Senior Manager WM Finance Performance Management
Royal Bank of Canada
Americas, Canada, Toronto
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Salary
Rank
Senior Manager
Responsibility
Functional Tower Lead
Scope
Regional
Workplace
100% in office
Functions
Finance
Reports to
Director WM Finance
Level
N-3
Travel Max:
0%
Posting Date
09-02-2025
Description
As a Senior Manager, Wealth Management Finance, you will build strong business relationships across WM finance, Head Office (HO) finance, WM strategy, GRM, Treasury and Reporting Shared Services (RSS) teams. You will be responsible for providing insightful financial analytics and management presentations for senior Finance and Wealth Management Executives.
Key Responsibilities
- Responsible for analyzing business performance and collaborating with WM finance business advisors to produce monthly and quarterly reporting packages including monthly flash results, monthly operating results, quarterly assurance review (QAR) material, rating agency material and other ad-hoc executive documents.
- Responsible for addressing monthly and quarterly requirements from Head Office finance teams including review of WM related sections in the Investor Relations (IR) presentations / material and providing key metrics and variance explanation as requested by HO PM team.
- Collaborate with WM finance teams to deliver estimates for monthly and quarterly financial performance of WM businesses to senior executives and HO Performance Management team.
- Build upon and / or strengthen trusted relationships with various contributors / stakeholders including WM finance, HO Finance, GRM, Treasury, Reporting Shared Services (RSS) and WM Strategy teams, for meeting month-end/quarter-end management and external reporting requirements
- Develop insightful drivers-based analyses on WM performance with a focus on key performance metrics (financial and non-financial) related to the WM industry
- Lead/Assist in the identification and implementation of process simplification and streamlining opportunities, including but not limited to, the automation of reports by leveraging available IT tools (e.g. Tableau, Office 365, Power query, RPA) and transition of standard reports to RSS team
- As required, lead/provide support for adhoc initiatives/requests and month-end/quarter-end activities.
Qualification & Requirements
Must have
- Accounting/Finance designation (CPA, CA, CGA, CMA, CFA, M.Fin. or MBA) or equivalent with a minimum of 5 years of experience
- Solid analytical and problem-solving skills, with strong attention to detail
- Strong communication skills
- Self-motivated and independent worker with a solutions-driven mind-set
- Advanced knowledge of Excel and PowerPoint
- Sense of urgency and ability to handle demands from multiple directions amidst submission deadlines
- Solid relationship management skills since frequent interaction with key contacts is necessary to be successful in this role
- Ability to impact/influence without direct authority
- Collaborative and team-oriented mindset
- Ability to work under pressure in a rapidly changing environment
Nice to have
- Previous experience working in Financial Services/Wealth Management Finance area
- Working knowledge of TM1 and Perspectives and any relational database applications
- RBC Finance and organizational knowledge
- People management experience
- Knowledge of Macros/VBA, Tableau and Power Query
Benefits
- Excellent exposure to communicate with various business partners and stakeholders
- Opportunity to obtain hands-on experience throughout your role
- Working with an exciting, close-knit, supportive & dynamic group
- Opportunity to collaborate with other business segments within RBC
- Access to top tier learning resources to help shape your professional career
- Excellent career development and progression opportunities
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
- “Best in Class” Employee Recognition Program
Company Profile
Royal Bank of Canada
Industry
Banking
Revenue
$35.84B
Employees
85,301
Fortune 500 Rank
NA
Global 500 Rank
#270
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