Title: Senior Manager, Planning, Forecasting & Special Projects The Senior Manager, Planning, Forecasting & Special Projects is responsible for delivering accurate, comprehensive and timely financial analysis to support the Canadian Banking Profit Plan, Forecasts, and ongoing P&L; and profitability review. This role combines core FP&A; responsibilities with active involvement in finance transformation initiatives, including the implementation and enhancement of forecasting and reporting systems. Canadian Banking Finance is a divisional finance function providing financial management and analytical support to Canadian Banking Executive Management, as well as to the Business Line Management in Retail Banking, Commercial Banking, Business Banking and Tangerine. Key areas of focus to support include: Ad hoc deep-dive analysis Oversee of timely collection, consolidation, and validation of financial and non-financial data from business lines Understand and explain performance drivers vs. Develop and maintain financial models to support forecasting and analysis of key business drivers Provide insightful and detailed analyses and modelling (both recurring and ad hoc) to support Director in delivering decision making insights to Senior Management Support Director in the information gathering process and analysis for strategic and tactical projects requested by Senior management Management Reporting Prepare monthly and quarterly reports (including MMR/QMR and Business Line Package) as well as other management reports for Senior Management Finance Transformation & Anaplan Implementation Support the implementation and ongoing enhancement of the Anaplan forecasting and reporting platform Conduct and coordinate UAT/QAT testing, ensuring system outputs are accurate and fit for purpose Review and validate model design, data mapping, and calculation logic to ensure completeness and integrity Prepare and submit data upload files, and troubleshoot data or system-related issues Act as a key liaison between CB Finance,



Anaplan project team and Global Finance Technology (GFT) during Anaplan implementation Build and enhance reporting solutions and analytics tools, including extracting and leveraging Anaplan data for reporting using Anaplan XL Assist in advancing automation and improving the precision of planning and forecasting processes Develop and maintain Anaplan documentation, including model design, upload processes, user guides, and desktop procedures to support implementation and ongoing use of the platform across CB Finance and CB business lines, product groups, Global Risk Management, Treasury, Capital Management and EO Finance Support cross-functional initiatives and provide additional resourcing during peak periods or special projects Maintain an effective system of internal controls over the planning, forecasting and reporting processes for CB and ensure that any EUC requirements and SOX controls are properly addressed Support ad hoc analysis requests as required Knowledge of Canadian Banking Retail and Commercial banking products is considered an asset Strong understanding of margin analysis and funds transfer pricing Advanced Excel and strong data manipulation skills; experience building reporting tools and models Experience supporting finance transformation or system implementation initiatives (Anaplan experience is an asset) Solid attention to detail with a focus on data accuracy and integrity Excellent communication skills with experience supporting senior management deliverables MBA, CFA, or CPA preferred Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . #

📌 Senior Manager, Planning, Forecasting (Canada)
🏢 Scotiabank
📍 Canada