Manager, Investment Financial Planning & Analysis and Data Analytics
- Toronto, ON
- Lead
- Posted 6 days ago
or apply from Claude / ChatGPT / Muse
Finance manager role mixing investment planning with Power BI and automation, on a team supporting a pension plan; hybrid.
About the role
The FP&A group needs a finance professional who knows investments and can also be its main Power BI and analytics resource. Work spans quarterly projections, peer benchmarking and cost allocation, with room to improve reporting and processes.
At a glance
- Pay
- Not stated in the posting
- Location
- Toronto, ON
- Seniority
- Lead
- Skills
- Power BI, Analytics, Automation, AI
- Posted
- 29 Oct 2026
- Last checked
- 3 Nov 2026
What you will do
- Run and improve the quarterly investment projection process with investment teams
- Support peer benchmarking, cost allocation and commentary for the operating plan
- Maintain and extend Power BI reports and build new analytical tools
- Find and implement automation and AI uses to improve FP&A work
What they look for
- Strong finance background with investment knowledge
- Advanced Power BI and analytics skills
- Experience analyzing large financial datasets and setting data definitions
- Proactive about improving processes and reporting
- Ability to work with data and technology teams on requirements
Benefits
- Defined benefit pension plan membership
- Fully company-paid extended health and dental for permanent staff
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
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Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job yro4wzzihpQuestions about this job
Where is this job based?
The posting lists Manager, Investment Financial Planning & Analysis and Data Analytics as a role based in Toronto, ON, Canada.
What does this job pay?
The posting does not state a salary, so there is no figure to quote.
What experience is needed?
It is a lead role. The posting asks for: strong finance background with investment knowledge; advanced Power BI and analytics skills; experience analyzing large financial datasets and setting data definitions. Skills it names include Power BI, Analytics, Automation, AI.
How do I apply with Keywordise AI?
Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.
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