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Added 2 mins ago
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Regulatory Capital Compliance Analyst
Raise
Toronto, ON
- Full-time
We at Raise are hiring a Regulatory Capital Compliance Analyst for one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team to meet…
Added 2 mins ago
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Senior Carbon Specialist
Deloitte
Toronto, ON
- Full-time
…empowers organizations to find imaginative ways of deploying capital, enables fair, trusted, and functioning social and economic institutions, and allows our friends, families, and…
Added 2 mins ago
J
SVP, Multi-Family - Property & Asset Management
JLL
Toronto, ON · CAN-CORP Toronto-Toronto, Canada
- Full-time
…condition meet company and owner standards, and communicate capital needs to maintain the physical upkeep of each property in the…
Added 2 mins ago
ST
Director, Investor Services
SS&C Technologies
Mississauga, ON
- Full-time
Supervision of investor capital activity and wire transfers.
Added 2 mins ago
AG
Finance and Administration Manager
Aarts Group of Companies
Chilliwack, BC
- Full-time
Manage budgeting, financial forecasting, cash flow, working capital and cost accounting.
Added 2 mins ago
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Head of Private Markets - Canadian Wealth Management
Franklin Templeton
Toronto, ON
- Full-time
…secondary and co-investment private equity, growth and venture capital, private credit, infrastructure, real estate, and other alternative investment…
Added 17 mins ago
RB
Director – Implementation Assurance Testing
Royal Bank of Canada
Toronto, ON
- Full-time
Knowledge of credit risk methodology, including capital estimation, credit risk/stress testing models, and/or direct experience with Expected Credit Loss implementations.
Added 17 mins ago
AS
Personal Banking Associate (Hybrid)
Alterna Savings
Innisfil, ON
- Full-time
…several prestigious employer awards, including the National Capital Region's Top Employers award for nine consecutive…
Added 32 mins ago
CO
Intern, Strategy Analyst - Summer 2027
Capital One
Toronto, ON
- Full-time
You’ll find that Capital One is committed to helping you thrive and evolve every step of the way.
Added 32 mins ago
Vice President, Capital Delivery (Healthcare)
Infrastructure Ontario
Toronto, ON
The Vice President, Capital Delivery (Healthcare) provides executive leadership for a portfolio of complex healthcare infrastructure initiatives during the planning, development,…
Added 32 mins ago
CO
Associate, Strategy Analyst - New Grad 2027
Capital One
Toronto, ON
- Full-time
Fraud: Strategy Analysts are responsible for developing the defences and policies to mitigate fraud losses for Capital One, creating a safe and secure experience for our customers. Analysts…
Added 32 mins ago
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Commercial Banking Advisor
RBC
Ottawa, ON
- Full-time
…circumstances so as to advise on increasing operational and working capital…
Added 32 mins ago
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Fixed Income Strategist
RBC
Toronto, ON
- Full-time
…importantly, the candidate would have a strong interest in the capital markets, macroeconomics, rates, and credit…
Added 32 mins ago
MM
H&B Consultant
Marsh McLennan
Montreal, QC
- Full-time
Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27…
Added 33 mins ago
MH
Senior Business Partner, Marketing
Mitsubishi HC Capital Canada
Trois-Rivières, QC
- Full-time
Build your future with Mitsubishi HC Capital Canada
Added 33 mins ago
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Application Consultant
CIBC
Toronto, ON
- Full-time
…SQL, Mongo and Jira / Confluence. Must have a background in Capital Markets. Experience in FX and Banking is an asset. Working knowledge of brokerage products/services, structure and…
Added 33 mins ago
CG
Investment Banking Analyst
Canaccord Genuity Group Inc.
Toronto, ON
- Full-time
…services firm with a strong presence across wealth management and capital markets. We are built on long-term client relationships, entrepreneurial thinking, and a commitment to delivering…
Added 33 mins ago
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Director, Head of Equity Derivatives Risk Engineering
BMO
Toronto, ON · FCP
- Full-time
BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to…
Added 33 mins ago
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FinOps Specialist - Cloud Cost & Technology Spend Analytics
Akkodis
Toronto, ON
- Contract
Industry Sector: Financial Services (Investment Management, Capital Markets, Pensions preferred)
Added 33 mins ago
RD
Fixed Income Strategist
RBC Dominion Securities
Toronto, ON
- Full-time
…importantly, the candidate would have a strong interest in the capital markets, macroeconomics, rates, and credit…
Added 48 mins ago
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Coordinator, Resource Management
MNP
London, ON
- Full-time
…Ontario region. Working closely with regional leadership, Human Capital, and office leaders, this role is responsible for maintaining the integrity of workflow and resource management data…
Added 48 mins ago
Senior Financial Advisor - Stratford Main Branch, Ontario
Scotiabank
Stratford, ON
…and private banking, corporate and investment banking, and capital…
Added 48 mins ago
Portfolio Analyst - 18 Month Contract
Scotiabank
Toronto, ON
…adhering to the centralized models. while being sensitive to capital gains tax impacts and client driven…
Added 48 mins ago
Business Advisor - Bancroft, ON
Scotiabank
Bancroft, ON
…and private banking, corporate and investment banking, and capital…
Added 48 mins ago
Manager, Process Redesign & Modernization
Scotiabank
Toronto, ON
…and private banking, corporate and investment banking, and capital…

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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