Senior Analyst, Performance Management - Technology

Fairstone Bank; Toronto; Hybrid; CAD 75,000 - 85,000; Full time

Benefits offered by this job

Hybrid work model

Great Place to Work Canada 2025

Wellness days

Annual incentive bonus

Retirement savings with employer match

Job summary

Fairstone Bank in Canada is seeking a Senior Analyst, Performance Management - Technology to join our growing team. You will support monthly and quarterly reviews, forecast materials, and AOP discussions for executive leadership and the board, while driving data-driven insights to identify risks and opportunities.

You will play a key role in Finance Transformation, enabling Workday ERP and OneStream, and will develop dashboards and financial models to inform strategic decision-making.

Qualifications

• Finance/Accounting designation (CPA/CMA, MBA, CFA)
• 3+ years of experience in Finance/Accounting
• 2+ years Financial Services industry experience
• Strong financial modelling capabilities with forecast/projection expertise
• Experience coordinating rigorous forecasting and planning cycles
• Experience with Banking (Personal Lending, Credit Cards, Mortgage and Auto) would be an asset
• Experience creating dashboards and models in BI tools (PowerBI/Alteryx) would be an asset
• Excellent presentation, facilitation, interpersonal and communication skills
• Highly collaborative, hands‑on approach
• Solution‑oriented, strategic business partner

Responsibilities

• Assist in monthly and quarterly business review materials, forecast materials and AOP discussions for Executive Leadership, Ownership Group and the Board
• Support managing the bank’s efficiency ratio performance
• Assist in reviews with business leaders on Operating Expenses
• Provide fact-based strategic insight to identify risks and improve future business performance
• Develop business cases and investment analyses, initiative tracking, and post‑implementation reviews
• Enable Workday ERP, OneStream and optimization of financial planning tools
• Lead development of management dashboards, business models and data platforms

Skills

Financial modelling

Forecasting

Communication

Collaboration

Data analysis

Education

CPA/CMA/MBA/CFA

Tools

PowerBI

Alteryx

Job description

Who We Are:

Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals.

Over the years, our brand family has grown. In 2024, Home Trust Company, Home Bank and Oaken Financial became part of the Fairstone Bank family of brands, alongside Fairstone, EdenPark and Fig.

Together, we are the leading alternative lending bank in Canada. We have the collective experience and expertise to better serve our customers and foster our partners’ growth. With a diverse suite of products—residential and commercial mortgages, consumer deposits and GICs, credit cards, retail and automobile financing, personal loans and digital lending—we offer financial solutions tailored to all Canadians, including newcomers, small‑business owners, smart investors and savvy consumers.

Join Fairstone as a Senior Analyst, Performance Management - Technology, and be part of our talented and growing team!

Responsibilities

• Assist the preparation and completion of monthly and quarterly business review materials, forecast materials and AOP discussion materials for Executive Leadership, Ownership Group and the Board.
• Support managing the bank’s efficiency ratio performance.
• Assist in the functional department reviews with business leaders on Operating Expenses.
• Support 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 Workday ERP, OneStream, 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.

Qualifications

• Finance / Accounting designation (CPA/CMA, MBA, CFA)
• 3+ years of experience in Finance/Accounting
• 2+ years Financial Services industry experience
• Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections
• Previous experience coordinating rigorous forecasting and planning cycles and corresponding outputs
• Previous experience with Banking (Personal Lending, Credit Cards, Mortgage and Auto, 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 industry BI Tools (PowerBI, Alteryx) would be an asset
• Excellent presentation, facilitation, interpersonal and communication skills
• Highly collaborative, hands‑on approach
• Solution‑oriented, strategic business partner

Benefits

• Award‑Winning Culture: We’re proud to be recognized as a Great Place to Work Canada 2025 and one of Montreal’s Top Employers 2025 by Canada’s Top 100 Employers.
• Work‑Life Balance: Enjoy flexibility with our hybrid work model designed to support your lifestyle.
• Time to Recharge: Generous vacation based on your role, statutory holidays, plus 6 wellness days to prioritize your well‑being.
• Compensation Package: Competitive base salary plus an annual incentive bonus tied to performance.
• Comprehensive Benefits: Robust health and dental coverage through Manulife, as well as virtual healthcare through Dialogue.
• Future‑Ready Savings: Group Retirement Savings Plan with up to 7% employer match.
• Exclusive Perks: Discounts from top retailers via WorkPerks, plus location‑based perks like gym memberships and Toronto Bike Share.
• On‑Site Fitness: Gym access at our London and Montreal offices.
• Continuous Growth: Education Assistance Program and Fairstone Academy for training and skill development.
• Family Support: Parental leave top‑up program to help you during life’s big moments.
• Community Impact: One paid volunteer day to give back to causes that matter to you.

Compensation

• Expected base salary range is 75,000$ -85,000 $ , plus the opportunity to earn an annual incentive bonus tied to performance.
• This posting is for an existing vacancy within our organization.
• Artificial intelligence may be used in parts of the recruitment process.
• All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire.

Fairstone is an equal opportunity employer. Accordingly, we will make reasonable accommodations to respond to the needs of people with disabilities. Individuals who view themselves as Aboriginals, members of visible minorities, and disabled are encouraged to apply in confidence.

Full time

Permanent