Finance Analyst, FP&A

Location

Brookfield Place - 181 Bay Street

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 Credit manages approximately $305 billion of assets globally, focused on a broad range of private credit investment strategies, including infrastructure and renewable credit, real estate, asset backed, and corporate credit. Return profiles span investment grade, sub-investment grade, and opportunistic. The business combines Brookfield’s substantial credit history with strategic partners, including Oaktree Capital Management, Castlelake, LCM Partners, 17Capital, and Primary Wave Music. As one of the world’s largest and most experienced credit managers globally, we deliver flexible, specialized capital solutions to borrowers, and attractive risk-adjusted returns to our investors.

For more information on Brookfield Credit please visit:

https://www.brookfield.com/our-businesses/credit

The Financial Analyst, FP&A will join the Brookfield Credit Group Finance team and will report into the Director, Finance (FP&A). The Analyst will primarily be responsible for supporting Brookfield’s Credit business with 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 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
• Assist in coordination of quarterly earnings forecast submissions from operating companies, including overseeing the final high-level output provided to senior management and other users
• Identify unusual or unexpected variances for follow-up explanations
• 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 and reported, compare to business plan and 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, the business plan and forecasts 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 asset 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 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
• Assist with the extrapolation of the 5-year business plan into a 10-year plan for senior management and incorporated into Brookfield investor day presentations
• Assist in developing 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
• Build relationships with frequent contacts across the organization and within our operating companies to assist the team with obtaining accurate, timely and useful information
• Assist in the implementation and utilization of the FP&A modules within OneStream to drive management reporting, forecasting and analysis
• 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 or working towards a professional accounting designation (CPA)
• 1-3 years of finance experience
• Expert with MS Office (MS Excel, PowerPoint)
• 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.

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.