Director, Financial Planning & Analysis

Toronto (City), Ontario
Base salary + bonus + benefits
June 10, 2024
July 10, 2024
Job Type
CPA status
CPA Member

About AGF:

Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm.  AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses.  Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.  Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.


About the Role:

Reporting to the AVP, Financial Planning & Analysis, the Director, Financial Planning & Analysis plays a critical part in ensuring effective financial management and decision-making and is ideal for candidates who are interested in creating strong partnerships across the organization, “rolling up their sleeves”, and developing a broad range of skills required for the next step in their career.


Your Responsibilities:

  • Lead the annual budget and quarterly forecast cycles, working closely with department heads and senior management.
  • Monitor budget performance, identify variances, and recommend adjustments as needed.
  • Prepare comprehensive financial reports, presentations, and analyses for the Board of Directors and Executive Management Team providing clear insights into financial performance, risk and opportunities.
  • Manage relationships with key business partners in understanding cost activities and drivers, as well as profitability dimensions.
  • Provide financial support to evaluate new business strategies and initiatives, including  profitability analyses and investment business cases.
  • Support the Investor Relations function with materials used for AGF’s quarterly earnings call and investor meetings as needed.
  • Provide financial support for corporate development initiatives.
  • Provide guidance and mentorship to the Senior Manager & Manager of FP&A.


Your Qualifications:

  • Completion of CPA designation.
  • 7 to 10 years of managerial experience in FP&A.
  • Experience within the financial services industry highly desirable.
  • Experience with Adaptive Insights and Workday Financials is an asset.
  • Advanced level of understanding of Microsoft Excel, PowerPoint and Word.
  • Strong organizational and analytical skills, an acute attention to detail, and an eye towards continuous process improvement.
  • Excellent written and verbal communication skills.
  • Strong relationship building and interpersonal skills to effectively work and communicate with all levels in the organization.
  • Ability to adapt, learn quickly and work independently on multiple competing priorities.
  • Thrives in a complex and changing work environment.
  • Excellent time management skills.


AGF is an equal opportunity employer. AGF welcomes and encourages applications from people with disabilities. Accommodations are available on request in all aspects of our recruitment and selection process. It is the Company's policy to recruit and select applicants for employment solely on the basis of their qualifications, with emphasis on selecting the best qualified person for the job. AGF does not discriminate against applicants based on race, color, religion, sex, national origin, or disability or any other status or condition protected by applicable legislation.  

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