FP Lead/Finance Specialist – Strategic Planning and CCAR
Job Description & How to Apply Below
Location: Montreal
We are seeking an ambitious finance professional with a background in banking or financial services to drive key FP&A workflows, regulatory capital planning, and modern finance transformation.
In this role, you will sit at the intersection of strategic financial planning, regulatory compliance, and digital innovation. You will act as a trusted advisor across the firm, driving cross-functional alignment, leading critical CCAR projections, and leveraging automation/AI to build next-generation financial workflows.
The position is a hybrid role, requiring you to be in the office at least three days a week.
If you're ready to make a difference, contact me at
Advantages
This is a yearly contract
You will have access to benefits (insurance: medical and dental)
Vacation
Paid overtime
Access to online University courses (at your disposal)
and other perks
Responsibilities
Core Financial Planning & Regulatory Execution
Drive CCAR & Capital Planning:
Lead infrastructure expense modeling and stress-scenario forecasting in support of the firm’s Comprehensive Capital Analysis and Review (CCAR) process.
Regulatory Alignment:
Partner closely with Regulatory Affairs and Capital Management teams to ensure CCAR submissions accurately reflect strategic planning assumptions and cost drivers.
Cross-Firm
Collaboration:
Serve as a key Finance partner, working collaboratively with stakeholders across Corporate Finance, Risk, Treasury, and Line of Business (LOB) leadership.
FP&A & Strategic Transformation
Optimize Financial Workflows:
Partner across the FP&A organization to streamline reporting processes, broaden financial insights, and establish robust, scalable planning frameworks.
Pioneer AI & Automation:
Identify and execute opportunities to integrate AI, machine learning, and automation tools into planning, forecasting, and reporting workflows.
Deliver on Modernization:
Play a key role in executing the firm’s broader Finance Transformation agenda, turning complex data into actionable leadership insights.
Governance & Culture
Maintain Regulatory Excellence:
Ensure all financial deliverables and processes strictly adhere to the firm’s risk management, regulatory standards, internal controls, and compliance policies.
Embody Leadership & Accountability:
Act as a culture carrier by championing the firm's core values, taking ownership of individual and team deliverables, and fostering high standards of excellence.
Qualifications
4+ years of experience in banking, financial services, or corporate finance (FP&A, reporting, or business transformation).
Strong understanding of financial products, banking services, and the competitive market.
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Data analysis:
Experience working accurately with large, complex financial datasets.
BI tools:
Proficiency in Power BI, Tableau, or similar reporting tools.
AI & Automation:
Hands-on experience using AI tools (e.g., Microsoft Copilot, Claude) to speed up daily work.
Risk awareness:
Ability to spot operational or financial risks, explain their impact, and build mitigation plans.
Project delivery:
Track record of hitting project milestones and presenting updates clearly to senior leaders.
Summary
So if you read all of it so far , what are you waiting for ! Don't miss out, send me your resume as soon as possible at
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our…
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