Position Title: Finance Optimization Lead

Duration: 12 months

HYBRID - 4 days a week in office, starting March (exact date TBC); until March 2 days a week in office

- Anchor Days (if applicable): Tue

- Address:- 66 Wellington Street West, Toronto, Ontario

Preferred Candidate Background: Banking / investment / insurance or related

RESPONSIBILITIES:

Provide hands on support to re engineer and optimize financial planning, forecasting, and reporting processes. Partner closely with Finance and cross functional teams to improve data quality, strengthen process discipline, and enhance documentation standards.

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Key Responsibilities

• Design, standardize, and maintain planning, forecasting, and reporting templates (Excel based and system driven).

• Support data structuring, reconciliation, and validation across multiple sources to ensure accuracy, consistency, and auditability.

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