Banking Finance Optimization Lead - Banking / investment / insurance or related 57223

Position Title: Finance Optimization Lead

Duration: 12 months

HYBRID - 4 days a week in office, starting March 2026 (exact date TBC); until March 2 days a week in office

- Anchor Days (if applicable): Tue

- Address:- 66 Wellington Street West, Toronto, Ontario

Preferred Candidate Background: Banking / investment / insurance or related

RESPONSIBILITIES:

Provide hands on support to re engineer and optimize financial planning, forecasting, and reporting processes. Partner closely with Finance and cross functional teams to improve data quality, strengthen process discipline, and enhance documentation standards.

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Key Responsibilities

• Design, standardize, and maintain planning, forecasting, and reporting templates (Excel based and system driven).

• Support data structuring, reconciliation, and validation across multiple sources to ensure accuracy, consistency, and auditability.

• Analyze existing planning and forecasting workflows, identify efficiency opportunities, and recommend process improvements.

• Re-engineer and fully document the end to end planning process, including inputs, assumptions, controls, and outputs.

• Develop clear, practical SOPs for all qualified Finance activities.

• Perform ad hoc analysis to support forecasting cycles, management reporting, and executive requests.

• Build and maintain reconciliation and variance frameworks that bridge actuals, Plan, and Forecast.

• Create robust toolkits, trackers, and reference materials to support ongoing operations.

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Preferred Skill Set

• Strong experience in financial planning, forecasting, and management reporting.

• Advanced Excel skills, including complex formulas, pivot tables, and Power Query (preferred).

• Proven ability to structure messy data and transform it into repeatable, auditable processes.

• Experience documenting processes and writing clear, business ready SOPs.

• Comfortable operating in an ambiguous, fast paced environment with shifting priorities.

• Strong attention to detail with the ability to balance precision and pragmatism.

• Hyperion experience is an asset.

MUST-HAVE Hard Skills:

1.) Financial planning and or management reporting exp

2.) Advanced Excel (Power Query/ Advanced formulas )

3.) Process reengineering

Degree/Certifications Required: Finance / accounting or related (Nice to have CPA)