We arehiring forthis position out of ourToronto office.Successful candidates who apply outside of these areas will be expected torelocateandresidein a location that is within a commutable distance.
About the role:You are an experienced FP&A analyst who is a whiz inend-to-endforecasting,budgetingand financial modeling. You love to partner with different areas of the business on new initiatives and provide value add analysis. You thrive on working with a tight, dynamic team and are comfortable acting as a mentor to them. You are passionate and dedicatedatwhat you do with an entrepreneurial mindset. You are a critical thinker anda problemsolver who lovesa challengeand isopen-mindedand adaptive to change. You are comfortable working in a deadline driven work environment with competing priorities.
About the day-to-day:Financial Planning & Analysis- Lead forecasting, budgeting, and monthly financial reporting for the mortgage lending portfolio.
- Analyzeloan volume, pipeline movement, and portfolio trends toidentifyrisks and opportunities.
- Deliver variance analysis andactionable insights on key performance indicatorsand business drivers to senior leadership.
Pricing Strategy & Profitability- Develop,monitor, and refinemortgage pricing strategies to balance volume growth and margin optimization.
- Partner with business leaders to evaluate rate changes, promotional offers, and competitive positioning.
- Assess profitability by product, channel, and customer segment.
Loan Volume & Movement Analysis- Track and analyzeloan origination trends, conversion rates, pipeline progression, and fallout.
- Build dashboards to monitor key KPIs (e.g., funded volume, approval rates, prepayment trends).
- Identify drivers of performance fluctuations and recommend corrective actions.
Data & Insights- Translate complex data intoclear, actionable insightsthat inform strategic decision-making.
- Provide scenario modeling and sensitivity analysis to support planning and business cases.
- Present findings to senior stakeholders in a concise and impactful manner.
Automation & Process Improvement- Identifyand implementautomation opportunities across reporting, forecasting, and data processes.
- Streamline workflows using advanced Excel, Power Query, and other analytics tools.
- Partner with data/technology teams to enhance reporting infrastructure and data quality.
About the qualifications:- Bachelor's degree in Finance, Accounting, Economics, or a related field (CPA/CFA preferred).
- 5-8+ years of experience in FP&A, financial analysis, or mortgage lending analytics.
- Strong understanding of mortgage products, pricing, and lending lifecycle.
- Advanced proficiency in Microsoft Excel (e.g., complex formulas, pivot tables, data modeling).
- Insight-driven mindset with the ability to tell a story with data.
- Strong problem-solving and critical-thinking skills.
- Ability to work with ambiguity and influence cross-functional stakeholders.
- High attention to detail with a focus on accuracy and efficiency.
- Continuous improvement mindset with a passion for automation and optimization.
About the work environment:Peoples Group offers a flexible and hybrid work environment. In this role you will work a combination of in-office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start/end times.
We offer:- A hybrid work environment, enabling you to balance your personal and professional life seamlessly.
- Competitive salaries, profit sharing, RRSP matching and benefits from day one.
- Generous paid time off to help achieve a healthy work-life balance.
- Astrengths-based approach,ensuringwe work together more effectively.
- A commitment to your well-being in five key areas: Financial, Physical, Social, Career, and Community.
Hiring process:If your application is selected, you will be invited for a first interview with one of our Talent Acquisition Business Partners. Depending on the role, interviews may be conducted virtually or in-person. The hiring team will communicate any in-person requirements throughout the process.
Compensation:The expected salary for this role isapproximately$80,000.00- $100,000.00annually. Actual compensation may vary based on experience, skills, and qualifications.
NOTE: Thisjob posting is for an existing vacancy.