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Treasury Analyst

Fairstone Bank
Montreal, CAN
Full Time
Entry
Hybrid
2 days ago
Financial ModelingExcelVBAPower BIBloombergAnalytical Skills
Free

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About The Role

  • Reporting to the Senior Manager, Treasury Reporting and Analytics, the candidate will be responsible for financial modeling, funding liabilities analysis and forecasting and cost of funds optimization.
  • This is a great opportunity for a diligent self starter with strong analytical, communication, and organizational skills to grow and develop within the heart of our corporate finance strategy.

Responsibilities

  • Develop, update and maintain financial models related to funding liabilities and interest expense to support decision making and optimize cost of funds.
  • Produce debt and interest expense variance analysis and forecast for annual operating plans, quarterly forecasts and Internal Capital Adequacy Assessment Process (ICAAP).
  • Prepare monthly management reporting for ALCO and executive meetings.
  • Prepare regulatory reporting and financial reporting supports relating to funding liabilities and interest expense, or other treasury matters, and provide support for audit activities.
  • Monitor intercompany lending facilities and prepare monthly invoices.
  • Monitor covenants and key metrics for funding facilities.
  • Run the monthly valuation of derivative instruments process.
  • Support preparation of official corporate presentations to investors, lenders, rating agencies, senior management, executives, and Board of Directors.
  • Act as a champion for forecasting and ERP systems (Anaplan, Onestream, Workday, SAP) as well as in the automation of our models leveraging AI and other tools.
  • Work with cross functional teams to continuously improve processes and controls.
  • Ensure process documentation governing area of responsibility is compliant with all corporate and regulatory policies/standards.
  • As a member of a collaborative treasury team, provide support in other areas of the group as required.

What We’re Looking For

  • Bachelor’s degree in finance or accounting.
  • 0 to 2 years’ experience in corporate financing and securitization, risk management and financial analysis; Financial services industry experience will be an asset.
  • CFA or CPA designation considered an asset.
  • Strong proven financial analytical and modelling skills with a strategic mindset.
  • Excellent computer skills: Advanced Excel (macros, VBA is desired), AI Tools, Power BI Pro, Word, PowerPoint, Bloomberg.
  • Well organised, able to manage autonomously multiple concurrent initiatives and meet daily deliverables.
  • Efficient team player with high energy and initiative who shows passion for quality products and processes.
  • Strong written, spoken and presentation communication skills with ability to synthesize information. You are fluent in English; knowledge of French will be an asset.
  • Experience in working with external constituents, including ratings agencies, analysts, bankers and stakeholders.
  • Demonstrates our values of respect, accountability, integrity, recognition, diversity and innovation.

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.
  • 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 55,000$ 70,000$, plus annual incentive bonus.
  • This posting is for an existing vacancy.
  • 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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