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About the Role

The Senior Analyst, Performance Management will support overall efficiency ratio performance and management for the Direct Lending Business. This position will have experience working in a multi-business unit organization to support the budget management and recommendations for cost savings across business units.

Responsibilities

• Lead as a business partner to business teams and management in forecasting Operational Expenses and Capital Expenditures through the Annual Operating Plan, Quarterly Forecasts.
• Build processes to monitor and track the bank’s efficiency ratio performance.
• Lead functional department reviews with business leaders on Operating Expenses.
• Create and enhance the existing KPI reporting and analytical tools to increase efficiency and uncover more insight into business operations.
• Support developing meeting agendas and discussion topics for the Performance and Efficiency Forum with the aim to ensure profitable growth for the Bank.
• Support the business in identifying, evaluating and tracking operating efficiency initiatives.
• Champion a strong data-driven environment, providing fact-based strategic insight to business partners to identify risks and recommendations to improve future business performance.
• Support the development of business cases and investment analyses, initiative tracking, and post implementation reviews.
• Play a key role in enabling the capabilities of a newly launched cloud-based implementation of Workday ERP and optimization of financial planning tools.
• Be an advocate to adoption use of data to simplify decision making and presentation of complex information.
• Lead the development of management dashboards, business models and data platforms.

Requirements

• 3+ years of experience in Finance/Accounting
• 1-3+ years Financial Services industry experience
• Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections
• Previous experience coordinating rigorous forecasting and planning cycles and corresponding outputs
• Relevant FI experience including management and OSFI regulatory reporting, understanding of capital requirements
• Previous experience with Credit Cards, Personal Lending and Mortgages would be an asset
• Strong business and process acumen, with ability to analyze strategic requirements, create innovative solutions, and develop action plans
• Experience in developing financial models and dashboards within PowerBI and FP&A Systems (Anaplan, Adaptive Insights, OneStream) would be an asset
• Excellent presentation, facilitation, interpersonal and communication skills
• Highly collaborative, hands on approach
• Solution-oriented, strategic business partner
• Successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire.

Skills

• Financial modelling
• Forecasting
• Budget management
• Cost savings analysis
• KPI reporting
• Data analysis
• PowerBI
• FP&A Systems (Anaplan, Adaptive Insights, OneStream)

Work Type

• Hybrid work model
• Full time
• Permanent

Experience Level

• Senior Analyst

Education Level

• Finance / Accounting designation (CPA/CMA, MBA, CFA), preferred

Salary/Compensations

• 75,000$ - 95,000$

Benefits

• Competitive base salary plus an annual incentive bonus tied to performance.
• Robust health and dental coverage through Manulife
• Virtual healthcare through Dialogue
• Group Retirement Savings Plan with up to 7% employer match
• Discounts from top retailers via WorkPerks
• Location-based perks like gym memberships and Toronto Bike Share
• Gym access at our London and Montreal offices
• Education Assistance Program
• Fairstone Academy for training and skill development
• Parental leave top-up program
• One paid volunteer day

About the Company

• Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals.
• In 2024, Home Trust Company, Home Bank and Oaken Financial became part of the Fairstone Bank family of brands, alongside Fairstone, EdenPark and Fig.
• Together, we are the leading alternative lending bank in Canada.
• We have the collective experience and expertise to better serve our customers and foster our partners’ growth.
• With a diverse suite of products—residential and commercial mortgages, consumer deposits and GICs, credit cards, retail and automobile financing, personal loans and digital lending—we offer financial solutions tailored to all Canadians, including newcomers, small-business owners, smart investors and savvy consumers.
• Backed by nearly a century of lending experience through its legacy companies, Fairstone Bank and its brand family are proud to be Canada’s leading alternative lending bank.

Equal Opportunity

• Fairstone is an equal opportunity employer.
• Accordingly, we will make reasonable accommodations to respond to the needs of people with disabilities.
• Individuals who view themselves as Aboriginals, members of visible minorities, and disabled are encouraged to apply in confidence.