Manager, Financial Planning & Analysis

Is this role right for you?

In this role you will :

Coordinate the development and preparation of Finance reports for Team of Experts support group. The individual is responsible for monitoring results against appropriate performance measurement criteria and key business metrics :

Monthly Headcount reporting and quarterly headcount analysis

Monthly expenses accruals

Monthly Overview Package

Various KPI reporting and analysis

Provide monthly / quarterly commentary on financial and metric information as required as part of the Canadian Banking and Canadian Wealth Management Finance reporting process.

Responsible for running the Strategic & Annual Profit Plan, Scenarios, and Monthly Forecasting cycles, including :

Updating planning / forecasting models and provide commentary

Preparation and distribution of the annual budget packages for all stakeholders

Assist transit owners in completing their department budget

Monitoring and uploading the budgets / forecasts onto Hyperion

Preparation of consolidated and completion of analytics

Variance to plan and previous forecasts analysis

Responsible for the development, maintenance, and update of financial models in support of new initiatives and projects proposed by the Business Heads :

Assist Business Heads in analyzing the financial impact of new initiatives through the modeling of different scenarios and parameters

Provide recommendations to Senior Management

Provide Profitability Analysis

Preparing marketing campaign financial impact analysis

Prepare ad hoc reporting and analysis as required.

Provide resolution for finance-related issues and support to key stakeholders as required.

Manage Financial Analyst intern for successful month-end processes.

Perform other duties as assigned.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have :

Preferred Accounting designation (CMA, CGA or CA) or MBA and 3 years related work experience is required

Ability to be self-starter, results-focus, and highly motivated individual with the ability to multi-task

Strong organizational, interpersonal and communication abilities to direct varied activities within tight deadlines

Excellent financial analysis skills with a solid grasp of Bank profitability and performance measurement tools / criteria are essential, as is a demonstrated ability to conceptualize problems and clearly apply analytical techniques for evaluating investments to make sound financial recommendations to Senior Manager / Manager

Working knowledge of financial software such as OBI, Hyperion, or Peoplesoft

Strong Excel skills are a prerequisite (Pivot Tables, Vlookup, Sumif, Sumproduct, etc.)

Nice to have experience with Power Query and PowerBI

Superior influencing skills with excellent interpersonal, communication (written and verbal) and negotiation skills to build consensus and obtain co-operation

Exemplary customer service, including professional advice and creative solutions, is required

Ability to take accountability for providing excellent service and resolving customer problems promptly and professionally.

Strategic problem solving and stay focused and present to task. Ability to identify issues and recommend viable solutions.

Ability to efficiently manage multiple priorities to ensure timely delivery while giving strong attention to detail.

Ability to be proactive, be able to work independent, and have positive working attitude.

Ability to be well organized with good problem-solving skills, strong attention to detail, and have good verbal and written communication skills.

Very strong communication, presentation and interpersonal skills allowing effective interaction with senior management and team members.

Some more information you might want to know :

Business Attire

Hybrid workplace with mix of in office (3 days) at home (2 days)

Flexible Working Hours

Over-time required at peak periods, such as quarter-ends and annual planning season

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