We are seeking a detail-oriented and analytical Senior Financial Analyst to support financial planning, reporting, forecasting, and performance analysis within a banking or financial services environment. This role will partner closely with finance, accounting, operations, risk, and business leadership teams to provide insights that support strategic decision-making, regulatory awareness, and financial performance management.

The ideal candidate has strong experience in financial analysis, budgeting, forecasting, variance analysis, management reporting, and banking/financial services operations.

Key Responsibilities
Prepare monthly, quarterly, and annual financial reports, including variance analysis, trend analysis, and commentary for management.
Support budgeting, forecasting, and long-range planning processes across business units.
Analyze revenue, expenses, margins, KPIs, and business performance drivers.
Partner with internal stakeholders to explain financial results and provide actionable insights.
Develop financial models to support scenario analysis, business cases, cost optimization, and strategic initiatives.
Monitor financial performance against budgets, forecasts, and prior periods.
Support month-end and quarter-end close activities, including accruals, reconciliations, journal entry review, and reporting packages.
Assist with regulatory, compliance, audit, and internal control reporting requirements as needed.
Prepare executive-level dashboards, presentations, and ad hoc financial analysis.
Identify process improvement opportunities in reporting, forecasting, and financial controls.
Work with large datasets from ERP, banking, reporting, and business intelligence systems.
Ensure accuracy, completeness, and timeliness of financial reporting deliverables.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
CPA, CFA, MBA, or progress toward a professional designation is preferred.
5+ years of progressive experience in financial analysis, FP&A, accounting, or financial reporting.
Experience in banking, financial services, insurance, lending, wealth management, capital markets, or a regulated financial environment is strongly preferred.
Strong knowledge of budgeting, forecasting, variance analysis, financial modeling, and management reporting.
Solid understanding of financial statements, month-end close, accruals, reconciliations, and internal controls.
Advanced Excel skills, including complex formulas, pivot tables, lookups, and financial modeling.
Experience with ERP, financial reporting, or BI tools such as SAP, Oracle, Hyperion, Workday, Power BI, Tableau, SQL, or similar systems.
Strong communication skills with the ability to present financial insights to non-finance stakeholders.
High attention to detail, strong analytical judgment, and ability to work with confidential financial information.

Preferred Experience

Prior experience supporting banking products, lending portfolios, deposits, treasury, risk, regulatory reporting, or financial institution operations.
Experience with KPI dashboards, profitability analysis, cost allocation, or business unit performance reporting.
Exposure to OSFI, regulatory reporting, SOX, audit support, or internal controls.
Ability to work in a fast-paced, deadline-driven financial services environment.

Key Skills

Financial Planning & Analysis
Budgeting and Forecasting
Variance Analysis
Management Reporting
Financial Modeling
Banking / Financial Services
Month-End Close Support
KPI Reporting
Regulatory and Control Awareness
Advanced Excel
Power BI / Tableau / SQL
Stakeholder Management

Nice-to-Have

CPA, CFA, or MBA designation.
Experience in Canadian banking or financial institutions.
Knowledge of IFRS, US GAAP, SOX, OSFI, or other financial regulatory frameworks.
Experience automating reports or improving financial reporting processes.