Senior Financial Analyst
Core
Producing accurate financial data, reporting, analysis, planning, and forecasting for Global Wealth and Asset Management stakeholders.
Role type
Senior Financial Analyst (FP&A)
Builds
Monthly/quarterly management decks, earnings reports, forecasts, and planning models for the Canada Wealth business unit.
Domain
Wealth and Asset Management / Financial Services
Deliverable
dashboards & analysis
Required skills
Financial modeling, Forecasting, Variance analysis, Process improvement, Data consolidation, Technical accounting, IFRS knowledge, MS Excel, MS PowerPoint
Preferred skills
Power BI, Power Apps, Anaplan, Process automation, IFRS tools (SmartView-Essbase, Lawson)
Responsibilities
Consolidate and analyze financial/non-financial data from various stakeholders; Prepare high-quality monthly/quarterly reports and presentations; Lead forecasting activities for the Canada Wealth business unit; Improve and re-engineer reporting processes for month-end/quarter-end cycles; Support annual consolidated planning and trend investigation; Train new resources and conduct quality checks.
Seniority
Senior, hands-on IC