Senior Financial Analyst, Financial Data & Systems

The Work

This opportunity will play a pivotal role within the Financial Planning and Reporting team in one of the fastest growing financial institutions in Canada. The Senior Financial Analyst will use his or her data analytics skill to maintain key financial databases and models to develop scheduled and ad hoc reports that drive key management decisions. The candidate must be a quick learner who possesses strong communication, analytical and technical skills.

Core Responsibilities

• Maintenance of Financial Data & Systems (45%)

• The Senior Financial Analyst will be responsible for maintaining data that flows from key systems into the Finance databases. Including the maintenance of the existing general ledger and future financial tools.

• Key deliverables will include ensuring the month end data in key tables are accurate and complete for downstream reporting, raising issues as they rise and ensuring the solution is implemented. The preparation of the finalized source of data for internal and external reporting.

• The Senior Financial Analyst will be responsible for developing and maintaining financial models that are distributed to management on a monthly and quarterly basis, such as mortgage subledger and mortgage continuity

• This role will require the candidate to run and maintain detailed queries/reports for regulatory reporting and create Power BI visuals for internal reporting

• The incumbent will employ advanced data cleansing and analytics skills, utilizing complex SQL scripts, M and DAX for Power BI reporting, and the ability to understand programming languages for automated scripts.

• Enhance Financial Analyses and Processes (20%)

• The candidate will work closely with various team members to define, scope and implement enhancements to detailed financial models, including budgeting/forecasting tools

• The Senior Financial Analyst will help structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk

• This team member will be expected to proactively find ways to improve the technical accuracy, validation and organization of financial models

• Financial Analysis/Ad hoc Reporting (35%)

• Perform ad hoc reporting and analysis requests as required with a high degree of flexibility and attention to detail

• Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources

• The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise

Let's Talk About you!

• Four year Degree; Accounting, Finance, Business or Computer Science preferred

• At least 4 - 5 years of progressive and relevant work experience

• Strong data analysis skills with experience using a variety of systems and BI tools such as Power BI and Tableau

• Strong knowledge of Microsoft Power products i.e., Power BI, Power Query, Power Automate, Power App

• Proficient in SQL and knowledge of rational database concepts

• Previous programming experience such as VBA, Python

• Understanding and knowledge of finance processes

• Previous experience with finance transformation or major process improvements

• Knowledge of financial modeling concepts is required

• CFA/CPA designation is nice to have

• Possess strong problem-solving and analytical skills

• Strong attention to detail

• Strong organizational skills

• Ability to handle multiple competing priorities (multi-tasking)

• Enjoys working in both team and individual environments