Senior Financial Analyst

at  National Bank of Canada

Making a career as a Senior Analyst in finances at National Bank Independent Network (NBIN) is to establish operating goals and objectives, design and implement policies and procedures for the day-to-day activities of the team, and serve as one of the driving forces to achieve the goal of operational efficiency and effectiveness for the department. You are working closely with several NBIN teams to ensure that mandates for the team are met.

• Produce monthly Client P&L reporting and analysis
• Support bottom-up forecasts and the annual Budget processes
• Provide financial data and insights in support of Business Development and pricing
• Responsible for GL certifications and reconciliation to NBIN data
• Produce monthly billings to external clients: monthly net commission and information packages for Introducing Broker clients, and billings to external clients that are Portfolio Managers and Investment Funds Managers.
• Ensure the various billing systems (e.g. AS400 Commission System, ISM system, Global Plus, RBroker and internal billing tools) are setup and working with flexibility and control.
• Work with clients’ auditors for their audit questions and confirmations.