Senior Finance Manager, Global Asset Manager

Is this role right for you?

In this role, you will:

1. Financial Reporting, Forecasting & Annual Profit Planning

• Support financial reporting for executive management, including performance against forecast, plan and prior periods for business line reporting packages
• Support non-financial reporting for Global Asset Management, including reporting on sales vs non-sales FTE and daily/monthly reporting on net flows by channel for Global Asset Management
• Support the annual profit plan and monthly forecasting processes across business units.
• Ensure timely and accurate data collection and analysis for financial planning.
• Recommend financial models and strategic benchmarks to improve forecasting accuracy.
• Maintain and enhance systems to support efficient reporting processes.

2. Data Management

• Act as stakeholder for financial and non-financial data, including Profit and Loss, Balance Sheet, Off Balance Sheet (AUA/AUM), Net Flows and FTE – across channels, business lines and at the consolidated Global Asset Management level
• Ensure alignment of data across various internal and external reporting, including data reported by teams outside of Global Asset Management

3. Expense Management & Governance

• Support monthly and quarterly financial reporting and variance analysis.
• Ensure accuracy and completeness of financial results.
• Investigate and explain significant transactions and variances.
• Deep dive into allocated expenses from business lines, corporate functions and other cost centers – determining trend and drivers
• Breakdown Asset Management expenses by business line and executive owners

4. Sensitivity Analysis and Enterprise Wide Stress Testing (EWST)

• Lead EWST process for Asset Management and collaborate with the Global Wealth Central and Global Risk Management (GRM) teams
• Act as a subject matter expert on the EWST model and update based on Stress Testing scenario and key market rates provided by Scotia Economics
• Perform data integrity checks to compare the model outputs vs PPNR output from GRM team and recommend any overrides
• Manage ad-hoc requests related to data, reporting, and modeling.

5. Strategic Projects & Business Insights

• Provide financial insight and modeling for strategic initiatives, new products, and compensation programs.
• Design and maintain profitability models and management reports to support decision-making.
• Prepare periodic analysis of financial trends and business performance metrics.
• Craft and present recommendations to senior management based on financial analytics.

6. Ad-Hoc Support

• Respond to finance-related inquiries and support requests from internal stakeholders.
• Assist with ad-hoc reporting and analysis for senior management.

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

• CPA designation or equivalent financial certification preferred.
• 7+ years of progressive experience in financial planning, reporting, and analysis.
• Strong understanding of compensation governance and financial modeling.
• Advanced Excel and financial systems proficiency.
• Proven ability to lead cross-functional initiatives and manage complex projects.
• Excellent communication, analytical, and problem-solving skills.
• Experience in Asset Management or Wealth Management is an asset.
• Strong knowledge of financial accounting and generally accepted accounting principles
• Advanced knowledge of Access database query tools
• Advance knowledge of business related computer software specifically Excel, PowerPoint and Word, and Power BI
• Accounting related experience and advanced analytical skills
• Strong knowledge of the securities and financial services industry (ie investment funds industry)
• Work in a standard office-based environment; non-standard hours are a common occurrence.

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.