The Finance Planning and Analysis Manager

The Senior Manager is responsible for providing support for all finance-related issues to CWM senior management, Finance groups within BNS and various external users and providing guidance and support for development and management of the financial reporting, planning, forecasting, business & client profitability, and ad-hoc analysis for the CWM Division.

Directs and manages the monthly, quarterly, and annual Management reporting and forecasting to Senior Management groups for CWM Division ensuring the completeness, accuracy, timeliness, and integrity of the financial results. Promoting financial and management reports to drive specific and ongoing revenue enhancement and cost control initiatives by Senior Management

Primary responsibility for presentation of financial results to Business Line Senior Management team, for commenting and interpreting results to ensure proper understanding of trends and variances

Oversee and produce the monthly staffing analysis and reporting

Providing resolution to Senior Executive’s request for information on management reports, revenue analysis and cost control initiatives and any other finance-related inquiries as formulated by Senior Management and Sales Management Groups

Driving the design, development, and maintenance of required management reports on OBI/Hyperion and source GL (PeopleSoft); this includes tree maintenance and control over access to management reports.

Maintains effective controls over the Wealth Management accounting processes to ensure the reliability of the financial records and investigates any significant and/or unusual variance or questionable trends: primary responsibility for contacts with Global Banking Markets Finance team.

Manages special project work and ad-hoc Business analysis to support business strategies, including Business Line Management initiatives, Profitability Models, Business Development initiatives and operational efficiencies.

increases departmental knowledge and succession planning through training and cross-training.

Drives the Annual Planning Process, including:

Monitoring the upload of all department budgets to the Budget systems (Hyperion and Peoplesoft).

Preparing executive summaries for Director, GWM Finance and other executives’ review and approval.

Accounting designation (CMA, CGA or CA) or MBA and/or 5 years related work experience is required

Strong organizational, managerial, interpersonal and communication abilities to direct varied activities within tight deadlines, alleviate conflicts as they arise and liaise with senior management in the field, SMFS, Global Banking Markets, Head Office, and Executive Offices

Excellent financial analysis skills with a solid grasp of Bank profitability and performance measurement tools/criteria are essential, as is a demonstrated ability to conceptualize problems and clearly apply analytical techniques for evaluating investments to make sound financial recommendations to Senior Executive

Working knowledge of financial software such as OBI, Hyperion, or Peoplesoft

Proficiency in database management related computer software (Excel, Word, Access)

Exemplary customer service, including professional advice and creative solutions, is required

It requires strong customer service attitude and pro-active attitude to resolve complex business issues. An organization committed to making a difference in our communities – for you and our customers.

A competitive rewards program including bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day.

Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.

Accessibility and Workplace Accommodations - We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role.