Financial Analyst, FP&A
About The Position
Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coast-to-coast achieve homeownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are available through a variety of wealth management platforms. About Haventree Bank Headquartered in Toronto, Ontario, Haventree Bank (Haventree) is a mission driven alternative mortgage lender. The name Haventree is representative of the bank’s mission to help its customers find a place of refuge and to lay down new roots for the future. Haventree exists to be a catalyst of financial security and upward mobility for Canadians who are underserved by the traditional financial system.
Requirements
- Bachelor’s degree in finance, accounting, business administration, or related field, and pursuing or obtained a professional designation (CPA or CFA)
- Typically 2+ years of previous working experience in finance, reporting, or accounting.
- Advanced Excel user and experience working with reporting and planning tools including Adaptive Insights and Tableau
- Strong communicator, able to present technical topics clearly
- Strong attention to detail with excellent problem-solving skills
- Experience working with and analyzing large data sets
- Ability to learn and adapt quickly
Nice To Haves
- Prior experience in financial services is an asset.
Responsibilities
- Act as the central figure within FP&A for detailed non-interest expense reporting, budgeting, tracking, and variance analysis
- Maintain and develop dashboards on expenses and other key metrics in Tableau
- With other Finance team members, collaborate with project managers to create project investment theses; analyze the financial impact of new initiatives/strategic business decisions
- Create reports in Tableau, Powerpoint, and other tools for Executive consumption
- Contribute to monthly, quarterly, and annual planning and reporting cycles
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
