Senior Financial Analyst (FP&A)

Haventree Bank; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

Haventree Bank, a leading Canadian alternative mortgage lender, seeks a Senior Financial Analyst to support financial planning and analysis. This mid-senior level position involves forecasting, collaboration with cross-functional teams, and improving reporting processes. Ideal candidates will have a background in finance or accounting, strong analytical skills, and experience with financial technology platforms.

Qualifications

• Requires 3-4 years of experience in financial analysis; banking experience is a strong asset.
• Strong working knowledge of FP&A technology stack.
• Ability to convey ideas to finance and non-finance audiences.

Responsibilities

• Model and forecast the balance sheet and revenue.
• Review monthly financial results and provide commentary.
• Support Director, FP&A in coaching junior analysts.

Skills

Advanced Excel

PowerPoint

Business acumen

Problem-solving

Communication

Education

Bachelor’s degree in finance, accounting, business administration or equivalent

CPA, CMA, CA, MBA or CFA

Tools

Adaptive Planning

Tableau

Job description

Join to apply for the Senior Financial Analyst (FP&A) role at Haventree Bank

Join to apply for the Senior Financial Analyst (FP&A) role at Haventree Bank

Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coast-to-coast achieve homeownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are available through a variety of wealth management platforms.

About Haventree Bank

Headquartered in Toronto, Ontario, Haventree Bank (Haventree) is a mission driven alternative mortgage lender. The name Haventree is representative of the bank’s mission to help its customers find a place of refuge and to lay down new roots for the future. Haventree exists to be a catalyst of financial security and upward mobility for Canadians who are underserved by the traditional financial system.

Position Summary

Reporting to the Director of FP&A, the Senior Financial Analyst (FP&A) provides operational and organizational support to financial and strategic planning, forecasting, and analysis. The position collaborates cross-functionally in planning, analysis, and reporting of financial results.

Major Duties & Responsibilities

• Responsibility for modelling and forecasting the balance sheet, including the mortgage continuity
• Responsibility for modelling and forecasting revenue, including net interest margin
• Accountability for consolidated Haventree Bank forecast model, including key financial metrics, capital, and shareholders’ equity
• Review monthly financial results against Plan and prior forecast versions with relevant business unit leaders to form business commentary, explain variances, and assess reasonability of the business units’ forecast assumptions
• Accountability for monthly FP&A reports to executive management
• Assist with preparing quarterly FP&A board materials
• Identify areas of risk or opportunity in Plan and Forecast and drive what-if scenarios and/or sensitivity analysis on balance sheet (including capital) and related P&L lines
• Identify areas for reporting improvements and process automation, and support the Director, FP&A in implementation
• Strong working knowledge of FP&A technology stack to support process & reporting improvements and ensure existing processes & reporting can be maintained
• Support the Director, FP&A in providing ad-hoc coaching and guidance to junior analysts on complex issues
  
  

Qualifications & Experience

Degrees, Diplomas & Certifications:

• The position requires a bachelor’s degree in finance, accounting, business administration or equivalent, or a professional designation (CPA, CMA, CA, MBA or CFA).
  
  

Years and Range of Experience Required to Perform the Job:

• The position requires at least 3-4 years demonstrated experience in financial analysis; banking experience is a strong asset.
• Advanced Excel and Powerpoint skills. Experience working with cloud finance platforms including Adaptive Planning and Tableau is preferred.
• Strong business acumen.
• Excellent communicator, able to convey ideas and issues to finance and non-finance audiences at varying levels with clarity.
• Strong attention to detail with excellent problem-solving skills.
  
  

While we thank everyone for their interest in Haventree Bank, please note that only candidates selected for an interview will be contacted. Haventree Bank is committed to providing accommodation when needed. If you require an accommodation, we will work with you to meet your needs.

• As a job candidate, our recruitment process includes collecting personal information. Please click the link here to review our Privacy Policy. Privacy Statement | Haventree Bank
• Stay in touch with us, if this position is not the right one for you – please click on this link for other roles at Careers | Haventree Bank or follow us on LinkedIn at www.linkedin.com/company/haventree-bank/
• Haventree Bank embraces equal opportunity, diversity, and inclusion. Please let us know if you require any accommodations during the recruitment and selection process by contacting [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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