Manager, Portfolio Data Optimization & Modeling

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

Benefits offered by this job

Annual bonus

Flexible vacation

Comprehensive benefits starting day 1

Job summary

Scotiabank is seeking an experienced finance professional to support planning, forecasting, budgeting, and performance analytics for the Project Portfolio. You will deliver monthly executive reporting, manage reconciliations across core systems, and drive data-driven insights for portfolio performance.

You will collaborate with Finance, Technology, PMO, and senior leaders to translate complex data into concise executive reporting and scalable solutions, leveraging Excel, Power BI, and Alteryx to

Qualifications

• Bachelor-level degree in a related field is expected.
• Strong proficiency in financial analysis and reporting.
• Experience with Excel, PowerPoint, and analytics tools is required.
• CPA/CFA/MBA or analytics credentials are a plus.

Responsibilities

• Lead monthly executive SIP package, technology management reporting, and regulatory committee reporting.
• Analyze project and idea financials across portfolio components (forecast, actuals, expenses, investments).
• Perform reconciliations across CAPPM, OBI, Con-ledger, and PeopleSoft for reporting accuracy.
• Support forecasting, planning, budgeting, and performance reporting for Global Technology projects.
• Manage month-end and quarter-end reporting processes and deliverables to deadlines.
• Modernize and standardize portfolio reporting processes and definitions.
• Develop analytical models and optimize data structures for visibility into spend and performance.

Job description

Select how often (in days) to receive an alert:

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

Reporting to the Senior Manager, this role supports planning, forecasting, budgeting, and performance analytics for the Scotiabank Project Portfolio. It contributes to the portfolio’s overall success by ensuring that business strategies, plans, and initiatives are delivered in compliance with governing regulations and Scotiabank’s internal policies and procedures.

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

• Lead and support the monthly executive SIP package, Technology management reporting, and regulatory committee reporting.
• Analyze project and idea financials across portfolio components including forecast, actuals, direct expenses, contractor costs, internal workdays, and investment classifications.
• Perform reconciliations across multiple project systems (CAPPM, OBI, Con-ledger, and PeopleSoft) and other portfolio data sources to maintain reporting accuracy and consistency.
• Support forecasting, planning, budgeting, and performance reporting across the Global Technology project portfolio.
• Manage month-end and quarter-end reporting processes and deliverables, ensuring that established deadlines and quality standards are met.
• Modernize, automate, and standardize portfolio reporting processes, templates, and definitions across stakeholders to reduce manual effort and improve data quality.
• Develop analytical models, manage supporting databases, and optimize data structures, integrity, validation, and access to improve visibility into project spend and portfolio performance.
• Leverage Excel, Power BI, and Alteryx to deliver actionable insights and scalable solutions that connect portfolio and financial systems.
• Maintain issue, action, and enhancement logs to track data-quality concerns, process improvements, and reporting requirements. This role requires the ability to connect multiple data points, understand the underlying logic, explain challenges clearly, and resolve them in a timely manner.
• Partner with Project Management Offices, Technology Finance, Business Lines, Finance teams, the Delivery Office, and portfolio stakeholders to understand requirements and provide timely analytical support.
• Translate complex portfolio and financial information into clear insights for finance and non-finance stakeholders.
• Investigate and resolve data discrepancies, financial reconciliation issues, and reporting gaps in collaboration with relevant teams.
• Provide transparency into portfolio performance to support prioritization, resource allocation, forecasting, and management decision-making.
• Develop strong relationships across Finance, Technology, and portfolio management teams to strengthen end-to-end reporting processes.
• Promote data-driven decision-making, accountability, financial discipline, and continuous improvement, while proactively identifying reporting risks and data-quality issues.
• Coordinate cross-functional reporting activities and multiple deliverables across tight monthly and quarterly timelines.
• Provide subject-matter expertise on portfolio data, financial components, and upstream and downstream processes, including support for internal and external audit requests.
• Support team continuity through process documentation, knowledge transfer, and coverage across key deliverables.

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

• 4 to 6 years of relevant experience in finance, portfolio management, financial reporting, data analytics, or a related field.
• University degree in Business, Finance, Accounting, Data Analytics, Data Science, Information Management, or a related discipline.
• CPA, CFA, MBA, or relevant analytics and data credentials are considered an asset.
• Strong understanding of portfolio management, financial planning, forecasting, management reporting, and project financials.
• Advanced Excel and PowerPoint skills, with experience or exposure to Power BI, Python, Alteryx, or similar analytics technologies.
• Experience with enterprise portfolio and financial systems, such as CAPPM and PeopleSoft, is considered an asset.
• Strong reconciliation, financial analysis, and problem-solving skills across multiple systems and datasets, combined with sound business acumen.
• Ability to translate complex financial and portfolio data into concise executive reporting and actionable insights.
• Strong stakeholder-management and communication skills across Finance, Technology, PMO, and senior management audiences.
• Strong planning and organizational skills with the ability to manage multiple concurrent reporting cycles and deadlines.
• Demonstrated focus on process optimization, automation, standardization, and continuous improvement.

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 that includes 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 continues to locate, remove, and prevent barriers so that 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 our 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.