Analyste financier principal, Planification et analyse financières

Who we are:

Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals.

Over the years, our brand family has grown. In 2024, Home Trust Company, Home Bank and Oaken Financial became part of the Fairstone Bank family of brands, alongside Fairstone, Eden Park and Fig.

Together, we are the leading alternative lending bank in Canada. We have the collective experience and expertise to better serve our customers and foster our partners’ growth.

With a diverse suite of products—residential and commercial mortgages, consumer deposits and GICs, credit cards, retail and automobile financing, personal loans and digital lending—we offer financial solutions tailored to all Canadians, including newcomers, small-business owners, smart investors and savvy consumers.

Backed by nearly a century of lending experience through its legacy companies, Fairstone Bank and its brand family are proud to be Canada’s leading alternative lending bank. ​

Come join Home Trust Company (subsidiary of Fairstone Bank) as a Senior Financial Analyst, Financial Planning & Analysis in our Finance team! 

Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products, through Oaken Financial. Our culture has been shaped by the passion and integrity of our people.

Home Trust is a private company.

FIRST THING – WHAT YOU NEED TO SUCCEED?
We are looking for individuals who are dedicated, passionate, and driven to execute with excellence!

ABOUT THE ROLE: 

The Senior Financial Analyst, Financial Planning & Analysis will support business planning and performance management activities through financial models, forecasts, business and financial analysis, industry research and special projects. Reporting to the Manager, this position will have experience working in a multi-business unit organization to support the required reporting, analysis and communication.

The ideal candidate is highly motivated, intellectually curious, analytical, and possesses an entrepreneurial mindset.

Detail oriented and enjoy being hands-on. Have proven analytical skills and always understand the “bigger picture”. Demonstrated effectiveness in building processes, establishing standards and to drive our strategic objectives.

In addition: 

• 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).

• Maintain and optimize existing Anaplan models to improve performance and scalability.

• 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.

• Leverage business knowledge and expertise in Anaplan to drive process transformation and opportunities for strategic recommendations/value

• Assist in the functional department reviews with business leaders on Growth targets.

• Support in the Performance and Efficiency Forum with the aim to ensure profitable growth for the bank.

• Support the Treasury team with FP&A activities with Treasury team on bank wide funding costs and capital levels for the bank.

• Support a strong data-driven environment, providing fact-based strategic insight to business partners to identify risks and recommendations to improve future business performance.

What we’re looking for:

• Authorized to work in Canada

• Bachelor’s degree in Business, Finance, Accounting or related field (CFA, CPA designation an asset)

• Minimum of 2 years of experience in designing and implementing Anaplan solutions, with a proven track record of leading complex projects

• Proficiency in data integration techniques and tools, preferably experience with Alteryx

• Excellent analytical,…