Manager, Financial Planning

6 days ago

Toronto, Canada Scotiabank Full time

Requisition ID: 154539

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

The 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.

Provides support for defining, managing, directing, delivering, planning and forecasting the overall financial processes, controls and reporting of data for Global Wealth Management.

**Key Accountabilities**:

- Support the Wealth Management Quarterly forecast and Annual profit plan processes
- Support ad hoc analysis requests as required
- Develop and maintain strong working relationships within Wealth Management Finance and Wealth Management business units as well as divisional support functions as required
- Directs financial reviews to improve management processes and standardize methodologies. Implement and maintain constantly evolving performance measurement practices, and reporting by:

- Working with the Business Line to create and automate various annual plans and quarterly/multi-year forecast processes, including all balance sheet and P&L items
- Lead the production of various monthly and quarterly performance dashboards and scorecards including value-added performance commentary and variance analysis.
- Directs day-to-day activities in a manner consistent with the Bank’s risk culture and the relevant risk appetite statement and limits. Communicates the Bank’s risk culture and risk appetite statement throughout their teams.
- Creates 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, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
- Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team.

**Experience / Education**:

- Accounting Designation preferred
- Minimum of 5 years directly related experience in a financial area
- 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 the use of strong interpersonal skills and win-win outcomes.
- 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

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.

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