Manager, Financial Reporting & Valuations

Propel Holdings; Toronto; On-site; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Growth opportunities

Great culture

Competitive salary & benefits

Vacation package

Group health & dental benefits

RRSP program

Parental support

Diversity & inclusion

Job summary

Propel Holdings is seeking a Manager, Financial Reporting & Analysis to lead IFRS 9/ECL valuation, management reporting, and finance automation. You will convert complex data into accurate reporting and present to senior stakeholders, collaborating with Finance Data Systems to improve data feeds and controls.

This role focuses on delivering timely outputs, strengthening governance, and driving efficiency in a high-visibility finance function within a fintech environment.

Qualifications

• Bachelor's degree in Accounting, Finance, Statistics, Data Science, Business, or related field.
• CPA designation or near completion; MBA or CFA is an asset.
• 5+ years of progressive experience in financial reporting, FP&A, financial analysis, or related finance/data role.
• Strong accounting and reporting foundation with month-end/quarter-end close experience.
• Experience building Power BI dashboards and automated reporting.

Responsibilities

• Perform recurring IFRS 9/ECL valuation analyses, including data diagnostics, assumptions, sensitivities, and audit support.
• Analyze drivers of changes in ECL rates, valuation outputs, loss trends, and portfolio mix.
• Maintain documentation, model support, change logs, and control documentation with audit-ready discipline.
• Identify data quality issues and coordinate remediation with Finance stakeholders.
• Develop financial models, pro-forma analysis, and management reporting for senior leaders.
• Automate recurring valuation, reporting, and reconciliation processes using Excel, Power BI, SQL.
• Partner with FP&A and Finance Data Systems to define reporting needs and ensure reliable outputs.

Skills

Advanced Excel

Power BI

SQL

Financial analysis

IFRS 9 / ECL knowledge

Education

Bachelor's degree in Accounting, Finance, Statistics, Data Science, or related field

CPA designation or near completion

MBA or CFA asset

Tools

Power Query

SQL/ODBC connections

Job description

About Us:

Propel (TSX: PRL) is the fintech company building a new world of financial opportunity by facilitating access to credit for consumers underserved by traditional financial institutions. Through its AI-driven platform, Propel evaluates customers in a more comprehensive way than traditional credit scores can. Our revolutionary fintech platform has already helped consumers access over one million loans and lines of credit and over one billion dollars in credit.

About Us: Propel (TSX: PRL) is the fintech company building a new world of financial opportunity by facilitating access to credit for consumers underserved by traditional financial institutions. Through its AI-driven platform, Propel evaluates customers in a more comprehensive way than traditional credit scores can. Our revolutionary fintech platform has already helped consumers access over one million loans and lines of credit and over one billion dollars in credit. To build a new world of opportunity we bring together the brightest talent to help us build opportunities. We are entrepreneurs and believe in measuring success through results and growing within; talent and hard work never goes unnoticed. At Propel, we are here to change the way employees, customers and shareholders succeed together. We are a team of passionate entrepreneurs, who foster curiosity and growth in our employees. Our culture is why we have been so successful and why our employees choose Propel to build their careers. It is also why we are one of North America’s fastest growing companies and a Best Place to Work. Join us as we change the way employees, customers and shareholders succeed together.

About You:

You thrive in a vibrant, entrepreneurial organization where your ideas are valued. You are motivated by goals, a self-starter, and enjoy wearing multiple hats in a fast-growing fintech environment.

We are hiring a Manager, Financial Reporting & Analysis, to lead a combined mandate across financial reporting, IFRS 9/ECL valuation analysis, management reporting, and finance automation. This role turns complex financial data into accurate reporting and clear analysis that supports decision-making. This high-visibility individual contributor role suits someone who can explain ECL movements and financial results to senior stakeholders while improving data feeds, reconciliations, models, and documentation. You will own key recurring processes, strengthen controls and auditability, and help modernize how the work gets done. You will be a partner with Finance and Finance Data Systems leaders, using analyst support as needed to deliver accurate, timely, decision-ready outputs.

Responsibilities

IFRS 9, ECL and Valuation Analysis

• Perform recurring IFRS 9/ECL valuation analyses, including historical data diagnostics, assumptions, sensitivities, management review materials, and audit support
• Analyze and explain drivers of changes in ECL rates, valuation outputs, loss trends, portfolio mix, and other key credit performance indicators
• Maintain source-to-output documentation, model support, assumption support, sensitivity analysis, change logs, and control documentation with strong audit-ready discipline
• Identify valuation-impacting data quality issues and coordinate remediation with Finance Data Systems and Finance stakeholders

Financial Reporting, Close and Governance

• Support monthly and quarterly close and business performance reporting across multiple entities, with a focus on accuracy, timeliness, and clear commentary
• Prepare and review financial statement note support, management reporting, board materials, covenant calculations, and lender/credit-facility reporting support
• Support compliance with applicable accounting standards, lender agreements, internal controls, and external audit requirements
• Strengthen review processes, reconciliations, version control, and documentation for recurring reporting outputs

Management Reporting, BI and Business Insight

• Develop financial models, pro-forma analysis, and management reporting that help senior finance and business leaders understand performance and make decisions
• Help centralize and enforce consistent definitions of financial KPIs from a single source of truth
• Partner with Finance Data Systems to define reporting and data requirements, review proposed changes for finance/reporting impact, and validate outputs before they are used in recurring reporting
• Turn large, complex data sets into clear narratives, practical recommendations, and executive-ready presentations

Automation and Process Modernization

• Automate recurring valuation, ECL, reporting, reconciliation, and audit-support documentation using tools such as Excel, Power Query, Power BI, and SQL/ODBC connections
• Improve data feeds and reporting pipelines to reduce manual work, refresh failures, version-control issues, and points of failure
• Document processes so they are repeatable, transparent, resilient, and easy to review
• Responsibly test AI-assisted analysis or workflow improvements within appropriate review, control, and model-risk expectations

Stakeholder Partnership

• Partner with FP&A, Financial Reporting, Finance Data Systems, Tax, and business teams to deliver reliable reporting and analysis
• Monitor, escalates, and resolve issues that affect financial reporting, valuation outputs, or recurring analysis
• Coordinate inputs and review work from analysts or contractors when needed, while maintaining clear ownership of final outputs

Requirements

• Bachelor's degree in Accounting, Finance, Statistics, Data Science, Business, or a related field
• CPA designation or near completion. MBA or CFA is an asset
• 5+ years of progressive experience in financial reporting, FP&A, financial analysis, credit analysis, valuation analysis, or a related finance/data role
• Strong accounting and reporting foundation, with experience supporting month-end/quarter-end close, management reporting, audit support, controls, or technical accounting work
• Strong analytical capability with historical performance data, financial models, and business-driver analysis
• Advanced Excel skills and hands-on experience with Power Query and/or Power BI with focus on automation. Working knowledge of SQL, ODBC connections, or direct database reporting is strongly preferred
• Ability to explain complex financial, credit, and data-driven outputs clearly to senior stakeholders.
• Strong ownership mindset, attention to detail, documentation discipline, and comfort operating in a growing, evolving environment
• Ability to work under tight deadlines and manage multiple ongoing deliverables
• Experience with IFRS 9, expected credit loss, credit provisioning, allowance analysis, revenue recognition, or valuation analysis
• Experience in banking, lending, credit, consumer finance, or fintech
• Experience building Power BI dashboards, data models, DAX measures, Power BI Service reporting, or automated refresh/reporting processes
• Experience improving finance data governance, reconciliations, process documentation, or source-to-output controls
• Curiosity about automation and AI-enabled workflows, with good judgment around controls, review, and evidence

Benefits To Joining Propel

• Growth and opportunity – we pride ourselves on promoting from within
• Incredible company culture
• Competitive salary and health benefits
• Comprehensive vacation package
• Group health and dental benefits
• Group RRSP program
• Support for new parents
• Diverse and inclusive workplace

Salary Range

$90,000 – $120,000

Final compensation is determined by market conditions, location, and the candidate’s experience, skills, and education. This role may also be eligible for performance-based incentive programs and total compensation may include variable incentives, such as bonuses and commissions.

This posting is for an existing vacancy within our organization.

Our Culture

Propel brings together the brightest talent to build opportunities. We are entrepreneurs who measure success through results and growth from within; talent and hard work never go unnoticed. Our team fosters curiosity and growth, making Propel one of North America’s fastest-growing companies and a Best Place to Work.

Commitment to Diversity & Inclusion

Propel welcomes and encourages applications from all groups, including Indigenous peoples, women, visible minorities, persons with disabilities, people from gender and sexually diverse communities, and those with intersectional identities. Should you require accommodation throughout any stage of the recruitment and selection process, please specify your requirements when submitting your application and we will work with you to meet your needs.

AI Disclosure

We use AI to assist in reviewing applications and assessing candidates. These tools support our recruitment team, however, all hiring decisions are made by our trained hiring managers and recruitment professionals, not AI.