Cma Jobs

About The Position

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
• Relevant FI experience including management and OSFI regulatory reporting, understanding of capital requirements
• Excellent presentation, facilitation, interpersonal and communication skills
• Highly collaborative, hands-on approach
• Solution-oriented, strategic business partner

Nice To Haves

• Previous experience with Banking (Credit Cards, Personal Lending, Auto, and Mortgages would be an asset)
• Experience in developing financial models and dashboards within industry BI Tools (PowerBI, Tableau) 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).
• Support the management team for the Cards and Retail Financing Business to develop and maintain tracking of key business drivers and net credit margin for key business segments.
• Support business performance and variance analysis, including key business metrics, income statement, balance sheet, and regulatory metrics.
• 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 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 Workday ERP 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.

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.
• 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.