Director, Forecasting & Balance Sheet Analytics

RBC • Toronto, ON

7d • Onsite

About The Position

The Director, Forecasting & Balance Sheet Analytics provides strategic leadership and guidance for the Personal Banking and Commercial Banking (PB & CB) financial planning and analysis function. This role will be responsible for leading the Balance Sheet and Capital management, Estimate and Planning enhancements, and execution of key transformation initiatives across PB & CB.

Requirements

• 7+ years of progressive finance experience, including 2+ years in leadership
• Demonstrated experience in financial planning and balance sheet / Capital Management
• Strong leadership presence and communication skills (written and verbal)
• Excellent strategic thinking and business acumen
• Advanced proficiency with financial modeling and analysis tools
• Experience managing teams and developing talent
• Strong problem-solving and decision-making capabilities
• Ability to lead and support complex, cross-functional initiatives
• The ability to influence strategic decisions through compelling storytelling and presentation to senior-level stakeholders
• Experience with slide deck and PowerPoint preparation with aesthetic, presentation-ready outputs

Nice To Haves

• Professional designation in accounting, finance, or related field (CPA, CFA)
• Prior experience in banking or financial services
• Experience with process improvement and transformation initiatives
• Strong knowledge of banking P&L, Balance Sheet and capital requirements
• Knowledge of RBC finance tools, processes, and systems (EPM, SAP, etc.)

Responsibilities

• Lead and mentor a team of 3 finance professionals, providing strategic direction, performance management, and development opportunities
• Foster a high-performing culture focused on execution of transformation initiatives and key priorities
• Lead P&L forecasting for PB & CB Segments; maintain KPI monitoring and reporting processes against enterprise initiatives
• Direct balance sheet and capital analysis for PB & CB deposits and lending; maintain executive awareness of key metrics, risks, trends, and strategic implications through regular reporting and ad hoc analysis
• Partner with Risk Management and Treasury to ensure compliance and effective capital allocation
• Own and oversee the monthly estimate process, ensuring accuracy, timeliness, and alignment with business objectives
• Lead quarterly Assurance Review (QAR) submissions and governance requirements
• Develop and refine estimate methodologies and controls to enhance reliability and business relevance
• Collaborate with PB & CB Financial Advisors and functional support groups to ensure accurate P&L forecasts and estimates
• Identify and lead digital finance platform modernization work streams to enhance financial planning, analysis, and reporting processes
• Oversee implementation of new tools and systems to support financial analysis and decision-making
• Identify opportunities and implement solutions to streamline forecast, planning, and reporting processes
• Work in conjunction with enterprise systems and teams to coordinate planning deliverables
• Develop strategic commentary and executive presentations on financial performance trends and balance sheet positioning
• Provide business leadership with timely analysis on P&L and balance sheet performance to support decision-making

Benefits

• A comprehensive Total Rewards Program including bonuses and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in an agile, collaborative, progressive, and high-performing team
• The opportunity to interface with senior level executives from many different parts of the organization

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed