Financial Planning & Analysis Manager

About the role

The Manager, Financial Planning & Analysis will conduct in‑depth analysis to enable fact‑based decision making and embed risk‑based management across business units. This role drives profitability and efficiency by assessing risk, recommending optimization tactics, and supporting Board and committee reporting.

Key responsibilities

• Prepare and develop corporate and business‑line financial performance reports, including portfolio profitability and risk exposure.
• Monitor results against risk frameworks and provide timely information to support revenue generation and operational risk management.
• Produce continuity reports, KPI dashboards, and ad‑hoc analyses for senior and executive management.
• Maintain and enhance dynamic financial models for budgeting, forecasting, NIM, ROE, and pricing analysis.
• Assess and improve annual budgeting and monthly forecasting processes, recommending tools and automation.
• Lead strategic financial analysis initiatives and support implementation of tactics aligned with corporate strategy.

Required profile

• Post‑secondary degree in Accounting, Finance, Economics or Business; CFA/CPA designation completed or in progress.
• Minimum 7 years of progressive finance experience, including at least 3 years managing a team.
• Strong understanding of financial products, balance‑sheet risk management, and internal control frameworks.
• Proven ability to assess complex financial issues and recommend actionable strategies.
• Excellent attention to detail, organizational skills, and ability to handle multiple priorities.

Required skills

• Advanced Microsoft Excel (PivotTables, VLOOKUP, OFFSET, SUMIFS, MATCH‑INDEX, nested IF statements).
• Microsoft Access, PowerPoint, and Word.
• Financial modeling and budgeting/forecasting tools.
• Data analysis and manipulation techniques.
• Risk measurement, monitoring, and reporting.