Specialist, Performance Management
Fairstone View all jobs
- Toronto, ON
- Permanent
- Full-time
- Lead the Financial Planning and Analysis (FP&A) activities including the Annual Operating Plan, Quarterly Forecasts, and Business Outlooks (3-10 Year Plans).
- Support the management team for the Direct Lending Business to develop and maintain tracking of key business drivers and product contribution margin for key business segments.
- Lead business performance and variance analysis, including key business metrics, income statement, balance sheet, and regulatory metrics.
- Participate in the Annual Internal Capital Adequacy Assessment Process which includes conducting stress test, audit review and communicating with regulatory body.
- Support overall Direct Lending on Operating Expenses, including volume driven expenses.
- Work closely with business partners and financial reporting team to prepare management reporting packages and presentations for the ownership group and board.
- Champion a strong data-driven environment, providing fact-based strategic insight to business partners to identify risks and recommendations to improve future business performance.
- Business Growth - Support the development of business cases and investment analyses, initiative tracking, and post implementation reviews.
- Finance Transformation - Play a key role in enabling the capabilities of a newly launched cloud-based implementation of financial software and optimization of financial planning tools.
- Data Driven Organization - Be an advocate of transforming data to simplify decision making and presentation of complex information. Lead the development of management dashboards, business models and data platforms.
- Finance / Accounting designation (MBA, CPA/CMA, CFA)
- 5+ years of experience in Finance/Accounting
- 3+ years Financial Services industry experience
- Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections
- Previous experience coordinating rigorous forecasting and planning cycles and corresponding outputs
- Relevant financial institution experience including management and OSFI regulatory reporting, understanding of capital requirements
- Previous experience in Financial Services, focus on personal lending would be an asset
- Strong business and process acumen, with ability to analyze strategic requirements, create innovative solutions, and develop action plans
- Experience in developing financial models and dashboards within industry Business Intelligence Tools (PowerBI, Alteryx, Anaplan or OneStream) would be an asset
- Excellent presentation, facilitation, interpersonal and communication skills
- Highly collaborative, hands-on approach
- Solution-oriented, strategic business partner
- Award-Winning Culture: We’re proud to be recognized as a Great Place to Work Canada 2025 and one of Montreal’s Top Employers 2025 by Canada’s Top 100 Employers.
- Work-Life Balance: Enjoy flexibility with our hybrid work model designed to support your lifestyle.
- Time to Recharge: Generous vacation based on your role, statutory holidays, plus 6 wellness days to prioritize your well-being.
- Compensation Package: Competitive base salary plus an annual incentive bonus tied to performance.
- Comprehensive Benefits: Robust health and dental coverage through Manulife, as well as virtual healthcare through Dialogue.
- Future-Ready Savings: Group Retirement Savings Plan with up to 7% employer match.
- Exclusive Perks: Discounts from top retailers via WorkPerks, plus location-based perks like gym memberships and Toronto Bike Share.
- On-Site Fitness: Gym access at our London and Montreal offices.
- Continuous Growth: Education Assistance Program and Fairstone Academy for training and skill development.
- Family Support: Parental leave top-up program to help you during life’s big moments.
- Community Impact: One paid volunteer day to give back to causes that matter to you.
- For more information on who we are as an employer
- Expected base salary range is 95,000$ - 120,000$ , plus the opportunity to earn an annual incentive bonus tied to performance.
- This posting is for an existing vacancy within our organization.
- Artificial intelligence may be used in parts of the recruitment process.
- All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire.