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Recruiting Resources, Inc.
Sr. Manager, FP&A | Financial ServicesRecruiting Resources, Inc. • Toronto, ON, United States
Sr. Manager, FP&A | Financial Services

Sr. Manager, FP&A | Financial Services

Recruiting Resources, Inc. • Toronto, ON, United States
25 days ago
Job type
  • Full-time
Job description

We are partnering with a leading financial services organization to identify a Sr. Manager, FP&A to join its Finance team. This is an outstanding opportunity for a highly analytical finance professional with strong financial modeling and forecasting experience who enjoys solving complex business challenges and partnering across multiple functions.

In this role, you'll play a key part in developing and enhancing enterprise financial planning models, supporting investment income forecasting, and delivering meaningful insights that help drive strategic decision-making. You'll collaborate closely with teams across Investments, Treasury, Actuarial, Accounting, Risk, and Finance to improve forecasting capabilities and strengthen the organization's financial planning processes.

What You'll Do

  • Develop, enhance, and maintain enterprise financial planning and forecasting models.

  • Build financial models that incorporate investment, liability, treasury, accounting, and other key financial data.

  • Support investment income forecasting, asset-liability analysis, and financial scenario modeling.

  • Analyze forecast results and explain key drivers behind changes in financial performance.

  • Perform variance analysis by comparing actual results to forecasts and identifying key trends.

  • Evaluate model assumptions, sensitivities, and financial projections to support business planning.

  • Partner with cross-functional teams to gather data, validate assumptions, and improve forecasting accuracy.

  • Translate complex financial analysis into clear, actionable insights for business leaders.

  • Strengthen model governance, documentation, and internal controls.

  • Identify opportunities to improve reporting, automation, and financial planning processes.

  • Support monthly, quarterly, and annual planning cycles, along with special projects and strategic initiatives.

What We're Looking For

  • Bachelor's degree in Finance, Accounting, Economics, Mathematics, Actuarial Science, Engineering, Statistics, or another quantitative field.

  • 6–8+ years of experience in FP&A, financial modeling, actuarial analysis, investment analytics, consulting, insurance finance, or a related analytical role.

  • Strong financial modeling and forecasting experience.

  • Advanced Microsoft Excel skills with the ability to build and maintain complex financial models.

  • Strong understanding of financial planning, investment performance, and forecasting methodologies.

  • Excellent analytical, organizational, and problem-solving abilities.

  • Strong communication skills with the ability to present complex financial information to both technical and non-technical audiences.

  • Ability to manage multiple priorities in a fast-paced, collaborative environment.

Preferred Experience

  • Experience within insurance, annuities, asset management, banking, or financial services.

  • Exposure to investment income forecasting, asset-liability management, or enterprise financial planning.

  • Professional certifications such as CFA, CPA, ASA, FSA, or MBA are a plus.

  • Experience with financial planning systems, databases, or business intelligence tools.

  • Experience supporting automation, process improvement, and data-driven decision-making.

Why Consider This Opportunity?

  • Join a collaborative finance team supporting strategic planning across a sophisticated financial organization.

  • Work on high-impact forecasting, modeling, and financial analytics projects.

  • Partner with senior leaders across Finance, Investments, Treasury, Actuarial, and Risk.

  • Opportunity to influence enterprise planning processes while continuing to grow your technical and leadership skills.

If you're a finance professional with a passion for financial modeling, forecasting, and strategic analysis, we'd welcome the opportunity to have a confidential conversation.

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Sr. Manager, FP&A | Financial Services • Toronto, ON, United States

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