Our client, a leading Canadian financial institution, is seeking a Finance Optimization Lead (Finance Analyst V) to support a high-impact, data-centric transformation initiative within their Finance Strategy and Expense Management team. This is a long-term contract opportunity tied to a new strategic project focused on re-engineering financial planning, forecasting, and documentation processes.
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This role will play a critical hands-on role in optimizing financial workflows, strengthening data quality, improving documentation standards, and building scalable, auditable planning frameworks. The successful candidate will partner closely with Finance and cross-functional stakeholders to modernize planning processes and create sustainable operating models that support enterprise-level financial decision-making.
This is a hybrid role based in Toronto, with a structured in-office schedule beginning March 2026.
Advantages
•Opportunity to work within a leading financial institution on a high-visibility, enterprise-level initiative
•Long-term engagement (12 months) with strong extension and conversion potential
•Strategic, project-based role with direct impact on finance operations and planning frameworks
•Exposure to senior stakeholders and cross-functional collaboration
•Hybrid work model with predictable structure
•Strong professional development opportunity within a finance transformation environment
Responsibilities
•Re-engineer and optimize financial planning, forecasting, and reporting processes
•Design, standardize, and maintain planning, forecasting, and reporting templates (Excel-based and system-driven)
•Structure, reconcile, and validate data across multiple sources to ensure accuracy, consistency, and auditability
•Analyze existing workflows to identify inefficiencies and recommend process improvements
•Fully document end-to-end planning processes, including inputs, assumptions, controls, and outputs
•Develop clear, business-ready Standard Operating Procedures (SOPs)
•Build reconciliation and variance frameworks bridging Actuals, Plan, and Forecast
•Perform ad hoc financial analysis to support forecasting cycles and management reporting
•Create operational toolkits, trackers, templates, and reference materials
•Support executive and leadership reporting requests
•Partner with Finance and cross-functional teams to strengthen governance and process discipline
Qualifications
Required:
•Bachelor’s degree in Finance, Accounting, or a related discipline
•Minimum 5 years of relevant experience
•Strong background in financial planning, forecasting, and/or management reporting
•Advanced Excel skills (Power Query, advanced formulas, complex models, pivots)
•Demonstrated experience in process re-engineering
•Proven ability to deliver tangible project outcomes and process improvements
•Strong written and verbal communication skills
•CPA designation
Preferred:
•Background in banking, investment services, insurance, or financial services
•Experience with Hyperion (asset)
•Experience documenting enterprise finance processes and building audit-ready frameworks
•Ability to operate effectively in ambiguous, fast-paced, transformation environments
Summary
This is a unique opportunity for a finance transformation professional to play a key role in reshaping financial planning and forecasting processes within a major financial institution. The Finance Optimization Lead will act as a hands-on change agent—driving structure, discipline, and scalability across data, planning, and reporting frameworks.
Ideal for candidates who thrive in complex environments, enjoy building systems from ambiguity, and want to contribute to enterprise-level finance modernization initiatives, this role offers both stability and strategic career growth potential within a high-performing finance organization.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
show more
Our client, a leading Canadian financial institution, is seeking a Finance Optimization Lead (Finance Analyst V) to support a high-impact, data-centric transformation initiative within their Finance Strategy and Expense Management team. This is a long-term contract opportunity tied to a new strategic project focused on re-engineering financial planning, forecasting, and documentation processes.
This role will play a critical hands-on role in optimizing financial workflows, strengthening data quality, improving documentation standards, and building scalable, auditable planning frameworks. The successful candidate will partner closely with Finance and cross-functional stakeholders to modernize planning processes and create sustainable operating models that support enterprise-level financial decision-making.
This is a hybrid role based in Toronto, with a structured in-office schedule beginning March 2026.
Advantages
•Opportunity to work within a leading financial institution on a high-visibility, enterprise-level initiative
•Long-term engagement (12 months) with strong extension and conversion potential
•Strategic, project-based role with direct impact on finance operations and planning frameworks
...
•Exposure to senior stakeholders and cross-functional collaboration
•Hybrid work model with predictable structure
•Strong professional development opportunity within a finance transformation environment
Responsibilities
•Re-engineer and optimize financial planning, forecasting, and reporting processes
•Design, standardize, and maintain planning, forecasting, and reporting templates (Excel-based and system-driven)
•Structure, reconcile, and validate data across multiple sources to ensure accuracy, consistency, and auditability
•Analyze existing workflows to identify inefficiencies and recommend process improvements
•Fully document end-to-end planning processes, including inputs, assumptions, controls, and outputs
•Develop clear, business-ready Standard Operating Procedures (SOPs)
•Build reconciliation and variance frameworks bridging Actuals, Plan, and Forecast
•Perform ad hoc financial analysis to support forecasting cycles and management reporting
•Create operational toolkits, trackers, templates, and reference materials
•Support executive and leadership reporting requests
•Partner with Finance and cross-functional teams to strengthen governance and process discipline
Qualifications
Required:
•Bachelor’s degree in Finance, Accounting, or a related discipline
•Minimum 5 years of relevant experience
•Strong background in financial planning, forecasting, and/or management reporting
•Advanced Excel skills (Power Query, advanced formulas, complex models, pivots)
•Demonstrated experience in process re-engineering
•Proven ability to deliver tangible project outcomes and process improvements
•Strong written and verbal communication skills
•CPA designation
Preferred:
•Background in banking, investment services, insurance, or financial services
•Experience with Hyperion (asset)
•Experience documenting enterprise finance processes and building audit-ready frameworks
•Ability to operate effectively in ambiguous, fast-paced, transformation environments
Summary
This is a unique opportunity for a finance transformation professional to play a key role in reshaping financial planning and forecasting processes within a major financial institution. The Finance Optimization Lead will act as a hands-on change agent—driving structure, discipline, and scalability across data, planning, and reporting frameworks.
Ideal for candidates who thrive in complex environments, enjoy building systems from ambiguity, and want to contribute to enterprise-level finance modernization initiatives, this role offers both stability and strategic career growth potential within a high-performing finance organization.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
show more
