Financial Analyst – Intermediate

Our client, a Commerical Banking company, is looking for a Financial Analyst - Intermediate for their Toronto, ON/Hybrid location.
 
Responsibilities:

• The team supports CFO partners across Personal Banking, Commercial Banking, Wealth Management, Capital Markets, and Corporate functions. They are responsible for financial reporting, performance analysis, financial modeling, month-end reporting, management reporting, and executive-level insights for business and finance stakeholders.
• The team consists of approximately 23-25 members and operates in a highly collaborative environment. Team members support one another across portfolios, participate in weekly team meetings, knowledge-sharing sessions, and presentations. The team places strong emphasis on collaboration, continuous learning, curiosity, and culture. Team-building activities and cross-training opportunities are common.
• Opportunity to support multiple business units across the bank.
• Exposure to executive reporting and CFO stakeholder groups.
• Strong focus on learning, mentorship, and career development.
• Opportunity to improve, redesign, and automate reporting processes.
• Exposure to emerging technologies including Power Platform and AI-enabled tools.
• Collaborative and highly regarded team culture.
• Senior Managers, Financial Analysts, Finance Reporting teams, Finance business partners, and CFO stakeholder groups. Direct reporting relationship will be to a Senior Manager.
• Seeking an Intermediate Financial Analyst to support Finance Operations reporting and analysis activities. The successful candidate will be responsible for financial modeling, management reporting, executive reporting, month-end production activities, and business performance analysis. This role will support key finance stakeholders and contribute to continuous improvement initiatives through automation and process optimization.
• Develop and maintain financial reporting models and executive reporting packages.
• Perform financial analysis of P&L statements, revenue metrics, and business performance indicators.
• Support month-end and quarter-end reporting cycles.
• Prepare executive-ready reporting and analysis for senior leadership teams.
• Identify opportunities to automate and streamline reporting processes.
• Leverage Power Query, Power BI, Power Automate, and related tools to improve reporting efficiency.
• Improve data quality, controls, and reporting processes.
• Support ad hoc analysis, reporting requests, and strategic finance initiatives.
• Work closely with finance business partners across multiple business units.
• The successful candidate will combine strong financial analysis and advanced Excel skills with a continuous improvement mindset and strong stakeholder engagement capabilities.

• 3-5+ years of Financial Analysis and Reporting experience.
• Strong Financial Modeling experience.
• Advanced Excel skills (formulas, financial models, reporting tools, large datasets).
• Experience working with P&L statements, financial metrics, and management reporting.
• Experience creating, enhancing, or maintaining reporting models.
• Strong analytical and problem-solving skills.
• Nice to Have:
• Banking or Financial Services experience.
• Power Query.
• Power BI.
• Power Automate.
• Power Apps.
• SAP exposure.
• AI-enabled reporting or analytics tools.
• Alteryx exposure
• Soft Skills:
• Strong communication and presentation skills.
• Collaborative team player.
• Knowledge-sharing mindset.
• Curious and continuous improvement-oriented.
• Ability to challenge existing processes and identify efficiencies.
• Strong stakeholder management skills.
• Adaptable and eager to learn new technologies

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities