We are hiring for this position out of our Toronto office. Successful candidates who apply outside of these areas will be expected to relocate and reside in a location that is within a commutable distance. You are an experienced FP&A; analyst who is a whiz in end-to-end forecasting, budgeting and financial modeling. Financial Planning & Analysis Lead forecasting, budgeting, and monthly financial reporting for the mortgage lending portfolio. Analyze loan volume, pipeline movement, and portfolio trends to identify risks and opportunities. Deliver variance analysis and actionable insights on key performance indicators and business drivers to senior leadership. Develop, monitor, and refine mortgage pricing strategies to balance volume growth and margin optimization. Assess profitability by product, channel, and customer segment. Track and analyze loan origination trends, conversion rates, pipeline progression, and fallout. Identify drivers of performance fluctuations and recommend corrective actions. Data & Insights Translate complex data into clear, actionable insights that inform strategic decision-making. Present findings to senior stakeholders in a concise and impactful manner. Automation & Process Improvement Identify and implement automation opportunities across reporting, forecasting, and data processes. Streamline workflows using advanced Excel, Power Query, and other analytics tools. Partner with data/technology teams to enhance reporting infrastructure and data quality. Bachelor’s degree in Finance, Accounting, Economics,



or a related field (CPA/CFA preferred). ~5–8+ years of experience in FP&A;, financial analysis, or mortgage lending analytics. ~ Strong understanding of mortgage products, pricing, and lending lifecycle. ~ Advanced proficiency in Microsoft Excel (e.G., complex formulas, pivot tables, data modeling). ~ Insight-driven mindset with the ability to tell a story with data. ~ Continuous improvement mindset with a passion for automation and optimization. Peoples Group is a trusted financial services company for the innovators at the forefront of Canada’s economic future. With offices in Vancouver, Calgary and Toronto, we are driving change by working alongside challenger banks, fintechs, brokers, and merchants to foster a dynamic and competitive financial ecosystem. Peoples Group offers a adaptable and hybrid work environment. In this role you will work a combination of in-office and remotely from home. Typically, you'll be working regular business hours, Monday to Friday between 8:00am and 4:30pm with flexibility around start/end times. A hybrid work environment, enabling you to balance your personal and professional life seamlessly. Competitive salaries, profit sharing, RRSP matching and benefits from day one. Generous paid time off to help achieve a healthy work-life balance. Financial, Physical, Social, Career, and Community. If your application is selected, you will be invited for a first interview with one of our Talent Acquisition Business Partners.

📌 Finance Planning Analyst, Senior (Toronto)
🏢 Peoples Group 2025
📍 Toronto