Senior Financial Analyst, Financial Planning & Analysis

The Core Responsibilities!

• Maintenance of Financial Models (35%)
• The Senior Financial Analyst will be responsible for developing and maintaining financial models that are distributed to management on a monthly and quarterly basis
• Key deliverables encompass business unit profit & loss reporting, mortgage renewal & pricing analyses, mortgage continuity reports and budget/forecasts
• This role will require the candidate to run detailed financial models, liaise with different business units and extract and manipulate data from various information sources
• The incumbent will employ advanced Excel skills such as Pivot Tables, Nestled “IF” Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to build efficient and accurate financial models


• Enhance Financial Analyses and Processes (25%)
• The candidate will work closely with various team members to define, scope and implement enhancements to detailed financial models, including budgeting/forecasting tools
• The Senior Financial Analyst will help structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk
• This team member will be expected to proactively find ways to improve the technical accuracy, validation and organization of financial models


• Financial Analysis/Ad hoc Reporting (40%)
• Perform ad hoc reporting and analysis requests as required with a high degree of flexibility and attention to detail
• Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources
• The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise

Let's Talk About You!

• Four year Degree; Accounting, Finance, Economics, or Business preferred
• Preference for a CFA/CPA designation completed/in process
• At least 4 - 5 years of progressive and relevant work experience
• Demonstrated ability using MS Office (Excel, Access, PowerPoint and Word)
• Advanced Microsoft Excel skills, including developing/running macros
• Ability to work extensively with formulas, numbers and spreadsheets
• Experience utilizing technology to gather and manipulate data
• Experience using database query tools (i.e. SQL) is considered an asset
• 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
• Strong organizational skills
• Ability to handle multiple competing priorities (multi-tasking)
• Enjoys working in both team and individual environments