Financial Analyst, FP&A

Haventree Bank is a private Canadian Schedule 1 bank specializing in alternative mortgage programs and insured GIC deposits. We help hardworking Canadians from coast-to-coast achieve homeownership by offering flexible mortgage solutions. Our insured GIC deposits offer competitive rates and are available through a variety of wealth management platforms.  

About Haventree Bank  

Headquartered in Toronto, Ontario, Haventree Bank (Haventree) is a mission driven alternative mortgage lender. The name Haventree is representative of the bank’s mission to help its customers find a place of refuge and to lay down new roots for the future. Haventree exists to be a catalyst of financial security and upward mobility for Canadians who are underserved by the traditional financial system. 

Position Summary

• Act as the central figure within FP&A for detailed non-interest expense reporting, budgeting, tracking, and variance analysis


• Maintain and develop dashboards on expenses and other key metrics in Tableau


• With other Finance team members, collaborate with project managers to create project investment theses; analyze the financial impact of new initiatives/strategic business decisions


• Create reports in Tableau, Powerpoint, and other tools for Executive consumption


• Contribute to monthly, quarterly, and annual planning and reporting cycles

Qualifications & Experience:

Degree, Diplomas & Certifications:

Required: Bachelor’s degree in finance, accounting, business administration, or related field, and pursuing or obtained a professional designation (CPA or CFA)

Years and Range of Experience Required to Perform the Job: 

• Typically 2+ years of previous working experience in finance, reporting, or accounting. Prior experience in financial services is an asset.


• Advanced Excel user and experience working with reporting and planning tools including Adaptive Insights and Tableau


• Strong communicator, able to present technical topics clearly


• Strong attention to detail with excellent problem-solving skills


• Experience working with and analyzing large data sets


• Ability to learn and adapt quickly

While we thank everyone for their interest in Haventree Bank, please note that only candidates selected for an interview will be contacted. Haventree Bank is committed to providing accommodation when needed. If you require an accommodation, we will work with you to meet your needs.  

1. As a job candidate, our recruitment process includes collecting personal information. Please click the link here to review our Privacy Policy. Privacy Statement | Haventree Bank


2. Stay in touch with us, if this position is not the right one for you – please click on this link for other roles at Careers | Haventree Bank or follow us on LinkedIn at www.linkedin.com/company/haventree-bank/


3. Haventree Bank embraces equal opportunity, diversity, and inclusion. Please let us know if you require any accommodations during the recruitment and selection process by contacting [email protected]

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