Senior Analyst, Performance Management - Technology

Posted 13 Days Ago
Be an Early Applicant
3 Locations
In-Office
75K-85K Annually
Senior level
Software • Financial Services
The Role
Support FP&A for Technology: manage expense reporting, forecasts, AOP and quarterly reviews, build financial models and dashboards, enable Workday/OneStream capabilities, analyze operating expenses and efficiency, develop business cases, and provide data-driven recommendations to leadership.
Summary Generated by Built In

Who we are:

Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals.

Over the years, our brand family has grown. In 2024, Home Trust Company, Home Bank and Oaken Financial became part of the Fairstone Bank family of brands, alongside Fairstone, EdenPark and Fig.

Together, we are the leading alternative lending bank in Canada. We have the collective experience and expertise to better serve our customers and foster our partners’ growth. With a diverse suite of products—residential and commercial mortgages, consumer deposits and GICs, credit cards, retail and automobile financing, personal loans and digital lending—we offer financial solutions tailored to all Canadians, including newcomers, small-business owners, smart investors and savvy consumers.

Join Fairstone as a Senior Analyst, Performance Management - Technology, and be part of our talented and growing team! 

What we’re looking for:

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

  • 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.

  • Support managing the bank’s efficiency ratio performance.

  • Assist in the functional department reviews with business leaders on Operating Expenses.

  • Support a strong data-driven environment, providing fact-based strategic insight to business partners to identify risks and recommendations to improve future business performance.

  • Business Growth - Support the development of business cases and investment analyses, initiative tracking, and post implementation reviews.

  • Finance Transformation - Play a key role in enabling the capabilities of Workday ERP, OneStream, and optimization of financial planning tools.

  • Data Driven Organization - Be an advocate to adoption use of data to simplify decision making and presentation of complex information. Lead the development of management dashboards, business models and data platforms.

What we’re looking for:

  • Finance / Accounting designation (CPA/CMA, MBA, CFA)
  • 3+ years of experience in Finance/Accounting
  • 2+ years Financial Services industry experience
  • Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections
  • Previous experience coordinating rigorous forecasting and planning cycles and corresponding outputs
  • Previous experience with Banking (Personal Lending, Credit Cards, Mortgage and Auto, would be an asset)
  • 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, Alteryx) would be an asset
  • Excellent presentation, facilitation, interpersonal and communication skills
  • Highly collaborative, hands-on approach
  • Solution-oriented, strategic business partner

What you’ll love about working here:

  • Award-Winning Culture: We’re proud to be recognized as a Great Place to Work Canada 2025 and one of Montreal’s Top Employers 2025 by Canada’s Top 100 Employers.
  • Work-Life Balance: Enjoy flexibility with our hybrid work model designed to support your lifestyle.
  • Time to Recharge: Generous vacation based on your role, statutory holidays, plus 6 wellness days to prioritize your well-being.
  • Compensation Package: Competitive base salary plus an annual incentive bonus tied to performance.
  • Comprehensive Benefits: Robust health and dental coverage through Manulife, as well as virtual healthcare through Dialogue. 
  • Future-Ready Savings: Group Retirement Savings Plan with up to 7% employer match.
  • Exclusive Perks: Discounts from top retailers via WorkPerks, plus location-based perks like gym memberships and Toronto Bike Share.
  • On-Site Fitness: Gym access at our London and Montreal offices.
  • Continuous Growth: Education Assistance Program and Fairstone Academy for training and skill development.
  • Family Support: Parental leave top-up program to help you during life’s big moments.
  • Community Impact: One paid volunteer day to give back to causes that matter to you.
  • For more information on who we are as an employer click here.

What you can expect - pay & process:

  • Expected base salary range is 75,000$ -85,000 $ , plus the opportunity to earn an annual incentive bonus tied to performance.   
  • This posting is for an existing vacancy within our organization.
  • Artificial intelligence may be used in parts of the recruitment process.
  • All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire. 

If what you read excites you, we’d like to hear from you! Please submit your application and we’ll contact you if you become selected for first stages of the interview process.

Learn more: https://www.fairstone.ca/en/about/canadian-lender

Follow us on LinkedIn: https://www.linkedin.com/company/fairstone/mycompany/

If you have a preferred language for communication, please kindly inform us whether you prefer French or English on your application.

Fairstone is an equal opportunity employer. Accordingly, we will make reasonable accommodations to respond to the needs of people with disabilities. Individuals who view themselves as Aboriginals, members of visible minorities, and disabled are encouraged to apply in confidence.

Time Type:

Full time

Job Type:Permanent

Skills Required

  • Finance / Accounting designation (CPA/CMA, MBA, CFA)
  • 3+ years of experience in Finance/Accounting
  • 2+ years Financial Services industry experience
  • Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections
  • Experience coordinating forecasting and planning cycles (Annual Operating Plan, Quarterly Forecasts, Business Outlooks)
  • Previous experience with Banking products (Personal Lending, Credit Cards, Mortgage, Auto)
  • Experience developing financial models and dashboards in BI tools (Power BI, Alteryx)
  • Experience enabling or working with Workday ERP and OneStream
  • Excellent presentation, facilitation, interpersonal and communication skills
  • Ability to pass criminal background check, credit check, and validation of work experience
  • Highly collaborative, hands-on, solution-oriented and strategic business partner approach
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The Company
HQ: Montreal, Quebec
1,293 Employees
Year Founded: 1926

What We Do

At Fairstone Bank, we do things differently. We’re committed to strengthening how businesses connect with their customers, offering value-driven financial products and services that drive business success and deliver the right customer experience. We do this by building adaptable, innovative financial services, so clients can take full advantage of every opportunity that comes their way. Fairstone Bank and its subsidiary, Fairstone Financial Inc. (“Fairstone”), form a leading consumer lending group, offering a complement of financial services designed to enhance customer loyalty and deliver confident borrowing experiences. From credit card issuance and program management to point-of-sale financing programs, automobile financing, broker deposits and direct-to-consumer lending, Fairstone Bank and Fairstone provide financial solutions that enable consumers and businesses to achieve their goals. With a long-established Canadian history, the company is committed to improving the lives of Canadians with value-driven and accessible financial solutions. Fairstone Bank and Fairstone are powered by a diverse workforce located in three corporate offices and in over 240 Fairstone branches coast to coast. In 2022, Fairstone was proud to receive the Parity Certification by Women in Governance for the third year in a row, and to be nominated for the second year in a row as a Montreal Top Employer. As an organization, Fairstone Bank of Canada is committed to supporting and empowering a workplace focused on diversity, equity and inclusion. If you’re looking to join a corporate culture built on strong values, with managers who appreciate your contributions and inspire you to do your best every day, join our team! For employment opportunities: https://fairstone.wd3.myworkdayjobs.com/FairstoneCareers

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