Financial Planning and Analysis Specialist

4 weeks ago

Montreal Quebec GF, CA SGS Société Générale de Surveillance SA Full time

Responsibilities

ABOUT THE JOB:

The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management and all Business Lines in their steering with actionable reports on financial performance and forecasts; Independent certification of all financial aggregates in particular the daily P&L explanation on Market Activities; Financial communication and constant benchmarking; Providing expertise on accounting, prudential and tax norms and ensuring the compliance of these norms.

The FP&A group for Global Market Activities (DFIN/MAR/MPA) provides Performance Management reporting, analysis and second level of control on NBI, Balance Sheet, Costs, Headcount, Budget and a variety of ratios.

We are seeking a driven and detail-oriented Junior FP&A Analyst with a minimum of 5 years of relevant experience to support our team. In this role, you will be responsible for closely monitoring and analyzing the daily P&L of Market Activities, providing insights on RWA consumptions and ensuring accurate financial reporting. Your contributions will play a pivotal role in maintaining the bank's financial stability and growth trajectory.

What will be your DAY-TO-DAY?

  • Daily P&L explanation of Market Activities:
    • Consolidate and communicate the daily results to senior management
    • Liase with different stakeholders (Product control teams, IT teams, etc.) to fully understand the underlying business drivers and issues that may affect each desk
  • RWA Monitoring and Analysis:
    • Track and analyze RWA variances against budgets and forecasts
    • Collaborate with cross-functional teams to gather RWA-related data and ensure accuracy
    • Understand regulatory trends impacting RWA production, and ensure proper knowledge sharing with senior management
  • Financial Reporting:
    • Assist in the preparation of regular financial reports, including variance analysis and key performance indicators (KPIs)
    • Contribute to the creation of insightful presentations for senior management and other stakeholders
  • Budgeting and Forecasting:
    • Support the annual budgeting and quarterly forecasting processes
    • Work closely with department heads to gather inputs and assumptions for financial projections
  • Data Integrity and Analysis:
    • Maintain accurate and up-to-date financial data in relevant systems
    • Conduct thorough data analysis to identify discrepancies, trends, and opportunities
  • Ad hoc Analysis:
    • Undertake ad hoc financial analysis projects to provide insights into specific business decisions
    • Collaborate with the FP&A team to develop financial models for scenario planning
  • Process Improvement:
    • Participate in the enhancement of FP&A processes and tools to drive efficiency and accuracy
    • Suggest and implement improvements to reporting formats and data collection methods

Skills and Qualifications:

Experience Needed:

  • 5 years of experience in financial analysis, preferably within the banking or financial services industry

Qualifications

  • Strong understanding of financial principles, budgeting, forecasting, and variance analysis
  • Excellent communication skills with the ability to present complex financial information in a clear and concise manner
  • Detail-oriented and analytical mindset, with a proactive approach to problem-solving
  • Knowledge of banking industry regulations and financial reporting standards is a plus

Technical Skills

  • Proficiency in financial modeling and data analysis using Excel and other relevant tools
  • Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint
  • Knowledge of BI tools a plus (PowerBI, Tableau)
  • Experience with financial systems and software is advantageous (Essbase and Cognos)

Education

  • Bachelor's Degree (Business, Finance or Economics preferred)

LANGUAGE:

Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States.

OUR BENEFITS:

Competitive compensation & benefits offering, including but not limited to:

  • Minimum of 20 Vacation days + 4 personal days
    • Supportive Maternity, paternity, parental and adoption leave policy
    • Health spending ($2,000/year) and personal spending ($1,000/year) accounts with 75+ eligible reimbursement categories (health, training, electronics etc.)

Fully sponsored virtual healthcare assistance and Employee Assistance Program to you and your immediate family.

Various Employee Resource Groups (ERG) to engage with such as Pride and Allies, American Women Network, Black Leadership Network, One planet, etc.

Our culture of continuous development encourages our employees through various training programs (online training and coaching platform such as Coursera, GoFluent, Pluralsight, First Finance, and others).

OUR CULTURE:
At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate.

HYBRID WORK ENVIRONMENT:
Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols. Hybrid work arrangements vary based on business area. The applicable Business lines will determine and communicate the work arrangements that best meet their business needs.

#J-18808-Ljbffr

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Montreal, Quebec, G4F, CA SGS Société Générale de Surveillance SA Full time

    ResponsibilitiesABOUT THE JOB: The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization providing services through efficient processes and consistent norms. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management in steering with actionable reports on financial performance...

  • Financial Planning and Analysis Specialist

    1 month ago

    Montreal, Quebec, G4F, CA SGS Société Générale de Surveillance SA Full time

    ABOUT THE JOB:The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging production hubs. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management and...

  • Financial Planning and Analysis Specialist

    1 month ago

    Montreal, Quebec, G4F, CA SGS Société Générale de Surveillance SA Full time

    ABOUT THE JOB:The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging production hubs. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management and...

  • Financial Planning and Analysis Specialist

    1 month ago

    Montreal, Quebec, G4F, CA SGS Société Générale de Surveillance SA Full time

    ABOUT THE JOB:The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management...

  • Financial Planning and Analysis Specialist

    4 weeks ago

    Montreal, Quebec, G4F, CA SGS Société Générale de Surveillance SA Full time

    ABOUT THE JOB:The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Montreal, Quebec, G4F, CA SGS Société Générale de Surveillance SA Full time

    ABOUT THE JOB:The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization providing the same set of services through efficient processes and consistent norms. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management and all Business Lines with actionable reports on financial...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Montreal, Quebec, G4F, CA SGS Société Générale de Surveillance SA Full time

    ABOUT THE JOB:The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management...

  • Financial Planning and Analysis Specialist

    3 weeks ago

    Montreal, Quebec, G4F, CA SGS Société Générale de Surveillance SA Full time

    ABOUT THE JOB:The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management...

  • Financial Planning and Analysis Specialist

    1 month ago

    Montreal, Quebec, G4F, CA SGS Société Générale de Surveillance SA Full time

    ResponsibilitiesABOUT THE JOB:The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting...

  • Financial Planning and Analysis Specialist

    1 month ago

    Montreal, Quebec, G4F, CA SGS Société Générale de Surveillance SA Full time

    ABOUT THE JOB:The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management...

  • Financial Planning and Analysis Specialist

    1 month ago

    Montreal, Quebec, G4F, CA SGS Société Générale de Surveillance SA Full time

    ABOUT THE JOB:The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with a local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging production hubs. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management...

  • Financial Planning and Analysis Specialist

    1 month ago

    Montreal, Quebec, G4F, CA SGS Société Générale de Surveillance SA Full time

    ABOUT THE JOB:The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management...

  • Financial Planning and Analysis Specialist

    1 month ago

    Montreal, Quebec, G4F, CA SGS Société Générale de Surveillance SA Full time

    ResponsibilitiesABOUT THE JOB: The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging production hubs. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting...

  • Manager, Financial Planning

    1 month ago

    Montreal, Quebec, G4F, CA Amilia Enterprises Inc. Full time

    Who we are: Amilia is more than just a tech company – we’re a close-knit community made up of caring, entrepreneurial-minded individuals. Our multi-disciplinary team members will challenge and support you on every project. We care about our work, our colleagues, and our clients! What we do: We provide an eCommerce platform for activities and recreation....

  • Junior Financial Planning and Analysis SpecialistPermanent contractMontreal, Canada

    1 month ago

    Montreal, Quebec, G4F, CA Société Générale Assurances Full time

    Junior Financial Planning and Analysis Specialist Permanent contract|Montreal|Asset Management Junior Financial Planning and Analysis SpecialistMontreal, CanadaPermanent contractAsset Management Responsibilities ABOUT THE JOB: The Finance Department of Global Banking and Investor Solutions (GBIS), is a global organization with local presence, providing the...

  • Junior Financial Planning and Analysis SpecialistPermanent contractMontreal, Canada

    3 weeks ago

    Montreal, Quebec, G4F, CA Société Générale Assurances Full time

    Junior Financial Planning and Analysis Specialist Permanent contract|Montreal|Asset Management Junior Financial Planning and Analysis SpecialistMontreal, CanadaPermanent contractAsset Management Responsibilities ABOUT THE JOB: The Finance Department of Global Banking and Investor Solutions (GBIS) is a global organization providing services through global and...

  • Financial Planning and Analysis Manager

    3 weeks ago

    Montreal, Quebec, G4F, CA Swissport Full time

    (fin)----------------------------------------------------------------------------------Are you ready to take flight in a dynamic and fast-paced aviation industry? As a global leader in aviation services, Swissport provides Ground Handling, Cargo Handling, and Passenger Services to over 300 million passengers annually. Our mission is simple – “To provide...

  • Analyst, Financial Planning and Analysis

    3 weeks ago

    Montreal, Quebec, G4F, CA WSP Full time

    The Opportunity: Reporting to Senior Manager, Financial Planning and Analysis, the incumbent will be responsible for providing analysis and insights into the business results of various groups within WSP Canada. Why choose WSP? We value and are committed to upholding a culture of inclusion and belonging Our Flexible Work Policy – we recognize the...

  • Senior Financial Analyst, Financial Planning

    4 weeks ago

    Montreal, Quebec, G4F, CA CMC Électronique Full time

    Why join our Finance team? As a Senior Financial Analyst, Financial Planning & Analysis (FP&A) reporting to the Accounting Director, you are a key team player contributing to define, produce and control the integrity of the Company’s core financial reports. You will support the company’s financial governance to maintain financial compliance. As a Senior...

  • Financial Planning

    3 weeks ago

    Montreal, Quebec, G4F, CA Swissport Full time

    OverviewAre you ready to take flight in a dynamic and fast-paced aviation industry? As a global leader in aviation services, Swissport provides Ground Handling, Cargo Handling, and Passenger Services to over 300 million passengers annually. Our mission is simple – “To provide the aviation industry with consistent and tailor-made solutions around the...