Senior Financial Analyst
3 weeks ago
Role Description
This is a full-time hybrid role for a Senior Financial Analyst at FusionTechOps. The role is located in Toronto, ON, with the possibility of some work from home. The Senior Financial Analyst will be responsible for financial planning, analyzing financial data, preparing financial statements, managing finance activities, and financial reporting.
Day-To-Day Responsibilities:
- Take ownership of the relationships with CMG and TDEF and maintain a high degree of responsiveness, particularly with business leaders.
- Provide management reporting, including the delivery of monthly/quarterly financial results, and forecasts/plan, on the CMG and TDEF portfolios. The Senior Financial Analyst will also be accountable for completing key deliverables based on directives set out by the Manager of Finance.
- Participate in developing/implementing new financial models, methodologies, and frameworks to enhance ongoing reporting, audit, and analysis for the business on an ad-hoc basis.
- Play a key role in guiding business results, strategy, and decision-making capabilities through identifying business opportunities and risks, variances to forecast/plan, and discussions with business leaders. Ensure that the forecast is consistent with Commercial Bank's strategic objectives.
- Extract critical pieces of information and understand key business drivers in order to prepare presentations which communicate the financial results and key messages to business leaders.
- Work with other business areas to track and report productivity and cost-saving initiatives and identify and create ongoing process improvements where needed.
- Maintain industry, external, and internal business awareness, recognizing and anticipating trends, identifying issues and opportunities, and recommending actions.
- Develop and manage strong ongoing internal relationships within the business and with Finance partners.
- Promote a positive work environment that encourages teamwork, productivity, innovation, creativity, analysis, and advice.
Qualifications
- Financial Planning and Financial Reporting skills
- Experience in preparing and analyzing financial statements
- Strong understanding of financial concepts and principles
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) certification is a plus
- Strong analytical capabilities - ability to consolidate a large amount of information into clear, concise analysis and insights to influence business decisions.
- Advanced Excel and PowerPoint skills. Experience with Tableau & Alteryx would be an asset but not a requirement.
- Working knowledge of Bank reporting tools and hierarchy (Hyperion EMRS, OAC, HOST, CDA and CCoA G/L structure, expense category codes) considered an asset.
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