Junior Financial Reporting Analyst to produce various Financial Reports and provide Analytical Support - 82074-1

Job Title: Finance - Financial Analyst - Entry

Start/End Dates: 12/2/2024 - 6/1/2025

Work Location (Tax): 81 Bay 26th Floor

Target Start Date: ASAP or December 2, 2024

Duration: Approx. 6 months (June 20, 2025) with possibility for extension

Line of Business: Financial Reporting - Performance Reporting & Support

Work location: 81 Bay 26th Floor

Hybrid work environment 1 to 2 days/week in office (Wed./Thu.)

Work Schedule (hours per week, start time): 37.5/hrs per week; 9am-5pm; Monday - Friday. Potential for rotational Sunday shifts - Sunday shifts.

WHAT IS THE PROJECT THE CONTRACTOR WILL BE WORKING ON? The Partner Referral Program that tracks the movement of clients assets. Based on those movements, recognition and compensation to the referring advisor will be provided.

Who Will the Candidate Be Working with on a Daily Basis? The resource will provide individual, team and channel/segment reports for supported lines of businesses, including but not limited to Retail Market, Wealth Management and Business Banking.

Updated Job Description:

Daily Job Duties/Activities:

As a Reporting Analyst, Financial Reporting - Performance Reporting & Support, you will join the Finance department to produce performance, recognition and partner referral reports, investigate report discrepancies, and provide analytical support for various stakeholders.

You will complete period-end reconciliation processes and required adjustment entries, and report verification. In addition, prepare ad-hoc analysis and reports towards senior management to support timely and adequate decision making.

As well, you will verify the accuracy of business partner provided data and ranking results, including, but not limited to investigations to resolve a variety of changing and diverse problems, in order to ensure that regulatory and reporting policies and procedures are met.

The successful incumbent will provide individual, team and channel/segment reports for supported lines of businesses, including but not limited to Telephone Banking, Customer Contact centers, Retail Market, Wealth Management, Business Banking and NSL.

Key Accountabilities:

· Produce regular performance and analytical reports for various groups, prepare commentary of observations and analyses to explain month over month and quarter over quarter fluctuations, and produce weekly attestation packages

· Review and recommend approval of commission and Partner Referral adjustment submissions. Prepare routine adjustment entries in accordance to reporting and process schedules, and adhere to regulatory guidelines and Partner Referral Program

· Confirm and reconcile report results against information sources, to ensure proper control, reconciliation of systems, and accuracy

· Utilize technical tools such as Essbase, Tableau, and Oracle to resolve business issues and produce reports with the use of pre-coded Microsoft

· Access queries, perform regular entries on the internal spreadsheets and/or database systems and provide analytical support to various internal user-groups

· Assist with the development of new reports, business projects/initiatives, control policies, and testing of new changes to ensure accuracy, completeness, and compliance with regulatory bodies

· Assisting in the development and implementation of validation and attestation processes and procedures to support adequacy of source data and metrics

· Conduct in-depth analyses of the outputs of operational risk management and reporting procedures to assess their effectiveness and identify potential weakness

*Open to new grads*

Must Haves:

· Strong knowledge of Excel

· Experience with MS Access

· Knowledge of Essbase/SmartView

· 1+ years of related business experience (Preferably in finance, or data analyzing)

Nice to have:

· Smartview experience

· Tableau experience

· Some SAS experience

· Alteryx experience

· Understanding of computer languages - (concepts, algorithms, understanding of how programing works)