Director, Forecasting & Balance Sheet Analytics

Job Description What is the opportunity? The Director, Forecasting & Balance Sheet Analytics provides strategic leadership and guidance for the Personal Banking and Commercial Banking (PB & CB) financial planning and analysis function. This role will be responsible for leading the Balance Sheet and Capital management, Estimate and Planning enhancements, and execution of key transformation initiatives across PB & CB. What will you do? Lead and mentor a team of 3 finance professionals, providing strategic direction, performance management, and development opportunities Foster a high-performing culture focused on execution of transformation initiatives and key priorities Lead P&L forecasting for PB & CB Segments; maintain KPI monitoring and reporting processes against enterprise initiatives Direct balance sheet and capital analysis for PB & CB deposits and lending; maintain executive awareness of key metrics, risks, trends, and strategic implications through regular reporting and ad hoc analysis Partner with Risk Management and Treasury to ensure compliance and effective capital allocation Own and oversee the monthly estimate process, ensuring accuracy, timeliness, and alignment with business objectives Lead quarterly Assurance Review (QAR) submissions and governance requirements Develop and refine estimate methodologies and controls to enhance reliability and business relevance Collaborate with PB & CB Financial Advisors and functional support groups to ensure accurate P&L forecasts and estimates Identify and lead digital finance platform modernization work streams to enhance financial planning, analysis, and reporting processes Oversee implementation of new tools and systems to support financial analysis and decision-making Identify opportunities and implement solutions to streamline forecast, planning, and reporting processes Work in conjunction with enterprise systems and teams to coordinate planning deliverables Develop strategic commentary and executive presentations on financial performance trends and balance sheet positioning Provide business leadership with timely analysis on P&L and balance sheet performance to support decision-making What do you need to succeed? Must-have 7+ years of progressive finance experience, including 2+ years in leadership Demonstrated experience in financial planning and balance sheet / Capital Management Strong leadership presence and communication skills (written and verbal) Excellent strategic thinking and business acumen Advanced proficiency with financial modeling and analysis tools Experience managing teams and developing talent Strong problem-solving and decision-making capabilities Ability to lead and support complex, cross-functional initiatives The ability to influence strategic decisions through compelling storytelling and presentation to senior-level stakeholders Experience with slide deck and PowerPoint preparation with aesthetic, presentation-ready outputs Nice-to-have Professional designation in accounting, finance, or related field (CPA, CFA) Prior experience in banking or financial services Experience with process improvement and transformation initiatives Strong knowledge of banking P&L, Balance Sheet and capital requirements Knowledge of RBC finance tools, processes, and systems (EPM, SAP, etc.) What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in an agile, collaborative, progressive, and high-performing team The opportunity to interface with senior level executives from many different parts of the organization Job Skills Accounting, Business Analytics, Decision Making, Financial Planning and Analysis (FP&A), Interpersonal Relationships, Organizational Leadership, Team Management Additional Job Details Address: RBC WATERPARK PLACE, 88 QUEENS QUAY W:TORONTO City: Toronto Country: Canada Work hours/week: 37.5 Employment Type: Full time Platform: OFFICE OF THE CFO Job Type: Regular Pay Type: Salaried Posted Date: 2026-07-28 Application Deadline: 2026-08-14 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

The Director provides strategic leadership for the Personal and Commercial Banking financial planning and analysis function, overseeing balance sheet and capital management. They are responsible for leading P&L forecasting, managing transformation initiatives, and mentoring a team of finance professionals.

Candidates must have at least 7 years of progressive finance experience, including 2 years in a leadership role, and strong proficiency in financial modeling. A professional designation such as a CPA or CFA is considered an asset, along with prior experience in the banking or financial services sector.

• Comprehensive Total Rewards Program • Bonuses • Flexible benefits • Coaching and management opportunities

• Data analysisPreferred

Identified from the job description. Confirm important requirements above.

• Financial planning
• Balance sheet management
• Capital management
• Financial modeling
• Strategic leadership
• P&L forecasting
• Risk management
• Treasury
• Data analysis
• Team management
• Performance management
• Communication
• Problem-solving
• Decision-making
• Digital finance platform modernization
• Governance
• Ad Hoc Analysis
• Influencing Skills
• Executive Presentations
• Workplace Inclusivity
• Strategic Decision Making
• Profit And Loss (P&L) Management
• Business Objectives
• Reporting Processes
• Organizational Leadership
• Planning
• Accounting
• Balance Sheet
• Banking
• Business Acumen
• Business Analytics
• Commercial Banking
• Management
• Capital Requirements
• Capital Allocation
• Certified Public Accountant
• Chartered Financial Analyst
• Decision Making
• Retail Banking
• Performance Management
• Finance
• Financial Services
• Financial Analysis
• Financial Modeling
• Financial Planning
• Forecasting
• Leadership
• Innovation
• Problem Solving
• Key Performance Indicators (KPIs)

• Finance & Accounting
• Management & Leadership
• Data & Analytics
• Consulting
• Director of Forecasting
• Vice President / Director of Finance
• Finance Managers
• Treasurers and Controllers
• Financial Managers

Minimum education

Professional degree

Minimum experience

5+ years

Apply by

Aug 14, 2026

Posting language

English

Working hours

38 hours per week