Intermediate Banking Financial/ Portfolio Analyst to collect forecasts within the banking environment -76494-1

Request ID: 76494-1

Start/End Dates: 7/2/2024 - 1/1/2025

Work Location (Tax): 81 Bay 33rd Floor

Job Title: Finance - Accountant - Senior

Duration: 6 Months

Remote/Hybrid: Hybrid -- Core day Monday every week // once a month first Friday also onsite

Office Location: 81 Bay 33rd Floor

Job Description:

You will be joining the Digital Technology Business Management Office team as a Portfolio Analyst. The incumbent will be responsible for financial management activities including forecasting, preparation and tracking of budgets, management reporting, project reporting, business case reviews, month end, and other ad-hoc assignments.

How You’ll Succeed

• Financial management: Work with internal business partners to manage base and project budgets. Review forecasts, actuals, and variances monthly. Provide input to fiscal planning process. Review business cases and provide advisory to project leads, resource managers and executive audiences as needed. Manage month end close activities.
• Reporting: Prepare regular portfolio reports, spend analysis reports, and dashboard reporting in Tableau. Perform ad hoc analysis and reporting. You will interact with the Finance department on a regular basis, for the purpose of ensuring financials are accurate and polices are adhered to. Tableau dashboards are updated monthly and shared with executive audiences.
• Communication - You are highly skilled at both written and oral communication. You can effectively articulate issues / recommendations via your analyses. You are skillful using Microsoft’s suite of products.

Must Have Requirements:

• Minimum 5 years experience
• Financial industry experience
• Tableau Experience

Nice to Have Requirements:

• Alteryx experience is a strong nice to have
• Post secondary education in either Business or finance