Financial Analyst, Financial Planning & Capital
Top Benefits
About the role
Come join Home Trust Company as a Financial Analyst, Financial Planning & Capital in our Finance team!
Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products, through Oaken Financial. Our culture has been shaped by the passion and integrity of our people. Home Trust is a private company.
FIRST THING – WHAT YOU NEED TO SUCCEED?
We are looking for individuals who are dedicated, passionate, and driven to execute with excellence!
WE CARE ABOUT OUR EMPLOYEES WELL-BEING, WHAT WE OFFER:
-
Base salary, with yearly incentive performance bonus
-
Three (3) weeks of vacation, an additional six (6) flex days (sick or personal) in addition to statutory holidays
-
Comprehensive benefit packages, offered through Manulife
-
Group Retirement Savings Plan (GRSP) up to 8% contribution program & employer match
-
$1000 Employee Referral Program
-
Employee Discounts; phone plans, gym membership, Toronto Bike Share and many retailer discounts offered through WorkPerks
-
Education Assistance program
ABOUT THE ROLE:
To support the Company’s financial planning process and assist in the development and delivery of a timely and relevant financial plan aligned with the Company’s three-year strategic plan. Additionally provide input for timely, proactive monthly forecasting and stress/sensitivity testing, specifically for the Company’s mortgage lending and ELV business.
This position supports the financial planning, forecasting and strategic analysis process. The position is involved in helping prepare materials related to financial information and analysis to senior management, Board of directors, regulators, and the public. Accordingly, the role requires working with and safeguarding highly confidential and sensitive financial information. Responsibilities include liaison with business units to understand strategic initiatives, work with team management to translate them into appropriate financial analyses and provide recommendations on complex and non-routine issues. This area of knowledge is technical and requires developing specialist expertise.
In addition:
- Support the annual the financial planning process including:
- Assistance in the delivery of 3-year financial plan for Board of Directors approval.
- Assistance in the preparation and review of the 12-month rolling monthly forecasting
- process and quarterly in-depth forecast.
- Support the development of the monthly forecast for senior management and quarterly forecast to Board of Directors.
- Review and update models for scenario and sensitivity testing, as required for the Company’s EWST and OSFI’s MST program requirements.
- Gathering and updating and challenging line of business (LOB) assumptions for models.
- Support the build, design and maintenance of financial tools used in financial planning and forecasting, including processes to automate working papers using RPA, and making updates as required by management and new initiatives.
- Use financial tools to generate profitability analysis and metrics.
- Continuous assessment of and improvement to control activities related to assigned activities and
within finance. - Maintaining process and control documentation associated with assigned activities.
- Adhering to all control requirements.
- Assist in the preparation of quantitative and qualitative financial analysis to assess the feasibility of potential opportunities and transactions, which involves working with complex financial models and analytics, relevant assumptions, business framework, risks and methodology.
- Assist in the preparation of business analysis and valuation functions, as assigned.
WHAT WE REQUIRE:
-
Authorized to work in Canada
-
Great communication skills
-
Post-secondary degree or diploma, preferably in business management, finance, or related field (university an asset)
-
3-5 years in financial planning/forecasting role or equivalent experience within professional services or, 3-5 years financial services experience
-
Strong organizational, time-management skills
-
Strong interpersonal relationship building and listening skills
-
Excellent written / verbal communication skills
-
Maintains a positive attitude
-
Flourish in deadline driven environment
-
Customer focus with strong sense of urgency
-
Advanced Excel skills and proficiency with PowerPoint.
PREREQUISITE: Maintain a positive supportive attitude, help to maintain an inclusive and supportive
company
culture!
Follow us on LinkedIn: Home Trust Company: My Company | LinkedIn
About Home Trust Company
We have been saying “Welcome Home” since the very first day we opened for business. For decades, our team of dedicated professionals has helped people put down roots, even when they thought it wasn’t possible. We have changed the way lending is done in this country and changed countless lives along the way.
Home Trust began in 1977 with a goal to help all Canadians achieve their goals. We have grown to become a leading financial services institution in Canada, but that’s not what matters most to us.
What matters is the mortgage broker who was able to help someone who wouldn’t otherwise qualify for a mortgage to purchase their first home. Or the business for self customer who was able to expand their operations. Or the newcomer to Canada with big dreams of building a new life.
The stories of our customers — those who turn to us, who put their hopes in us, who rely on us every day to find a way forward — are our motivation to succeed.
Visit hometrust.ca to learn how we we’re helping Canadians build their financial future.
Financial Analyst, Financial Planning & Capital
Top Benefits
About the role
Come join Home Trust Company as a Financial Analyst, Financial Planning & Capital in our Finance team!
Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products, through Oaken Financial. Our culture has been shaped by the passion and integrity of our people. Home Trust is a private company.
FIRST THING – WHAT YOU NEED TO SUCCEED?
We are looking for individuals who are dedicated, passionate, and driven to execute with excellence!
WE CARE ABOUT OUR EMPLOYEES WELL-BEING, WHAT WE OFFER:
-
Base salary, with yearly incentive performance bonus
-
Three (3) weeks of vacation, an additional six (6) flex days (sick or personal) in addition to statutory holidays
-
Comprehensive benefit packages, offered through Manulife
-
Group Retirement Savings Plan (GRSP) up to 8% contribution program & employer match
-
$1000 Employee Referral Program
-
Employee Discounts; phone plans, gym membership, Toronto Bike Share and many retailer discounts offered through WorkPerks
-
Education Assistance program
ABOUT THE ROLE:
To support the Company’s financial planning process and assist in the development and delivery of a timely and relevant financial plan aligned with the Company’s three-year strategic plan. Additionally provide input for timely, proactive monthly forecasting and stress/sensitivity testing, specifically for the Company’s mortgage lending and ELV business.
This position supports the financial planning, forecasting and strategic analysis process. The position is involved in helping prepare materials related to financial information and analysis to senior management, Board of directors, regulators, and the public. Accordingly, the role requires working with and safeguarding highly confidential and sensitive financial information. Responsibilities include liaison with business units to understand strategic initiatives, work with team management to translate them into appropriate financial analyses and provide recommendations on complex and non-routine issues. This area of knowledge is technical and requires developing specialist expertise.
In addition:
- Support the annual the financial planning process including:
- Assistance in the delivery of 3-year financial plan for Board of Directors approval.
- Assistance in the preparation and review of the 12-month rolling monthly forecasting
- process and quarterly in-depth forecast.
- Support the development of the monthly forecast for senior management and quarterly forecast to Board of Directors.
- Review and update models for scenario and sensitivity testing, as required for the Company’s EWST and OSFI’s MST program requirements.
- Gathering and updating and challenging line of business (LOB) assumptions for models.
- Support the build, design and maintenance of financial tools used in financial planning and forecasting, including processes to automate working papers using RPA, and making updates as required by management and new initiatives.
- Use financial tools to generate profitability analysis and metrics.
- Continuous assessment of and improvement to control activities related to assigned activities and
within finance. - Maintaining process and control documentation associated with assigned activities.
- Adhering to all control requirements.
- Assist in the preparation of quantitative and qualitative financial analysis to assess the feasibility of potential opportunities and transactions, which involves working with complex financial models and analytics, relevant assumptions, business framework, risks and methodology.
- Assist in the preparation of business analysis and valuation functions, as assigned.
WHAT WE REQUIRE:
-
Authorized to work in Canada
-
Great communication skills
-
Post-secondary degree or diploma, preferably in business management, finance, or related field (university an asset)
-
3-5 years in financial planning/forecasting role or equivalent experience within professional services or, 3-5 years financial services experience
-
Strong organizational, time-management skills
-
Strong interpersonal relationship building and listening skills
-
Excellent written / verbal communication skills
-
Maintains a positive attitude
-
Flourish in deadline driven environment
-
Customer focus with strong sense of urgency
-
Advanced Excel skills and proficiency with PowerPoint.
PREREQUISITE: Maintain a positive supportive attitude, help to maintain an inclusive and supportive
company
culture!
Follow us on LinkedIn: Home Trust Company: My Company | LinkedIn
About Home Trust Company
We have been saying “Welcome Home” since the very first day we opened for business. For decades, our team of dedicated professionals has helped people put down roots, even when they thought it wasn’t possible. We have changed the way lending is done in this country and changed countless lives along the way.
Home Trust began in 1977 with a goal to help all Canadians achieve their goals. We have grown to become a leading financial services institution in Canada, but that’s not what matters most to us.
What matters is the mortgage broker who was able to help someone who wouldn’t otherwise qualify for a mortgage to purchase their first home. Or the business for self customer who was able to expand their operations. Or the newcomer to Canada with big dreams of building a new life.
The stories of our customers — those who turn to us, who put their hopes in us, who rely on us every day to find a way forward — are our motivation to succeed.
Visit hometrust.ca to learn how we we’re helping Canadians build their financial future.