Managing Director, Financial Insights & Analysis

The Managing Director, Financial Insights & Analysis (FIA) is accountable for ensuring CPP Investments’ senior leadership and Board receive clear, integrated insights on Fund performance, costs and exposures that support effective decision-making and leads the design and stewardship of the governance, standards and processes for total Fund reporting and analysis.  They ensure that information on performance and costs is reliable, comparable and focused on what matters most. A core expectation of the role is the ability to translate complex analytical concepts into simple, compelling narratives on cost and performance.

This is also a people leadership role with a multi-disciplinary team. The MD, FIA is responsible for setting the vision and direction for the function, developing talent, and fostering a culture that values clarity, accountability, collaboration, and continuous improvement.

The MD, FIA works closely with Finance groups, the Office of the CIO, Public Affairs & Communications and other partners across the organization to:

• set the Fund-level analytics and reporting agenda,
• ensure robust governance and standards around cost information, and
• provide decision-useful insights and narratives that help leaders make informed choices on Fund performance, resourcing and priorities.

The role reports to the Managing Director, Head of Management Analytics.

Accountabilities

1. Integrated total Fund insights, governance, and reporting

• Set and maintain the governance, standards and processes for total Fund reporting and analysis, ensuring a consistent, trusted view of performance, costs, and exposures across CPP Investments.
• Deliver clear, decision-oriented insights and narratives for senior management and the Board through key products (e.g., Quarterly Business Report, Quarterly Budget Analysis, Annual Portfolio Review, Board materials) that highlight drivers, trends, implications and actions from a “one Fund, one voice” perspective.

2. Fund-level planning, cost governance, and resource allocation

• Lead total Fund budgeting, forecasting and variance analysis, providing a forward-looking view of how resources support strategy, including key assumptions, trade-offs, and options for senior leaders.
• Own the cost governance framework and driver-based cost models and, in partnership with Finance Business Partners, provide analytics and scenarios that inform major resource allocation decisions and promote transparency, cost awareness and consistent behaviours across the Fund.

3. External story and data foundations

• Accountable for external management reporting (e.g., Annual Report), ensuring an accurate, coherent, and well-governed story about Fund performance, costs and exposures that aligns with the internal view.

4. People leadership and culture

• Provide clear leadership and direction to the FIA team, setting the vision, objectives and priorities for the function and aligning work with the overall mandate of Management Analytics and Finance.
• Build, develop and retain a high-performing, diverse team; ensure effective role design, coaching, feedback, and succession planning; and foster a culture that values collaboration, accountability and continuous improvement.
• Model the ability to translate complex analytical content into simple, compelling narratives on cost and performance, and coach team members to strengthen their impact with senior stakeholders.