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About the Role

Meridian OneCap's Controllership function seeks a Finance & Securitization Reporting Manager to oversee the preparation of timely, accurate, and insightful financial, management, and securitization reporting for Senior Management. This role supports planning and analysis activities, including budgeting, forecasting, financial modelling, variance analysis, and ad hoc analysis to inform business decisions. The role is also responsible for supporting securitization reporting and governance, maintaining strong internal controls, data integrity, and process discipline, and partnering with internal and external stakeholders.

Responsibilities

Own and build a dynamic budgeting and forecasting financial model to support scenario analysis and ensure alignment with the general ledger system.
Assist the Financial Controller in building the budget and forecast through data analysis and by collecting assumptions from various business units.
Analyze results to understand variances from plan and provide clear explanations.
Provide constructive advice and challenge existing assumptions and processes to ensure plans are complete, comprehensive, and aligned with the risk management framework.
Work closely with outsourced Finance partners to ensure the management reporting process produces timely, accurate, and insightful information for Senior Management and the Board.
Analyze results and identify key issues, trends, risks, and opportunities through data-driven analysis.
Collaborate with Finance, Treasury, and other outsourced partners to acquire data, understand results, resolve issues, and develop scoping and testing requirements for new reporting needs.
Develop effective presentations that summarize financial information and key metrics for Senior Management.
Own all key elements of OneCap’s securitization management and reporting for both government-backed and non-government-backed programs.
Manage day-to-day administration of securitization facilities and funding vehicles.
Ensure funding capacity is optimized while maintaining compliance with program covenants.
Support renewals, amendments, and new funding initiatives.
Coordinate audits, agreed-upon procedures, and regulatory reporting requirements.
Identify emerging portfolio risks and recommend mitigation strategies.
Perform stress testing and scenario analysis on portfolio performance.
Assist in the funding and liquidity management activities, including borrowing forecasts, liquidity planning, facility utilization, and funding cost optimization.
Oversee securitization controls and governance by maintaining reporting controls, escalating issues, documenting frameworks, and supporting audit reviews.
Develop and maintain standard operating procedures for securitization management and reporting activities.
Support securitization strategy by analyzing funding opportunities, preparing executive and Board reporting, and assessing market, interest rate, and regulatory impacts.
Drive securitization data analytics and process improvement through dashboards, reporting automation, data controls, and system implementation support.
Develop operational efficiencies by streamlining processes, clarifying roles and responsibilities, and improving handoffs.
Support MCU mortgage securitization administration and data integrity controls, including monthly screening of CMHC securitization issuance data, monthly CMHC and private securitization servicer reporting, and ad hoc data integrity investigations.
Provide additional ad hoc and project analysis as directed.

Requirements

Strong securitization knowledge, including funding structures, program covenants, facility utilization, portfolio performance, liquidity considerations, and related market, interest rate, and regulatory impacts.
Strong control, governance, and data integrity mindset, with experience maintaining reporting controls, reconciliations, standard operating procedures, and audit-ready processes.
Ability to interpret complex legal, funding, and program agreement requirements and translate them into practical reporting, monitoring, and operational processes.
Advanced financial analysis and modelling skills, including budgeting, forecasting, scenario analysis, variance analysis, and executive-level reporting.
Strong analytical judgment, with the ability to identify trends, risks, opportunities, and anomalies, investigate root causes, and develop practical recommendations.
Process-improvement mindset, with experience streamlining recurring reporting processes, improving handoffs, and supporting automation, dashboarding, or system implementation initiatives.
Excellent communication and relationship management skills, with the ability to distill complex information clearly and work effectively with Senior Management, Treasury, Finance, outsourced partners, auditors, and cross-functional stakeholders.
Experience with securitization reporting, funding facilities, covenant monitoring, liquidity analysis, portfolio analytics, or related governance and control processes preferred.
Experience with data analysis, reporting automation, dashboarding tools, or system implementation initiatives considered an asset.
Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working.
Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Skills

Financial Planning & Analysis
Budgeting
Forecasting
Financial Modelling
Variance Analysis
Securitization Reporting
Data Analysis
Internal Controls
Process Discipline
Stakeholder Management
Presentation Development
Funding Facilities Administration
Compliance Monitoring
Audit Coordination
Risk Mitigation
Stress Testing
Liquidity Management
Governance
Standard Operating Procedures Development
Data Analytics
Process Improvement
Excel
Low/no code tools (e.g., Microsoft Power Platform)
Generative AI productivity tools (e.g., Microsoft Copilot)

Location

Etobicoke
St. Catharines

Work Type

Hybrid

Experience Level

Minimum of five years of progressive experience in securitization, treasury, financial planning and analysis, financial reporting, or financial modelling within financial services, banking, leasing, or a related industry.

Education Level

Undergraduate degree in finance, accounting, economics, business administration, or a related discipline; equivalent industry experience may be considered.
Professional designation such as CPA, CFA, or MBA preferred.

Salary/Compensations

CAD $115,000 - $120,000

Benefits

Inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
Tools and technology needed to delight candidates and clients.
Opportunity to work with and learn from diverse industry leaders.
Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with colleagues.
Work hard and have fun environment.

About the Company

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.
We believe that our greatest opportunity is to create opportunity and meet people where they are.
Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us.
At Meridian, we’re not just adapting to the future—we’re shaping it.
We see talent as a catalyst for sustainable growth, community impact, and future-readiness.

Equal Opportunity

MERIDIAN IS COMMITTED TO PROMOTING AN INCLUSIVE, ACCESSIBLE ENVIRONMENT, WHERE ALL EMPLOYEES AND CUSTOMERS FEEL VALUED, RESPECTED, AND SUPPORTED.
WE ARE DEDICATED TO EMPLOYING A WORKFORCE THAT REFLECTS THE DIVERSITY OF OUR COMMUNITIES AND MEMBERS IN WHICH WE LIVE AND SERVE.
QUALIFIED APPLICANTS WILL RECEIVE CONSIDERATION WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, NATIONAL ORIGIN, AGE, SEXUAL ORIENTATION, GENDER IDENTITY, GENDER EXPRESSION, OR DISABILITY.
WE WILL ENSURE THAT INDIVIDUALS WITH DISABILITIES ARE PROVIDED REASONABLE ACCOMMODATION TO PARTICIPATE IN THE JOB APPLICATION OR INTERVIEW PROCESS, TO PERFORM ESSENTIAL JOB FUNCTIONS, AND TO RECEIVE OTHER BENEFITS AND PRIVILEGES OF EMPLOYMENT. PLEASE CONTACT US TO REQUEST ACCOMMODATION.