Financial Planning & Analysis Specialist

Permanent contract|Montreal|Finance

Financial Planning & Analysis Specialist

  • Montreal, Canada
  • Permanent contract
  • Finance



The Financial Planning and Analysis department is the sole provider of actionable financial reports and analysis to assist GBIS and SG management in steering the financial performance of the Americas.  In this end, FPA consolidates the financials for management reporting, leads the Americas Budget process, prepares forecasts, produces financial trend analysis, certifies GBIS costs, contributes to the monthly closings, ensures alignment with norms around performance management analyzes and presents GBIS financial performance to senior management.

What will be your DAY-TO-DAY?

Develop and implement efficient financial and technical reporting in support of business needs, processes, projects, and ad hoc requests emanating from CEO office, CFO, Support & Control Function heads and Global Head Office. Core responsibilities include but are not limited to:

  • Lead the Americas Cost Allocation model for the region which includes collecting the cost allocation keys from SU partners, generate cost allocation to BU to feed regional Amer reporting, explain variances Year on Year to business partners, perform reconciliation amongst group and local system, upload information into group systems, act as the mean lead on all cost allocation topics
  • Automate manual processes and streamline report production via digital tools
  • Support the annual AMER budget process consolidation, coordinating with the US Team on diverse budget working documents and contributing to budget and strategic review presentations
  • Analyze the Americas Platform cost Forecast highlighting cost and department driver’s vs Budget and vs prior Forecast. Present the analysis to DFIN partners
  • Contribute to numerous adhoc requests for CEO/CFO gathering financial KPIs and supporting preparation of financial documents   
  • Analyze key expenses drivers, areas for growth and synergies to drive executive management decisions across the Support Functions
  • Perform reviews with operating partners, collaborate cross functionally with other finance team and apply the best practices in financial reporting and planning processes
  • Ensure data integrity of all referential data, financial results reported by the area including, data feeds, reorganizations, and restatements of current and historical information.
  • Ability to manage multiple responsibilities under tight timeframes, ability to organize and prioritize to move tasks forward and complete them in a time efficient manner

Profile required

Skills and Qualifications:

Must Have:

  1. MS Excel strong competencies
  2. Understanding of Essbase/Hyperion Smartview
  3. Experience in Financial Planning and Analysis
  4. Background in banking industry
  5. Analytical skills
  6. Strong organizational skills and attention to detail
  7. Presentation skills, including to senior management
  8. 5 years minimum of working experience
  9. Bachelor’s degree in Finance/Accounting/Management/Economics
  10. Language(s) English

Nice to Have:

  1. Accounting knowledge base
  2. Good knowledge of Power Bi, Power Query, Power Pivot
  3. Time management and ability to prioritize
  4. Demonstrate the ability to work within a Team
  5. Process Improvement
  6. An energetic and determined attitude
  7. Language(s) – French is a plus

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

OUR Benefits:


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.

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.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

  • Reference: 230005HL
  • Entity: SG Global Solution Centre
  • Starting date: 2023/04/03
  • Publication date: 2023/02/28