Financial Planning & Analysis Manager

The Opportunity:

Onex is currently seeking a Manager to join the Financial Planning & Analysis (FP&A”) team. 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, the Manager will play a key role in leading core planning, forecasting and management reporting activities while partnering with stakeholders across the broader organization. This position offers significant exposure to senior management and an opportunity to influence business decisions through high-quality financial analysis, thoughtful insights and effective communication. The successful candidate will take ownership of key FP&A deliverables, drive improvements to reporting and analytical processes, and act as a trusted finance partner to stakeholders across the firm. The role requires a strong financial and analytical foundation, sound judgment, attention to detail, and the ability to manage multiple priorities in a dynamic environment.

The Manager will be part of a broader FP&A team and will work closely with colleagues across the function, leveraging the team’s collective expertise and resources to deliver key priorities. The role will also collaborate extensively with stakeholders across Corporate Finance and the broader organization.

Key Responsibilities:

Long-Term Financial Model Ownership

• Own and maintain Onex' long-term corporate financial model, integrating fee-related earnings, carry/investment income, capital deployment and balance sheet projections into a coherent multi-year view.
• Serve as the primary point of contact for long-term model outputs, ensuring assumptions are current, well-documented and defensible to senior management and the Board.
• Stress-test the model under alternative fundraising, deployment/realization and market scenarios, and translate results into clear implications for capital allocation and strategic planning.
• Continuously refine model architecture and inputs to reflect evolving fund structures, new investment strategies and changes in the business.

Investing Capital Schedule Ownership

• Own and maintain Onex' investing capital schedule, tracking committed, deployed and available capital across funds and strategies.
• Provide analysis and recommendations to senior management on capital allocation priorities across competing strategic initiatives.
• Monitor available capital and upcoming funding requirements, proactively flagging constraints or timing issues to senior management.
• Calculate and monitor returns on Onex' investing capital, including IRR, MOIC and other relevant performance metrics across investments, funds, verticals, and strategies.
• Review and report on performance against relevant benchmarks, both at the fund level (e.g. peer funds, public market equivalents) and for Onex' investing capital overall, highlighting outperformance, underperformance and key drivers.

Corporate Planning and Forecasting

• Manage key aspects of the annual revenue budgeting process, periodic forecasting cycles and long-range planning activities.
• Partner with business stakeholders to develop assumptions, challenge inputs and ensure revenue forecasts appropriately reflect expected business performance.
• Own fundraising actuals and forecast, tracking capital raised against targets across funds and providing senior management with timely visibility into pacing, pipeline and expected closes.
• Conduct scenario analysis and stress testing of budgets and forecasts under varying market, fundraising and deployment conditions, highlighting sensitivities and downside risks to senior management.
• Monitor performance against budgets and forecasts, proactively highlighting risks, opportunities and key drivers to management.
• Support the continued evolution of planning methodologies, processes and reporting frameworks.

Strategic and Ad Hoc Analysis

• Lead and execute ad hoc financial analyses to support strategic initiatives, business planning and senior management decision-making.
• Partner with stakeholders across business functions to evaluate business performance, identify trends, assess risks and opportunities, and support key projects.
• Develop analyses, recommendations and presentation materials for senior leadership and executive stakeholders.
• Apply judgment and commercial awareness to identify issues, frame analyses and recommend appropriate courses of action.

Investor Relations and External Reporting

• Lead or support the preparation of financial analyses and supporting materials for external reporting requirements, investor communications, presentations and other stakeholder deliverables.
• Coordinate with relevant internal teams to support the preparation and review of quarterly reporting materials and other public disclosure requirements.
• Ensure financial information used in external-facing materials is accurate, consistent and appropriately supported.

Process Improvement and Technology Enablement

• Identify and lead opportunities to improve reporting processes, data quality, controls 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.
• Evaluate and implement appropriate uses of AI-driven technologies and automation tools to enhance team efficiency, reporting accuracy and scalability.
• Promote disciplined processes, documentation and controls across FP&A activities.

Team and Stakeholder Leadership

• Direct and review the work of a junior team member supporting the analyses and deliverables outlined above, ensuring quality, accuracy and appropriate development of the team member's skills over time.
• Build strong working relationships with stakeholders across the broader organization, serving as a trusted and responsive finance partner.
• Coordinate multiple workstreams and priorities, ensuring high-quality deliverables are completed accurately and on time.
• Contribute to a collaborative, high-performing team environment and support broader FP&A and Corporate Finance initiatives as required.

Candidate Profile:

• Bachelor’s degree in Finance, Economics, Business or a related field.
• CFA designation or progress toward it is an asset; CPA is not required.
• Approximately 5+ years of relevant experience in FP&A, investment banking, M&A, transaction advisory, or private equity/deal execution, with demonstrated progression in responsibility.
• Experience building or maintaining complex financial models (LBO, DCF, corporate/long-term models) is essential.
• Advanced proficiency in Excel, including financial modeling, data analysis and reporting; experience with Power BI or other data visualization tools is strongly preferred.
• Experience providing guidance, review or mentorship to junior team members is considered an asset.
• Experience using AI-driven tools, automation or emerging technologies to improve process efficiency, reporting capabilities and data-driven decision-making.
• Strong financial and commercial acumen developed through deal execution, transaction analysis or investment work, with a solid grounding in accounting concepts and financial statement mechanics.
• Strong understanding of accounting principles, financial statements, budgeting, forecasting and management reporting.
• Demonstrated ability to independently manage complex financial analyses and translate findings into clear, actionable insights and recommendations.
• Strong stakeholder management skills, with the ability to communicate effectively and build credibility with senior leaders and cross-functional partners.
• Proven ability to manage multiple priorities, exercise sound judgment and consistently deliver high-quality work in a fast-paced environment.
• Strong analytical, problem-solving and critical-thinking skills, with a high degree of intellectual curiosity.
• Exceptional attention to detail and a strong commitment to accuracy and quality.
• Ability to synthesize complex financial information and present conclusions and recommendations confidently to senior management and other key stakeholders.
• Demonstrated initiative, ownership and accountability, with the ability to operate effectively in an environment with evolving priorities and a mix of recurring and ad hoc responsibilities.

Additional Information:

The expected base salary range for this position is C$115,000 - $135,000 on an annualized basis, with eligibility for variable compensation in addition to base salary.  

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.

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