Sr. Analyst, Performance Management

Fairstone; Montreal; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services company in Montreal seeks a Senior Analyst, Performance Management to support business planning and performance management. The role involves developing financial models, forecasting, and conducting industry research while providing data-driven insights to enhance business decisions. Ideal candidates will have a finance/accounting designation and strong analytical skills with over three years of experience in finance. This position promotes a collaborative workplace environment and offers a temporary full-time opportunity.

Benefits

Great Place to Work certification

Recognition as one of Montreal's Top Employers

Qualifications

• 3+ years of experience in Finance/Accounting.
• 2+ years Financial Services industry experience.
• Previous experience coordinating rigorous forecasting and planning cycles.
• Experience in developing financial models and dashboards.

Responsibilities

• Support FP&A activities by coordinating across business and finance teams.
• Assist the preparation of monthly and quarterly business review materials.
• Support business performance and variance analysis.
• Develop business cases and investment analyses.

Skills

Strong financial modelling capabilities

Excellent presentation and communication skills

Strong business and process acumen

Highly collaborative, hands-on approach

Education

Finance / Accounting designation (CPA/CMA, MBA, CFA)

Tools

PowerBI

Tableau

Job description

Be part of our talented and growing team! We are currently looking for a Senior Analyst, Performance Management, to join our team reporting to the Senior Manager, Performance Management.

As a Senior Analyst Performance Management will support business planning and performance management activities through financial models, forecasts, business and financial analysis, industry research and special projects. You will work in a multi-business organization to support the required reporting, analysis and communication.

"Be a part of our inclusive workplace where diverse perspectives drive innovation and excellence."

WHY JOIN US?

BECAUSE WE ARE PROUD TO BE One of Montreal's Top Employers for 2025 for the fifth consecutive year by the editors ofCanada's Top 100 Employers .

WHAT WILL YOU WORK ON?

• 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).
• Support the management team for the Cards and Retail Financing Business to develop and maintain tracking of key business drivers and net credit margin for key business segments.
• Support business performance and variance analysis, including key business metrics, income statement, balance sheet, and regulatory metrics.
• 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 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.

WHO ARE WE LOOKING FOR

• 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
• Relevant FI experience including management and OSFI regulatory reporting, understanding of capital requirements
• Previous experience with Banking (Credit Cards, Personal Lending, Auto, 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 industry BI Tools (PowerBI, Tableau) would be an asset
• Excellent presentation, facilitation, interpersonal and communication skills
• Highly collaborative, hands-on approach
• Solution-oriented, strategic business partner

This role is vacant

WE ARE PROUD TO BE RECOGNIZED AS

Great Place to Work ® Canada for 2025 and
Montreal's Top Employers 2025 by Canada’s Top 100 Employers!

Learn more: https://www.fairstone.ca/en/about/canadian-lender

Follow us on LinkedIn: https://www.linkedin.com/company/fairstone/mycompany/

If you have a preferred language for communication, please kindly inform us whether you prefer French or English on your application.

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 Job Type:Temporary (Fixed Term)