Senior Analyst, Performance Management - Mortgage Business

About the role:

The Senior Analyst Performance Management - Mortgage will support expenses management, business planning, and performance management activities through financial models, forecasts, business and financial analysis, industry research and special projects. Reporting to the Manager, this position will have experience working in a multi-business unit organization to support the required reporting, analysis and communication.  The ideal candidate is highly motivated, intellectually curious, analytical, and possesses an entrepreneurial mindset, support the Financial Planning and Analysis (FP&A) for the Mortgage business activities, by coordinating across the business and finance teams with multiple business units through the Annual Operating Plan, Quarterly Forecasts, and Business Outlooks (3-5 Year Plans).

• Assist the preparation and completion of monthly and quarterly business review materials, forecast materials and AOP discussion materials for Executive Leadership, Ownership Group and the Board.

• Support managing the bank’s efficiency ratio performance.

• Assist in the functional department reviews with business leaders on Operating Expenses.

• Support a strong data-driven environment, providing fact-based strategic insight to business partners to identify risks and recommendations to improve future business performance.

• We are looking for a dynamic individual that thrives on critical thinking, working across functions to sort out ambiguity, and succeeds in fast-paced environments.

• Business Growth - Support the development of business cases and investment analyses, initiative tracking, and post implementation reviews.

• Finance Transformation - Play a key role in enabling the capabilities of Workday ERP, OneStream, and optimization of financial planning tools.

• Data Driven Organization - Be an advocate to adoption use of data to simplify decision making and presentation of complex information. Lead the development of management dashboards, business models and data platforms.

What we’re looking for:

• Finance / Accounting designation (CPA, MBA, CFA)
• 3+ years of experience in Finance/Accounting
• 2+ years Financial Services industry experience
• Strong financial modelling capabilities with experience creating robust financial plans, forecasts, and projections
• Previous experience coordinating rigorous forecasting and planning cycles and corresponding outputs
• Bilingual, English and French would be an asset
• Previous experience with Banking (Mortgage, Personal Lending, Credit Cards, and Auto, would be an asset)

Relevant Skills:

• Strong business and process acumen, with ability to analyze strategic requirements, create innovative solutions, and develop action plans
• Experience in developing financial models and dashboards within industry BI Tools (PowerBI, Alteryx) would be an asset
• Excellent presentation, facilitation, interpersonal and communication skills
• Highly collaborative, hands-on approach
• Solution-oriented, strategic business partner

What you’ll love about working here:

• Award-Winning Culture: We’re proud to be recognized as a Great Place to Work Canada 2025 and one of Montreal’s Top Employers 2025 by Canada’s Top 100 Employers.

• Work-Life Balance: Enjoy flexibility with our hybrid work model designed to support your lifestyle.

• Time to Recharge: Generous vacation based on your role, statutory holidays, plus 6 wellness days to prioritize your well-being.

• Compensation Package: Competitive base salary plus an annual incentive bonus tied to performance.

• Comprehensive Benefits: Robust health and dental coverage through Manulife, as well as virtual healthcare through Dialogue. 

• Future-Ready Savings: Group Retirement Savings Plan with up to 7% employer match.

• Exclusive Perks: Discounts from top retailers via WorkPerks, plus location-based perks like gym memberships and Toronto Bike Share.

• On-Site Fitness: Gym access at our London and Montreal offices.

• Continuous Growth: Education Assistance Program and Fairstone Academy for training and skill development.

• Family Support: Parental leave top-up program to help you during life’s big moments.

• Community Impact: One paid volunteer day to give back to causes that matter to you.

• For more information on who we are as an employer click here.

What you can expect - pay & process:

• Expected base salary range is 75,000$ -85,000 $ , plus the opportunity to earn an annual incentive bonus tied to performance.   

• This posting is for an existing vacancy within our organization.

• Artificial intelligence may be used in parts of the recruitment process.

• All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire. 

If what you read excites you, we’d like to hear from you! Please submit your application and we’ll contact you if you become selected for first stages of the interview process.

Learn more: https://www.fairstone.ca/en/about/canadian-lender

Follow us on LinkedIn: https://www.linkedin.com/company/fairstone/mycompany/

If you have a preferred language for communication, please kindly inform us whether you prefer French or English on your application.

Fairstone is an equal opportunity employer. Accordingly, we will make reasonable accommodations to respond to the needs of people with disabilities. Individuals who view themselves as Aboriginals, members of visible minorities, and disabled are encouraged to apply in confidence.

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