Scotiabank

Manager, Financial Planning & Analysis

Scotiabank • $90K — $120K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Undergraduate degree in Finance, Accounting, or related field
  • CPA designation or progress toward designation preferred
  • Minimum of five years experience in a financial area
  • Strong analytical skills to interpret financial data
  • Experience with financial systems like Hyperion or OBI
  • High proficiency in Excel and familiarity with Power BI
  • Knowledge of management/accounting methods and practices

Responsibilities

  • Support consolidation of forecasts and annual plans across business units
  • Conduct regular and ad hoc P&L analysis for business partners
  • Perform detailed analysis of monthly financial results
  • Prepare forward-looking forecasts incorporating business inputs
  • Maintain compliance activities and strong financial documentation
  • Create reports and dashboards using financial tools
  • Act as a point of contact for finance partners for FP&A activities

Benefits

  • Opportunity to join a forward-thinking company with a collaborative team
  • Diverse opportunities for professional development
  • Internal development programs to enhance skills
  • Competitive compensation and benefits package
  • Commitment to community impact
  • Inclusive and creative working environment
Full Job Description
Requisition ID: 264747

Purpose

The Manager, Financial Planning & Analysis supports the delivery of financial planning, forecasting, reporting, and analysis activities for Global Wealth Management (GWM) Finance.This role is responsible for executing core FP&A processes, ensuring accuracy and timeliness of financial information, and providing actionable insights to support business decision-making. The Manager works closely with the Senior Manager and finance partners to support profit plan, forecast, and monthly reporting cycles, while maintaining strong financial controls and processes. This role is expected to act as a subject matter expert on executive reporting, including cross-training business line finance teams to enhance the overall capabilities for Global Wealth Management Finance.

Is this role right for you? In this role you will:

Support FP&A Reporting Activities for GWM Finance
  • Support the consolidation of Forecast and Annual Plan across GWM business units by preparing and producing recurring reporting deliverables including:
    • Monthly and quarterly management reporting
    • Forecast and Plan submissions
    • Standard reporting decks and analysis (e.g., Monthly Forecast, Annual Plan Binder)
  • Regular and ad hoc analysis of P&L line items and categories, deep dive analysis and preparation of various reports to GWM business partners / teams


Financial Analysis & Forecasting Execution
  • Perform detailed analysis of monthly financial results, including variance analysis vs. Plan and Forecast
  • Support preparation of forward-looking forecasts, incorporating business inputs and trends
  • Analyze expense drivers (including project-related costs) and identify key movements
  • Prepare clear and concise commentary on financial performance and variances
  • Assist in reviewing assumptions for reasonableness and alignment with business expectations


Process & Control Management
  • Maintain ongoing compliance activities within GWM Finance, including monthly pre-close attestations, intercompany reconciliations and monthly GL attestations and annual End User Computing and SOX documentation submission
  • Support ongoing process improvements to enhance efficiency and accuracy
  • Maintain strong documentation and audit readiness across all FP&A activities
  • Execute established financial processes in accordance with internal policies and controls
  • Assist with audit requests and follow-ups with internal and external stakeholder


Reporting & Tools
  • Prepare reports and dashboards using tools such as Power BI and other financial systems
  • Extract, manipulate, and reconcile financial data from systems (e.g., Hyperion / Anaplan, OBI)
  • Ensure data integrity and alignment to control totals across systems


Business Partner Support
  • Act as a point of contact for finance partners on day-to-day FP&A activities
  • Support monthly and quarterly review processes by preparing materials and analysis for discussions
  • Respond to ad hoc requests and provide analytical support to business partners
  • Assist in identifying trends, risks, and opportunities based on financial data


Team & Collaboration
  • Build and maintain effective working relationships with finance teams and business partners across GWM
  • Collaborate with internal stakeholders to gather inputs, validate assumptions, and support reporting requirements
  • Contribute to a positive, inclusive, and team-oriented work environment
  • Support knowledge sharing and cross-training across the team where applicable


Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
  • Undergraduate degree in Finance, Accounting, or related field.
  • Accounting designation (CPA) or progress toward designation preferred
  • Minimum of five years directly related experience in a financial area
  • Strong analytical skills with the ability to interpret financial data and trends
  • Experience with financial systems (e.g., Hyperion, OBI, or similar tools)
  • High proficiency in Excel and experience with other related reporting tools (e.g., Power BI) preferred
  • Strong knowledge of management/accounting methods and practices including product profitability and other FP&A modelling (expenses, balance sheet, etc.)
  • Working knowledge of Global Wealth Management's products/services and business lines
  • Strong attention to detail and ability to manage multiple priorities and deadlines
  • Effective communication skills with the ability to present financial information clearly


What's in it for you?
  • The opportunity to join a forward-thinking company surrounded by a collaborative team of innovative thinkers.
  • A rewarding career path with diverse opportunities for professional development.
  • Internal development to support your growth and enhance your skills.
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities- for you and our customers.
  • We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!


Location(s): Canada : Ontario : Toronto

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
Finance & Insurance
5 Year Trend
+7%
NASDAQ
BNS
* Ladders Estimates

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