About this role
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail banking.
Introduction:
Robertson is seeking a skilled Finance Analyst II to join our client in support of an existing vacancy.
Contract Period: 15 months
Pay Rate: Starting from $30 per hour
Location: Toronto, ON
Location Type: Hybrid
Business Hours: Monday-Friday; 9:00 AM – 5:00 PM
Job Responsibilities:
• Own the production and presentation of FTP results for corporate products, developing portfolio expertise to explain key drivers of results
• Initiate investigations into actual and forecast portfolio results with tenacity and curiosity
• Keep abreast of changes in interest rates, producing reporting to explain movements relative to historical actual and forecast periods
• Develop expertise in FTP Reporting data and infrastructure to identify and implement opportunities for enhancements
• Develop and maintain relationships with various stakeholders (Finance and other TBSM teams) which are essential in understanding trends, articulating consistent narratives, and promoting adoption of our reporting tools
• Leverage product expertise to raise potential FTP measurement issues and Balance Sheet Optimization opportunities
• Continued to improve reporting capabilities and output, including the user experience, efficiency, available information, and overall evolution of reporting views
• Contribute to an engaging team culture, sharing knowledge and ideas to increase treasury, banking, and reporting expertise
• Work across various stakeholder groups both within TBSM and across the bank to identify the cause of differences between the Bank's FTP view of net interest income and financial reporting view of net interest income, quantify the impact, propose solutions and partner with various teams to implement changes to methodologies, processes and reporting to correct for the issue identified
• Work on ad hoc initiatives for the IFTP team including development of enhanced analytical capabilities, driving for increased efficiency and other project related items as they occur
• Contribute to an engaging team culture, sharing knowledge and ideas to increase treasury, banking, and reporting expertise
Experience & Qualification Requirements:
• Post-secondary degree required
• 2-4 years of working with Tableau and Power BI experience
• In-depth data analysis experience on large datasets and hands-on experience with data visualization (Tableau or Power BI) and data extraction (SQL)
• Familiarity with the features and characteristics of North American retail banking products
• Familiarity with Funds Transfer Pricing (FTP) concepts and their application to personal and commercial mortgage, loan and deposit products
• Principles of treasury risk management pillars market & interest rate risk, funding & liquidity risk, as well as capital management
• Superior written and verbal communication skills with an ability to articulate complex concepts to audiences with various backgrounds and seniority
• Excellent relationship management skills, anticipating stakeholder needs and managing expectations while meeting committed timelines
• Experience with developing reporting that is creative, intuitive, and comprehensive
• Capital markets/macroeconomic knowledge with an interest in understanding their connection to the banking industry
• Team oriented, supportive of collective goals and fostering a learning environment
• Exemplary work ethic and drive to succeed with an ability to overcome adversity
• Approach responsibilities with diligence and initiative, taking ownership of issues to ensure successful outcomes
• Strong conceptual thinking skills with an ability to adapt and connect new business concepts with reporting capabilities to proactively implement change
• Challenge the status quo and exhibit a forward-looking mindset to identify enhancement opportunities that are efficient and scalable
• Exceptional organizational skills with an ability to prioritize and manage competing initiatives
• Data analytics thought leader with a track record of delivering meaningful value and ability to influence the adoption of independent data access within an organization
How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.
Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.
We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.
Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.