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Finance Optimization Lead

https://www.randstad.com Logo

Randstad

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Location:
Canada , Toronto

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

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
  • Advanced Excel skills (Power Query, advanced formulas, complex models, pivots)
  • Demonstrated experience in process re-engineering
  • Proven ability to deliver tangible project outcomes and process improvements
  • Strong written and verbal communication skills
  • CPA designation

Nice to have:

  • Background in banking, investment services, insurance, or financial services
  • Experience with Hyperion (asset)
  • Experience documenting enterprise finance processes and building audit-ready frameworks
  • Ability to operate effectively in ambiguous, fast-paced, transformation environments
What we offer:
  • Opportunity to work within a leading financial institution on a high-visibility, enterprise-level initiative
  • Long-term engagement (12 months) with strong extension and conversion potential
  • Strategic, project-based role with direct impact on finance operations and planning frameworks
  • Exposure to senior stakeholders and cross-functional collaboration
  • Hybrid work model with predictable structure
  • Strong professional development opportunity within a finance transformation environment

Additional Information:

Job Posted:
March 06, 2026

Expiration:
April 26, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

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