JOB DESCRIPTION
Location: Hybrid (Downtown, Toronto)
Duration: 9 months
Our client a leading financial institution in Downtown Toronto is looking for a Financial Analyst – Banking to coordinate Customer Contact Centres’ financial planning and reporting processes across 7 sites and 4 countries: Toronto, Ottawa, Halifax, Mexico, DR, Colombia, Scarborough. The successful candidate would be exposed to several different groups/stakeholders within the bank allowing them to be working in a highly visible role.
Typical Day in role:
- Lead and drive a customer-focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Preparation of Canada Customer Contact Centres’ annual budgeting process utilizing zero-based budgeting principles while ensuring Operational Expense (OpEx) budgets are submitted on time and within financial targets.
- Refresh the OpEx forecast monthly to support executive leadership team in informed business decision making.
- Maintenance of financial information, working closely with both Canadian Banking (CB) Finance and Global Operations (GO) Finance groups on budgets, variance reporting and forecasting.
- Monitor & analyze in-country Contact Centres’ operating expenses and charge-outs for services provided
- Provide OpEx variance reporting with commentary explaining actual expenses vs. plan for Executives, Contact Centre heads and internal clients in view of guiding the decision-making process
- Identify potential cost savings opportunities to achieve financial targets
- Ongoing process improvement applying automation where possible
- Data collection of international Contact Centres Financial metrics
- Ensure invoices are approved and paid accurately and in a timely manner
- Ensure expenses adhere to bank policies
- Oversight of the expense pre-approval process
- Perform a monthly reasonability check of general ledger entries
- Preparation of monthly accrual & deferral entries
- Ad-hoc Executive Reporting:
- Assist with responding to frequent ad-hoc information requests from Executives, Contact Centre heads and internal clients in support of informed business decisions.
Must-Have Skills:
- 3+ years of related experience (reporting, analytics, finance, Contact Centres, etc.)
- Highly skilled in MS Excel manipulating big data, statements and formulas with proficiency in MS Word and MS PowerPoint
Nice-To-Have Skills:
- Bilingual – Spanish
- Experience with PowerBI is an asset
- Previous experience in any financial institution
Soft Skills Required:
- Strong analytical, negotiating, conceptual thinking and problem-solving skills.
- Excellent written and verbal communication skills
- Organizational skills and ability to work with minimal supervision
- Ability to review quantitative data for purposes of qualitative decision-making
- Ability to work in a high-paced, deadline-oriented environment with changing priorities
- Positive attitude and high level of curiosity
Education:
- Business degree in a related field (Math, Finance, Accounting, Computer Science, etc.)
Finance professional is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.