Senior Manager, Financial Planning & Analysis

Is this role right for you?

In this role, you will :

• Support the Wealth Management Quarterly forecast and Annual profit plan processes
• Lead the administration functions of the GWM PNF and HLF applications in Hyperion, such as rolling over forecasts, updating the dimension tree structure, co-ordinating forecast input with the Wealth Management Finance team and reconciliation to control numbers
• Responsible for maintaining and updating the GWM forecast database, which generates key financial metrics and ratios for actual, forecast and plan.

Includes the use of various systems to generate, house and report the data (OBI, Hyperion, Alteryx, Power BI)

• Lead any data related implementations and automations, including Alteryx and transition to All-Bank ERP environment
• Responsible for cross-training business line finance teams as part of the overall GWM Finance data strategy
• Support ad hoc analysis requests as required
• Develop and maintain strong working relationships within Global Wealth Management Finance and Wealth Management business units as well as divisional support functions as required
• Directs financial reviews to improve management processes and standardize methodologies. Implement and maintain constantly evolving performance measurement practices, and reporting by : Working with the Business Line to create and automate various annual plans and quarterly / multi-year forecast processes, including all balance sheet and P&L items Lead the production of various monthly and quarterly performance dashboards and scorecards including value-added performance commentary and variance analysis.

Support the development of portfolio stress-testing scenarios

Directs day-to-day activities in a manner consistent with the Bank’s risk culture and the relevant risk appetite statement and limits.

Communicates the Bank’s risk culture and risk appetite statement throughout their teams.

• Creates an environment in which his / her team pursues effective and efficient operations of his / her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML / ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML / ATF Global Handbook and the Guidelines for Business Conduct.
• Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment;

communicating vison / values / business strategy and managing succession and development planning for the team.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have :

• MBA and / or Accounting Designation preferred
• Minimum of 10 years directly related experience in a financial area
• Strong technical skills, including strong modelling and automation skills
• Must have previous database management experience, working with Hyperion or similar financial applications
• Thorough knowledge of Global Wealth Management’s products / services, business lines, financial reports, compliance, performance measurement, planning and analysis, service standards, legal and regulatory requirements.
• Must have comprehensive knowledge of management / accounting methods and practices including product profitability, ROEE measurement techniques.
• Strong strategic and analytical skills required to develop the vision, goals, strategies, and plans for the Finance Department aligning with the overall Bank strategy.
• Thorough knowledge of all aspects of finance and the ability to continuously and critically analyze the current state for new concepts, insights and opportunities for improvement.
• Strong initiative, forward thinking and creative problem solving skills with the ability to create or stimulate integrated cross disciplinary strategic solutions.
• Skilled in gaining the organizational commitment and alignment of various stakeholders in GWM through the use of strong interpersonal skills and win-win outcomes.
• Effective negotiation and influencing skills that can be applied across all functional levels and areas within the organization
• Demonstrated leadership skills and relationship management expertise

What’s in it for you?

• An inclusive & collaborative working environment that encourages creativity, curiosity, and celebrates success!
• We offer a competitive rewards package : Performance bonus, Employee Share Ownership Program, and Pension Plan Matching, Health Benefits from day one!
• Your career matters! You will have access to career development and progression opportunities.

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