Financial Analyst, Treasury

  • Location: Mississauga, Ontario
  • Remote: Remote
  • Type: Permanent
  • Job #1768

Finance Professionals is pleased to partner with one of Canada's largest private mortgage lending, servicing, and investments firms in their search for a Financial Analyst, Treasury. With more than $1B across their active lines of businesses, they are driven by the collective desire to provide borrowers with revolutionary practices. Being recently named to Canada's Best Mortgage Employers list, the company culture values communication, collaboration, and development. 

About the Role
Reporting to the Executive Vice President, the Financial Analyst, Treasury will recommend actions by analyzing and interpreting data and making comparative analyses, study proposed changes in methods
and materials, and provide recommendations to the marketing team by reviewing and analyzing data trends. The chosen candidate will manage portfolio allocation across multiple funds based on pre-determined metrics and variance allowances while producing detailed analytical reports for portfolio review and approval.. All the hard work pays off – you will benefit from a competitive compensation package, a dynamic and supportive team, and the ability to work primarily from your home office.

Responsibilities

  • Focus on data analytics, ideally understanding portfolio management (concentration, yield targets)
  • Manage portfolio allocation across multiple funds based on pre-determined metrics and variance allowances
  • Produce detailed analytical reports for portfolio review and approval
  • Perform financial forecasting, reporting, and operational metrics tracking
  • Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements
  • Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
  • Provide analysis of trends and forecasts and recommend actions for optimization
  • Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials
  • Provided recommendations to the marketing team by reviewing and analyzing data trends
  • Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards
  • Increase productivity by developing automated reporting/forecasting tools
  • Perform market research, data mining, business intelligence, and valuation comps
  • Maintain a strong financial analysis foundation creating forecasts and models
  • Other duties as assigned

Skills and Experience

  • 0-3+ years of business finance or other relevant experience.
  • High proficiency in financial modeling techniques.
  • Strong fluency with Excel formulas and functions. Able to manipulate and use data in Excel, perform complex financial calculations and generate and training data tapes and proformas
  • BA, BS, or B.Com degree required (Bachelor’s Degree in Accounting/Finance/Economics).

**Please Note: Due to a high volume of applicants, only those who most closely match the job requirements/qualifications will be contacted**