Manager, Financial Planning & Analysis - Finance

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

The Manager, Financial Planning & Analysis supports the strategic direction, leadership and oversight for finance matters for Global Wealth Management (GWM) and Scotia Global Asset Management (SGAM) finance business partners, ensuring business strategies, plans and initiatives are supported in compliance with governing regulations, internal policies and procedures, and overall financial performance. Provides support for defining, managing, directing, delivering, planning and forecasting the overall financial processes, controls and reporting of data for Global Wealth Management and Scotia Global Asset Management.

As a key partner to the overall GWM Finance management team, the Manager, Financial Planning & Analysis is responsible for applying analytics to develop and enhance the financial intelligence capabilities of Wealth Management Finance around planning and forecasting, financial analysis, regulatory changes, financial methodology, and strategic planning. This includes providing greater financial insight to the business lines partners (internal and external views), management and coordination of planning within Asset Management, and improving the financial production effectiveness.

The incumbent reports to the Senior Manager and works in close partnership with the business leaders and other business partners, drive insightful analysis, and continuously looks for opportunities for process optimization. The Manager is required to demonstrate strong leadership skills to drive adoption of new financial planning (budgeting and forecasting) processes and procedures within Asset Management.

A key part of the role is to manage business relationships and provide deep-analytics and insights to support the business and drive business results. This includes conducting research and analysis based on industry and competitive intelligence (such as IFIC statistics, etc.), and structuring / organizing data and building efficient reporting  addition, the Manager is also responsible for managing the – (1) monthly / quarterly reporting, (2) development of the annual financial plans, (3) and quarterly forecasts for the business.

The incumbent is also responsible for maintaining and continuous improvement of the management reporting system for Canadian Asset Management Finance and to support finance-related issues for the division.

• Support Business Line / Product Level Reporting and Insightful Analysis
• Support the Wealth Management Quarterly forecast and Annual profit plan processes
• Support Month-end and Quarter-end Reporting
• Supports the Director, Sr. Manager and Managers in the information gathering process and analysis for strategic and tactical projects requested by Senior management
• Support ad-hoc analysis requests as required, including the development of Finance reports as requested and endeavor to improve financial information
• Provide resolution to Finance Division request for information on financial and management reports, revenue and expense analysis and any other finance-related inquiries; assist in various ad-hoc reporting for Senior Management
• Develop and maintain strong working relationships within Wealth Management Finance and Wealth Management business units as well as divisional support functions as required
• Direct financial reviews to improve management processes and standardize methodologies. Implement and maintain constantly evolving performance measurement practices, and reporting by:
  • Working with the Business Line to create and automate various annual plans and…