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Financial Analyst

DFIN
Full-time
On-site
Quebec, Canada
Financial Analyst

Skills and Qualifications:

Experience Needed:

  • 5 years of experience in financial analysis, preferably within the banking or financial services industry

Qualifications

  • Strong understanding of financial principles, budgeting, forecasting, and variance analysis
  • Excellent communication skills with the ability to present complex financial information in a clear and concise manner
  • Detail-oriented and analytical mindset, with a proactive approach to problem-solving
  • Knowledge of banking industry regulations and financial reporting standards is a plus

 

Technical Skills

  • Proficiency in financial modeling and data analysis using Excel and other relevant tools
  • Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint
  • Knowledge of BI tools a plus (PowerBI, Tableau)
  • Experience with financial systems and software is advantageous (Essbase and Cognos)

Education

  • Bachelor's Degree (Business, Finance or Economics preferred)

LANGUAGE\: 

Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States. 

ABOUT THE JOB:

The Finance Department of Global Banking and Investor Solutions (GBIS), is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are\: Quality and timeliness of GBIS financial statements; Assisting GBIS management and all Business Lines in their steering with actionable reports on financial performance and forecasts; Independent certification of all financial aggregates in particular the daily P&L explanation on Market Activities; Financial communication and constant benchmarking; Providing expertise on accounting, prudential and tax norms and ensuring the compliance of these norms.

The FP&A group for Global Market Activities (DFIN/MAR/MPA) provides Performance Management reporting, analysis and second level of control on NBI, Balance Sheet, Costs, Headcount, Budget and a variety of ratios.

We are seeking a driven and detail-oriented Junior FP&A Analyst with a minimum of 5 years of relevant experience to support our team. In this role, you will be responsible for closely monitoring and analyzing the daily P&L of Market Activities, providing insights on RWA consumptions and ensuring accurate financial reporting. Your contributions will play a pivotal role in maintaining the bank's financial stability and growth trajectory.

What will be your DAY-TO-DAY? 

  • Daily P&L explanation of Market Activities\:
    • Consolidate and communicate the daily results to senior management
    • Liase with different stakeholders (Product control teams, IT teams, etc.) to fully understand the underlying business drivers and issues that may affect each desk
  • RWA Monitoring and Analysis\:
    • Track and analyze RWA variances against budgets and forecasts
    • Collaborate with cross-functional teams to gather RWA-related data and ensure accuracy
    • Understand regulatory trends impacting RWA production, and ensure proper knowledge sharing with senior management
  • Financial Reporting\:
    • Assist in the preparation of regular financial reports, including variance analysis and key performance indicators (KPIs)
    • Contribute to the creation of insightful presentations for senior management and other stakeholders
  • Budgeting and Forecasting\:
    • Support the annual budgeting and quarterly forecasting processes
    • Work closely with department heads to gather inputs and assumptions for financial projections
  • Data Integrity and Analysis\:
    • Maintain accurate and up-to-date financial data in relevant systems
    • Conduct thorough data analysis to identify discrepancies, trends, and opportunities
  • Ad hoc Analysis\:
    • Undertake ad hoc financial analysis projects to provide insights into specific business decisions
    • Collaborate with the FP&A team to develop financial models for scenario planning
  • Process Improvement\:
    • Participate in the enhancement of FP&A processes and tools to drive efficiency and accuracy
    • Suggest and implement improvements to reporting formats and data collection methods