Senior Financial Analyst, Financial Planning

Come join
Home Trust Company
as a
Senior Financial Analyst, Financial Planning & Analysis

in our Finance team

Home Trust Company has developed a track record of success as Canada's leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products, through Oaken Financial. Our culture has been shaped by the passion and integrity of our people. Home Trust is a private company.

FIRST THING – WHAT YOU NEED TO SUCCEED?

We are looking for individuals who are dedicated, passionate, and driven to execute with excellence

WE CARE ABOUT OUR EMPLOYEES WELL-BEING, WHAT WE OFFER:

• Base salary, with yearly incentive performance bonus
• Three (3) weeks of vacation, an additional six (6) flex days (sick or personal) in addition to statutory holidays
• Comprehensive benefit packages, offered through Manulife
• Group Retirement Savings Plan (GRSP) up to 8% contribution program & employer match
• $1000 Employee Referral Program
• Employee Discounts; phone plans, gym membership, Toronto Bike Share and many retailer discounts offered through WorkPerks
• Education Assistance program

ABOUT THE ROLE:

The
Senior Financial Analyst, Financial Planning & Analysis
will support business planning and performance management activities through financial models, forecasts, business and financial analysis, industry research and special projects. Reporting to the
Manager,
this position will have experience working in a multi-business unit organization to support the required reporting, analysis and communication.

The ideal candidate is highly motivated, intellectually curious, analytical, and possesses an entrepreneurial mindset.

Detail oriented and enjoy being hands-on. Have proven analytical skills and always understand the "bigger picture". Demonstrated effectiveness in building processes, establishing standards and to drive our strategic objectives.

In addition:

• Support the Financial Planning and Analysis (FP&A) activities by coordinating across the business and finance teams with multiple business units through the Annual Operating Plan, Quarterly Forecasts, and Business Outlooks (3-5 Year Plans).
• Maintain and optimize existing Anaplan models to improve performance and scalability.
• Assist the preparation and completion of monthly and quarterly business review materials, forecast materials and AOP discussion materials for Executive Leadership, Ownership Group and the Board.
• Leverage business knowledge and expertise in Anaplan to drive process transformation and opportunities for strategic recommendations/value
• Assist in the functional department reviews with business leaders on Growth targets.
• Support in the Performance and Efficiency Forum with the aim to ensure profitable growth for the bank.
• Support the Treasury team with FP&A activities with Treasury team on bank wide funding costs and capital levels for the bank.
• Support a strong data-driven environment, providing fact-based strategic insight to business partners to identify risks and recommendations to improve future business performance.

WHAT WE REQUIRE:

• Authorized to work in Canada
• Bachelor's degree in Business, Finance, Accounting or related field (CFA, CPA designation an asset)
• Minimum of 2 years of experience in designing and implementing Anaplan solutions, with a proven track record of leading complex projects
• Proficiency in data integration techniques and tools, preferably experience with Alteryx
• Excellent analytical, problem-solving, and critical-thinking skills
• 3+ years of experience in Financial Planning and Analysis; preferably Financial Services industry experience
• Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections
• Deep understanding of financial planning, budgeting, forecasting, and performance management processes
• Strong business and process acumen, with ability to analyze strategic requirements, create innovative solutions, and develop action plans
• Experience in developing financial models and dashboards within industry BI Tools (PowerBI, Python, DataBricks) would be an asset
• Excellent presentation, facilitation, interpersonal and communication skills
• Highly collaborative, hands-on approach
• Solution-oriented, strategic business partner

PREREQUISITE
: Maintain a positive supportive attitude, help to maintain an inclusive and supportive

company culture

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