Senior Analyst, Performance Management - Technology
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Key skills for this role
About the Role
Fairstone Bank is seeking a Senior Analyst, Performance Management - Technology to support expenses management, business planning, and financial analysis. The role requires a finance/accounting designation, 3+ years of finance experience, and 2+ years in financial services.
Key Skills for This Role
Responsibilities
- Assist in preparation and completion of monthly and quarterly business review materials, forecast materials and AOP discussion materials for Executive Leadership
- Support managing the bank’s efficiency ratio performance
- Assist in functional department reviews with business leaders on Operating Expenses
- Support a strong data driven environment, providing fact based strategic insight to business partners
- Support development of business cases and investment analyses, initiative tracking, and post implementation reviews
- Play a key role in enabling capabilities of Workday ERP, OneStream, and optimization of financial planning tools
- Lead development of management dashboards, business models and data platforms
Requirements
- Finance / Accounting designation (CPA/CMA, 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
- Strong business and process acumen
- Experience in developing financial models and dashboards within industry BI Tools (PowerBI, Alteryx) would be an asset
- Excellent presentation, facilitation, interpersonal and communication skills
Full Job Posting
What We’re Looking For
- The Senior Analyst Performance Management Technology 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 Senior Manager, this position will have experience working in a multi business unit organization to support the required reporting, analysis and communication.
- Support the Financial Planning and Analysis (FP&A) for the Technology department activities, by coordinating across the business and finance teams with multiple business units through the Annual Operating Plan, Quarterly Forecasts, and Business Outlooks (3 5 Year Plans).
Key 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.
- Business Growth Support the development of business cases and investment analyses, initiative tracking, and post implementation reviews.
- Finance Transformation Play a key role in enabling the capabilities of Workday ERP, OneStream, and optimization of financial planning tools.
- Data Driven Organization Be an advocate to adoption use of data to simplify decision making and presentation of complex information. Lead the development of management dashboards, business models and data platforms.
What We’re Looking For
- Finance / Accounting designation (CPA/CMA, 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
- Previous experience with Banking (Personal Lending, Credit Cards, Mortgage and Auto, would be an asset)
- 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
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: Enjoy flexibility with our hybrid work model.
- Time to Recharge: Generous vacation, statutory holidays, plus 6 wellness days.
- Compensation Package: Competitive base salary plus annual incentive bonus.
- 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 from top retailers via WorkPerks, plus location based perks.
- 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.
Pay & Process
- Expected base salary range is $75,000 $85,000, plus annual incentive bonus.
- Artificial intelligence may be used in parts of the recruitment process.
- All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of work experience.
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