MaxJobsClub Wealth Management
As part of our Business Planning & Performance team, the Financial Planning Analyst assists with the annual plan, forecasts and long-term planning initiatives. This includes P&L statements, revenue models, capital and project planning, sales and margin analysis.
What does the role entail?
• Supports the development of business plans and forecasts, including proforma financials and profitability analysis • Maintains and updates existing models and supporting databases to ensure data is up to date and relevant and reconciling between various data sources • Supports the development and maintenance of analytics that provides insight into profitability of the different product lines and business lines. • Manage the creation, automation and continuous improvement of reports for various audiences including Senior Management and Board of Directors • Collaborates effectively with financial and other internal stakeholders across all IGM companies • Use a variety of analytical tools including Excel, VBA, Power Query and SQL for data manipulation, analysis and reporting purposes to derive actionable insights that drive business KPIs • Maintain and continuously develop business planning database, document the development and usage and work across business units to refine the database and create customized reports • Assists with monthly reporting, forecasting and analysis of assets under advisement and assets under management, and with monthly reporting of variances to Plan and Prior Year • Assists with the monthly reporting of spending versus plan and proper forecasting of changes to plan • Provides Financial and Dashboard Reporting including support of production of key performance indicators • Improves and/or develops models that support the planning process and are easy to use and update • Works on validation of non-financial data loaded in SAP BW data structures, builds BEx queries and SAP BO reports to support sales performance reporting and business analytics for various audiences • Supports strategic projects that are outside the day to day responsibilities as required: o Track performance of strategic initiatives against business case at the implementation phase o Ad hoc analysis as directed by business requirements and executive management
What are the qualifications?
• Business degree and/or CPA, MBA • 2+ years of progressive experience within financial services industry contributing to a Business Planning/Reporting role • Advanced financial and business modelling skills including expert proficiency in MS. Excel, VBA, Power Query, Power Pivot, MS PowerPoint. Working knowledge of SQL, Python and Power BI considered an asset. • Strong knowledge of accounting, statistics and corporate finance and proven analytical and problem-solving skills What traits and competencies should you possess? • Excellent interpersonal, written and verbal communication skills • Excellent skill of abstraction; ability to decompose a problem and understand the end user when designing reports incorporating actionable items • Ability to use sound judgment when preparing reports and analysis • Genuine interest and passion for working with numbers • Exceptional capability to manage multiple priorities within tight deadlines on an ongoing basis • Strong attention to detail