Senior Manager, Financial Planning

3 days ago

Toronto, Ontario, Canada Scotiabank Full time

Requisition ID: 220938

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Senior Manager, Financial Planning & Analysis supports the strategic direction, leadership and oversight for finance matters for Global Wealth Management (GWM) finance business partners, ensuring business strategies, plans and initiatives are supported in compliance with governing regulations, internal policies and procedures. Responsible for defining, managing, directing, delivering, planning and forecasting the overall financial processes, controls and reporting of data for Global Wealth Management. As a key partner to the overall GWM Finance management team, the Senior Manager, Financial Planning & Analysis is responsible for providing in-depth financial analysis to support the Wealth Management Profit Plan, Forecasts and Actuals for ongoing P&L and profitability reviews. This includes applying analytics to develop and enhance the financial intelligence capabilities of Wealth Management Finance around planning and forecasting, financial analysis, regulatory changes, financial methodology, and strategic planning. This role is expected to act as a lead and subject matter expert on executive reporting and expense management initiatives, including cross-training business line finance teams to enhance the overall capabilities for Global Wealth Management Finance.

Is this role right for you? In this role, you will:

  • Support the Wealth Management Quarterly forecast and Annual profit plan processes
  • Lead Executive Reporting suite for Global Wealth Management Finance, including Monthly and Quarterly Management reporting, Quarterly Bluebook, Monthly Forecast and Annual Profit Plan binders
  • Lead monthly reasonability process to provide insightful analysis related to the health and mix of the Wealth Management P&L versus prior periods, forecast and plan
  • Manage various compliance related activities for Global Wealth Management, including monthly GL attestations, intercompany reconciliations, quarterly SOX and goodwill attestations
  • Direct financial reviews to improve management processes and standardize methodologies, including:
    • Working with the Business Line to analyse annual plans and quarterly/multi-year forecast processes, including all balance sheet, P&L items and key metrics
    • Lead the production of various monthly and quarterly performance dashboards and scorecards including value-added performance commentary and variance analysis.
    • Support the development of portfolio stress-testing scenarios
  • Support ad hoc analysis requests as required
  • Develop and maintain strong working relationships within Global Wealth Management Finance and Wealth Management business units as well as divisional support functions as required
  • Direct day-to-day activities in a manner consistent with the Bank's risk culture and the relevant risk appetite statement and limits.
  • Create an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk.
  • Build a high performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

  • MBA and/or Accounting Designation preferred
  • Minimum of 10 years directly related experience in a financial area
  • Strong executive reporting skillset, with the ability to translate large sets of data into a summarized view for executive consumption a must-have
  • Strong expense management background, with expertise in deep diving into expense categories to understand underlying drivers
  • Experience in working with Hyperion, OBI or similar financial applications preferred, including building ad-hoc queries and reconciliations back to control totals
  • Thorough knowledge of Global Wealth Management's products/services, business lines, financial reports, compliance, performance measurement, planning and analysis, service standards, legal and regulatory requirements.
  • Must have comprehensive knowledge of management/accounting methods and practices including product profitability, ROEE measurement techniques.
  • Strong strategic and analytical skills required to develop the vision, goals, strategies, and plans for the Finance Department aligning with the overall Bank strategy.
  • Thorough knowledge of all aspects of finance and the ability to continuously and critically analyze the current state for new concepts, insights and opportunities for improvement.
  • Strong initiative, forward thinking and creative problem solving skills with the ability to create or stimulate integrated cross disciplinary strategic solutions.
  • Skilled in gaining the organizational commitment and alignment of various stakeholders in GWM through strong interpersonal skills.
  • Effective negotiation and influencing skills that can be applied across all functional levels and areas within the organization
  • Demonstrated leadership skills and relationship management expertise

What's in it for you?

  • An inclusive & collaborative working environment that encourages creativity, curiosity, and celebrates success
  • We offer a competitive rewards package: Performance bonus, Employee Share Ownership Program, and Pension Plan Matching, Health Benefits from day one
  • Your career matters You will have access to career development and progression opportunities.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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