Financial Analyst, Financial Planning & Capital

UST Logistical Systems; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading alternative lender in Canada is seeking a Financial Analyst to support financial planning in Toronto. The ideal candidate will have 3-5 years of experience in financial services and strong communication skills. Responsibilities include developing financial plans, preparing analyses for senior management, and improving financial control activities. This position offers a base salary, performance bonuses, and a comprehensive benefits package.

Benefits

Base salary with yearly performance bonus

Three weeks of vacation plus six flex days

Comprehensive benefit packages

GRSP with up to 8% employer contribution

$1000 Employee Referral Program

Employee discounts on phone plans and gym memberships

Qualifications

• 3-5 years in financial planning/forecasting or financial services experience.
• Strong interpersonal skills and ability to work under pressure.
• Excellent written and verbal communication skills.

Responsibilities

• Support financial planning process and develop financial plans.
• Prepare materials related to financial information for management and stakeholders.
• Assist in annual financial planning and forecasting processes.

Skills

Communication skills

Organizational skills

Time-management

Customer focus

Advanced Excel skills

Education

Post-secondary degree in business management, finance, or related field

Tools

PowerPoint

Job description

Overview

Come join Home Trust Company as a Financial Analyst, Financial Planning & Capital in our Finance team!

Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products, through Oaken Financial. Our culture has been shaped by the passion and integrity of our people. Home Trust is a private company.

Responsibilities

• Support the Company’s financial planning process and assist in the development and delivery of a timely and relevant financial plan aligned with the Company’s three-year strategic plan. Provide input for timely, proactive monthly forecasting and stress/sensitivity testing, specifically for the Company’s mortgage lending and ELV business.
• Support the financial planning, forecasting and strategic analysis process. Prepare materials related to financial information and analysis for senior management, Board of Directors, regulators, and the public. Safeguard highly confidential and sensitive financial information. Liaise with business units to understand strategic initiatives, translate them into financial analyses, and provide recommendations on complex and non-routine issues.
• Assist in the annual financial planning process, including delivering a 3-year financial plan for Board of Directors approval.
• Assist in the preparation and review of the 12-month rolling monthly forecast and quarterly in-depth forecast.
• Support the development of the monthly forecast for senior management and quarterly forecast to Board of Directors.
• Review and update models for scenario and sensitivity testing as required for EWST and OSFI’s MST program requirements.
• Gather and challenge line of business assumptions for models.
• Support the build, design and maintenance of financial planning tools, including processes to automate working papers using RPA, updating as required by management and new initiatives.
• Use financial tools to generate profitability analysis and metrics.
• Continuously assess and improve control activities related to assigned activities within finance; maintain process and control documentation; adhere to all control requirements.
• Assist in preparing quantitative and qualitative financial analysis to assess feasibility of opportunities and transactions, involving complex financial models, assumptions, business framework, risks and methodology.
• Assist in the preparation of business analysis and valuation functions as assigned.

What we require

• Authorized to work in Canada
• Great communication skills
• Post-secondary degree or diploma in business management, finance, or related field (university an asset)
• 3-5 years in financial planning/forecasting or 3-5 years financial services experience
• Strong organizational, time-management and interpersonal skills
• Excellent written/verbal communication skills
• Maintains a positive attitude and thrives in a deadline-driven environment
• Customer focus with a strong sense of urgency
• Advanced Excel skills and proficiency with PowerPoint

Benefits

• Base salary, with yearly incentive performance bonus
• Three (3) weeks of vacation, plus an additional six (6) flex days (sick or personal) in addition to statutory holidays
• Comprehensive benefit packages through Manulife
• Group Retirement Savings Plan (GRSP) with up to 8% employer contribution
• $1000 Employee Referral Program
• Employee discounts (phone plans, gym membership, Toronto Bike Share and retailer discounts via WorkPerks)
• Education Assistance program

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