Finance Analyst (Hybrid)

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Job Description - Finance Analyst (Hybrid)

  • Contract Duration 12+ Months (Extension possible)
Summary of day-to-day Responsibilities :
  • The Finance Analyst provides a broad range of analytical/advanced finance processing/reporting support and general accounting expertise.
  • Roles may also provide related finance operational / initiative support as assigned.
Key Accountabilities : Customer :
  • Provide financial analysis and/or advanced general finance/accounting or related operational support as assigned
  • Understand business partner/department objectives and contribute to the achievement of performance / financial objectives by recommending appropriate action to management based on analysis and review of results within the scope of own area
  • Analyze financial performance against benchmarks and reconcile variances and/or research and explain findings/issues to department or business management
  • Coordinate and/or execute internal and external finance/research projects, audits, and/or reporting processes as directed
  • Support the collection of meaningful data and/or research, coordinating efforts with various finance areas
  • Provide accurate and thorough data analysis for own area, interpret findings and make recommendations, and identify and refer complex issues/situations beyond own level of expertise
  • The Finance Analyst acts as a key Finance Support resource/specialist or representative for their own functional unit by providing technical subject matter expertise/analysis or operational process support
  • Act as conduit/coordinator/facilitator bringing in appropriate partners/expertise on key operational issues/initiatives
  • Provide accurate and thorough analysis of key process drivers, root or systemic causes of cross-functional operational issues, interpret findings, and make recommendations for improvement
  • Identify, document, and investigate processes/exceptions arising from transactions/processes beyond 1st level operations service delivery and resolve escalated matters and refer complex issues/situations beyond own level of expertise
  • Develop and execute reporting functions and/or produce consolidated or aggregated reporting as appropriate
  • Manage relationships with customers and other areas of Finance
Shareholder :
  • Prioritize and manage own workload to meet SLA requirements for service and productivity
  • Consistently exercise discretion in managing correspondence, information, and all matters of confidentiality; escalate issues where appropriate
  • Be knowledgeable of practices and procedures within your own area of responsibility and keep abreast of emerging trends for your own functional area
  • Protect the interests of the organization – identify and manage risks, and escalate non-standard, high-risk transactions/activities as necessary
  • Conduct reporting and/or meaningful analysis at the functional or enterprise level using results to draw conclusions, make recommendations, assess the effectiveness of programs/ policies/ practices
  • Monitor service, and productivity and assess efficiency levels within own function and implement continuous process/performance improvements where opportunities exist
  • Acquire and apply expertise in the discipline, provide guidance, assistance, and direction to others
  • Identify, recommend, and effectively execute standard practices applicable to the discipline
  • Adhere to internal policies/procedures and applicable regulatory guidelines
  • Keep abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts
  • Maintain a culture of risk management and control, supported by effective processes in alignment with risk appetite
  • May lead work streams by acting as a project lead/subject matter expert for small-scale projects/initiatives in accordance with project management methodologies
Employee/ Team :
  • Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation, and teamwork, and ensure timely communication of issues/ points of interest
  • Support the team by continuously enhancing knowledge/expertise in their own area and participating in knowledge transfer within the team and business unit
  • Keep current on emerging trends/ developments and grow knowledge of the business, related tools, and techniques
  • Participate in personal performance management and development activities, including cross-training within own team
  • Keep others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
  • Contribute to the success of the team by willingly assisting others in the completion and performance of work activities; provide training, coaching, and/or guidance as appropriate.
  • Contribute to a fair, positive, and equitable environment that supports a diverse workforce
  • Act as a brand champion for your business area/function and the bank, both internally and/or externally
Breadth & Depth :
  • Sound knowledge and understanding of the operating environment, business process and procedures, and transaction lifecycle for own area (e.g., processing environment, applications, software, hardware, products)
  • Sound-level knowledge with some form of related training and/or related experience or skills
  • Ability to execute routine requests
  • Identifies key operational / reporting/process issues for own area
  • Provides thorough analysis and/or specialized reporting or operational/process support
  • Requires a general understanding of the overall function and/or businesses supported
  • Some complexity in operational / reporting/process and/or analysis functions generally require a short-term focus
  • May lead small-scale initiatives or workstream packages for assigned area
  • Completes work within specifically defined parameters with guidance/direction from management as necessary
  • Generally reports to the Team Leader or Manager
Required Qualifications :
  • Degree/Certifications Required: Finance degree is preferred
  • Years of experience: 3+ years
Must Haves :
  • Risk experience
  • Regulatory experience
  • Financial analyst experience
  • Excel experience (VlookUp, Pivots, etc)
Nice to Have :
  • CPA, CFA, CIA
  • Corporate experience
  • Banking experience
  • Back-office experience
About The Company:
  • As a top 10 North American bank, our client aims to stand out from its peers by having a differentiated brand – anchored in a proven business model and rooted in a desire to give its customers, communities, and colleagues the confidence to thrive in a changing world.
  • Our client engages in providing financial products and services. They offer various financial products and services, telephone, Internet, and mobile banking services, retail and commercial banking services, and wealth management services. The Wholesale Banking segment provides capital markets, investment banking, corporate banking products, and investment needs to companies, governments, and institutions in financial markets.
#gttca 24-05682
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