Senior Analyst, Financial Planning and Analysis

We’re one of Canada’s largest pension investors, with CAD$299.7 billion of net assets as of March 31, 2025.

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 Investments, you’ll join a team of motivated and engaged professionals, dedicated to propelling our organization further than ever before.

Financial Planning and Analysis (FP&A) acts as a financial advisor and business partner to actively support the decision-making process in the organization. The department analyzes complex firm-wide data and develops narratives and visuals to support the “storytelling” and the decision-making process. The team works closely with the business to understand key drivers of financial performance and steer the results.

As a Senior Analyst reporting to the Director FP&A functions, you will:

• Analyze asset classes and business groups’ monthly/quarterly results and document variances, trends compared to projections and previous periods’ results

• Build financial analysis presentation to provide quarterly updates to the different groups highlighting main trends and telling the story behind the numbers

• Support senior management with in-depth analysis of investment-related information as required

• Manage the annual budget and multi-year projection for the investment groups, in collaboration with various stakeholders in the organization

• Manipulate large amounts of data and transform the data into useful / insightful information

• Collaborate with the enhancement of our financial projection models, by identifying and leveraging drivers between groups and cost types, as well as investment strategies

• Participate in peer benchmarking activities and present findings to internal stakeholders

• Participate actively in ongoing projects such as building profitability views by groups, analysis and planning automation, and development of relevant business metrics

• Improve the financial planning tool and recommend optimization to improve operations efficiency and data quality

• Bachelor’s degree in business administration, accounting, engineering or related field.

• CFA designation an asset

• Five to seven years of relevant experience in a large organization, preferably in the financial industry and/or in asset management

• Ability to work in a team and maintain effective relationships at all levels of the company

• Expertise in financial modeling and data analytics and ability to navigate through complex set of information

• Strong communication and presentation skills with the ability to translate financial concepts into business stories

• Expertise in Microsoft applications, especially Excel, Power point and Power BI

• Knowledge of Microsoft Dynamics and IBM Planning Analytics, a strong asset

• 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 Investments, we aim to provide a workplace 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.

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