Senior Financial Analyst, Financial Planning & Analysis

Fairstone; Toronto; On-site; CAD 74,000 - 95,000; Full time

Job summary

A leading financial services provider in Toronto is seeking a Senior Financial Analyst to support business planning and performance management. This role involves working with financial models, forecasts, and reports while collaborating across teams. The ideal candidate is results-driven with at least 3 years of experience in financial analysis and expertise in Anaplan. The expected salary ranges from $74,000 to $95,000 per year, with the position being full-time and permanent.

Qualifications

• Bachelor's degree in Business, Finance, Accounting or related field (CFA, CPA designation preferred).
• Minimum 2 years of experience in designing Anaplan solutions with a track record of leading projects.
• 3+ years of experience in Financial Planning and Analysis, preferably in Financial Services.

Responsibilities

• Support FP&A activities through financial models, forecasts, and industry research.
• Maintain and optimize Anaplan models for performance and scalability.
• Prepare monthly and quarterly business review materials for leadership.

Skills

Analytical skills

Problem-solving skills

Critical thinking

Financial modelling

Data integration techniques

Communication skills

Collaboration

Education

Bachelor’s degree in Business, Finance, Accounting

Tools

Anaplan

Alteryx

PowerBI

Python

Databricks

Job description

Come join Home Trust Company (subsidiary of Fairstone Bank) as a Senior Financial Analyst, Financial Planning & Analysis in our Finance team!

Home Trust Company has a track record of success as Canada’s leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products, through Oaken Financial. Our culture has been shaped by the passion and integrity of our people. Home Trust is a private company.

FIRST THING – WHAT YOU NEED TO SUCCEED?

We are looking for individuals who are dedicated, passionate, and driven to execute with excellence!

ABOUT THE ROLE:

The Senior Financial Analyst, Financial Planning & Analysis will support business planning and performance management activities through financial models, forecasts, business and financial analysis, industry research and special projects. Reporting to the Manager, this position will have experience working in a multi‑business unit organization to support the required reporting, analysis and communication.

The ideal candidate is highly motivated, intellectually curious, analytical, and possesses an entrepreneurial mindset. Detail oriented and enjoys being hands‑on. Has proven analytical skills and always understands the “bigger picture”. Demonstrated effectiveness in building processes, establishing standards and driving our strategic objectives.

In addition:

• Support the Financial Planning and Analysis (FP&A) activities by coordinating across the business and finance teams with multiple business units through the Annual Operating Plan, Quarterly Forecasts, and Business Outlooks (3‑5 Year Plans).
• Maintain and optimize existing Anaplan models to improve performance and scalability.
• 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.
• Leverage business knowledge and expertise in Anaplan to drive process transformation and opportunities for strategic recommendations/value.
• Assist in the functional department reviews with business leaders on Growth targets.
• Support in the Performance and Efficiency Forum with the aim to ensure profitable growth for the bank.
• Support the Treasury team with FP&A activities with Treasury team on bank wide funding costs and capital levels for the bank.
• Support a strong data‑driven environment, providing fact‑based strategic insight to business partners to identify risks and recommendations to improve future business performance.

WHAT WE REQUIRE:

• Authorized to work in Canada
• Bachelor’s degree in Business, Finance, Accounting or related field (CFA, CPA designation an asset)
• Minimum of 2 years of experience in designing and implementing Anaplan solutions, with a proven track record of leading complex projects
• Proficiency in data integration techniques and tools, preferably experience with Alteryx
• Excellent analytical, problem‑solving, and critical‑thinking skills
• 3+ years of experience in Financial Planning and Analysis; preferably Financial Services industry experience
• Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections
• Deep understanding of financial planning, budgeting, forecasting, and performance management processes
• 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, Python, Databricks) would be an asset
• Excellent presentation, facilitation, interpersonal and communication skills
• Highly collaborative, hands‑on approach
• Solution‑oriented, strategic business partner

PREREQUISITE

Maintain a positive supportive attitude, help to maintain an inclusive and supportive company culture!

Expected salary range is $74,000 to $95,000 per year.

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.

Time Type

Full time – Permanent