Manager, IB Expense Management - Global Finance

Requisition

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose

The Manager plays a key role in supporting the overall success of the International Banking Expense Management team. Reporting to a Senior Manager, the incumbent is responsible for supporting the reporting, forecasting, and analysis of the International Banking Head Office expense portfolio. This includes conducting financial analysis and investigations to identify expense optimization opportunities and support informed decision-making. The Manager is also responsible for developing, maintaining, and enhancing expense data and reporting tools used by the team to improve efficiency, accuracy, and insights.

In addition, the role oversees various departmental processes, including system testing, business continuity planning, expense approval governance, and compliance with applicable policies and procedures.

Is this role right for you? In this role you will:

• Collaborate into the reporting framework used by the International Banking (IB) Expense Management team to support analysis, forecasting, and planning activities.
• Prepare monthly management reports for the IB Head Office units.
• Completion of monthly/quarterly expense reasonability, variance analysis and commentary.
• Prepare staffing reports with variance analysis; identify the impact of transfers and initiatives.
• Work closely with IB stakeholders to understand assumptions and methodologies used in strategic initiatives, validate and confirm the achievement of savings.
• Develop and maintain reports, dashboards, and other data visualization tools to display KPIs, metrics and trends etc.
• Monitor financial results against established performance metrics and key performance indicators, identifying trends and areas requiring attention.
• Ad hoc analysis, reporting and presentations for IB Finance team and IB Leadership.

• Support the accuracy and timely completion of monthly and quarterly forecasting processes.
• Identify and implement process and system enhancements to improve reporting capabilities and meet corporate, regional, and business line requirements.
• Support the annual planning cycle, including the preparation, consolidation, and analysis of Head Office expense budgets and forecasts.
• Support the overall budgeting and analysis process, highlighting the discussion points for use during meetings with department function heads and follow up on action items to ensure they are reflected in the budget summaries and packages.
• Liaise with IB units budget coordinators to gather information supporting the budget and forecast submissions, including compiling, researching, and consolidating statistical information for use in the analysis of submissions and responding to requests for supporting details.
• Validate information sources, develop and maintain controls to improve data integrity and completeness, and create templates/processes to automate and simplify tasks.
• Work closely with team members and IB partners to develop/refine/maintain business line allocation methodologies, provide analysis on impact of any changes and communicate the changes to the business lines.

• Manage and oversee a portfolio of Head Office expenses, developing a thorough understanding of financial results, forecasts, and underlying business drivers.
• Prepare month-end journal entries, process invoice payments and country chargebacks, and maintain supporting documentation.
• Analyze assigned expense portfolios and provide meaningful insights into financial performance and key cost drivers.
• Conduct detailed analysis of expense categories with significant variances and recommend actions where appropriate.

• Serve as a key liaison between IB Finance, Accounting, and business partners to facilitate effective communication and issue resolution.
• Build and maintain strong relationships with stakeholders to ensure the timely delivery of financial information and support business objectives

• Undergraduate degree in Business, Commerce, Finance, or a related field.
• 3+ years of relevant experience, including at least 2 years in FP&A or a similar analytical role.
• CPA or CFA designation, completed or in…