York, and interactions in French with employees in our local offices in Montreal and Ottawa) 

We offer a tailored employee experience and competitive total rewards and benefits package* designed to attract and retain global diverse talent, reward performance, and reinforce business strategies and priorities. Beyond salary and incentive pay eligibility, you have access to:

• Investment in career development

• Comprehensive group insurance plans

• Competitive pension plans

• Unlimited access to virtual healthcare services and wellness programs

• Gender-inclusive paid family leave policy: up to 26 weeks for primary caregivers, 5 weeks for secondary caregivers

• A personalized family-building support, from pre-pregnancy to menopause, with available financial assistance

• Vacation days available on day one with additional days on milestone service anniversaries, and summer Friday afternoons off

• A hybrid work model with a mix of in-office and remote days

*Benefits package may vary based on your employee type.

At PSP, we aim to provide an inclusive workplace where we leverage diversity and where everyone feels valued, safe, respected and empowered to grow. As part of this leadership commitment, we strongly encourage applications from all qualified applicants and strive to offer an inclusive and accessible candidate experience. If you require any accommodation for any part of the recruitment process, please let us know.

Visit us on www.investpsp.com/en/

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