Finance Analyst – CTB & VBA

Finance Analyst – CTB & VBA

ProViso Consulting

Summary of day to day responsibilities:

• Reporting to the Manager, the Financial Analyst III position within the Wealth TS Finance group requires an action-oriented individual with strong technical skills, good business acumen and demonstrated problem solving capabilities.
• The main focus of this individual will be to develop a strong relationship with the technology portfolios supported to deliver monthly/quarterly Management Reporting, Planning and Forecasting and Analysis of financial results.
• The successful candidate is a self-starter with an attention to detail, who offers working solutions to business partners/peers/management with a focus on continuous process improvement and customer service.


• Working with Manager and Senior Manager in meeting deliverables of the team by providing exceptional service to clients, and technical assistance as needed.
• Lead, support and develop Wealth TS accrual process to leverage information input provided by Project management team including all necessary reconciliations to ensure data completeness and accuracy.
• Lead, support and develop in-depth analysis for Wealth LOB Spend by types of initiatives (Project, Support) vs Forecast, Plan and prior periods.
• Lead deep dives related to Technology expenses as they contribute to various management and leadership reporting on regular basis.
• Identify and provide impact analysis of financial/accounting, policy and process changes including documentation, follow up, escalation and resolution.
• Process Mapping and documentation of technology processes, system data flow and resource utilization by working closely with technology and finance partners.
• Lead and document the allocation of project, application and support the base charges of Wealth technology and identify opportunities to streamline and optimize the allocation model.
• Manage and develop the reporting of technology charges (supply view) in correlation with the demand per types of initiatives (CTB/RTB).
• Help team improve existing process on CIO reporting.
• Manage and develop RTB/CTB reporting fully integrated to the CIO view.
• Develop and enhance internal relationships across multiple business units.
• Contribute to a positive and rewarding team environment.
• Support the Technology Finance Manager in responding to and following up on issues, queries and exceptions.
• Resource utilization report analysis and preparation.
• Prepare monthly financial packages to be reviewed with portfolio leads.
• Meet with the VP/AVP’s and review monthly results, follow-up and close issue in a timely manner.


• The successful candidate in this role will have demonstrated strong commitment, initiative and drive to continuously exceed expectations, strong technical skills, strong inter-personal skills, effective at problem solving with minimal support and strong organization skills.

Must have:

• Detailed knowledge of financial accounting processes and internal control structures.
• Strong attention to detail with an ability to effectively synthesize issues
• Advanced analytical skills and strong ability to inter-relate issues.
• Strong organizational and problem solving skills.
• Ability to multi-task and work under tight timelines to meet all deliverables.
• Ability to proactively follow up on identified issues and work toward resolution.
• Strong communication (written and verbal) skills are essential to deal with all levels of management and external contacts.
• Strong inter-personal skills including consistent team player and strong relationship-building skills.
• Strong work ethic and ability to work independently and in a team environment as required.
• Proven track record of value added customer service through initiative and creativity.
• Strong working knowledge of MS Excel (Power Pivot), MS Word, MS Power Point and Outlook.
• Strong knowledge of Hyperion, Essbase and Oracle would be an asset.
• Participate fully as a member of the Wealth Technology Finance team, promote team effectiveness and contribute to a positive work environment; including cross training with other team members where appropriate.
• Excel VBA
• Previous Banking
• At least 1 year duration for each contract

Job Details



12 Months



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