Senior Director, Financial Planning and Analysis
Core
Leads enterprise financial planning, forecasting, performance analysis, and management reporting to support executive decision-making and capital allocation.
Role type
Senior Director, Financial Planning & Analysis (FP&A)
Builds
Integrated financial plans, capital forecasts, stress testing models, and Board-ready financial narratives
Domain
Banking / Financial Services
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
Financial planning & forecasting, capital allocation, stress testing, scenario analysis, executive storytelling, management reporting, team leadership, process governance
Preferred skills
None stated
Technologies
None stated
Responsibilities
Lead annual budget, periodic forecast, and multi-year financial planning processes; Establish planning calendars, standards, controls, and review forums; Provide integrated view of actual and forecast performance including revenue, margins, and capital implications; Lead scenario and sensitivity analysis for market conditions and strategic choices; Identify material variances and provide recommendations to senior leadership; Lead enterprise capital forecasting and regulatory capital assessment; Assess capital capacity and trade-offs for strategic investments; Partner with Treasury, Risk, and business leaders to align capital forecasts; Lead consolidation of financial forecasts for ICAAP and stress testing; Evaluate adverse scenarios and recommend actions to protect capital resilience; Lead development of Board-ready financial narratives and executive communications; Translate complex analysis into concise decision-oriented messages; Provide strategic oversight of consolidated financial results and outlook; Oversee recurring management reporting and dashboards; Establish and monitor key performance indicators and financial drivers; Strengthen data quality, model governance, and controls for reporting outputs; Drive automation and simplification of planning and reporting processes; Establish and oversee the FP&A Centre of Excellence; Develop common planning and reporting standards across the bank; Build reusable tools, templates, and analytical practices; Create a community of practice for coaching and knowledge sharing; Lead, coach, and develop a team of finance professionals; Maintain an effective control environment for planning and reporting
Seniority
Senior Director, strategic leadership & team management