Senior Analyst, Performance Management - Technology

Fairstone Bank•Montreal, QC

1d•CA$75,000 - CA$85,000•Hybrid

About The Position

Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals. Over the years, our brand family has grown. In 2024, Home Trust Company, Home Bank and Oaken Financial became part of the Fairstone Bank family of brands, alongside Fairstone, EdenPark and Fig. Together, we are the leading alternative lending bank in Canada. We have the collective experience and expertise to better serve our customers and foster our partners’ growth. With a diverse suite of products—residential and commercial mortgages, consumer deposits and GICs, credit cards, retail and automobile financing, personal loans and digital lending—we offer financial solutions tailored to all Canadians, including newcomers, small-business owners, smart investors and savvy consumers. Join Fairstone as a Senior Analyst, Performance Management - Technology, and be part of our talented and growing team! The Senior Analyst Performance Management - Technology will support expenses management, business planning, and performance management activities through financial models, forecasts, business and financial analysis, industry research and special projects. Reporting to the Senior Manager this position will have experience working in a multi-business unit organization to support the required reporting, analysis and communication.

Requirements

Finance / Accounting designation (CPA/CMA, MBA, CFA)
3+ years of experience in Finance/Accounting
2+ years Financial Services industry experience
Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections
Previous experience coordinating rigorous forecasting and planning cycles and corresponding outputs
Previous experience with Banking (Personal Lending, Credit Cards, Mortgage and Auto, would be an asset)
Strong business and process acumen, with ability to analyze strategic requirements, create innovative solutions, and develop action plans
Experience in developing financial models and dashboards within industry BI Tools (PowerBI, Alteryx) would be an asset
Excellent presentation, facilitation, interpersonal and communication skills
Highly collaborative, hands-on approach
Solution-oriented, strategic business partner

Nice To Haves

Previous experience with Banking (Personal Lending, Credit Cards, Mortgage and Auto, would be an asset)
Experience in developing financial models and dashboards within industry BI Tools (PowerBI, Alteryx) would be an asset

Responsibilities

Support the Financial Planning and Analysis (FP&A) for the Technology department activities, by coordinating across the business and finance teams with multiple business units through the Annual Operating Plan, Quarterly Forecasts, and Business Outlooks (3-5 Year Plans).
Assist the preparation and completion of monthly and quarterly business review materials, forecast materials and AOP discussion materials for Executive Leadership, Ownership Group and the Board.
Support managing the bank’s efficiency ratio performance.
Assist in the functional department reviews with business leaders on Operating Expenses.
Support a strong data-driven environment, providing fact-based strategic insight to business partners to identify risks and recommendations to improve future business performance.
Business Growth - Support the development of business cases and investment analyses, initiative tracking, and post implementation reviews.
Finance Transformation - Play a key role in enabling the capabilities of Workday ERP, OneStream, and optimization of financial planning tools.
Data Driven Organization - Be an advocate to adoption use of data to simplify decision making and presentation of complex information.
Lead the development of management dashboards, business models and data platforms.