What is the opportunity?
The Director, Forecasting & Balance Sheet Analytics provides strategic leadership and guidance for the Personal Banking and Commercial Banking (PB & CB) financial planning and analysis function. This role will be responsible for leading the Balance Sheet and Capital management, Estimate and Planning enhancements, and execution of key transformation initiatives across PB & CB.
What will you do?
Lead and mentor a team of 3 finance professionals, providing strategic direction, performance management, and development opportunities
Foster a high-performing culture focused on execution of transformation initiatives and key priorities
Lead P&L; forecasting for PB & CB Segments; maintain KPI monitoring and reporting processes against enterprise initiatives
Direct balance sheet and capital analysis for PB & CB deposits and lending; maintain executive awareness of key metrics, risks, trends, and strategic implications through regular reporting and ad hoc analysis
Partner with Risk Management and Treasury to ensure compliance and effective capital allocation
Own and oversee the monthly estimate process, ensuring accuracy, timeliness, and alignment with business objectives
Lead quarterly Assurance Review (QAR) submissions and governance requirements
Develop and refine estimate methodologies and controls to enhance reliability and business relevance
Collaborate with PB & CB Financial Advisors and functional support groups to ensure accurate P&L; forecasts and estimates
Identify and lead digital finance platform modernization work streams to enhance financial planning, analysis, and reporting processes
Oversee implementation of new tools and systems to support financial analysis and decision-making
Identify opportunities and implement solutions to streamline forecast, planning, and reporting processes
Work in conjunction with enterprise systems and teams to coordinate planning deliverables
Develop strategic commentary and executive presentations on financial performance trends and balance sheet positioning
Provide business leadership with timely analysis on P&L; and balance sheet performance to support decision-making
What do you need to succeed? Must-have
7+ years of progressive finance experience, including 2+ years in leadership
Demonstrated experience in financial planning and balance sheet / Capital Management
Strong leadership presence and communication skills (written and verbal)
Excellent strategic thinking and business acumen
Advanced proficiency with financial modeling and analysis tools
Experience managing teams and developing talent
Strong problem-solving and decision-making capabilities
Ability to lead and support complex, cross-functional initiatives The ability to influence strategic decisions through compelling storytelling and presentation to senior-level stakeholders
Experience with slide deck and PowerPoint preparation with aesthetic, presentation-ready outputs
Nice-to-have
Professional designation in accounting, finance, or related field (CPA, CFA)
Prior experience in banking or financial services
Experience with process improvement and transformation initiatives
Strong knowledge of banking P&L;, Balance Sheet and capital requirements
Knowledge of RBC finance tools, processes, and systems (EPM, SAP, etc.)
What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
A comprehensive Total Rewards Program including bonuses and flexible benefits
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in an agile, collaborative,
progressive, and high-performing team The opportunity to interface with senior level executives from many different parts of the organization
Job Skills Accounting, Business Analytics, Decision Making, Financial Planning and Analysis (FP&A;), Interpersonal Relationships, Organizational Leadership, Team Management
Additional Job Details Address
RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTO
City
Toronto
Country
Canada
Work hours/week
37.5
Employment Type
Full time
Platform
OFFICE OF THE CFO
Job Type
Regular
Pay Type
Salaried
Posted Date
2026-07-28
Application Deadline
2026-08-14
Note
: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and prospect for all.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
📌 Director, Forecasting & Balance Sheet Analytics (Toronto)
🏢 RBC
📍 Toronto