Senior Financial Analyst FPA
Senior Financial Analyst FPA
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Job Description
Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coasttocoast achieve homeownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are available through a variety of wealth management platforms.
About Haventree Bank
Headquartered in Toronto Ontario Haventree Bank (Haventree) is a mission driven alternative mortgage lender. The name Haventree is representative of the banks mission to help its customers find a place of refuge and to lay down new roots for the future. Haventree exists to be a catalyst of financial security and upward mobility for Canadians who are underserved by the traditional financial system.
Position Summary:
Reporting to the Director of FP&A the Senior Financial Analyst (FP&A) provides operational and organizational support to financial and strategic planning forecasting and analysis. The position collaborates crossfunctionally in planning analysis and reporting of financial results.
Major Duties & Responsibilities:
- Responsibility for modelling and forecasting the balance sheet including the mortgage continuity
- Responsibility for modelling and forecasting revenue including net interest margin
- Accountability for consolidated Haventree Bank forecast model including key financial metrics capital and shareholders equity
- Review monthly financial results against Plan and prior forecast versions with relevant business unit leaders to form business commentary explain variances and assess reasonability of the business units forecast assumptions
- Accountability for monthly FP&A reports to executive management
- Assist with preparing quarterly FP&A board materials
- Identify areas of risk or opportunity in Plan and Forecast and drive whatif scenarios and/or sensitivity analysis on balance sheet (including capital) and related P&L lines
- Identify areas for reporting improvements and process automation and support the Director FP&A in implementation
- Strong working knowledge of FP&A technology stack to support process & reporting improvements and ensure existing processes & reporting can be maintained
- Support the Director FP&A in providing adhoc coaching and guidance to junior analysts on complex issues
Qualifications & Experience:
Degrees Diplomas & Certifications:
- The position requires a bachelors degree in finance accounting business administration or equivalent or a professional designation (CPA CMA CA MBA or CFA).
Years and Range of Experience Required to Perform the Job:
- The position requires at least 34 years demonstrated experience in financial analysis; banking experience is a strong asset.
- Advanced Excel and Powerpoint skills. Experience working with cloud finance platforms including Adaptive Planning and Tableau is preferred.
- Strong business acumen.
- Excellent communicator able to convey ideas and issues to finance and nonfinance audiences at varying levels with clarity.
- Strong attention to detail with excellent problemsolving skills.
While we thank everyone for their interest in Haventree Bank please note that only candidates selected for an interview will be contacted. Haventree Bank is committed to providing accommodation when needed. If you require an accommodation we will work with you to meet your needs.
- As a job candidate our recruitment process includes collecting personal information. Please click the link here to review our Privacy Policy.Privacy Statement Haventree Bank
- Stay in touch with us if this position is not the right one for you please click on this link for other roles atCareers Haventree Bankor follow us on LinkedIn atwww.linkedin/company/haventreebank/
- Haventree Bank embraces equal opportunity diversity and inclusion. Please let us know if you require any accommodations during the recruitment and selection process by contacting
Required Experience:
Senior IC
Employment Type
Full-Time
