Senior Manager, Planning, Forecasting & Special Projects

Role overview

Planning, forecasting, and analysis

• Prepare monthly forecasts, the annual Profit Plan, and the five-year outlook.
• Oversee collection, consolidation, and validation of business-line financial and non-financial data.
• Review forecasts for completeness and reasonableness, address issues, and explain results versus plan, prior forecast, and actuals.
• Develop and maintain models for forecasting and analysis of key business drivers.
• Provide recurring and ad hoc analysis and modeling to inform senior-management decisions and strategic or tactical projects.

Management reporting

• Prepare monthly and quarterly reports, including MMR/QMR, Business Line Packages, and other management reports.
• Produce concise, executive-ready commentary on trends and drivers.
• Ensure consistent and aligned reporting across business lines and stakeholders.

Finance transformation and Anaplan

• Support implementation and ongoing enhancement of the Anaplan forecasting and reporting platform.
• Coordinate UAT/QAT and validate system outputs, model design, data mapping, and calculation logic.
• Prepare data-upload files and troubleshoot data or system issues.
• Liaise among Canadian Banking Finance, the Anaplan project team, and Global Finance Technology.
• Build reporting solutions and analytics using Anaplan data and Anaplan XL; develop scalable dashboards and reporting outputs.
• Advance automation and improve the accuracy and efficiency of planning and forecasting processes.
• Maintain model-design, upload-process, user-guide, and desktop-procedure documentation.

Controls and collaboration

• Build working relationships across finance, business lines, product groups, risk, treasury, capital management, and executive office finance.
• Support cross-functional initiatives, special projects, and additional resourcing during peak periods.
• Maintain effective internal controls over planning, forecasting, and reporting; address EUC requirements and SOX controls.
• Support ad hoc analysis requests.

Experience and education

• Minimum five years of relevant experience at a financial institution.
• University degree in analytics, finance, engineering, or a quantitative discipline.
• MBA, CFA, or CPA is preferred.

Skills and experience

• Strong understanding of margin analysis and funds transfer pricing.
• Advanced Excel and strong data-manipulation skills; experience building reporting tools and models.
• Experience supporting finance transformation or system implementation initiatives; Anaplan experience is an asset.
• Strong attention to detail and focus on data accuracy and integrity.
• Proactive, solutions-oriented mindset and excellent communication skills, including support for senior-management deliverables.
• Knowledge of Canadian retail and commercial banking products is an asset.