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Senior Associate, Financial Planning & Analysis

Onexabout 19 hours ago
Toronto, Ontario, Canada
CA$80,000 - CA$110,000/annual
Mid Level
Full-Time

About the role

ABOUT ONEX: Onex is an investor and asset manager that invests capital on behalf of Onex shareholders and clients across the globe. Formed in 1984, we have a long track record of creating value for our clients and shareholders. Onex became a public company in 1987 and is listed on the Toronto Stock Exchange under the symbol ONEX. Onex’ two primary businesses are Private Equity and Credit. In Private Equity, we raise funds from third-party investors and invest them, along with Onex’ own investing capital, through the funds of our private equity platforms: Onex Partners and ONCAP. Similarly, in Credit, we raise and invest capital across several private credit, liquid credit and public equity strategies. Our investors include a broad range of global clients, including public and private pension plans, sovereign wealth funds, insurance companies, family offices and high net worth individuals. Onex has $55.9 billion in assets under management, of which $8.4 billion is Onex’ own investing capital. We generate value for our shareholders through two segments: Investing and Asset Management. To explore more opportunities at Onex, visit: https://job-boards.greenhouse.io/onexgeneral. THE OPPORTUNITY Onex is currently seeking to hire a Senior Associate to join the Financial Planning & Analysis (“FP&A”) team. As part of the Corporate Finance group, the FP&A team provides critical financial reporting, analysis, and insights that support strategic decision-making across the firm. Reporting to the Vice President, FP&A, Corporate, this is a unique opportunity for a motivated individual to apply their strong analytical capabilities, accounting foundation, and passion for data-driven decision making in a dynamic and highly visible role. The successful candidate will contribute to core FP&A activities while partnering with stakeholders across the organization on strategic initiatives and ad hoc analyses, gaining direct exposure to senior management and helping drive key business decisions. WHAT YOU WILL DO: Financial Reporting and Analysis Prepare and deliver timely, accurate, and insightful financial reporting and analysis to support quarterly reporting, forecasting, budgeting, and management decision-making. Support the preparation of monthly, quarterly, and annual reporting packages, including financial performance analyses, variance reporting, and management presentations. Develop and maintain complex financial models, dashboards, and reporting tools to enhance the quality and efficiency of analysis. Strategic and Ad Hoc Analysis Conduct ad hoc financial analyses and provide data-driven insights to support strategic initiatives, business planning, and senior management decision-making. Partner with stakeholders across Corporate Finance and other business functions to evaluate business performance, identify trends, and support key projects. Contribute to the development of analyses and presentations for senior leadership and executive stakeholders. Support Corporate Planning and Forecasting Assist with the annual budgeting process, periodic forecasting cycles, and long-range planning activities. Monitor business performance against plans and forecasts, highlighting risks, opportunities, and key drivers. Support Investor Relations and External Reporting Assist in the preparation of financial analyses and supporting materials for external reporting requirements, investor communications, presentations, and other stakeholder deliverables. Support the preparation and review of quarterly reporting materials and other public disclosure requirements. Process Improvement and Technology Enablement Identify opportunities to improve reporting processes, data quality, and operational efficiency through automation and enhanced use of financial systems and analytical tools. Leverage advanced Excel and Power BI capabilities to develop financial models, automate reporting, create dashboards, and deliver meaningful business insights. Identify opportunities to improve team processes, controls, and reporting frameworks by utilizing AI-driven technologies and automation tools to enhance efficiency, accuracy, and scalability. Ad-hoc Analysis Actively contribute to enhancing team processes and support ad-hoc financial analysis requests as needed. WHAT YOU BRING: Professional Characteristics Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field. CPA designation is preferred. CFA candidates with a strong accounting foundation will also be considered. 3+ years of experience in accounting, financial reporting, audit or a related finance function. Strong analytical skills and understanding of accounting principles and financial statements, with the ability to analyze and interpret financial results. Advanced proficiency in Excel, including financial modeling, data analysis, and reporting. Experience with Power BI or other data visualization tools. Experience utilizing AI-driven tools and technologies to improve process efficiency, automate routine tasks, enhance reporting capabilities, and support data-driven decision making. Personal Characteristics Proven ability to deliver high-quality work in a fast-paced environment while managing multiple priorities and meeting deadlines. Strong analytical, problem-solving, and critical thinking skills, with a high degree of intellectual curiosity. Exceptional attention to detail and commitment to accuracy. Demonstrated ability to analyze complex financial information, synthesize findings into clear and actionable insights, and present recommendations confidently to senior management and other key stakeholders. Self-motivated, adaptable, and comfortable working in an environment with evolving priorities and a mix of recurring and ad hoc responsibilities. COMPENSATION AND ADDITIONAL INFORMATION: The expected base salary range for this position is C$80,000 - $110,000 on an annualized basis. All-in compensation may vary based on several factors, such as relative experience, education level attained, certification(s), geographical location, etc. to account for local market conditions. This position is for a current vacancy. Our Team & Commitment: Onex is led by the firm’s CEO, Bobby Le Blanc, as well as experienced leaders at each of our businesses. We have approximately 120 investment professionals across all platforms, supported by approximately 165 professionals dedicated to our corporate functions and investment platforms. Consistent with our One Onex approach, the teams share and leverage sector expertise, and sourcing and origination of opportunities across all business lines. Our culture is guided by our strong commitment to accountability, intellectual honesty and respect for all our partners and stakeholders. Onex was formed on principles of entrepreneurialism and responsible investing and our team is united in recognizing the value of collaboration, diversity of perspective and background, and an inclusive environment. Our team is a critical factor in our success, and attracting and retaining the best people and strongest investors are an important competitive advantage. Also crucial to our long-term success is the alignment of interests between the Onex management team, the Onex Board of Directors, shareholders and our limited partners. Members of our management team and Board of Directors have a significant long-term ownership in Onex shares and invest meaningfully in our funds. We believe this alignment creates stronger relationships with both our limited partners and shareholders. Diversity Equity & Inclusion: Onex recognizes that a diverse team and inclusive environment are vital in contributing to our continued success as an investor and asset manager. We believe that diverse perspectives create better outcomes for us and our stakeholders, including the companies we invest in, our shareholders, investors and clients, as well as the communities we serve. Onex’ commitment to diversity and inclusion includes increasing our focus on attracting and retaining employees from diverse backgrounds, creating additional awareness of diversity issues and benefits, fostering and inspiring a more supportive environment where inclusivity is expected and prioritized, and embedding accountability for diversity throughout the firm. Onex’ Diversity & Inclusion Leadership Council, which is co-chaired by our CEO and our Head of Shareholder Relations and Communications, includes representation from across all business platforms and geographies. The Council is responsible for championing diversity and inclusion across the firm, including supporting the development and success of Onex’ employee resource groups. Onex is an equal opportunity employer. We are committed to providing equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other characteristic protected by applicable law. Onex is committed to fostering an inclusive and accessible workplace. If you require accommodations at any stage of the recruitment process, please contact tmanagement@onex.com. Applicants must be legally entitled to work in the country where the role is based, or eligible for any necessary work authorization or permit.

About Onex

Investment Management