The WorkThis opportunity will play a pivotal role within the Financial Planning and Reporting team in one of the fastest growing financial institutions in Canada. The Senior Financial Analyst will use his or her financial modeling and analytical skills to develop scheduled and ad hoc reports that drive key management decisions. The candidate must be a quick learner who possesses strong communication, analytical and technical skills.
Core ResponsibilitiesMaintenance of Financial Models- The Senior Financial Analyst will be responsible for developing and maintaining financial models that are distributed to management on a monthly and quarterly basis
- Key deliverables encompass business unit profit & loss reporting, Deposit forecasting & pricing analyses, NIM Margin Analysis , and budget/forecasts
- This role will require the candidate to run detailed financial models, liaise with different business units and extract and manipulate data from various information sources
- The incumbent will employ advanced Excel skills such as Pivot Tables, Nestled "IF" Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to build efficient and accurate financial models
Enhance Financial Analyses and Processes - The candidate will work closely with various team members to define, scope and implement enhancements to detailed financial models, including budgeting/forecasting tools
- The Senior Financial Analyst will help structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk
- This team member will be expected to proactively find ways to improve the technical accuracy, validation and organization of financial models
Financial Analysis/Ad hoc Reporting - Perform ad hoc reporting and analysis requests as required with a high degree of flexibility and attention to detail
- Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources
- The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise
Let's Talk About You- Four year Degree; Accounting, Finance, Economics, or Business preferred
- Preference for a CFA/CPA designation completed/in process
- At least 4 - 5 years of progressive and relevant work experience
- Demonstrated ability using MS Office (Excel, Access, PowerPoint and Word)
- Advanced Microsoft Excel skills, including developing/running macros
- Ability to work extensively with formulas, numbers and spreadsheets
- Experience utilizing technology to gather and manipulate data
- Experience using database query tools (i.e. SQL) is considered an asset
- Knowledge of financial statements and reporting is required
- Knowledge of financial modeling concepts is required
- Possess strong problem-solving and analytical skills
- Strong attention to detail
- Strong organizational skills
- Ability to handle multiple competing priorities (multi-tasking)
- Enjoys working in both team and individual environments
What we offer [For full-time permanent roles]Competitive discretionary bonus
Market leading RRSP match program
🩺 Medical, dental, vision, life, and disability benefits
📝 Employee Share Purchase Plan
Maternity/Parental top-up while you care for your little one
Generous vacation policy and personal days
Virtual events to connect with your fellow colleagues
Professional development and comprehensive Career Development program
A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
