Lead budgeting, forecasting, and profitability analysis for business lines. Build advanced financial models, prepare board and executive reporting, develop KPIs, present results to senior leaders, and support M&A due diligence and post-close analytics.
JOB SUMMARY:
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Financial Planning and Analysis manager’s main role is to translate financial data and results into performance metrics and actionable items to assist the Bank with achieving its overall financial goals. The FP&A manager will play key roles in the Bank’s annual budget process, forecasting process and line of business profitability analysis.
Primary Objectives:
- Support Director of Financial Planning and Analysis
- Provides in-depth Line of Business budgeting and monthly forecasting support, establishing timelines for completion and presenting results regularly to executive management
- The key driver in the annual budget, quarterly forecast and the three-year strategic planning process
- Develops complex financial models to direct future business ventures, new products, strategies and marketing campaigns
- Review reports on historical and future trends in performance and returns to determine appropriate paths for financial development
- Prepares accurate board and management reporting, company metrics and competitive benchmarking
- Develops profitability metrics and KPIs to provide a benchmark for a future line of business growth
- Meeting and presenting financial results to senior leaders on a monthly, quarterly and annual basis
- Support the Bank’s M&A activity, including due diligence, forecasting and post-close analytics
Position Requirements:
- To perform this job successfully; an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Education and /or Experience
- 5 years of related experience with financial institutions in Finance/Accounting required, FP&A specific experience preferred
- MBA or Master’s Degree in Finance or Accounting strongly preferred
- Strong understanding of bank FTP, capital and cost allocation methodologies
- Advanced financial modeling experience required
- Advanced Excel and PowerPoint skills required
- Experience with Axiom Financial Reporting preferred
- Ability to extract and analyze data from various sources required
- SQL and Microsoft Excel Power Query preferred
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Similar Jobs
Artificial Intelligence • Marketing Tech • Mobile • Software
Build, scale, and maintain Anaplan planning applications across Finance, Go-To-Market, and HR. Improve integrations, automate reporting, support UAT and deployments, develop training and enablement, and produce executive reporting and analysis to inform senior leadership decisions.
Top Skills:
AnaplanExcelGoogle Sheets
Security • Software • Cybersecurity • Infrastructure as a Service (IaaS)
Own and maintain corporate financial models, lead forecasting, budgeting and variance analysis, and track core SaaS KPIs (ARR, NRR, churn, LTV, CAC). Produce executive and board reporting, support commissions planning and reconciliations, partner cross-functionally to optimize hiring and spending, and drive process improvements to scale the business.
Top Skills:
Ai ToolsBill.ComExcelQuickbooksRampRipplingSalesforce
Artificial Intelligence • Software
Lead FP&A activities including annual and rolling forecasts, budgeting, variance analysis, program-level financial reporting, and building scalable models and dashboards. Partner with business leaders, operations, GTM, accounting and legal to translate strategy and customer commitments into financial plans, revenue commitments, and program performance metrics while strengthening FP&A controls and automation in a high-growth environment.
Top Skills:
ExcelNetSuitePigmentPower BI
What you need to know about the Toronto Tech Scene
Although home to some of the biggest names in tech, including Google, Microsoft and Amazon, Toronto has established itself as one of the largest startup ecosystems in the world. And with over 2,000 startups — more than 30 percent of the country's total startups — Toronto continues to attract new businesses. Be it helping entrepreneurs manage their finances, simplifying business operations by automating payroll or assisting pharmaceutical companies in launching new drugs, the city's tech scene is just getting started.
