Senior Financial Analyst

VettaFi; New York (NY); Hybrid; USD 120,000 - 135,000; Full time

Job summary

TMX is seeking a Finance Business Partner for the VettaFi group in New York City. The role provides financial planning, forecasting, and business partnering across TMX VettaFi, collaborating with controllership and stakeholders to drive data-driven decisions and growth.

You will support monthly business reviews, variances, KPIs, and product costing, while ensuring scalable financial data and processes. Hybrid work in NYC, with strong emphasis on communication and collaboration.

Qualifications

• 3–5 years of progressive finance experience.

Responsibilities

• Lead financial planning including annual budgeting, forecasting, and 5-year plans.

Skills

Advanced spreadsheet skills

Large data analysis

Stakeholder management

Verbal and written communication

Financial analysis

Time and priority management

Numerical and problem solving

Process improvement

Education

Finance or accounting designation

Tools

Workday Financials

Google Sheets/Docs/Slides

Python

Job description

Venture outside the ordinary - TMX Careers

The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

Ready to be part of the action?

This is a newly created opportunity to join our ambitious Finance Business Partnering (FBP) team. The team is responsible for all financial planning and analysis for TMX VettaFi, including but not limited to forecasting, budgeting, business partnering, and business intelligence and insights (both financial and non-financial).

We are true business partners, collaborating with the business to provide informed financial planning and insights, enabling data driven decisions and business growth.

This role reports into the Senior Manager for Finance Business Partnering, and will provide support across all areas of the team while collaborating closely with the controllership team, and engaging with stakeholders across the business and TMX global finance.

Core responsibilities

• Financial and strategic planning, inclusive of annual budgeting, forecasting, and 5-year plan.
• Support the preparation and presentation of monthly business review for the senior management team of TMX VettaFi, and quarterly results for the TMX group CFO.
• Ongoing analysis and insights, including decision support, trend analysis, financial and non-financial KPIs, variance analysis, project analysis, product costing, and pricing reviews.
• Cost reporting and business partnering to foster cost management and control.
• Project reporting and insights for key stakeholders.
• Drive and support a controls environments to ensure financial data and models are accurate and scalable.

Other

• Support ongoing acquisition modelling, analysis, and integration.
• Support external auditors during quarterly reviews and annual audits.
• Provide ad hoc business insights and analysis as required.

Essential Skills and Experience

• 3 - 5 years demonstrable progressive finance experience.
• Superior spreadsheet skills; confident working with large data sets.
• Excellent organization skills; highly detail oriented.
• Experience managing stakeholders as a relationship builder and collaborator.
• Excellent verbal and written communication skills, with the ability to influence and tailor messages for diverse audiences.
• Strong financial analysis skills and research capabilities.
• Results-oriented with the ability to manage deadlines and competing priorities.
• Commercial acumen with ability to rationalise business and client considerations.
• Highly numerate and analytical with excellent interpretation and problem solving skills.ss}
• Demonstrable experience of developing and improving key processes.

Desirable

• Financial services industry experience
• Finance or accounting designation or equivalent
• Experience with Workday Financials
• Familiarity with Google productivity suite (Sheets, Docs, Slides)
• Experience building processes and reports using AI and coding languages such as Python

This role is hybrid (3 days in the office/week) - based in New York City, NY.

Salary Range: $120,000/year - $135,000/year USD

Please note that the Salary Range included is a guideline only. The salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

In the market for…

Excitement

Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success.

Connection

With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.

Impact

More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy.

Wellness

From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived!

Growth

From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.

Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX

Please note that our company is not currently sponsoring work permit applications and the applicant must be authorized to work in the country where this position is located.

TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it