Senior Specialized Finance Analyst- TBSM FP&A

Senior Specialized Finance Analyst

Work Location:

Toronto, Ontario, Canada.

Hours:

37.5. Line of Business:
Finance. Pay Details: $81,600 - $115,200 CAD.

Department Overview:
The Treasury and Balance Sheet Management (TBSM) FP&A team is part of Finance and supports financial planning, forecasting, reporting, analysis and management insights for TBSM P&L within the Corporate Segment. The team provides transparency, governance and decision support across monthly results, quarterly forecasts, annual Plan and medium‑term outlook processes. The TBSM FP&A team works closely with partners:
Intersegment FTP, ALM, Investment Analytics, Capital, Liquidity, Fin Ops, Enterprise Decision Support and Corporate Segment Finance. The team is responsible for helping explain TBSM financial results and forecast movements, ensuring key drivers are understood, risks are escalated, and management materials are clear, accurate and decision‑useful.

The Senior Specialized Finance Analyst will support the TBSM FP&A team in delivering high‑quality reporting, forecasting, planning, analysis and financial insight for TBSM P&L. This role will help translate complex TBSM drivers into clear Finance narratives and support the team’s monthly and quarterly deliverables for Finance and TBSM leadership. This Finance FP&A role supports the financial reporting, forecast interpretation, management reporting and executive narrative for TBSM‑related results within the Corporate Segment.

• Support monthly and quarterly TBSM P&L reporting, including actuals review, Flash, MOR, forecast and Plan deliverables.
• Prepare and maintain TBSM FP&A reporting files, forecast bridges, templates and supporting analysis.
• Analyze financial results against forecast, Plan, prior periods and run‑rate expectations.
• Support the development of clear commentary explaining key TBSM P&L drivers, including liquidity, capital, FTP, hedging, investment and management reporting impacts.
• Support forecast and Plan submissions, including coordination with TBSM partners, EDS, Fin Ops and Corporate Segment Finance.
• Assist with recurring deliverables and ad‑hoc analysis related to TBSM P&L, Corporate Segment reporting and management reporting implications.

• Investigate variances and forecast movements with curiosity, discipline and appropriate challenge.
• Build an understanding of how TBSM activities flow through financial reporting and management reporting views.
• Help identify drivers of movements across key P&L lines.
• Support scenario and sensitivity analysis for forecast/Plan changes, including impacts from methodology changes or management reporting refinements.

• Maintain strong controls over reporting files, assumptions, hand‑offs and version management.
• Support improvements to recurring TBSM FP&A processes, templates, documentation and review routines.
• Identify opportunities to simplify, automate and strengthen reporting and analysis.
• Support a strong control mindset consistent with Finance governance expectations.

• Contribute to a collaborative, open and learning‑oriented team culture.
• Share knowledge and support cross‑training within the TBSM FP&A team.
• Help build team capability in complex financial modeling, forecasting, variance analysis and executive reporting.

• Undergraduate degree in Finance, Accounting, Economics, Business, Commerce or a related discipline.
• CPA, CFA, MBA or progress toward a relevant professional designation would be considered an asset.
• Strong interest in Treasury, balance sheet management, FP&A, financial reporting and management reporting.

• 5+ years relevant experience preferred.
• Experience in Finance, FP&A, financial reporting, management reporting, forecasting, planning, Treasury Finance, banking, or related analytical roles.
• Knowledge of TBSM, FTP, liquidity, capital, hedging, investments or banking products would be an asset.

• Advanced Excel skills, including model review, formula logic, reconciliations, scenario analysis and data…