Investment Banking Expert supporting Mercor’s AI - lab research projects with financial modeling and investment analysis. Contributing human expertise to training and enhancing frontier AI systems remotely.
About the role
- Senior Financial Analyst building financial models and management reports. Supporting budgeting, forecasting, and ad hoc analysis for a fast-growing Canadian financial institution.
Responsibilities
- Develop and maintain financial models distributed to management monthly and quarterly
- Produce business unit profit and loss reporting, deposit forecasting and pricing analyses, NIM margin analysis, and budgets/forecasts
- Run detailed financial models, liaise with different business units, and extract and manipulate data from various information sources
- Use advanced Excel skills, including Pivot Tables, nested IF statements, VLOOKUP, OFFSET, SUMIFS, and MATCH-INDEX, to build efficient and accurate financial models
- Define, scope, and implement enhancements to detailed financial models and budgeting/forecasting tools
- Help structure key processes and develop background documentation to enhance efficiencies and manage risk
- Improve the technical accuracy, validation, and organization of financial models
- Perform ad hoc reporting and analysis requests with flexibility and attention to detail
- Collect, consolidate, and analyze financial data and key performance metrics from various sources
- Assist other areas of the Accounting and Finance department and business units as needed
Requirements
- Four year Degree; Accounting, Finance, Economics, or Business preferred
- Preference for a CFA/CPA designation completed/in process
- At least 4 - 5 years of progressive and relevant work experience
- Demonstrated ability using MS Office (Excel, Access, PowerPoint and Word)
- Advanced Microsoft Excel skills, including developing/running macros
- Ability to work extensively with formulas, numbers and spreadsheets
- Experience utilizing technology to gather and manipulate data
- Experience using database query tools (i.e. SQL) is considered an asset
- Knowledge of financial statements and reporting is required
- Knowledge of financial modeling concepts is required
- Possess strong problem-solving and analytical skills
- Strong attention to detail
- Strong organizational skills
- Ability to handle multiple competing priorities (multi-tasking)
- Enjoys working in both team and individual environments
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Personal Finance Advisor supporting Desjardins caisse members with tailored financial advice. Recommending investments, loans, and insurance while managing trusted client relationships.
Personal Finance Advisor advising Desjardins members on investments, loans, and insurance. Building trusted relationships and integrated financial strategies in a hybrid Chicoutimi role.
Personal finance advisor building client relationships for Desjardins, a financial services cooperative. Recommending investments, loans, and insurance solutions aligned with members’ financial goals.
Personal Finance Advisor helping Desjardins caisse members choose investments, loans, and insurance solutions. Building trusted relationships while balancing client needs, profitability, and prudent risk management.
Senior Financial Analyst advising Peel Region’s Human Services leadership on budgeting, forecasting, and reporting. Developing financial models and recommendations for municipal programs.
Finance and accounting agent at Desjardins, a cooperative financial services organization, managing reports, budgets, audits, and accounting data. Hybrid role supporting operational and administrative processes in Lévis.
Personal Finance Advisor developing client relationships for Desjardins, a cooperative financial services provider. Recommending investments, loans, and insurance solutions aligned with members’ financial goals.
Investment Analyst analyzing private debt and equity opportunities for DID’s international impact investment fund. Supporting financial models, reporting, sector monitoring, and impact measurement.
Senior FP&A Manager owning financial planning, forecasting, and ARR reporting for 7shifts’ restaurant scheduling and payroll platform. Advising leadership and the Board while developing the FP&A team.