Manager, Finance Business Partner

Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, Zolo, and Flexiti Financial Inc., provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

At QFG, we have a culture of innovation where technology serves people—both our team and our customers. We see AI as a collaborative and transformative enabler, and we are seeking forward-thinking individuals who can effectively integrate it into their daily work. The ideal candidate will be a catalyst for change, helping us use AI to create a more efficient and rewarding employee experience while also developing cutting-edge solutions that delight and serve our customers. Join us in shaping a future where AI empowers our team to do their best work and helps us deliver unparalleled customer experiences.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What's in it for you as an employee of QFG?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

We're looking for our next Manager, Finance Business Partner. Could it be you?
The Manager, Finance Business Partner is a key member of the Corporate FP&A team whose purpose is to deliver insightful financial information and analysis to the executive team to support decision-making across the organization.

Working under the direction of the Director, Finance Business Partner, the incumbent supports the business leaders in Corporate Functions by providing financial analysis and management reporting on Questrade's businesses.

This role will primarily support the finance needs of CTC/Questbank's Deposits and Money Movement groups, including Product, Treasury, Deposit Administration, Distribution, Compliance and Risk in the ongoing refinement and tracking of financial budget and forecasts (including relevant financial KPI's), as well as the development of business cases for new initiatives.

This role will also work alongside the rest of the corporate FP&A team to provide accurate and timely management reporting to internal and external stakeholders at CTC/Questbank.

Need more details? Keep reading...
In this role, responsibilities include but are not limited to:

• Supporting business unit leaders with the preparation of financial forecasts and annual budgets
• Providing monthly and annual operating results analysis against budget to business unit leaders and Executive teams
• Working closely with the Product, Treasury and Distribution teams to manage and report monthly KPI/KRI/OKR and provide insights
• Conducting various financial modeling projects on operational short-term and long-term strategic initiatives
• Tracking performance of business cases
• Developing and maintaining financial models using various modeling methodologies, including statistical modeling, driver-based modeling, and financial valuation methods
• Pursuing continuous improvement in business processes for FP&A
• Leading and assisting with ad-hoc special projects within the Finance team as they may arise

So are YOU our next Manager, Finance Business Partner? You are if you…

• Hold a degree or equivalent in Accounting, Finance or related field
• Hold a CPA designation or working towards one
• Have 5+ years of relevant work experience in FP&A, with at least 2 years at a leadership level
• Have experience in the financial/investment industry, specifically deposit products (direct to consumer, and broker channel)
• Possess advanced proficiency in Excel
• Have strong communication skills and ability to collaborate effectively with multiple levels of leadership, both verbally and in writing
• Are pro-active and results-driven
• Are able to multitask and work well under pressure, maintain strong attention to detail and prioritize work within tight deadlines
• Have experience delivering insightful financial information and analysis, management reporting, and conducting various financial modeling projects
• Have experience supporting business unit leaders with the preparation and tracking of financial forecasts and annual budgets
• Have experience working closely with business leaders and teams (Product, Treasury, Distribution, Corporate Functions) to support decision-making, manage and report KPIs, and develop business cases
• Have experience developing and maintaining financial models using various methodologies, including statistical modeling, driver-based modeling, and financial valuation methods

Additional Kudos If You…

• Have experience with NetSuite and Oracle EPBCS

Sounds like you? Click below to apply
At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.