Senior Analyst, Financial Planning & Analysis, Retail Payments and Unsecured Lending

Scotiabank; Toronto; On-site; CAD 65,000 - 95,000; Full time

Job summary

An established industry player is seeking a Senior Analyst in Financial Planning & Analysis. This role is pivotal in delivering financial insights and management reports, collaborating with key stakeholders to drive results. The ideal candidate will possess advanced analytical skills and a strong understanding of financial principles. You will have the opportunity to enhance reporting processes and contribute to strategic project analysis. Join a dynamic team that values creativity and offers competitive rewards, including performance bonuses and career development opportunities. If you're ready to make an impact in a collaborative environment, this is the role for you.

Benefits

Performance Bonus

Employee Share Ownership Program

Pension Plan Matching

Health Benefits from day one

Qualifications

• 2-4 years of FP&A experience required.
• Strong understanding of financial reporting principles.
• Ability to build financial models and dashboards.

Responsibilities

• Prepare and present monthly financial dashboards for reviews.
• Support analysis of Credit Card portfolio and key performance metrics.
• Proactively identify opportunities for reporting improvements.

Skills

Financial Analysis

Microsoft Excel

Communication Skills

Problem Solving

Data Management

Analytical Skills

Education

Post-secondary degree in Finance

MBA, CFA, or CPA preferred

Tools

Hyperion

EGL/OBI/Smartview

Think-cell

Job description

Senior Analyst, Financial Planning & Analysis, Retail Payments and Unsecured Lending

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Senior Analyst, Financial Planning & Analysis, Retail Payments and Unsecured Lending

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Requisition ID: 223245

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

Reporting to the Senior Manager of Finance, the Senior Analyst is extremely curious, and action oriented with ability to drive results in a highly collaborative manner. The Senior Analyst will be accountable for many of the team’s financial and management reporting deliverables and work closely with teammates and business partners to provide transparent communication of financial insights and analysis. In fostering strong relationships with business partners, the Senior Analyst will focus on fully understanding business drivers and the underlying financial results, while relentlessly pursuing value generating insights.

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

• Strong Business Partner, support the delivery of several of the teams financial and management reports to key stakeholders including month-end and quarter-end reporting packs, Monthly P&L and Key Drivers by:
• Review financial data and analyze to ensure accuracy and completeness of deliverables and understand the impacts of relevant performance metrics to the business
• Leverage Financial and Analytics (MIS) data to provide financial insights through Financial Reporting & Analysis
• Support team with the analysis of Credit Card portfolio/Balance Sheet, Net Interest Income and Margin, Non -Interest Revenue, PCL, Expenses and key performance metrics
• Prepare and present monthly financial dashboards for Business Unit Reviews and Management Reporting packages for Credit Cards and Finance Senior Leadership
• Ad-hoc analysis providing value-add insights to business line partners, finance and other key stakeholders
• Proactively identify opportunities for reporting improvements and implement
• Process Improvement – Leverage digital solutions to seek ways to enhance reporting processes which can include, streamlining of operational processes, enhancement to analytical capabilities and reduction in operational risk
• Working knowledge of financial reporting, planning and forecasting systems and tools, including EGL/OBI/Smartview and Hyperion
• Internal Process Control – Maintain an effective system of internal controls over reporting processes to ensure data accuracy and integrity is at its highest level
• Documentation – Create detailed job-aids, training materials, desktop procedures and documentation of the current reporting processes
• Strategic Project Analysis including revenue opportunities, strategic transactions, new product/program offerings, amongst many other initiatives
  
  

Skills

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

• Post-secondary degree in Finance, Accounting, Mathematics, Economics or related field
• MBA, CFA, or CPA preferred
• Minimum 2 to 4 years FP&A experience
• Advanced skills with Microsoft Excel, PowerPoint and Think-cell
• A solid understanding of financial and management reporting principles
• Strong problem solving, quantitative and analytical skills; attention to details; ability to analyze business results and identify issues and trends
• Strong interpersonal, communication, and organizational skills
• Strong data management and modelling skills; ability to build financial models and dashboards
• Excellent communication skills and ability to communicate findings/analysis and present ideas in a clear and concise manner
• Ability to multi-task, work independently and deliver high-quality results under very tight deadlines; continuously assess priorities and business requirements, and balance between regular deliverables and priority Executive requests
• Demonstrated leadership skills and stewardship capabilities in a complex and changing environment
• Understanding of banking financial statements, profitability drivers within Canadian Banking, including knowledge of Retail lending products
• An understanding of portfolio management and drivers of Net Interest Income (NII) and Margin (NIM), Non-Interest Revenue (NIR), including Product Pricing/Yields, Funds Transfer Pricing methodologies and balance sheet mix and capital management concepts considered an asset
  
  

What’s in it for you?

• An inclusive & collaborative working environment that encourages creativity, curiosity, and celebrates success!
• We offer a competitive rewards package: Performance bonus, Employee Share Ownership Program, and Pension Plan Matching, Health Benefits from day one!
• Your career matters! You will have access to career development and progression opportunities.
  
  

#scotiafinancejobs

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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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