Job DescriptionWhat is the opportunity?Join RBC Bank in Raleigh, NC, a subsidiary of Royal Bank of Canada that provides cross-border banking advice and solutions for Canadians in the U.S., as our new Forecasting and Planning Analyst. In this role, you will support RBC Bank's growth and management of risk by supporting the Balance Sheet and Income Statement Forecasting process, preparing reporting and analysis for senior management, regulatory and Board purposes, assisting in the Capital Planning process, and supporting RBC IHC CCAR reporting and stress testing. You will support the FP&A and Business Performance Director by leading forecasting, planning, financial modeling and performance reporting activities, while driving insights and support strategic decision making.
What will you do?- Lead the annual planning, forecasting, 5-Year Outlook processes for the cross-border banking business, ensuring alignment with strategic objectives, financial targets, and executive expectations.
- Support reporting to senior management summarizing each forecasting exercise in the annual planning cycle and highlighting the bank's actual and forecasted performance as it relates to business drivers, risks, and opportunities.
- Partner with business leaders to gather, challenge, and validate assumptions related to client growth, deposits, lending, revenues, expenses, and strategic initiatives.
- Perform scenario analysis and sensitivity modeling to assess the impact of macroeconomic conditions, market trends, regulatory changes, and strategic initiatives on financial performance.
- Support strategic initiatives by evaluating business cases, financial impacts, profitability, and performance tracking.
- Collaborate with Finance, Treasury, Accounting, Risk, Data & Analytics, and business partners to ensure consistency, integrity, and alignment of financial assumptions and reporting.
- Assist in development of annual RBC Bank Capital Plan and associated stress testing process
- Entry and upload of the Planning & Forecast results within the Enterprise Performance Management system (EPM)
- Drive improvement initiatives and actions to enhance operational performance, analyze and redesign processes to eliminate efficiencies and work on automation projects.
- Support the monthly Business Performance Reporting process through the preparation, analysis, and communication of key financial, operational, and client metrics, highlighting performance versus Plan, Forecast, and Prior Year.
- Develop executive dashboards and KPI reporting packages that provide actionable insights into business performance, strategic priorities, growth initiatives, client acquisition, product performance, profitability, and emerging trends.
What do you need to succeed? Must-have- BS/BA in Finance or higher degree
- 4-6 years of financial planning, forecasting and analysis experience
- Experience managing large amounts of data in order to develop reporting and analysis for strategic decision making and presenting the information to senior leaders
- Advanced PowerPoint and Microsoft Excel skills (e.g. Financial Modelling, Advanced Functions, and Pivot Tables)
- Prior experience implementing process transformations
Nice-to-have- 2-3 years of experience in the banking industry
- Experience with data reporting, ETL tools and data visualization tools (e.g. Tableau)
What's in it for you?We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including competitive compensation, bonuses, and flexible benefits
- Continued opportunities for career advancement
- World-class sales training, coaching, and development opportunities
- Support from a dynamic, collaborative, progressive, and high performing team, as well as world-class tools and training
- Opportunity to achieve great success and grow your career with RBC
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Job SkillsAccounting, Corporate Financial Planning and Analysis (FP&A), Decision Making, Excel Functions, Financial Analysis Planning, Microsoft Excel, Microsoft Excel Macros, Pivot Tables, Tableau (Software)
Additional Job DetailsAddress:8081 ARCO CORPORATE DRIVE:RALEIGH
City:Raleigh
Country:United States of America
Work hours/week:40
Employment Type:Full time
Platform:OFFICE OF THE CFO
Job Type:Regular
Pay Type:Salaried
Posted Date:2026-06-04
Application Deadline:2026-06-29
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
