Support the Financial Planning and Analysis (FP&A) activities by coordinating across the business and finance teams with multiple business units through the Annual Operating Plan, Quarterly Forecasts, and Business Outlooks (3-5 Year Plans).
Support the management team for the Cards and Retail Financing Business to develop and maintain tracking of key business drivers and net credit margin for key business segments.
Support business performance and variance analysis, including key business metrics, income statement, balance sheet, and regulatory metrics.
Assist the preparation and completion of monthly and quarterly business review materials, forecast materials and AOP discussion materials for Executive Leadership, Ownership Group and the Board.
Support a strong data-driven environment, providing fact-based strategic insight to business partners to identify risks and recommendations to improve future business performance.
Support the development of business cases and investment analyses, initiative tracking, and post implementation reviews.
Play a key role in enabling the capabilities of a newly launched cloud-based implementation of Workday ERP and optimization of financial planning tools.
Be an advocate to adoption use of data to simplify decision making and presentation of complex information.
Lead the development of management dashboards, business models and data platforms.

Requirements

Finance / Accounting designation (CPA/CMA, MBA, CFA)
3+ years of experience in Finance/Accounting
2+ years Financial Services industry experience
Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections
Previous experience coordinating rigorous forecasting and planning cycles and corresponding outputs
Relevant FI experience including management and OSFI regulatory reporting, understanding of capital requirements
Previous experience with Banking (Credit Cards, Personal Lending, Auto, and Mortgages would be an asset)
Strong business and process acumen, with ability to analyze strategic requirements, create innovative solutions, and develop action plans
Experience in developing financial models and dashboards within industry BI Tools (PowerBI, Tableau) would be an asset
Excellent presentation, facilitation, interpersonal and communication skills
Highly collaborative, hands-on approach
Solution-oriented, strategic business partner

Benefits

Award-Winning Culture: We’re proud to be recognized as a Great Place to Work Canada 2025 and one of Montreal’s Top Employers 2025 by Canada’s Top 100 Employers.
Work-Life Balance: Enjoy flexibility with our hybrid work model designed to support your lifestyle.
Exclusive Perks: Discounts from top retailers via WorkPerks, plus location-based perks like gym memberships and Toronto Bike Share.
On-Site Fitness: Gym access at our London and Montreal offices.
Continuous Growth: Education Assistance Program and Fairstone Academy for training and skill development.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modellingforecastingfinancial planningvariance analysisbusiness case developmentinvestment analysisdata analysismanagement dashboardsbusiness modelsdata platforms

Soft Skills

presentation skillsfacilitation skillsinterpersonal skillscommunication skillscollaborationsolution-orientedstrategic thinkingbusiness acumeninnovative problem solvinghands-on approach

Certifications

CPACMAMBACFA