Sr. Financial Analyst, Financial Analysis & Planning

Job Description

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Reporting to the Director, Reporting & Analysis, this role is responsible for preparing & supporting management reporting, forecasting, and business and strategic planning and analysis for the growing Wealth distribution channel within the Retail Advice & Solutions (RA&S) business unit. This role will work independently and collaboratively with the finance partners within RA&S, other business units and Canadian Finance to deliver accurate and timely financial information and insightful analysis with outcome-based results. This role will be required to pivot easily between competing strategic priorities for the growing business with a strong focus on relationship management and delivery of deep insights into business drivers and impacts. The scope and scale of this role requires a high level analytical insight, and operational efficiency. The successful candidate can work out of the Waterloo King or Toronto York locations.

What will you do:

• Prepare complete, accurate and timely monthly/quarterly/annual sales and income reporting for the Wealth distribution channels within RA&S
• Support the preparation of the RA&S Wealth Quarterly Business Review (QBR) packages, explaining the key drivers of the current and forecasted income for senior business and finance leaders
• Support the preparation of the RA&S Wealth business and strategic planning & forecasting process while collaborating with internal partners
• Provide support for strategic projects and initiatives
• Participate in discussions with the user groups of sales data in order to determine best practices and deliver value added information efficiently and effectively
• Prepare or assist in ad hoc analysis and reporting as required by management
• Build trusted relationships with internal business partners, Finance leaders, and cross-functional stakeholders to deliver high-quality service to the business
• Identify and implement continuous process improvements and automation to enhance forecast accuracy and create process efficiencies

What do you need to succeed:

• Business knowledge and experience related to Wealth and/or financial services industry
• 3+ years of experience in Finance, Planning, Performance Management, Business Analytics, or related field
• Degree in Business, Finance, or similar. Designation (CPA, CFA, MBA) preferred
• Excellent PC skills (Role utilizes tools such as: MS Office Suite, SAP, Workiva and Longview)
• Experience with financial reporting tools (Longview, Workiva, SAP)
• Proven ability to partner and build relationships
• Excellent verbal and written communication skills
• Excellent problem solving and analytical skills to support data-driven decision making
• Ability to prioritize, organize, and meet tight deadlines, while optimizing work processes
• Self-motivated and capable of handling conflicting priorities in a dynamic and changing environment

What's in it for you?

• The opportunity to move along a variety of career paths with amazing networking potential
• Flexible Benefits from the day you join to meet the needs of you and your family
• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential
• We’re honoured to be recognized as a 2025 Best Workplaces in Ontario by Great Place to Work® Canada
• We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work®, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health

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