Toronto, Ontario, Canada
4 days ago
Senior Analyst, FP&A

Location

Brookfield Place - 181 Bay Street

Business - Wealth Solutions

Brookfield Wealth Solutions (“BWS”; NYSE/TSX: BNT) is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating subsidiaries, we offer a broad range of insurance products and services, including annuities, personal and commercial property and casualty insurance and life insurance

Brookfield Culture

Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.


Job Description

Brookfield Corporation (NYSE/TSX: BN) is a leading global investment firm focused on building long-term wealth for institutions and individuals around the world. We have three core businesses: Alternative Asset Management, Wealth Solutions, and our Operating Businesses which are in renewable power, infrastructure, business and industrial services, and real estate. Our objective is to generate attractive, long-term risk-adjusted returns for the benefit of our clients and shareholders.

Brookfield has a dynamic and strong ‘promote from within’ culture. We seek team members who have a long-term focus and whose values align with the Attributes of a Brookfield Leader, which are Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through interesting work assignments and exposure to a diverse set of businesses.

Position Summary:

The Senior Analyst, FP&A will join the Brookfield Wealth Solutions Finance team and will report into the Director, Finance (FP&A). The Senior Analyst will primarily be responsible for supporting BWS business planning and forecasting processes, including trend analysis and tracking performance against our financial targets. The successful candidate will prepare clear and thoughtful analyses in support of a large variety of deliverables and presentations. The successful candidate will also work collaboratively with various stakeholders, including the broader BWS finance and operations teams, portfolio company management and the finance teams of BAM and BN.

Responsibilities:

· Support in the preparation of regular financial forecasting/re-forecasting and related analytics

· Review of quarterly earnings forecast submissions from operating companies

· Identify unusual or unexpected variances for follow-up

· Leverage knowledge of each operating company’s business plan to identify inconsistencies or changes between the updated forecasts and the business plan

· Utilize an understanding of the underlying business as well as macroeconomic factors to assess any related impact on forecasted results

· When actual results are submitted, compare to forecasts, identify variances and follow-up with appropriate contacts to understand and/or assess the need for updates to be made

· Clearly summarize variances to prior periods and the business plan in writing and verbally to more senior members of the team

· Support quarterly and year-end financial reporting of key operating metrics for management reporting and public company external documents, including Management’s Discussion and Analysis. and Supplemental information

· Assist in preparing quarterly and year end Asset Management reports focusing on key metrics including assets under management, fee bearing capital, fee revenues and fee-related earnings

· Liaise with relevant contacts to understand the underlying reasons for changes in these metrics

· Prepare clear and concise report summaries, including analyses and reconciliations to prior periods, identifying key drivers of change

· On an annual basis, work with other finance, investments and M&A team members to develop and consolidate a 5-year business plan

· Work with, and build relationships with, contacts at the relevant operating companies to understand the key strategies within the business plans as well as changes to the plans from the prior year, key priorities for the underlying businesses and the largest risks to successful execution of the plans

· Ensure business plan submissions from operating companies reflect results and transactions in accordance with accounting policies

· Layer corporate assumptions onto the plan consistent with overarching BWS objectives

· Distill the detailed consolidated business plan into presentations for senior management, clearly and concisely explaining the key drivers of the plan

· Develop engaging PowerPoint decks and presentations to effectively communicate financial data and insights to senior team members

· Prepare files and tables for ad-hoc analyses that are clear and easy to understand

· Identify opportunities for process improvements to drive efficiency, increase productivity and support future business growth

Qualifications & Requirements:

· Degree in finance, accounting or related business discipline

· A recognized professional accounting designation (CPA, CA)

· Three to five (3-5) years of work experience in Finance (accounting, reporting, corporate finance)

· Expert with MS Office (MS Excel, PowerPoint)

· Experience with OneStream is a plus

· Judgement, critical thinking and strong quantitative and analytical skills combined with attention to detail and thoroughness, with the ability to assess complex situations and make effective recommendations

· Ability to adapt to new challenges in a dynamic and fast-paced environment

· Self-motivated and proactive with the ability to operate independently and willingness to own and improve processes

· Strong interpersonal, written and verbal communication skills with a proven track record of working with individuals across various levels and backgrounds

· Organizational skills to effectively manage priorities, multi-task where necessary, work well under pressure and meet timelines and the ability to deal professionally with internal and external stakeholders

· Interest in continuous improvement of our processes and outputs

· Demonstrates a commitment to shared success above personal accomplishment or recognition

· High degree of professional ethics and integrity

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment. We are proud to create a diverse environment and be an equal opportunity employer.

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it.  Accordingly, we do not tolerate workplace discrimination, violence or harassment.

Brookfield is committed to creating an accessible and inclusive organization. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.
Confirm your E-mail: Send Email