Financial Analysis and Planning Expert

4 weeks ago

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

POSITION OVERVIEW:

The Finance Division at SGS Société Générale de Surveillance SA operates as a global entity with a local footprint, delivering a consistent suite of services through streamlined processes and standardized practices, utilizing production hubs. Our primary objectives include: ensuring the quality and punctuality of financial statements; aiding management and various business lines with actionable insights on financial performance and forecasts; independently certifying all financial aggregates, particularly the daily P&L for Market Activities; maintaining financial communication and ongoing benchmarking; and providing expertise on accounting, regulatory, and tax standards while ensuring compliance.

The Financial Planning and Analysis (FP&A) team for Market Activities focuses on Performance Management reporting, in-depth analysis, and secondary control over Net Banking Income (NBI), Balance Sheet, Costs, Headcount, Budget, 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 support our operations. In this capacity, you will be tasked with closely monitoring and analyzing the daily P&L of Market Activities, offering insights on Risk-Weighted Asset (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:
    • Aggregate and communicate daily results to senior management.
    • Collaborate with various stakeholders (Product Control teams, IT teams, etc.) to fully comprehend the underlying business drivers and issues affecting each desk.
  • RWA Monitoring:
    • Track and analyze RWA variances against established budgets and forecasts.
    • Work with cross-functional teams to collect RWA-related data and ensure its accuracy.
    • Stay informed on regulatory trends impacting RWA production and facilitate knowledge sharing with senior management.
  • Financial Reporting:
    • Assist in preparing 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:
    • Maintain accurate and current financial data in relevant systems.
    • Conduct comprehensive data analysis to identify discrepancies, trends, and opportunities.
  • Ad Hoc 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 improving 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:

  • Minimum of 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, capable of presenting 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 COMPETENCIES:

  • Proficient in financial modeling and data analysis using Excel and other relevant tools.
  • Strong Microsoft Office skills, particularly in 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 is preferred.

LANGUAGE REQUIREMENT:

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

BENEFITS:

We offer a competitive compensation and benefits package, including but not limited to:

  • A minimum of 20 vacation days plus 4 personal days
    • Supportive policies for maternity, paternity, parental, and adoption leave.
    • 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.

Engagement in various Employee Resource Groups (ERG) such as Pride and Allies, American Women Network, Black Leadership Network, and One Planet.

  • A culture of continuous development, encouraging participation in various training programs (online training and coaching platforms such as Coursera, GoFluent, Pluralsight, First Finance, and others).

CULTURE:
At SGS Société Générale de Surveillance SA, we uphold our core values of commitment, responsibility, teamwork, and innovation. We are dedicated to ethical practices and fostering strong relationships with colleagues, communities, and the environment in which we operate, as relationships are central to our business approach.

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