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Our client, a leading Canadian financial institution, is seeking a Finance Optimization Lead (Finance Analyst V) to support a high-impact, data-centric transformation initiative within their Finance Strategy and Expense Management team. This is a long-term contract opportunity tied to a new strategic project focused on re-engineering financial planning, forecasting, and documentation processes. This role will play a critical hands-on role in optimizing financial workflows, strengthening data quality, improving documentation standards, and building scalable, auditable planning frameworks. The successful candidate will partner closely with Finance and cross-functional stakeholders to modernize planning processes and create sustainable operating models that support enterprise-level financial decision-making.
Job Responsibility:
Re-engineer and optimize financial planning, forecasting, and reporting processes
Design, standardize, and maintain planning, forecasting, and reporting templates (Excel-based and system-driven)
Structure, reconcile, and validate data across multiple sources to ensure accuracy, consistency, and auditability
Analyze existing workflows to identify inefficiencies and recommend process improvements
Fully document end-to-end planning processes, including inputs, assumptions, controls, and outputs
Develop clear, business-ready Standard Operating Procedures (SOPs)
Build reconciliation and variance frameworks bridging Actuals, Plan, and Forecast
Perform ad hoc financial analysis to support forecasting cycles and management reporting
Create operational toolkits, trackers, templates, and reference materials
Support executive and leadership reporting requests
Partner with Finance and cross-functional teams to strengthen governance and process discipline
Requirements:
Bachelor’s degree in Finance, Accounting, or a related discipline
Minimum 5 years of relevant experience
Strong background in financial planning, forecasting, and/or management reporting