Senior Manager – FP&a

Senior Manager – FP&a

Requirements

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Experience with Power BI, Python, SQL, Tableau, Anaplan
• Verbal & written communication skills – In-depth / Expert
• Analytical and problem solving skills – In-depth / Expert
• Influence skills – In-depth / Expert
• Collaboration & team skills; with a focus on cross-group collaboration – In-depth / Expert
• Able to manage ambiguity
• Data driven decision making – In-depth / Expert

Responsibilities

• Lead financial planning and analysis efforts for the U.S. P&C business, including monthly forecasting, executive reporting, and strategic performance reviews.
• Partner with business leaders and finance executives to align forecast assumptions, evaluate variances, and provide decision support for strategic initiatives.
• Perform loan and deposit client analysis, developing usage metrics to track balance trends, segment performance, and business line utilization.
• Design and deliver dynamic Power BI dashboards and Anaplan-integrated reports, improving real-time insights into financial performance across business lines.
• Work cross-functionally with strategy teams to perform ROE and peer benchmarking analyses, providing actionable recommendations to improve segment returns.
• Spearhead process automation efforts, reducing manual reporting time and enhancing forecast accuracy through query-based and dashboard-driven deliverables.
• Support quarterly earnings preparation, integrating business results, peer analysis, and executive commentary into a cohesive investor relations package.
• Provides strategic input into business decisions as a trusted advisor.
• Networks with industry contacts to gather competitive insights and best practices.
• Manages resources and leads the execution of accounting, risk and regulatory related strategic initiatives to deliver on business and financial goals.
• May own internal/external stakeholder relationships.
• Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Leads the execution of financial planning & analysis service delivery programs; assesses and adapts as needed to ensure quality of execution.
• Supports/Leads financial planning, forecasting and performance reviews that utilize plan, forecast and actual financial information to develop annual plans and targets.
• Performs variance analyses, and ad-hoc forward-looking analyses to improve understanding of business drivers as well as opportunities to improve performance for product improvement, profit improvement, financial impact of initiatives/strategic business decisions.
• Supports the development of methodologies and policies to enable analyses and insights focused on financial dimensions (e.g., revenue, expense, balance sheet, capital, etc.).
• Determines the financial impact of initiatives/ strategic business decisions, and incorporate the impacts into future financial forecasts/plans.
• Assesses reasonableness of business cases and performs due-diligence during Investment reviews and approvals processes.
• Works with the business to align key performance indicators with financial forecasts and plans.
• Breaks down strategic problems, and analyses data and information to provide financial insights and recommendations.
• Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.
• Integrates information from multiple sources (e.g. financial and operational systems) to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Monitors and tracks performance, and addresses any issues.
• Acts as a trusted financial advisor to assigned business/group.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making e.g., economics, treasury, competitor information.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.

Preferred Qualifications

No preferred qualifications provided.