Senior Manager CMTC Strategy and Portfolio Management

RBC; Toronto; Hybrid; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a detail-oriented financial analyst to join their Cash Management Technology team. In this pivotal role, you will oversee the IT budgetary process, ensuring accuracy and efficiency in financial reporting. Your expertise in Excel and financial planning will be crucial as you prepare presentations for senior management and contribute to strategic initiatives. This dynamic position offers the opportunity to collaborate with various teams, driving improvements and efficiencies while managing executive communications. If you are passionate about finance and technology, this role provides a platform to make a meaningful impact.

Qualifications

• Experience in financial planning and reporting concepts.
• Strong reporting skills with attention to detail.
• Ability to work independently and solve problems.

Responsibilities

• Manage IT budgetary processes and drive annual work plans.
• Conduct financial forecasts and produce monthly reports.
• Prepare executive presentations and assist with Town Hall events.

Skills

Adaptability

Budgeting

Decision Making

Resource Management

Strategic Planning

Analytical Skills

Communication Skills

Education

Undergraduate Degree

Finance Background

Tools

Excel

PowerPoint

Planview

Tableau

SharePoint

Job description

Job Summary

Job Description

What Is This Opportunity?

The purpose of this position is to support a broad range of activities within Cash Management Technology Canada (CMTC). You will manage all aspects of the IT budgetary process (development, maintenance, and NIE) and drive the annual work plan across the platform teams. Developing, providing, and monitoring metrics for the CMTC group, recommending process improvements for identified gaps. Managing executive communications, including assisting in the preparation of monthly BRDs and Town Hall presentations. You will lead, partner, and collaborate on initiatives aligned with the strategic priorities of CMTC. Experience in analyzing data, developing reports, and creating presentations is essential for this role.

What will you do?

1. Financials and Month-End Activities:

• Conduct T-5 forecast with 95% accuracy
• Confirm accruals
• Produce monthly Control Book for CMTC resources
• Perform month-end checks (ensure all FTEs and contractors are fully allocated; 12% overhead for contractors; MIS matches billing sheets)
• Ensure no outstanding invoices beyond 30 days
• Support SLT and their teams with MIS/Planview questions
• Maintain FTE story (including joiners, leavers, transfers), manage open roles and approvals for backfill/new positions
• Maintain weekly MIS tracking file
• Perform variance analysis for IRB allocations vs. forecast
• Manage downstream allocations (epiX and BAU)
• Set up, update, and close/retire projects in MIS and Planview
• Assist with Q3 forecast and financial plan preparation
• Collect information on Cap rates for projects for financial control
• Identify efficiencies and submit for validation
• Consolidate Work Authorization renewal requests (CapG)
• Prepare ad hoc financial reports

Strategy and Communication:

• Assist in preparing monthly BRDs and ad hoc presentations
• Contribute to Town Hall preparations (presentation materials, Slido management, support during the event)
• Report quarterly success stories for the pillar
• Assist in developing and reporting on CMTC metrics and OKRs
• Contribute to executive deck preparations (e.g., T&O OC Commercial Strategy Update, RBPTI leadership offsite deck)
• Advise EA on updates to FTE and Contractor distribution lists
• Perform other assigned projects

What do you need to succeed?

Must have:

• Undergraduate Degree or equivalent experience
• Educational background in Finance is an asset
• Advanced knowledge of Excel, PowerPoint, Planview
• Experience with writing macros and automation
• Strong reporting skills with attention to detail and analytical mindset
• High initiative and sense of urgency
• Strong impact and influence skills for dealing with senior IT management
• Understanding of financial planning and reporting concepts
• Ability to work independently and solve problems
• Change management and communication skills
• Contract and supplier management experience

Nice to have:

• Consulting background
• 2+ years in financial services or regulated industries
• Experience with Tableau, SharePoint, RBC Connect
• Experience with executive presentations
• Knowledge of MIS Reporting System

#LI-Hybrid
#LI-POST
#TECHPJ

Job Skills

Adaptability, Budgeting, Business Oriented, Decision Making, Deliverables Management, Information Technology (IT) Projects, Interpersonal Relationship Management, Long Term Planning, People Management, Planning, Project Tracking, Resource Management, Strategic Planning, Vision Alignment

Additional Job Details

Address: RBC WaterPark Place, 88 Queens Quay W, Toronto

City: Toronto

Country: Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: Technology and Operations

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-05-05

Application Deadline: 2025-06-27

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace with diverse perspectives is key to our growth. We foster a supportive environment that encourages collaboration, innovation, and professional development, aligning with our purpose to create value for clients and communities. RBC is committed to policies and programs that promote respect, belonging, and opportunity for all.

Join our Talent Community

Stay informed about career opportunities at RBC. Sign up for updates on jobs, tips, and recruitment events at jobs.rbc.com.