Senior Financial Professional

3 weeks ago


Toronto, Ontario, Canada Disability Solutions Full time
Role Overview

We are seeking an experienced Senior Financial Analyst to join our Financial Planning and Reporting team in Toronto. This is a hybrid role that requires both individual and team work environments.

This opportunity will play a pivotal role within the Financial Planning and Reporting team in one of the fastest growing financial institutions in Canada. The Senior Financial Analyst will use their financial modeling and analytical skills to develop scheduled and ad hoc reports that drive key management decisions.

About You

We are looking for a candidate with a four year degree in Accounting, Finance, Economics, or Business. A CFA/CPA designation is preferred. At least 4 - 5 years of progressive and relevant work experience is required. Advanced Microsoft Excel skills, including developing/running macros, are essential. Strong problem-solving and analytical skills are also necessary.

Responsibilities

The Senior Financial Analyst will be responsible for developing and maintaining financial models that are distributed to management on a monthly and quarterly basis. Key deliverables include business unit profit & loss reporting, mortgage renewal & pricing analyses, mortgage continuity reports, and budget/forecasts. The candidate must be able to run detailed financial models, liaise with different business units, and extract and manipulate data from various information sources.

The incumbent will employ advanced Excel skills such as Pivot Tables, Nestled "IF" Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to build efficient and accurate financial models. They will also work closely with various team members to define, scope, and implement enhancements to detailed financial models, including budgeting/forecasting tools. The Senior Financial Analyst will help structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk.

What We Offer

Our company offers a competitive salary of $80,000 - $120,000 per year, depending on experience. We also offer a market leading RRSP match program, medical, dental, vision, life, and disability benefits, employee Share Purchase Plan, maternity/parental top-up while you care for your little one, generous vacation policy and personal days, virtual events to connect with your fellow colleagues, annual professional development allowance, and a comprehensive Career Development program.

Requirements

The successful candidate will have strong organizational skills, ability to handle multiple competing priorities (multi-tasking), enjoys working in both team and individual environments, possesses strong problem-solving and analytical skills, and has a strong attention to detail.

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