Specialist, Performance Management

Fairstone Bank•Toronto, ON

18d•Hybrid

About The Position

The Performance Management Specialist will serve as the finance business partner for DIRECT LENDING which includes Unsecured, Secured and Real Estate Lending. The individual will support the business teams and associated supporting functions including Operations, Marketing and Product teams. The ideal candidate is highly motivated, intellectually curious, analytical, and possesses an entrepreneurial mindset. Reporting to the Director, Performance Management this position will be responsible for leading planning & forecasting of the business’ full financial statements, business analysis and management insights. Lead the Financial Planning and Analysis (FP&A) activities including the Annual Operating Plan, Quarterly Forecasts, and Business Outlooks (3-10 Year Plans). Support the management team for the Direct Lending Business to develop and maintain tracking of key business drivers and product contribution margin for key business segments. Lead business performance and variance analysis, including key business metrics, income statement, balance sheet, and regulatory metrics. Participate in the Annual Internal Capital Adequacy Assessment Process which includes conducting stress test, audit review and communicating with regulatory body. Support overall Direct Lending on Operating Expenses, including volume driven expenses. Work closely with business partners and financial reporting team to prepare management reporting packages and presentations for the ownership group and board. Champion 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 a newly launched cloud-based implementation of financial software and optimization of financial planning tools. Data Driven Organization - Be an advocate of transforming data to simplify decision making and presentation of complex information. Lead the development of management dashboards, business models and data platforms.

Requirements

Finance / Accounting designation (MBA, CPA/CMA, CFA)
5+ years of experience in Finance/Accounting
3+ 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
Relevant financial institution experience including management and OSFI regulatory reporting, understanding of capital requirements
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

Previous experience in Financial Services, focus on personal lending would be an asset
Experience in developing financial models and dashboards within industry Business Intelligence Tools (PowerBI, Alteryx, Anaplan or OneStream) would be an asset

Responsibilities

Lead the Financial Planning and Analysis (FP&A) activities including the Annual Operating Plan, Quarterly Forecasts, and Business Outlooks (3-10 Year Plans).
Support the management team for the Direct Lending Business to develop and maintain tracking of key business drivers and product contribution margin for key business segments.
Lead business performance and variance analysis, including key business metrics, income statement, balance sheet, and regulatory metrics.
Participate in the Annual Internal Capital Adequacy Assessment Process which includes conducting stress test, audit review and communicating with regulatory body.
Support overall Direct Lending on Operating Expenses, including volume driven expenses.
Work closely with business partners and financial reporting team to prepare management reporting packages and presentations for the ownership group and board.
Champion a strong data-driven environment, providing fact-based strategic insight to business partners to identify risks and recommendations to improve future business performance.
Support the development of business cases and investment analyses, initiative tracking, and post implementation reviews.
Play a key role in enabling the capabilities of a newly launched cloud-based implementation of financial software and optimization of financial planning tools.
Be an advocate of transforming data to simplify decision making and presentation of complex information. Lead the development of management dashboards, business models and data platforms.

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 plus an annual incentive bonus tied to performance.
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.