Financial Operations & Transformation Specialist

RBC; Halifax; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible work/life balance

World-class training program

Job summary

RBC in Bedford, Canada, is seeking a Financial Operations & Transformation Specialist within Global Functions Technology. You will blend financial acumen with automation expertise to support forecasting, accruals, and portfolio reporting, while advancing process modernization across Risk & Compliance Technology.

Join a collaborative, fast-paced environment with mentorship, learning programs, and opportunities to influence strategic financial initiatives and drive efficiency using AI and RPA.

Qualifications

• University degree or equivalent

Responsibilities

• Support end-to-end financial planning and reporting, including forecasting and portfolio reporting

Skills

Financial analysis

Excel skills

Executive presentations

Process automation

Collaborative mindset

Attention to detail

Interpersonal skills

Education

University degree or equivalent

Tools

Planview

MIS

Tableau

Power BI

RBC Connect

SharePoint

Job description

Job Description

What is the opportunity?

Are you a talented, creative, and results-driven professional who thrives on delivering high-performing applications? Come join us!

Global Functions Technology (GFT) is part of RBC’s Technology and Operations division. GFT’s impact is far-reaching as we collaborate with partners from across the company to deliver innovative and transformative IT solutions. Our clients represent Risk, Finance, HR, CAO, Audit, Legal, Compliance, Financial Crime, Capital Markets, Personal and Commercial Banking and Wealth Management. We also lead the development of digital tools and platforms to enhance collaboration.

We believe that innovation should drive all that we do, in challenging assumptions and being big and bold with our ideas. We support our people in developing the technical, business and professional skills needed to be successful. You will work with partners from across the company, participate in networking events, and have access to a wide variety of supports including mentorship. You will work directly with leaders who believe in celebrating successes and sharing learnings with other teams to promote progress.

The Strategy & Operations team (which supports the Risk & Compliance Technology (RCT) team within the broader GFT team) is responsible for department oversight of key programs, as well as overall portfolio management and business management related responsibilities.

The Financial Operations & Transformation Specialist combines financial acumen and technical proficiency with a focus on process transformation and optimization. You will support financial management deliverables by overseeing financial processes and reporting for key stakeholders across RCT. This role is responsible for financial planning, forecasting, accrual management, and financial portfolio reporting, while utilizing technical proficiency in emerging technologies—such as artificial intelligence and robotic process automation.

You will actively participate in identifying and implementing automation and optimization opportunities that enhance collaboration, transparency, and operational efficiency while reducing manual effort. You will support the development and maintenance of robust internal controls, contribute to fostering financial accountability across RCT, and participate in strategic initiatives aligned with departmental goals and performance targets. Your focus will be on building foundational knowledge and collaborative relationships while supporting Strategy & Operations' evolution as a financially astute, agile partner through process modernization and emerging technologies.

This position offers exceptional growth opportunities, including mentorship from experienced leaders, investment in your technical and professional development, access to learning programs, and the chance to contribute meaningfully to organizational transformation and innovation.

What will you do?

• Support Integrated Financial Planning & Reporting: Assist in managing end-to-end financial processes, including forecasting, accrual management, and portfolio reporting. Ensure accurate, balanced financials with current forecasts, documented variances, and timely resolution to support informed decision-making
• Drive Process Optimization & Transformation: Identify and support implementation of automation and transformation opportunities using emerging technologies (AI, RPA) to streamline manual processes and reduce operational effort. Participate in process improvement initiatives to enhance collaboration and position Strategy & Operations as a financially astute partner.
• Support Financial Controls & Compliance: Assist in developing and maintaining structured internal controls that ensure data quality, reporting accuracy, and compliance. Contribute to operational integrity and financial governance standards
• Support Supplier & Contract Management: Assist with supplier management activities, contract coordination, and resource tracking to support vendor relationships, ensure proper recovery, and drive operational efficiency
• Develop Financial Acumen & Build Relationships: Build foundational knowledge of financial processes and contribute to fostering accountability and financial thinking across RCT. Develop strong collaborative relationships with stakeholders and team members
• Monitor & Escalate Financial Risks: Identify and elevate financial risks impacting Project/Program/Portfolio performance to appropriate stakeholders, supporting proactive risk management
• Support Strategic Financial Initiatives: Execute assigned financial and portfolio initiatives aligned with senior leadership objectives, contributing to departmental goals and performance targets

What do you need to succeed?

Must-have

• University degree or equivalent
• 3-5 years of financial analysis, reporting, and operations experience, and or technical experience with an interest in being responsible for and transform financial processes
• Demonstrated ability to deliver results in fast-paced environments while managing multiple priorities
• Exposure to process automation, AI, or robotic process automation concepts
• Proficiency with Excel including pivot tables, Vlookup/Xlookup, Power queries
• Experience creating executive-quality presentations to senior stakeholders
• Experience supporting transformation or process optimization initiatives
• Comfort with process improvement and openness to learning emerging technologies
• Proven team player with strong interpersonal skills, positive attitude, and "One RBC" mindset
• Sound business acumen and operational mindset with ability to build collaborative relationships
• Attention to detail and commitment to accuracy and compliance in financial reporting

Nice-to-have

• Experience supporting financial transformation or process optimization initiatives
• Background in financial services or regulated industries, including foundational knowledge of financial planning, forecasting, and accrual management
• Professional accountancy qualification (CPA, CA, or equivalent) or pursuing designation
• Proficiency with financial reporting, tools and systems, including project management tools (Planview and MIS)
• Experience with contract or supplier management
• Familiarity with visualization tools (Tableau, Power BI) and communicating financial insights
• Knowledge of RBC systems and platforms (RBC Connect, SharePoint)

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• A world-class training program in financial services
• Flexible work/life balance options
• Opportunities to do challenging work

Job Skills

Artificial Intelligence (AI), Commercial Acumen, Critical Thinking, Customer Relationship Management (CRM), Data Science, Efficiency Optimization, Finance Transformation, Financial Analysis, Financial Information, Financial Management, IT Automation, IT Optimization, Lead Optimization, Long Term Planning, Results-Oriented, Technology Optimization, Transformational Change, Transformation Strategy

Additional Job Details

Address: 120 WESTERN PKY:BEDFORD

City: Bedford

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: TECHNOLOGY AND OPERATIONS

Job Type: Regular

Pay Type: Salaried

Posted Date: 2026-06-25

Application Deadline: 2026-09-30

Note

Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.