Purpose:

• The incumbent is also responsible for identifying potential cost-saving opportunities resulting from ongoing reviews and analysis of expenses.

Story Behind the Need:

• Business group: MIS, Reporting & Data Analytics supports the Financial Operations for Canadian Banking Contact Centres ensuring business strategies, plans, and initiatives are executed & delivered in compliance with regulations, internal policies, and procedures while achieving Financial targets.

Candidate Value Proposition:

• The successful candidate would be exposed to several different groups/stakeholders within the bank allowing them to be working in a highly visible role. The opportunity to grow within the bank globally presents itself through the partnership between the different groups the candidate will collaborate with. Support Senior Executive decision-making process by preparing recurring and ad-hoc reporting & analytics
• Coordinates Customer Contact Centres' financial planning and reporting processes across 7 sites and 4 countries: Toronto, Ottawa, Halifax, Mexico, DR, Colombia, Scarborough. Annual budget of ~$200MM CAD supporting ~3M employees. Liaises with a multitude of stakeholders: CB/GO Finance, Contact Centres, GPO, Campus Operations, Real Estate, IT&S, BPMO, etc.

Typical Day in Role:

• Leads and drives a customer-focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Financial Planning:
o Preparation of Canada Customer Contact Centres' annual budgeting process utilizing zero-based budgeting principles while ensuring Operational Expense (OpEx) budgets are submitted on time and within financial targets.
o Refresh the OpEx forecast monthly to support executive leadership team in informed business decision making.
o Maintenance of financial information, working closely with both Canadian Banking (CB) Finance and Global Operations (GO) Finance groups on budgets, variance reporting and forecasting.
• Reporting & Analytics:
o Monitor & analyze in-country Contact Centres' operating expenses and charge-outs for services provided
o Provide OpEx variance reporting with commentary explaining actual expenses vs. plan for Executives, Contact Centre heads and internal clients in view of guiding the decision-making process
o Identify potential cost savings opportunities to achieve financial targets
o Ongoing process improvement applying automation where possible
o Data collection of international Contact Centres Financial metrics
• Expenses:
o Ensure invoices are approved and paid accurately and in a timely manner
o Ensure expenses adhere to bank policies
o Oversight of the expense pre-approval process
o Performs a monthly reasonability check of general ledger entries
o Preparation of monthly accrual & deferral entries
• Ad-hoc Executive Reporting:
o Assist with responding to frequent ad-hoc information requests from Executives, Contact Centre heads and internal clients in support of informed business decisions.

Candidate Requirements/Must Have Skills:

• 3+ years of related experience (reporting, analytics, finance, Contact Centres, etc.)
• Highly skilled in MS Excel manipulating big data, statements and formulas with proficiency in MS Word and MS PowerPoint

Nice-To-Have Skills:

• Spanish is an asset
• Experience with PowerBI is an asset
• Previous experience in any financial institution is an asset

Soft Skills Required:

• Strong analytical, negotiating, conceptual thinking and problem-solving skills.
• Excellent written and verbal communication skills
• Organizational skills and ability to work with minimal supervision
• Ability to review quantitative data for purposes of qualitative decision-making
• Ability to work in a high-paced, deadline-oriented environment with changing priorities
• Positive attitude and high level of curiosity

Education & Certificates:

• Business degree in a related field (Math, Finance, Accounting, Computer Science, etc.)

Best VS. Average Candidate:

• The best candidate is someone with banking experience, strong technical skills and previous experience building models such as financial models and someone with a positive attitude is key as this person will be dealing with multiple stakeholders across the organization.

Candidate Review & Selection:

• 2 Rounds of interviews – 1st round with Hiring manager and a teammate– Video call Ms teams 45 mins – Talk about work experience and get to know – 1 or 2 technical questions (MS excel)Manager will share their screen to ask situational questions or show a problem to solve using MS excel. 2nd round – Hiring manager and Director and Senior manager– Video call Ms teams 45 mins- Talk about experience and behavioral questions.
• The final decision is based on the positive actitude of the candidate and the hands-on experience using MS Excel manipulating big data, statements and formulas. Please screen the candidates before submission.
• Work in a standard office-based environment; non-standard hours are common.

Job Details

11927

Contract

9 months

Toronto

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