Director, Forecasting & Balance Sheet Analytics

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Director, Forecasting & Balance Sheet Analytics

senior · Corporate Finance

Job Description

What is the opportunity?

The Director, Forecasting & Balance Sheet Analytics provides strategic leadership and guidance for the Personal Banking and Commercial Banking (PB & CB) financial planning and analysis function. This role will be responsible for leading the Balance Sheet and Capital management, Estimate and Planning enhancements, and execution of key transformation initiatives across PB & CB.

What will you do?

• Lead and mentor a team of 3 finance professionals, providing strategic direction, performance management, and development opportunities
• Foster a high-performing culture focused on execution of transformation initiatives and key priorities
• Lead P&L forecasting for PB & CB Segments; maintain KPI monitoring and reporting processes against enterprise initiatives
• Direct balance sheet and capital analysis for PB & CB deposits and lending; maintain executive awareness of key metrics, risks, trends, and strategic implications through regular reporting and ad hoc analysis
• Partner with Risk Management and Treasury to ensure compliance and effective capital allocation
• Own and oversee the monthly estimate process, ensuring accuracy, timeliness, and alignment with business objectives
• Lead quarterly Assurance Review (QAR) submissions and governance requirements
• Develop and refine estimate methodologies and controls to enhance reliability and business relevance
• Collaborate with PB & CB Financial Advisors and functional support groups to ensure accurate P&L forecasts and estimates
• Identify and lead digital finance platform modernization work streams to enhance financial planning, analysis, and reporting processes
• Oversee implementation of new tools and systems to support financial analysis and decision-making
• Identify opportunities and implement solutions to streamline forecast, planning, and reporting processes
• Work in conjunction with enterprise systems and teams to coordinate planning deliverables
• Develop strategic commentary and executive presentations on financial performance trends and balance sheet positioning
• Provide business leadership with timely analysis on P&L and balance sheet performance to support decision-making

What do you need to succeed?

Must-have

• 7+ years of progressive finance experience, including 2+ years in leadership
• Demonstrated experience in financial planning and balance sheet / Capital Management
• Strong leadership presence and communication skills (written and verbal)
• Excellent strategic thinking and business acumen
• Advanced proficiency with financial modeling and analysis tools
• Experience managing teams and developing talent
• Strong problem-solving and decision-making capabilities
• Ability to lead and support complex, cross-functional initiatives
• The ability to influence strategic decisions through compelling storytelling and presentation to senior-level stakeholders
• Experience with slide deck and PowerPoint preparation with aesthetic, presentation-ready outputs

Nice-to-have 

• Professional designation in accounting, finance, or related field (CPA, CFA)
• Prior experience in banking or financial services
• Experience with process improvement and transformation initiatives
• Strong knowledge of banking P&L, Balance Sheet and capital requirements
• Knowledge of RBC finance tools, processes, and systems (EPM, SAP, etc.)

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in an agile, collaborative, progressive, and high-performing team
• The opportunity to interface with senior level executives from many different parts of the organization

Job Skills

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.