Senior Analyst, Performance Management - Mortgage Business
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Key skills for this role
About the Role
Fairstone Bank is seeking a Senior Analyst to support expenses management, business planning, and performance management for the Mortgage business. The role involves financial modeling, forecasting, and analysis, requiring a CPA/MBA/CFA and 3+ years of finance experience in financial services.
Key Skills for This Role
Responsibilities
- Assist the preparation and completion of monthly and quarterly business review materials, forecast materials and AOP discussion materials for Executive Leadership, Ownership Group and the Board
- Support managing the bank’s efficiency ratio performance
- Assist in the functional department reviews with business leaders on Operating Expenses
- Support a strong data driven environment, providing fact based strategic insight to business partners to identify risks and recommendations
- Support the development of business cases and investment analyses, initiative tracking, and post implementation reviews
- Play a key role in enabling the capabilities of Workday ERP, OneStream, and optimization of financial planning tools
- Lead the development of management dashboards, business models and data platforms
Requirements
- Finance / Accounting designation (CPA, MBA, CFA)
- 3+ years of experience in Finance/Accounting
- 2+ years Financial Services industry experience
- Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections
- Previous experience coordinating rigorous forecasting and planning cycles and corresponding outputs
Full Job Posting
About The Role
- The Senior Analyst Performance Management Mortgage will support expenses management, business planning, and performance management activities through financial models, forecasts, business and financial analysis, industry research and special projects.
- Reporting to the Manager, this position will have experience working in a multi business unit organization to support the required reporting, analysis and communication.
- The ideal candidate is highly motivated, intellectually curious, analytical, and possesses an entrepreneurial mindset.
Responsibilities
- Assist the preparation and completion of monthly and quarterly business review materials, forecast materials and AOP discussion materials for Executive Leadership, Ownership Group and the Board.
- Support managing the bank’s efficiency ratio performance.
- Assist in the functional department reviews with business leaders on Operating Expenses.
- Support a strong data driven environment, providing fact based strategic insight to business partners to identify risks and recommendations to improve future business performance.
- Support the development of business cases and investment analyses, initiative tracking, and post implementation reviews.
- Play a key role in enabling the capabilities of Workday ERP, OneStream, and optimization of financial planning tools.
- Lead the development of management dashboards, business models and data platforms.
What We’re Looking For
- Finance / Accounting designation (CPA, MBA, CFA)
- 3+ years of experience in Finance/Accounting
- 2+ years Financial Services industry experience
- Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections
- Previous experience coordinating rigorous forecasting and planning cycles and corresponding outputs
- Bilingual, English and French would be an asset
- Previous experience with Banking (Mortgage, Personal Lending, Credit Cards, and Auto, would be an asset)
Relevant Skills
- Strong business and process acumen, with ability to analyze strategic requirements, create innovative solutions, and develop action plans
- Experience in developing financial models and dashboards within industry BI Tools (PowerBI, Alteryx) would be an asset
- Excellent presentation, facilitation, interpersonal and communication skills
- Highly collaborative, hands on approach
- Solution oriented, strategic business partner
Compensation
- Expected base salary range is 75,000$ 85,000 $, plus the opportunity to earn an annual incentive bonus tied to performance.
What You’ll Love About Working Here
- Award Winning Culture: Great Place to Work Canada 2025 and Montreal’s Top Employers 2025
- Work Life Balance: Hybrid work model
- Time to Recharge: Generous vacation, statutory holidays, plus 6 wellness days
- Comprehensive Benefits: Health and dental coverage through Manulife, virtual healthcare through Dialogue
- Future Ready Savings: Group Retirement Savings Plan with up to 7% employer match
- Exclusive Perks: Discounts via WorkPerks, gym memberships, Toronto Bike Share
- On Site Fitness: Gym access at London and Montreal offices
- Continuous Growth: Education Assistance Program and Fairstone Academy
- Family Support: Parental leave top up program
- Community Impact: One paid volunteer day
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