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Scotiabank

Manager, Portfolio Data Optimization & Modeling

Toronto, ON, M5H 4A9, Canada

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Job details

Apply by: Nov 23, 2026
Experience: 4 to 6 years of relevant experience in finance, portfolio management, financial reporting, data analytics, or a related field.
Posting language: English
Posted: Nov 5, 2026

Original job description

Requisition ID: 278199

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Reporting to the Senior Manager, this role supports planning, forecasting, budgeting, and performance analytics for the Scotiabank Project Portfolio. It contributes to the portfolio’s overall success by ensuring that business strategies, plans, and initiatives are delivered in compliance with governing regulations and Scotiabank’s internal policies and procedures.

Is this role right for you? In this role you will:

Lead and support the monthly executive SIP package, Technology management reporting, and regulatory committee reporting.
Analyze project and idea financials across portfolio components including forecast, actuals, direct expenses, contractor costs, internal workdays, and investment classifications.
Perform reconciliations across multiple project systems (CAPPM, OBI, Con-ledger, and PeopleSoft) and other portfolio data sources to maintain reporting accuracy and consistency.
Support forecasting, planning, budgeting, and performance reporting across the Global Technology project portfolio.
Manage month-end and quarter-end reporting processes and deliverables, ensuring that established deadlines and quality standards are met.

Modernize, automate, and standardize portfolio reporting processes, templates, and definitions across stakeholders to reduce manual effort and improve data quality.
Develop analytical models, manage supporting databases, and optimize data structures, integrity, validation, and access to improve visibility into project spend and portfolio performance.
Leverage Excel, Power BI, and Alteryx to deliver actionable insights and scalable solutions that connect portfolio and financial systems.
Maintain issue, action, and enhancement logs to track data-quality concerns, process improvements, and reporting requirements. This role requires the ability to connect multiple data points, understand the underlying logic, explain challenges clearly, and resolve them in a timely manner.

Partner with Project Management Offices, Technology Finance, Business Lines, Finance teams, the Delivery Office, and portfolio stakeholders to understand requirements and provide timely analytical support.
Translate complex portfolio and financial information into clear insights for finance and non-finance stakeholders.
Investigate and resolve data discrepancies, financial reconciliation issues, and reporting gaps in collaboration with relevant teams.
Provide transparency into portfolio performance to support prioritization, resource allocation, forecasting, and management decision-making.
Develop strong relationships across Finance, Technology, and portfolio management teams to strengthen end-to-end reporting processes.

Promote data-driven decision-making, accountability, financial discipline, and continuous improvement, while proactively identifying reporting risks and data-quality issues.
Coordinate cross-functional reporting activities and multiple deliverables across tight monthly and quarterly timelines.
Provide subject-matter expertise on portfolio data, financial components, and upstream and downstream processes, including support for internal and external audit requests.
Support team continuity through process documentation, knowledge transfer, and coverage across key deliverables.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

4 to 6 years of relevant experience in finance, portfolio management, financial reporting, data analytics, or a related field.
University degree in Business, Finance, Accounting, Data Analytics, Data Science, Information Management, or a related discipline.
CPA, CFA, MBA, or relevant analytics and data credentials are considered an asset.
Strong understanding of portfolio management, financial planning, forecasting, management reporting, and project financials.
Advanced Excel and PowerPoint skills, with experience or exposure to Power BI, Python, Alteryx, or similar analytics technologies.
Experience with enterprise portfolio and financial systems, such as CAPPM and PeopleSoft, is considered an asset.
Strong reconciliation, financial analysis, and problem-solving skills across multiple systems and datasets, combined with sound business acumen.
Ability to translate complex financial and portfolio data into concise executive reporting and actionable insights.
Strong stakeholder-management and communication skills across Finance, Technology, PMO, and senior management audiences.
Strong planning and organizational skills with the ability to manage multiple concurrent reporting cycles and deadlines.
Demonstrated focus on process optimization, automation, standardization, and continuous improvement.

What’s in it for you?

A rewarding career path with diverse opportunities for professional development.
An organization committed to making a difference in our communities - for you and our customers.
A competitive rewards program that includes an annual bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day.
Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employees to learn, grow, and participate through our various Employee Resource Groups (ERGs), which span diverse gender identities, ethnicities, races, ages, abilities, and veteran statuses.
Accessibility and Workplace Accommodations - We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove, and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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More about this job

Responsibilities

The role involves managing financial reporting, forecasting, and budgeting for the Global Technology project portfolio. It also focuses on modernizing and automating reporting processes to improve data quality and provide actionable insights for stakeholders.

Requirements

Candidates should have 4 to 6 years of experience in finance, portfolio management, or data analytics, along with a university degree in a relevant field. Proficiency in Excel, Power BI, and financial systems is required, with professional certifications like CPA or CFA considered an asset.

Skills

Financial reporting
Portfolio management
Data analytics
Excel
Power BI
Alteryx
Financial modeling
Budgeting
Forecasting
Reconciliation
Stakeholder management
Process automation
Data quality
Project financials
Python

Benefits

Annual bonus
Flexible vacation
Personal days
Sick days
Comprehensive benefits

Visa sponsorship

Not detected in the job text

Keywords

Portfolio management
Financial reporting
Data analytics
Budgeting
Forecasting
Excel
Power BI
Alteryx
Python
CAPPM
PeopleSoft
Financial reconciliation
Process automation
Data modeling
Project management
CPA
CFA
MBA
Stakeholder management
Business intelligence
Performance analytics
Regulatory reporting
Data integrity
Financial planning
Technology finance

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