About the role
A large financial services company in Toronto is hiring for this role. You will own sales and income reporting, forecasts and business plans for the Wealth distribution channel. The role exists to help finance and business stakeholders understand the financial drivers behind results.
What you'll do
- Prepare and support monthly, quarterly and annual sales and income reporting
- Build forecasts, business plans and quarterly review materials for the Wealth distribution channel
- Partner with finance and business stakeholders to explain financial drivers
- Support strategic initiatives and deliver ad hoc analysis
- Improve reporting processes and forecast efficiency
What you bring
- Experience in financial analysis, planning and forecasting at a senior analyst level
- Skill in preparing sales and income reporting and business plan materials
- The ability to explain financial drivers clearly to finance and business partners
- A track record of improving reporting processes
Details
- Location: Toronto, Ontario
- Type: Full-time
Apply below and a Traverse recruiter will be in touch.