manager, financial planning and analysis

Scotiabank; Toronto; On-site; CAD 125,000 - 150,000; Full time

Job summary

A leading global financial institution is seeking a Manager in Financial Planning and Analysis in Toronto. This full-time, permanent position involves leading financial reporting processes and supporting strategic decision-making through detailed financial analysis. Candidates should have a strong accounting background, ideally with CPA certification, and a minimum of 5 years in finance. The role offers a competitive hourly salary and excellent benefits including a performance bonus and health coverage from day one.

Benefits

Performance bonus

Employee Share Ownership Program

Pension Plan Matching

Health benefits from day one

Collaborative working environment

Qualifications

• Minimum 5 years in accounting/finance function.
• Flexible to work beyond standard office hours as required.
• Strong knowledge of financial accounting principles.

Responsibilities

• Lead monthly and quarterly reporting and forecast process.
• Participate in annual budget process and prepare presentation decks.
• Partner with business leaders for insightful analysis.

Skills

Financial accounting knowledge

Financial analysis

Effective problem-solving

Strong interpersonal skills

Attention to detail

Education

University undergraduate degree in Accounting/Finance/Commerce

Professional accounting designation (CPA)

Tools

Hyperion

Smartview

Power BI

Microsoft Office suite

Job description

Manager, Financial Planning and Analysis

Scotiabank – Global Asset Management

Reporting to Senior Manager, the Manager plays a pivotal role in supporting Scotia Global Asset Management (SGAM) within Global Wealth Management. The position contributes to financial planning and analysis with a focus on revenue and expense reporting, forecast, financial modelling, governance, and financial analysis.

Responsibilities

• Lead monthly and quarterly reporting and monthly forecast process for business lines; ensure accuracy, completeness, and consistency of deliverables.
• Actively participate in the annual budget process and multi-year forecast for business lines; prepare presentation decks for senior management.
• Partner closely with business leaders, Canadian Banking finance, and other finance teams to deliver insightful analysis to support decision-making and drive business results.
• Develop and enhance management reporting processes to improve accuracy, efficiency, and usability; lead adoption and integration of new financial systems, tools, and processes.
• Lead sub‑advised management fee calculation, coordinate reconciliation with external stakeholders, and ensure timely payment of invoices with internal stakeholders.
• Support finance‑related issues across the division and enhance overall reporting effectiveness.

Qualifications

• University undergraduate degree in Accounting/Finance/Commerce or related field.
• Minimum 5 years in accounting/finance function.
• Attainment or working toward a professional accounting designation (CPA).
• Strong knowledge of financial accounting and generally accepted accounting principles.
• Advanced knowledge of Hyperion, Smartview tools and accounting system.
• Advanced proficiency with data management tools (e.g., Power BI) and Microsoft Office suite.
• Advanced knowledge of the securities and asset management industry.
• Broad knowledge of Bank's asset management products and services.
• Flexible to work beyond standard office hours as required.
• Ability to prioritize and manage multiple projects in a time‑sensitive manner.
• Effective problem‑solving skills with ability to identify issues and recommend solutions.
• Maintain a high level of attention to detail, ensuring accuracy and consistency across deliverables.
• Build strong relationships and collaborate effectively within and beyond SGAM.
• Communicate clearly and professionally, with strong presentation and interpersonal skills.
• Proactive, adaptable, and committed to continuous improvement.

Location & Compensation

Toronto, ON. Full‑time, Permanent. Salary: $ 36.06 to $ 89.56 per hour.

Benefits

Performance bonus, Employee Share Ownership Program, Pension Plan Matching, and health benefits from day one. Inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.

How to Apply

View the full job posting on CareerBeacon.