Sr. Analyst, Performance Management (Technology and Corporate Expenses)

Fairstone Financial Inc.; Toronto; On-site; CAD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Senior Analyst in Performance Management to drive business planning and performance activities. This role involves creating financial models, conducting analysis, and supporting strategic objectives through data-driven insights. The ideal candidate will thrive in a collaborative environment, leveraging their financial expertise to enhance decision-making and contribute to the company's growth. If you are motivated, detail-oriented, and possess strong analytical skills, this opportunity will allow you to make a significant impact in a dynamic financial services setting.

Qualifications

• 3+ years of experience in Finance/Accounting.
• Strong financial modelling capabilities and analytical skills.

Responsibilities

• Support FP&A activities and coordinate across business and finance teams.
• Assist in preparing monthly and quarterly business review materials.

Skills

Analytical Skills

Financial Modelling

Communication Skills

Problem-Solving

Collaboration

Education

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

Tools

PowerBI

Tableau

Workday ERP

Job description

Sr. Analyst, Performance Management (Technology and Corporate Expenses)

Apply locations Toronto, Ontario time type Full time posted on Posted 2 Days Ago job requisition id R22728

The 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. Reporting to the Senior 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 enjoy being hands-on. Have proven analytical skills and always understand the “bigger picture”. Demonstrated effectiveness in building processes, establishing standards and to drive our strategic objectives.

Responsibilities:

• 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).
• 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 in the Performance and Efficiency Forum with the aim to ensure profitable growth 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.
• 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.

Requirements:

• 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)

Relevant Skills:

• 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