Manager, Financial Planning & Analysis (Group Treasury)

Scotiabank; Toronto; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation

Personal and sick days

Comprehensive benefits

Job summary

Scotiabank is hiring a Manager, Financial Planning & Analysis (Group Treasury) in Toronto to lead monthly/quarterly reporting, forecast cycles, and balance sheet analysis. You will coordinate inputs from multiple teams, ensure accuracy, and drive improvements in forecasting tools and reporting processes.

The role requires strong analytical skills, collaboration across functions, and a deep understanding of treasury products and FTP impacts. A CPA or equivalent designation is advantageous.

Qualifications

• Three plus years in Treasury Finance, FP&A, or related function.
• University degree in Finance, Accounting or related field.
• CPA designation is an asset.

Responsibilities

• Consolidate and prepare monthly and quarterly management reports for Group Treasury.
• Analyze Balance Sheet and P&L results; investigate variances and trends.
• Support monthly forecast process and annual Profit Plan; prepare ad hoc entries.

Skills

Treasury FP&A

Financial modelling

Advanced Excel

PowerPoint

Analytical thinking

Communication skills

Cross-functional collaboration

Education

University degree in Finance/Accounting

CPA designation (asset)

Tools

GLOSS

Hyperion

Excel (Pivot Tables)

OBI

Wallstreet

Job description

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Title: Manager, Financial Planning & Analysis (Group Treasury)

Requisition ID: 272404
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Group Treasury Finance, within Global Finance, is a business support function that provides financial planning, management reporting, forecasting, and analytical support to Group Treasury and Executive Management. The team supports Treasury activities, including Funding, Balance Sheet Management, Investments, and Liquidity portfolios. Reporting to the Director, Group Treasury FP&A, the Manager will be responsible for consolidating and preparing monthly and quarterly management reporting, business line entries, periodic forecast updates, annual profit planning, and Balance Sheet and P&L analysis. This role will also review Equity transactions, perform business line adjustments related to Funds Transfer Pricing (FTP), maintain documentation, and liaise with key stakeholders to support accurate financial reporting and executive decision-making.

Is this role right for you? In this role you will:

• Lead the consolidation and preparation of monthly and quarterly management reports for Group Treasury, ensuring completeness, accuracy, consistency of messaging, and adherence to reporting timelines.
• Analyze Balance Sheet and P&L results monthly for reasonableness and investigate variances and trends.
• Identify, monitor, and measure key business drivers impacting financial performance and forecast results.
• Coordinate and support the monthly forecast process for Group Treasury, including collecting, validating, consolidating, and analyzing business assumptions and financial results.
• Prepare monthly forecast submissions and analyze variances against forecast, plan, and prior periods.
• Support the Annual Profit Plan process.
• Develop and maintain forecasting models and management reporting tools to enhance accuracy, efficiency, and transparency.
• Review and validate Equity transactions in GLOSS, liaising with Front Office, Product Control, and GWO to resolve transaction, valuation, accounting, and reporting issues in a timely manner.
• Perform business line adjustments related to Funds Transfer Pricing (FTP), ensuring accurate allocation and reporting of FTP results.
• Support month-end and quarter-end close processes, including the preparation and posting of ad-hoc journal entries under tight deadlines.
• Prepare and maintain process documentation to support effective knowledge transfer, governance, and audit requirements.
• Identify opportunities to improve reporting processes, controls, and operational efficiency.

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

• At least 3 years of relevant experience in Treasury Finance, Financial Planning & Analysis (FP&A), Product Control, Accounting, or a related finance function.
• University degree in Finance, Accounting, Business, Economics, or a related discipline.
• Professional accounting designation, such as CPA or equivalent, is considered an asset.
• Strong PowerPoint, Word, and Excel skills, including complex formulas, PivotTables, financial modelling, automation, and analysis of large datasets.
• Strong analytical, quantitative, and problem-solving skills, with the ability to interpret financial information and provide meaningful business insights.
• Strong understanding of financial statements, Balance Sheet analysis, and P&L reporting.
• Knowledge of Treasury products, funding, investments, liquidity management, balance sheet management, swaps, and Funds Transfer Pricing (FTP) is an asset.
• Experience creating and maintaining process documentation, procedures, and control documentation.
• Working knowledge of Wallstreet, Peak (K2), GLOSS, EGL, OBI, Smart View, Hyperion, or similar financial and reporting systems is an asset.
• Excellent written and verbal communication skills, with the ability to communicate complex financial information clearly and concisely.
• Strong interpersonal and relationship-management skills, with the ability to work effectively across several teams.
• Highly organized, self-motivated, proactive, and results-oriented, with exceptional attention to detail and the ability to manage multiple priorities and deadlines.

What’s in it for you?

• A rewarding career path with diverse opportunities for professional development.
• An organization committed to making a difference in our communities — for you and our customers.
• A competitive rewards program, including an annual bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day.
• Diversity, Equity, Inclusion & Allyship — We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and embraced through bias‑free practices and inclusive values across Scotiabank.
• We embrace diversity and provide opportunities for all employees to learn, grow, and participate through our various Employee Resource Groups (ERGs), which span diverse gender identities, ethnicities, races, ages, abilities, and veteran statuses.
• Accessibility and Workplace Accommodations — We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank is committed to identifying, removing, and preventing barriers so we can build a diverse and inclusive environment while meeting accessibility requirements.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.