Senior Financial Analyst, FP&A

Core Responsibilities

Maintenance 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