Manager, Financial Planning & Analysis

About the Opportunity

This role sits within a forward-thinking Canadian banking organization that aims to rethink traditional banking through innovation, agility, and customer-focused solutions. The business serves more than 800,000 customers across Canada and operates with a mandate to improve Canadian banking and enrich people’s lives.

The Financial Planning & Analysis Manager is responsible for delivering rigorous analysis that supports informed decision-making and strengthens risk-aware management across business units. The position plays a meaningful part in improving profitability and operating efficiency by examining business needs and risks, suggesting practical optimization measures, and contributing to board and committee reporting.

What You’ll Do

• Prepare and maintain reporting that reflects corporate and business-line financial performance.
• Track results and operating processes against established risk frameworks and evaluate whether targets are being met.
• Support revenue-generating teams with timely analysis and reporting that help them understand, manage, and optimize market and operational risk.
• Build reporting on portfolio performance, profitability, and risk exposure, and use the findings to shape recommendations and decisions.
• Deliver information quickly and accurately so business leaders can make well-informed decisions.
• Collect, combine, and analyze financial information and KPI data from multiple sources for recurring and ad hoc requests.
• Work with a high level of flexibility, independence, precision, and speed, often under tight deadlines.
• Produce business-unit portfolio reports, efficiency and KPI dashboards, continuity reports comparing actuals to budget, and other executive or senior management requests.
• Support Accounting and Finance and other business areas as needed.
• Contribute to a strategic center of excellence by performing analysis and leading selected strategic financial studies.
• Help implement business-unit tactics that align with broader corporate strategy.
• Provide objective, unbiased analysis of front-office business decisions.
• Partner with managers across business units to gather assumptions that feed financial models.
• Develop and maintain dynamic models for business lines, projects, and products.
• Run detailed models and review outputs for accuracy and relevance.
• Ensure data is extracted correctly and interpreted properly from different information sources.
• Coach, assign work to, and review analysis prepared by analysts in the analytics group.
• Improve annual budgeting and monthly forecasting processes, including the use of budgeting and forecasting tools.
• Find ways to improve the technical accuracy, validation, and structure of financial analysis.
• Create supporting documentation and structure key processes to increase efficiency and reduce risk.
• Identify, assess, and analyze operational risk embedded in products, activities, processes, and systems.

What You Bring

• A post-secondary degree in Accounting, Finance, Economics, or Business is preferred.
• CFA or CPA designation completed, or at minimum in progress.
• At least 7 years of progressive, relevant experience.
• At least 3 years of experience managing a team.
• Experience reviewing and overseeing the work of junior team members.
• Strong knowledge of the financial products and services offered by the organization.
• Advanced proficiency with Microsoft Office, including Excel, Access, PowerPoint, and Word.
• Strong Excel capability, including PivotTables, nested IF formulas, VLOOKUP, OFFSET, SUMIFS, and MATCH-INDEX.
• Solid understanding of balance sheet risk measurement, monitoring, and analysis.
• Good grasp of internal controls and operational risk concepts.
• Ability to evaluate complex financial issues and recommend strategies, plans, and tactics that support business goals.
• Experience using technology to collect, organize, and work with data.
• Knowledge of financial statements and reporting.
• Knowledge of financial modeling principles.
• Strong analytical and problem-solving ability.
• Excellent attention to detail and organizational skills.
• Effective communication and leadership skills.
• Ability to manage several priorities at once.
• Comfortable working independently and collaboratively.

Perks and Benefits

• Discretionary bonus opportunity.
• RRSP matching program.
• Medical, dental, vision, life, and disability coverage.
• Employee share purchase plan.
• Maternity and parental top-up support.
• Vacation time and personal days.
• Virtual events to stay connected with colleagues.
• Professional development and a structured career growth program.
• Opportunity to join a leading fintech and help shape a modern banking experience.

Additional Information

The company is committed to inclusion, barrier-free recruitment, and an accessible work environment. Applicants may request accommodations during the hiring process and beyond. All selected candidates must pass both a criminal background check and a credit check to be hired. Only candidates whose experience closely matches the role’s requirements are expected to be contacted.

Location: Toronto, Ontario, Canada. Work arrangement: On-site full-time role.