Strategic Finance Lead modeling GTM and product growth for Plooto’s SMB payments fintech. Building live forecasting infrastructure and advising executive, board, and investor decisions.
WU
Senior Financial Performance Specialist
Posted 5 hours ago
About the role
- Senior financial performance specialist optimizing FTP, profitability, and capital frameworks for a Canadian cooperative bank. Delivering analysis and forecasts that guide financial and strategic decisions.
Responsibilities
- Lead Funds Transfer Pricing (FTP) analysis and validation activities
- Review FTP calculations, curve construction, and actuals data to ensure accuracy, consistency, and integrity of FTP rate assignments
- Identify process improvements and recommend enhancements to FTP reporting and analytical capabilities
- Lead monthly origination, portfolio, and variance analysis of FTP performance
- Build and maintain visibility into regional performance and generate actionable recommendations for profitability management and strategic decision-making
- Perform multidimensional profitability analysis and reporting across products, portfolios, lines of business, regions, and corporate views
- Use FTP, return on capital metrics, and other performance measures to support financial performance monitoring and business planning
- Conduct regulatory capital forecasting and analysis using OSFI BCAR guidelines, risk-weighted assets, capital components, and capital ratios
- Develop reporting, scenario analysis, and recommendations for capital planning, budgeting, forecasting, and performance management
- Develop, maintain, and enhance return on capital frameworks and profitability metrics
- Build partnerships across Finance, Treasury, Risk, Pricing, Product, and Strategy teams
- Support management decision-making through modelling, stakeholder consultation, knowledge sharing, and continuous improvement
Requirements
- Bachelor’s degree in business administration, finance or in a related field required
- CFA or CPA required, or working towards completion
- 5 years’ experience in an analytical finance role within a service-oriented financial services organization is preferable, along with demonstrated proficiency in complex financial analysis, funds transfer pricing, and problem solving required
- Self starter, able to proactively apply knowledge and experience to develop and conduct appropriate analysis and development needed with minimal supervision
- Takes responsibility for self-development and continuous learning to achieve required knowledge for the role
- Able to use knowledge and experience to advise on best practices for analytical work required to fulfill accountabilities of the role
- Highly organized and detail-oriented, with the ability to establish and maintain effective documentation, procedures, and work practices that support accuracy, efficiency, and consistency
- Strong analytical skills and attention to detail, with the ability to analyze large datasets and identify meaningful insights and trends
- Ability to operate in a team environment with a focus on collaboration
- Well-developed ability to communicate effectively, both verbally and in writing
- Knowledge of Finance theory, profitability analysis, and financial modeling
- Deep understanding of Funds Transfer Pricing frameworks, methodologies, and analytical applications within a financial services environment
- Advanced Microsoft Excel and data management skills, including experience in modelling, reporting, and developing practical tools that improve analysis and decision-making
- Deep knowledge of return on capital frameworks and profitability metrics, enabling informed capital allocation and performance management decisions
- Experience with OSFI's BCAR framework, including the development and maintenance of capital forecasts and analysis of key capital drivers
- Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures
Benefits
- Hybrid work arrangement
- Overnight travel may be occasionally required, up to 6 times per year
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