Manager, Financial Planning & Analysis

The Core Responsibilities!

• Financial Analysis & Reporting/Ad Hoc Reporting
• Preparation and development of reporting for both corporate and business line financial performance
• Monitoring, continually assessing, and measuring results and processes against established risk frameworks
• Directly supporting revenue generation by providing business units with the timely information and reporting and analysis necessary to transact, understand, manage and optimize associated market and operational risks
• Development and preparation of reporting of key portfolio performance and profitability measures and exposure levels to key risks, producing analysis to support hypothesis, recommendations and decisions
• Providing timely reporting of information to facilitate informed business decisions
• Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources
• A high degree of flexibility, autonomy and attention to detail, often under tight timeframes
• Key deliverables includes, but are not limited to:
• Business Unit specific portfolio reporting
• Business Unit specific efficiency and KPI reporting
• Continuity Reports (Actual and Budget vs. Actual)
• Ad-hoc reporting, as required by Senior Management and Executive Management
• The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise
• Support strategic center of excellence by preparation of analysis as required, as well as leading specific strategic financial analysis as required
• Assisting with the implementation of business unit tactics that support corporate strategies
• Providing unbiased and objective opinion and analysis of Front Office business decisions

Maintenance of Financial Models

• Liaise with Management within various Business Units to collect relevant assumptions which drive Financial Model output
• Develop and maintain dynamic models to conduct financial analysis of business lines, projects, and products
• Key deliverables include, but are not limited to: Annual Budget Model, Monthly Financial Forecasts, Business Unit NIM, Business Unit ROE and Pricing analysis
• This role will require the candidate to run and review output from detailed Financial Models
• Responsible for accuracy of data extraction and interpretation of data from various information sources
• Training, problem solving, delegating workflow, and reviewing analysis and reporting with Analysts in the Analytics group 

Enhance Financial Analysis and Processes

• Assess and recommend improvements to the Annual Budget and Monthly Forecasting Process, including the use of Budgeting/ Forecasting tools Proactively find ways to improve the technical accuracy, validation, and organization of Financial Analysis
• Structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk
• Reporting, identifying, assessing and analyzing the impact of operational risk inherent in products, activities, processes and systems for which it is accountable

Let's Talk About You!

• Post-secondary degree in Accounting, Finance, Economics, or Business preferred
• CFA/CPA designation completed (at the very least in process)
• Minimum 7 years of progressive and relevant work experience
• Minimum 3 years’ experience managing a team
• Experience overseeing/reviewing junior Team members’ work
• Comprehensive understanding of the financial products and services offered at Concentra
• Demonstrated ability using MS Office (Excel, Access, PowerPoint and Word)
• Employ advanced Excel skills such as Pivot Tables, Nestled “IF” Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to assist in building efficient and accurate financial models
• Comprehensive understanding in the measurement, monitoring and analysis of balance sheet risk management
• Comprehensive understanding of internal control framework and operational risk elements
• Working level ability to assess complex financial issues, recommend strategies, plans and tactics to meet business objectives
• Experience utilizing technology to gather and manipulate data
• Knowledge of financial statements and reporting is required
• Knowledge of financial modeling concepts is required
• Possess strong problem-solving and analytical skills
• Strong attention to detail and organizational skills
• Strong two-way communication and leadership skills
• Ability to handle multiple competing priorities (multi-tasking)
• Enjoys working in both team and individual environments