Financial Performance Management Associate

Permanent contract|Montreal|Corporate & Investment banking

Financial Performance Management Associate

  • Montreal, Canada
  • Permanent contract
  • Corporate & Investment banking



The DFIN/FNA (Financing and Advisory Business Performance Analysis) supports the GLBA (Global Banking and Advisory) and GTPS (Global Transaction/Pmt Services) businesses as the provider of actionable financial reports and analysis to assist the business in steering the financial performance of the Americas. In this end, FNA is responsible for the monthly Performance management reporting, analysis, and second-level control of NBI, Balance Sheet, Costs, Headcount, and a variety of rations. In addition, FNA is responsible for the forecasting and yearly budgeting process.


What will be your DAY-TO-DAY?

The primary responsibilities are to:

  • Performance Analysis of the Financing and Advisory businesses to report and analyze the financial results, inclusive of revenue, expenses, and scarce resources.
  • Functioning as the primary owner of report production across the different business lines within the Financing and Advisory Businesses of GBIS including GLBA and GTPS
  • Report production includes weekly and monthly financial performance analysis including Revenues, Fees, Costs, Balance Sheet, and a variety of performance metrics. This position will be responsible for the accuracy and timeliness of the team reporting.
  • Ad-hoc profitability analysis based on requests from our internal clients which include the Business Lines, CFO of the region, our performance analysis colleagues in Paris, and the Front Office.
  • This position will play a key role in the monitoring of Fee pnl communicating with different stakeholders (Business, OPER Bond team etc.), fully understanding the underlying business drivers and issues that may affect each desk.
  • Contribute to the annual budgeting and forecasting process
  •  Daily interactions with all team members, as well as various internal partners, to ensure comprehensive analysis as well as consistency across a variety of audiences.
  • Transversal topics with objective of improving the process and quality of financial reports produced through (but not limited) technology enhancements – either digital, process enhancements, using new technologies, and/or data analytics.

Profile required

Skills and Qualifications:


  • Strong investigative ability and curiosity to comprehensively explain the profitability of the desks and understand variances against prior year, prior quarter, Budget, and Forecast.
  • Ability to develop strong partnerships with the Finance and Business community to gain an understanding of underlying business drivers and issues that may affect the activities.
  • Capability of assessing priorities, work in cooperation with other departments and divisions, and deliver with consistent quality, usually under tight deadlines.
  • Ability to use evolving technologies to streamline manual report production,
  • Strong ability in data analytics,
  • Strong written and verbal communication skills,
  • Advanced with Microsoft Excel and PowerPoint skills,
  • Ability to build complex spreadsheets (e.g., inputs vs outputs, large datasets, well-organized),

Experience Needed:

  • 3+ years of experience in Financial Services
  • Exposure to Finance, Accounting, and Capital Markets.
  • Reporting
  • Data management

Desired / Plus:

  • Essbase
  • Experience with PowerBI
  • Experience with VBA and Python projects

Educational Requirements:

  • Bachelor’s degree in Business and/or Finance.

Languages: French, English

Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States.

Due to US Federal Securities law applying to this position, candidates who will apply for this position will be required to submit to an enhanced background screening, including the collection of their fingerprints by a third-party vendor selected by the Financial Industry Regulatory Authority (“FINRA”).

Why join us



Competitive compensation & benefits offering, including but not limited to:

  • Minimum of 20 Vacation days + 4 personal days 
    • Supportive Maternity, paternity, parental and adoption leave policy 
    • Health spending ($2,000/year) and personal spending ($1,000/year) accounts with 75+ eligible reimbursement categories (health, training, electronics etc.)
    • Fully sponsored virtual healthcare assistance and Employee Assistance Program to you and your immediate family
  • Various Employee Resource Groups (ERG) to engage with such as Pride and Allies, American Women Network, Black Leadership Network, One planet, etc. 
  • A culture of continuous development by encouraging our employees various training programs (online training and coaching platform such as Coursera, GoFluent, Pluralsight, First Finance, and others).

Business insight

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate.
For more information about our Culture and Conduct initiatives, please visit this link (
Our Diversity & Inclusion Mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.

Our Diversity & Inclusion Vision: 
•     Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
•     Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents 
•     Engage our community and marketplace, and position the organization to meet the needs of all its clients

For more information about our D&I initiatives, please visit this link (

Societe Generale offers a hybrid work arrangement that offers employees the flexibility to work remotely, as well as on-site, in order to promote interaction and collaboration with colleagues while adhering to all SG standard protocols.  Hybrid work arrangements vary based on business area.  The applicable Business lines will determine and communicate the work arrangements that best meet their business needs.

Societe Generale is an equal opportunity employer, and we are proud to make diversity a strength for our company. We are committed to recognizing and promoting the talents and achievements of our employees and staff, regardless of race, religion, color, national origin, sex, disability, age, gender, sexual orientation, and any other characteristic or status protected under applicable law.
We strive to write our postings as inclusively as possible. If, however, one of the two genders is used alone in this display, it designates persons of all gender identities.

Reference: 23000N9J
Entity: SG Global Solution Centre
Starting date: immediate
Publication date: 2023/08/02