Business Analyst & Project Manager - Finance, Economics & ROI

NexGlobe Technologies; Toronto; Remote; CAD 80,000 - 100,000; Part time

Job summary

A financial services firm is looking for a Business Analyst with Project Management expertise to provide insights that drive financial performance. The ideal candidate will have over 5 years of experience, strong skills in ROI modeling, and proficiency in tools like Excel and Power BI. This position, based in Toronto, offers an opportunity to collaborate with various finance partners and improve strategic decision-making.

Qualifications

• 5+ years of experience in business analysis and project management within financial services.
• Strong knowledge of ROI modeling, economic analysis, and financial reporting.
• Exceptional communication and stakeholder management skills.

Responsibilities

• Analyze financial results and forecast trends.
• Support month-end close and planning cycles.
• Lead end-to-end business analysis and project delivery.

Skills

ROI modeling

economic analysis

project management

stakeholder management

problem-solving

financial reporting

Education

Bachelor’s or Master’s in Finance, Economics, Business

Tools

Excel

Power BI

JIRA

MS Project

Job description

Overview

Where: Toronto, ON, Canada (Remote)

Employment Type: Contract

About the Role

We are seeking a strategic and analytical Business Analyst with Project Management expertise to join our team in Canada, with a focus on economic modeling, ROI analysis, and strategic planning. This role supports TD Securities and Wholesale Banking by delivering insights that drive financial performance and investment decisions.

Key Responsibilities

• Analyze financial results, forecast trends, and build ROI models for strategic initiatives
• Support month-end close, planning cycles, and peer analytics
• Conduct industry research and benchmark TD’s performance against competitors
• Collaborate with finance partners across Corporate & Investment Banking, Global Markets, and Regional Offices
• Prepare presentations and reports for senior leadership and stakeholders
• Identify process improvement opportunities and lead execution of efficiency initiatives
• Lead end-to-end business analysis and project delivery across financial initiatives.
• Analyze and model economic trends, ROI metrics, and investment outcomes to inform strategic decisions.
• Collaborate with cross-functional teams to define business requirements and translate them into actionable project plans.
• Develop financial forecasts, cost-benefit analyses, and performance dashboards.
• Manage stakeholder communications, timelines, and risk mitigation strategies.
• Ensure compliance with TD’s governance, regulatory, and reporting standards.

Qualifications

• Bachelor’s or Master’s in Finance, Economics, Business, or related field.
• 5+ years of experience in business analysis and project management within financial services.
• Strong knowledge of ROI modeling, economic analysis, and financial reporting.
• Proficiency in tools like Excel, Power BIand project management platforms (e.g., JIRA, MS Project).
• Exceptional communication, stakeholder management, and problem-solving skills
• PMP or CBAP certification is a plus