Senior Financial Performance Specialist (Hybrid)

Role overview

Responsibilities

• Lead FTP analysis and validation, reviewing calculations, curve construction, actuals, and rate assignments across products, portfolios, and business lines.
• Recommend improvements to FTP processes, reporting, and analytical capabilities.
• Lead monthly FTP origination, portfolio, and variance analysis; develop regional performance insights.
• Analyze profitability across products, portfolios, business lines, regions, and corporate views.
• Forecast and analyze regulatory capital, including risk-weighted assets, capital components, capital ratios, and scenarios.
• Support capital planning, budgeting, forecasting, and performance management with reporting and recommendations.
• Develop, maintain, and enhance return-on-capital frameworks and profitability metrics.
• Partner across Finance, Treasury, Risk, Pricing, Product, and Strategy; share analysis and expertise.

Required qualifications and experience

• Bachelor’s degree in business administration, finance, or a related field.
• CFA or CPA designation required, or working toward completion.
• Proficiency in complex financial analysis, funds transfer pricing, and problem-solving required.
• Five years of analytical finance experience in a service-oriented financial services organization is preferred.
• Knowledge of finance theory, profitability analysis, and financial modeling.
• Deep understanding of FTP frameworks, methodologies, and financial-services applications.
• Advanced Microsoft Excel and data-management skills, including modeling, reporting, and development of practical tools.
• Knowledge of return-on-capital frameworks and profitability metrics.
• Experience with OSFI’s BCAR framework, capital forecasts, and analysis of key capital drivers.

Additional capabilities

• Analyze large datasets and identify meaningful insights and trends.
• Communicate effectively in writing and verbally; collaborate across teams.
• Maintain organized, accurate documentation and work practices; apply knowledge with minimal supervision.
• Demonstrate risk awareness and adhere to policies and procedures.

Travel

• Occasional overnight travel may be required, up to six times per year.