Financial Analyst–Retail Banking Portfolio
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Working with one of our top financial clients, this role calls for a Financial Analyst–Retail Banking Portfolio. This position offers an exciting opportunity to support the Canadian Retail Banking line of business, working closely with senior management and legal entity experts on portfolio management, financial modeling, and transformation initiatives including Anaplan migration. The role provides exposure to high-profile projects, partnership with business leaders, and opportunities for professional growth within a globally recognized organization.
Pay rate range (CAD): $43.48/hr – $52.17/hr
Responsibilities
- Collaborate with senior management to understand and implement updates to financial models.
- Perform maintenance and updates of financial and data models.
- Execute monthly roll-overs, ensuring accurate data ingestion and alignment with business requirements.
- Analyze financial data to identify trends, variances, and ensure accuracy.
- Prepare and update financial presentations for business review using PowerPoint.
- Collect and process data to support inquiries from various business groups.
- Conduct day-to-day investigations, generate reports, and fulfill data requests from models and databases.
- Support ad hoc projects, including transformations and cloud migration efforts with Anaplan.
- Demonstrate flexibility by contributing to tasks beyond primary portfolio responsibilities.
Desired Skill-Set
- Bachelor’s degree in accounting or finance-related discipline.
- Financial modeling and data analysis experience.
- High proficiency in MS Office applications, including PowerPoint and Excel (Pivot tables, VLOOKUPs, functions).
- Investigative mindset with strong problem-solving skills.
- Versatile, adaptable, and proactive team player.
- Positive attitude with eagerness to learn.
- Minimal ramp-up time and ready to start immediately.
Nice to Have
- Approximately 3+ years of relevant experience.
- Experience with PowerBI or SQL.
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.