Lead banking portfolio oversight through budgeting and financial planning with YDCPro, supporting strategic initiatives across business and technology.

This consultant manages banking projects against priorities, approved budgets, and strategic objectives. The work spans portfolio governance, investment prioritization, financial analysis, and delivery oversight. Collaboration with finance teams, business leaders, and project managers supports funding and resource allocation decisions.

Key Responsibilities:

- Manage banking project portfolios against priorities and approved budgets
- Develop budgets, forecasts, and portfolio spending plans
- Analyze expenditures, investigate variances, and recommend corrective actions
- Evaluate business cases, costs, perks, and resource requirements




- Prepare dashboards, reports, and executive presentations

Requirements:

- Bachelor’s degree in finance, accounting, business, economics, or related discipline
- Seven to ten years’ banking or financial services experience
- Experience in portfolio management, financial planning, or PMO functions
- Advanced Excel and Power BI experience
- Strong analytical, stakeholder management, communication, and presentation skills

Apply banking portfolio management, financial governance, and forecasting expertise to support informed investment and delivery decisions.

📌 Banking Portfolio Management Consultant (Toronto)
🏢 YDCPro
📍 Toronto