Financial Planning

6 days ago

Montréal, Canada Société Générale 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 4 years of relevant experience to support our team. In this role, you will be responsible for closely monitoring and analyzing costs, providing insights that inform strategic decisions, 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?**

**Cost Monitoring and Analysis**:
Track and analyze cost variances against budgets and forecasts.
Collaborate with cross-functional teams to gather cost-related data and ensure accuracy.
Identify trends and patterns in cost data, offering recommendations for cost optimization.

**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.

**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.

**Profile required**:
**Skills and Qualifications**:
**Must Have**:

- Strong understanding of financial principles, budgeting, forecasting, and variance analysis
- Detail-oriented and analytical mindset, with a proactive approach to problem-solving
- Proficiency in financial modeling and data analysis using MS Excel
- Excellent communication skills with the ability to present complex financial information in a clear and concise manner
- A minimum of 4 years industry of experience in Financial Planning and Analysis, preferably within the banking or financial services

**Education**:
Bachelor’s Degree in Finance/ Accounting/ Management or Economics

**Languages**:
French and English: 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.

**Nice to Have**:

- Knowledge of BI tools a plus: E.g. PowerBI, Tableau,
- Understanding of Essbase/Hyperion Smartview
- Knowledge of banking industry regulations and financial reporting standards is a plus

**Why join us**:
**OUR BENEFITS**:
**WHAT WE DO DIFFERENTLY AT SOCIÉTÉ GÉNÉRALE**

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.
- A culture of continuous development by encouraging our employees various training programs (online training and coaching platform such as Coursera, GoFluent, Plu

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