Finance Business Partner

Venture outside the ordinary - TMX Careers

The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets.  United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

Ready to be part of the action?

The Finance Business Partnering (FBP) team provides corporate center of excellence services in the disciplines around Corporate Financial Planning & Analysis (Corporate FP&A), Finance Business Partnering, Enterprise Portfolio Governance and Data Analysis & Insights for the organization. This team is a client-centric department focused on advising business unit leaders on effectively deploying capital to high-value growth initiatives and execution on business plans. As such, the department supports the end to end finance support cycle of forecasting, analysis, accounting and reporting (management, regulatory and external) for its business unit partners and leads the forecasting, analysis and management reporting at the enterprise level.

Reporting to the Managing Director, VettaFi CFO, Alpha X CFO, US Region, this individual is an integral part of the US FP&A team supporting the coordinating and organizing of all planning, forecasting, and management reporting functions at the enterprise level. 

Key Accountabilities

Planning, Budgeting, & Forecasting

• Support management of forecasting and annual business planning across the US Region of annual TMX budget cycle and provide regular updates to VFLT & Senior FBP
  • Prepare and present material on the annual planning and forecasting process to key stakeholders (Business Unit Leaders)
  • Coordinate budget changes
• Build, manage and evolve the models that support the business units as well as the TMX group
  • these models support optimal capital allocation while setting achievable and stretch performance targets to incentivize optimal behaviours and performance and are leveraged for material presented at the CFO, CEO and Board level
• Support the long-term strategic forecast model
• Manage & assist with the models leveraged for annual impairment testing

Business Units Performance Reporting

• Prepare and coordinate monthly and quarterly business unit performance reporting to BU leadership and senior TMX leadership (support content creation and selection, key messages and insights)
• Manage and improve weekly revenue snapshot & revenue forecasting
• Prepare and distribute monthly financial flashes reviewed by BU leadership & SMT
• Prepare and manage Key Business Indicators (KBIs) at the business unit level within the enterprise framework
• Prepare supplementary schedules for the quarterly and annual MD&A, Press releases, Investor Relation’s presentations, CEO and CFO communications with shareholders and analysts, Annual Information Return and Annual Report as required by the Financial Reporting team.
• Continue to improve existing processes via documentation and automation to increase efficiency

Other Responsibilities

• Partner with MD, US Finance in relation to M&A activities, including but not limited to:
  • Partner with strategy team to build out target M&A models
  • Assist with target M&A due diligence process, SPA and funding
  • Partner with controllership & financial Reporting team in integration efforts
  • Manage post acquisition finance requirements, including PPA & accounting treatment
• Support & drive technology and automation project across the organization, including Revenue model and billing automation
• Assist the Strategies team & business unit teams with any projects

Critical skills in order to succeed in the role:

• Highly motivated team player
• Self starter
• Ability to multi-task in an efficient, controlled manner
• Highly detail oriented
• Highly analytical (ability to deal with complex issues, break down into component pieces in order to analyze appropriately)