Work closely with business partners to understand client revenue and profitability (NIAT) and inform business decisions driving profitable growth
Assist with designing and implementing reporting to monitor progress against initiatives across Global Markets
Simplify and automate existing processes using Tableau and Alteryx
Support management reporting for Equities, Equities Derivatives, and EQ/Debt Underwriting & Securitization Finance teams
Perform standard month-end activities
Streamline Hyperion and source-system bookings to the lowest granularity of business inputs
Help build regional planning and reporting processes
Participate in process improvements, data analytics, ad hoc requests, and projects/initiatives
Work Monday-Friday during standard business hours
Requirements Currently enrolled in an undergraduate degree in Business, Commerce, Finance, Accounting or related field
Intent to return to school at the end of the work term
Enrolled or planning to pursue a CPA designation, or committed to pursuing a career in Finance Transformation
Financial acumen
Curiosity, innovation, and problem-solving orientation
Proficiency in Excel and data analysis tools
Ability to work effectively in teams
Strong written and verbal communication skills
Basic understanding of capital markets / financial products preferred
Proficiency in Office applications and software
Coding capabilities for process automation/streamlining are an asset
Applications must include a transcript, cover letter of one letter-sized page or less, and a resume of maximum 2 pages
Must reside in Canada, the country where the role is located
Core Competencies Demonstrates robust financial acumen and proficiency in data analysis tools, with a focus on process automation and reporting in finance. Capable of collaborating effectively within teams while communicating insights clearly to drive business decisions.
Highest-signal resume keywords Financial Acumen
Proficiency In Excel
Data Analysis Tools
Process Automation
Basic Understanding Of Capital Markets
Hard Skills Data Analysis
Process Automation
Reporting Design
Month-End Activities
Financial Reporting
Soft Skills Curiosity
Innovation
Problem-Solving
Team Collaboration
Strong Communication
Certifications & Qualifications CPA Designation
Industry Keywords Global Markets
Equities
Equities Derivatives
Debt Underwriting
Securitization Finance
Tools & Technologies Tableau
Alteryx
Hyperion
Office Applications