Financial Planning and Analysis Specialist

Permanent contract|Montreal|Asset Management

Financial Planning and Analysis Specialist

  • Montreal, Canada
  • Permanent contract
  • Asset Management



The Finance Department of Global Banking and Investor Solutions (GBIS), is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are: Quality and timeliness of GBIS financial statements; Assisting GBIS management and all Business Lines in their steering with actionable reports on financial performance and forecasts; Independent certification of all financial aggregates in particular the daily P&L explanation on Market Activities; Financial communication and constant benchmarking; Providing expertise on accounting, prudential and tax norms and ensuring the compliance of these norms.

The FP&A group for Global Market Activities (DFIN/MAR/MPA) provides Performance Management reporting, analysis and second level of control on NBI, Balance Sheet, Costs, Headcount, Budget and a variety of ratios.

We are seeking a driven and detail-oriented Junior FP&A Analyst with a minimum of 5 years of relevant experience to support our team. In this role, you will be responsible for closely monitoring and analyzing the daily P&L of Market Activities, providing insights on RWA consumptions and ensuring accurate financial reporting. Your contributions will play a pivotal role in maintaining the bank's financial stability and growth trajectory.

What will be your DAY-TO-DAY? 

1. Daily P&L explanation of Market Activities:

   - Consolidate and communicate the daily results to senior management.

   - Liase with different stakeholders (Product control teams, IT teams, etc.) to fully understand the underlying business drivers and issues that may affect each desk.

2. RWA Monitoring and Analysis:

   - Track and analyze RWA variances against budgets and forecasts.

   - Collaborate with cross-functional teams to gather RWA-related data and ensure accuracy.

   - Understand regulatory trends impacting RWA production, and ensure proper knowledge sharing with senior management.

3. Financial Reporting:

   - Assist in the preparation of regular financial reports, including variance analysis and key performance indicators (KPIs).

   - Contribute to the creation of insightful presentations for senior management and other stakeholders.

4. Budgeting and Forecasting:

   - Support the annual budgeting and quarterly forecasting processes.

   - Work closely with department heads to gather inputs and assumptions for financial projections.

5. Data Integrity and Analysis:

   - Maintain accurate and up-to-date financial data in relevant systems.

   - Conduct thorough data analysis to identify discrepancies, trends, and opportunities.

6. Ad hoc Analysis:

   - Undertake ad hoc financial analysis projects to provide insights into specific business decisions.

   - Collaborate with the FP&A team to develop financial models for scenario planning.

7. Process Improvement:

   - Participate in the enhancement of FP&A processes and tools to drive efficiency and accuracy.

   - Suggest and implement improvements to reporting formats and data collection methods.

Profile required

Skills and Qualifications:

Experience Needed:

·       5 years of experience in financial analysis, preferably within the banking or financial services industry. 


·       Strong understanding of financial principles, budgeting, forecasting, and variance analysis.

·       Excellent communication skills with the ability to present complex financial information in a clear and concise manner.

·       Detail-oriented and analytical mindset, with a proactive approach to problem-solving.

·       Knowledge of banking industry regulations and financial reporting standards is a plus.

Technical Skills

·       Proficiency in financial modeling and data analysis using Excel and other relevant tools.

·       Proficient Microsoft Office skills with an emphasis on Excel and PowerPoint

·       Knowledge of BI tools a plus (PowerBI, Tableau)

·       Experience with financial systems and software is advantageous (Essbase and Cognos)


·       Bachelor's Degree (Business, Finance or Economics preferred)


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.

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 gender is used alone in this display, it designates persons of all gender identities.

Reference: 24000H9N
Starting date: 2024/09/16
Publication date: 2024/06/28