Senior Analyst, Financial Planning and Analysis

Scotiabank; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Analyst for Financial Planning and Analysis in Toronto. In this role, you will contribute to key financial processes, prepare complex financial data, and ensure compliance with internal policies. The ideal candidate will possess strong Excel skills, attention to detail, and a relevant undergraduate degree. This role offers competitive compensation, performance bonuses, and opportunities for career advancement.

Benefits

Performance bonus

Employee Share Ownership Program

Pension Plan Matching

Health Benefits from day one

Work-life balance

Career development opportunities

Qualifications

• Strong attention to detail is crucial.
• Knowledge of financial and management reporting principles.
• Understanding of business planning processes.

Responsibilities

• Champion a customer-focused culture to deepen client relationships.
• Own and maintain central financial datasets for planning and reporting.
• Prepare and present complex financial data for management.
• Implement continual improvements to financial processes.
• Perform monthly EGL to MARS reconciliation.

Skills

Strong technical skills in MS Excel

Experience working with coding VBA macros

Attention to detail

Education

Undergraduate degree in relevant field

Progress towards CPA, CFA, or MBA preferred

Job description

Overview

Title: Senior Analyst, Financial Planning and Analysis

Requisition ID: 239822

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

Reporting to the Senior Manager, the Senior Analyst, Financial Planning and Analysis contributes to the overall success of the Consolidated Reporting function within the Centre of Excellence team in Technology Finance ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. They will also ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

Responsibilities

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Own the central financial datasets and spreadsheets, including master transit and account hierarchies, used by Technology Finance for planning, forecasting, and reporting.
• Prepare and present complex financial data and information in a meaningful, concise, and user-friendly manner for Technology Finance management.
• Implement continual improvements to processes and reporting to meet evolving business requirements and best practices.
• Manage the financials of Management and Student
• Perform monthly EGL to MARS reconciliation
• Provide ad-hoc analysis and reconciliations monthly/quarterly
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Champion a high performance environment and contributes to an inclusive work environment.

Qualifications

• Undergraduate degree in relevant field with progress towards a professional designation (e.g. CPA, CFA) or graduate degree (e.g. MBA) preferred
• Strong technical skills in MS Excel with experience working with coding VBA macros is required.
• Attention to detail is crucial.
• Knowledge of financial and management reporting principles as applied to banking issues, and an understanding of the business planning process, dealing with accounting systems, budgets, and internal controls.

What's in it for you?

• In-depth training to prepare you for the role, as well as ongoing coaching and feedback to help you succeed!
• You'll be part of a diverse, collaborative, innovative, and high-performing team
• We offer a competitive rewards package:
• Performance bonus, Employee Share Ownership Program, and Pension Plan Matching
• Health Benefits from day one!
• You will relish work-life balance, team events, and opportunities to participate in the community.
• Your career matters! You will have access to career development and progression opportunities.

Location: 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.