Job Description:

Grade: P8
Referral Level: Level 1
Division: IGM-Finance

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals**. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.**

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

The Senior Manager, Management Reporting, is responsible for developing complex reports and dashboards while optimizing and automating reporting workflows. Primarily supporting the Product business within Mackenzie, this role ensures reporting efficiency, accuracy, and scalability by managing the reporting environment, utilizing automation tools, and adhering to data governance standards.

In addition to technical expertise, the Senior Manager plays a key role in managing the service relationship between the Reporting Hub and business stakeholders within MI. This role ensures that reporting services align with business needs, collaborates with the business to clarify requirements, reviews report utilization and performance within the business domain, and identifies opportunities to automate and streamline reports. This role also supports governance forums and contributes to broader governance efforts within the reporting environment.

The successful candidate’s responsibilities include:

Report Development and Optimization

• Develop, maintain, and enhance complex reports and dashboards based on business requirements.
• Collaborate with stakeholders to understand reporting needs and translate them into technical solutions.
• Ensure data accuracy, consistency, and timely delivery of all reporting outputs.
• Enhance report usability by improving layout, visualization techniques, and user experience.
• Develop communications and artefacts that effectively orient users to the data and reports.
• Leverage automation tools to streamline report generation and delivery.

Reporting Service Management

• Manage intake processes for reporting requests, working closely with business and technical leaders to define metrics and standardize reporting requirements that drive consistency
• Conduct periodic reviews of report utilization and health for reports within the domain
• Advises business stakeholders on report design and rationalization opportunities to streamline reporting efforts
• Build and maintain strong relationships with business stakeholders, acting as a trusted advisor for all reporting needs
• Support Reporting Hub governance forums by preparing materials and content to drive recommendations, presenting key insights, and facilitating discussions on reporting standardization and best practices

Technical Oversight & Direction

• Provide technical guidance and oversight to Analysts working on reporting projects ensuring they have the necessary support and direction to deliver high-quality, business-aligned reporting solutions
• Work closely with MI data office pods to define and prioritize data automation requirements that enable efficient and scalable report automation

Product & Other related Database Maintenance

• Work closely with the data office team to ensure new product information is added accurately and existing records are regularly updated
• Implement checks to maintain accuracy, completeness, and consistency
• Apply naming conventions, product classifications, and metadata tagging
• Manage user permissions and ensure compliance with security policies
• Troubleshoot data discrepancies, missing records, and system errors

The following qualifications will assist the successful candidate in carrying out these responsibilities:

• MBA, CFA and/or accounting designation
• 5+ years of experience in financial reporting, management reporting or a related field
• Wealth management or financial services experience
• Strong understanding of business operations, key performance metrics, and data-driven decision-making
• Experience managing reporting requests, prioritizing work, and ensuring alignment with business needs
• Analyzes problems, gathers stakeholder input, and evaluates alternatives to make informed reporting decisions
• Ability to build and maintain relationships with business leaders, acting as a trusted advisor for reporting needs
• Proficiency in reporting software and tools (e.g., Excel, Power BI, Tableau)
• Experience designing and implementing self-serve BI environments to empower business users
• Experience in reporting governance, data quality management, and driving consistency across reporting practices
• Ability to streamline reporting workflows, improve efficiency, and support automation initiatives
• Understanding of data structures, reporting methodologies, and the ability to provide guidance to Analysts

Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers

We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by October 7, 2025.

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