Financial Analysis and Planning Expert

3 months ago

Montreal, Quebec, Canada SGS Société Générale de Surveillance SA Full time

POSITION OVERVIEW:

The Finance Division of SGS Société Générale de Surveillance SA operates as a global entity with localized expertise, delivering a uniform range of services through streamlined processes and standardized practices, capitalizing on production hubs. Our primary objectives include: Ensuring the quality and punctuality of financial statements; Supporting management and all Business Lines with actionable insights on financial performance and forecasts; Providing independent verification of all financial aggregates, particularly the daily P&L analysis on Market Activities; Engaging in financial communication and continuous benchmarking; Offering expertise on accounting, regulatory, and tax standards while ensuring compliance.

The Financial Planning and Analysis (FP&A) team for Market Activities is responsible for Performance Management reporting, in-depth analysis, and a secondary level of control on Net Banking Income (NBI), Balance Sheet, Expenses, Headcount, Budgeting, and various financial ratios.

We are in search of a motivated and detail-oriented Junior FP&A Analyst with at least 5 years of relevant experience to assist our team. In this capacity, you will be tasked with closely monitoring and analyzing the daily P&L of Market Activities, providing insights on Risk-Weighted Assets (RWA) consumption, and ensuring precise financial reporting. Your contributions will be crucial in upholding the financial stability and growth trajectory of the organization.

KEY RESPONSIBILITIES:

  • Daily P&L Analysis:
    • Consolidate and relay daily results to senior management
    • Collaborate with various stakeholders (Product control teams, IT teams, etc.) to fully comprehend the underlying business drivers and challenges affecting each desk
  • RWA Monitoring and Insights:
    • Track and evaluate RWA variances against budgets and forecasts
    • Work with cross-functional teams to collect RWA-related data and ensure its accuracy
    • Stay informed on regulatory trends affecting RWA production and facilitate 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 development of insightful presentations for senior management and other stakeholders
  • Budgeting and Forecasting:
    • Support the annual budgeting and quarterly forecasting processes
    • Collaborate 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 comprehensive data analysis to identify discrepancies, trends, and opportunities
  • Ad hoc Financial Analysis:
    • Engage in ad hoc financial analysis projects to provide insights into specific business decisions
    • Work with the FP&A team to create financial models for scenario planning
  • Process Enhancement:
    • Participate in the improvement of FP&A processes and tools to enhance efficiency and accuracy
    • Propose and implement enhancements to reporting formats and data collection methods

REQUIRED SKILLS AND QUALIFICATIONS:

  • 5 years of experience in financial analysis, ideally within the banking or financial services sector

Essential Qualifications:

  • Strong grasp of financial principles, budgeting, forecasting, and variance analysis
  • Exceptional communication skills with the ability to present complex financial information clearly and concisely
  • Detail-oriented and analytical mindset, with a proactive approach to problem-solving
  • Familiarity with banking industry regulations and financial reporting standards is advantageous

Technical Proficiencies:

  • Expertise in financial modeling and data analysis using Excel and other relevant tools
  • Proficient in Microsoft Office applications, particularly Excel and PowerPoint
  • Knowledge of Business Intelligence tools is a plus (PowerBI, Tableau)
  • Experience with financial systems and software is beneficial (Essbase and Cognos)

EDUCATIONAL BACKGROUND:

  • Bachelor's Degree in Business, Finance, or Economics preferred

LANGUAGE REQUIREMENT:

Proficiency in English, both spoken and written, is essential as collaboration with colleagues and partners is a regular part of this role.

EMPLOYEE BENEFITS:

Competitive compensation and benefits package, including but not limited to:

  • A minimum of 20 vacation days plus 4 personal days
    • Supportive maternity, paternity, parental, and adoption leave policies
    • Health spending account ($2,000/year) and personal spending account ($1,000/year) with over 75 eligible reimbursement categories (health, training, electronics, etc.)

Fully sponsored virtual healthcare assistance and Employee Assistance Program for 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 encouraging employees to participate in various training programs (online training and coaching platforms such as Coursera, GoFluent, Pluralsight, First Finance, and others)

CULTURE AND VALUES:
At SGS Société Générale de Surveillance SA, we uphold our core values of commitment, responsibility, teamwork, and innovation. We are dedicated to fostering strong relationships with colleagues, communities, and the broader world, as relationships are central to our operations.

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