Senior Financial Analyst, Financial Planning & Analysis

Fairstone Bank•Toronto, ON

54d•Hybrid

About The Position

The Senior Financial Analyst, Financial Planning & Analysis will support business planning and performance management activities through financial models, forecasts, business and financial analysis, industry research and special projects. Reporting to the Manager, this position will have experience working in a multi-business unit organization to support the required reporting, analysis and communication. The ideal candidate is highly motivated, intellectually curious, analytical, and possesses an entrepreneurial mindset. Detail oriented and enjoy being hands-on. Have proven analytical skills and always understand the “bigger picture”. Demonstrated effectiveness in building processes, establishing standards and to drive our strategic objectives. In addition: Support the Financial Planning and Analysis (FP&A) 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). Maintain and optimize existing Anaplan models to improve performance and scalability. 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. Leverage business knowledge and expertise in Anaplan to drive process transformation and opportunities for strategic recommendations/value Assist in the functional department reviews with business leaders on Growth targets. Support in the Performance and Efficiency Forum with the aim to ensure profitable growth for the bank. Support the Treasury team with FP&A activities with Treasury team on bank wide funding costs and capital levels for the bank. Support a strong data-driven environment, providing fact-based strategic insight to business partners to identify risks and recommendations to improve future business performance.

Requirements

Bachelor’s degree in Business, Finance, Accounting or related field (CFA, CPA designation an asset)
Minimum of 2 years of experience in designing and implementing Anaplan solutions, with a proven track record of leading complex projects
Proficiency in data integration techniques and tools, preferably experience with Alteryx
Excellent analytical, problem-solving, and critical-thinking skills
3+ years of experience in Financial Planning and Analysis; preferably Financial Services industry experience
Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections
Deep understanding of financial planning, budgeting, forecasting, and performance management processes
Strong business and process acumen, with ability to analyze strategic requirements, create innovative solutions, and develop action plans
Excellent presentation, facilitation, interpersonal and communication skills
Highly collaborative, hands-on approach
Solution-oriented, strategic business partner

Nice To Haves

Experience in developing financial models and dashboards within industry BI Tools (PowerBI, Python, DataBricks) would be an asset

Responsibilities

Support the Financial Planning and Analysis (FP&A) 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).
Maintain and optimize existing Anaplan models to improve performance and scalability.
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.
Leverage business knowledge and expertise in Anaplan to drive process transformation and opportunities for strategic recommendations/value
Assist in the functional department reviews with business leaders on Growth targets.
Support in the Performance and Efficiency Forum with the aim to ensure profitable growth for the bank.
Support the Treasury team with FP&A activities with Treasury team on bank wide funding costs and capital levels for the bank.
Support a strong data-driven environment, providing fact-based strategic insight to business partners to identify risks and recommendations to improve future business performance.

Benefits

Award-Winning Culture: We’re proud to be recognized as a Great Place to Work Canada 2025 and one of Montreal’s Top Employers 2025 by Canada’s Top 100 Employers.
Work-Life Balance: Enjoy flexibility with our hybrid work model designed to support your lifestyle.
Time to Recharge: Generous vacation based on your role, statutory holidays, plus 6 wellness days to prioritize your well-being.
Compensation Package: Competitive base salary
Comprehensive Benefits: Robust health and dental coverage through Manulife, as well as virtual healthcare through Dialogue.
Future-Ready Savings: Group Retirement Savings Plan with up to 7% employer match.
Exclusive Perks: Discounts from top retailers via WorkPerks, plus location-based perks like gym memberships and Toronto Bike Share.
On-Site Fitness: Gym access at our London and Montreal offices.
Continuous Growth: Education Assistance Program and Fairstone Academy for training and skill development.
Family Support: Parental leave top-up program to help you during life’s big moments.
Community Impact: One paid volunteer day to give back to causes that matter to you.