Senior Analyst, Performance & Efficiency (Hybrid)

Fairstone Financial Inc.; Toronto; Hybrid; CAD 75,000 - 95,000; Full time

Benefits offered by this job

Great Place to Work Canada 2025

Hybrid work model

Generous vacation policy

Annual incentive bonus

Health and dental coverage (Manulife)

Group Retirement Savings Plan with 7%+

Job summary

Fairstone Bank in Toronto seeks a Senior Analyst, Performance Management to enhance efficiency ratio performance across the Direct Lending Business. You will partner with business teams to forecast OpEx and CapEx, build dashboards, and drive cost-saving initiatives with data-driven insights.

You will lead KPI reporting, participate in management reviews, and support cloud-based Workday and FP&A tools to enable better financial planning and profitability.

Qualifications

• 3+ years of experience in Finance/Accounting.
• 1-3+ years Financial Services industry experience.
• Finance / Accounting designation (CPA/CMA, MBA, CFA), preferred
• Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections.
• Previous experience coordinating rigorous forecasting and planning cycles and corresponding outputs.
• Relevant FI experience including management and OSFI regulatory reporting, understanding of capital requirements.
• Previous experience with Credit Cards, Personal Lending and Mortgages would be an asset.
• Strong business and process acumen, with ability to analyze strategic requirements, create innovative solutions, and develop action plans.
• Experience in developing financial models and dashboards within PowerBI and FP&A Systems (Anaplan, Adaptive Insights, OneStream) would be an asset.
• Excellent presentation, facilitation, interpersonal and communication skills.
• Highly collaborative, hands on approach.
• Solution-oriented, strategic business partner

Responsibilities

• Lead as a business partner to business teams and management in forecasting Operating Expenses and Capital Expenditures through the Annual Operating Plan, Quarterly Forecasts.
• Build processes to monitor and track the bank’s efficiency ratio performance.
• Lead functional department reviews with business leaders on Operating Expenses.
• Create and enhance the existing KPI reporting and analytical tools to increase efficiency and uncover more insight into business operations.
• Support developing meeting agendas and discussion topics for the Performance and Efficiency Forum with the aim to ensure profitable growth for the Bank.
• Support the business in identifying, evaluating and tracking operating efficiency initiatives.
• Champion a strong data‑driven environment, providing fact‑based strategic insight to business partners to identify risks and recommendations to improve future business performance.
• Business Growth – Support the development of business cases and investment analyses, initiative tracking, and post‑implementation reviews.
• Finance Transformation – Play a key role in enabling the capabilities of a newly launched cloud‑based implementation of Workday ERP and optimization of financial planning tools.
• Data‑Driven Organization – Be an advocate to adoption use of data to simplify decision making and presentation of complex information.
• Lead the development of management dashboards, business models and data platforms.

Skills

Financial modelling

Forecasting

PowerBI

Anaplan

Adaptive Insights

OneStream

OSFI reporting

Credit cards

Mortgages

Collaboration

Communication

Education

CPA/CMA/MBA/CFA

Job description

Fairstone Bank in Toronto seeks a Senior Analyst, Performance Management to enhance efficiency ratio performance across the Direct Lending Business. You will partner with business teams to forecast OpEx and CapEx, build dashboards, and drive cost-saving initiatives with data-driven insights.

You will lead KPI reporting, participate in management reviews, and support cloud-based Workday and FP&A tools to enable better financial planning and profitability.