18 Investment Bankers jobs in Toronto

The US Deal team is a function in Finance responsible for providing financial analysis and deal pricing expertise to compete for client brand decisions. The team is responsible for providing deal support for Visa's largest book of business globally. This includes end-to-end deal execution in collaboration with various stakeholders and cross functional teams. The team is critical to delivering against Visa's revenue and business objectives and highly visible to executive leadership.

This role is responsible for the development of detailed financial models and analyses to structure client incentive deals, utilizing and producing different financial outputs as appropriate (including Visa P&L, projected cash flow and amortization schedules). The Director will collaborate and partner with Visa's Sales and Legal teams to provide support and direction regarding appropriate contract structures and terms. In addition, they will participate in the resolution of financial structure and contractual issues during negotiations with clients and provide financial leadership across a subset of our client deals, in support of Visa's revenue / business objectives alongside various business partners, including:

• Structuring client / Visa negotiated commitments and associated pricing.
• Supporting sales in negotiation and execution of deals.
• Reviewing and approving contracts / client incentive agreements.
• Ensuring Visa meets critical financial, contractual, and regulatory commitments.
• Supporting deal strategy to meet Visa's long term goals.
• Drive on the most complex and strategic deals - Own the development of detailed financial models and analyses to structure client incentive deals, utilizing and producing different financial outputs as appropriate (including Visa P&L, projected cash flow and amortization schedules).

Advance Visa's multi-year growth aspirations as a Strategic Deal Partner:

• Provide senior management with critical input to make tough deal decisions.
• Provide expertise / thought leadership to team and stakeholders on deal best practices, including education and training on deal structuring, deal strategy, deal metrics.
• Collaborate with stakeholders / cross functional teams to support Visa's strategic imperatives, including develop deal strategies and campaigns to continue to grow and protect brand placement and supporting Commercial Money Movement and Value Added Service initiatives.
• Develop talent - Drive team engagement and development through coaching, continuous feedback, identifying growth opportunities Enable and empower team to drive and perform independently across deals and projects Champion inclusion and diversity.

Basic Qualifications:

• 10 or more years of work experience with a Bachelor's Degree or at least 8 years of work experience with an Advanced degree (e.g. Masters MBA JD MD)

Preferred Qualifications:

• 12 or more years of experience with a Bachelor's Degree or 8 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD)
• Financial transaction analysis, contract or pricing negotiation experience preferred, familiarity with Payments is a plus
• Analytical / Problem Solving Skills: Demonstrated analytical and problem solving skills. Strong data research and manipulation skills. Experience in investment, valuation, or transactional analysis. Ability to be objective in analysis.
• Communication: Strong communication skills: written, verbal, and formal presentation. Able to adjust communication style and messaging for different audience. Ability to articulate and explain financial constructs to a non-financial audience.
• Collaboration: Strong collaboration skills: work well as part of a cross-functional team and able to influence both internal and external stakeholders. Ability to find and articulate win-win solutions in contract negotiations. Balances needs of the business with individual deal needs.
• Project Management: Strong organizational and time management skills. Ability to translate data effectively into actionable information to drive results. Proficient in Microsoft Outlook, Word, Excel, PowerPoint, and Adobe PDF.
• Leadership: Demonstrates strong sense of urgency to solving problems and getting deal done. Anticipate business and deal needs including the root cause of business challenges. Succinctly frames alternatives and next steps.
• Creativity: Able to work in and bring structure to ambiguous environments. Comfort in delivering multi-dimensional solutions that support decision-making processes.

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa welcomes and encourages applications from persons with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

About Henon

We are building a relationship first, tech enabled financial services company founded to help make private market data more agile, efficient, and clever.

Job Description

The successful candidate will possess 5 to 10 years of experience and will be involved in all stages of client interactions including solution design, model building and client advisory. You will help the business development team close business and oversee relationships with new and existing clients through our high touch relationship practices.

What you will do

Be the link between the customer stakeholders and the product team

Lead the onboarding process for designated accounts

Lead solution presentations/demos

Document and prioritize business requirements

Decompose financial models to replicate and automate workflows using our platform

Develop solution design and architecture documentation

Help customers derive value by being a product expert and problem solver

Contribute to improving our processes and product, such as by transmitting customer feedback, suggesting efficiency improvements

• CFA Required (CAIA, CBV, FRM and similar investment designations will be considered, CPA is not applicable for this role)
• Previous working experience in Consulting, M&A or Corporate Finance required
• Strong understanding of financial models, experience working with algorithms and relational data
• Disciplined approach to time management and deadlines
• Outstanding communication and presentation skills

What we offer

Competitive compensation package

Stock options to ensure you have a stake in Henon's growth

Remote first work environment

Offsites each year quarter hosted in various cities we operate in (Toronto, Montreal, Chicago, New York)

High performing peers who want you to succeed

How we work

Teamwork makes the dreamwork: We can only win as a team. We are all founders and do the right thing for our peers, Henon's customers & partners

Humble, yet confident: We are generous with our feedback, open to change our views and we approach it with empathy knowing everyone is trying to do the best for Henon.io

Improve 1% each day: We aim to become the best at what we do by delivering with rigor and ambition every day.

Turn zeros into ones: We are biased towards action. Every action leads to learning and these learnings get us one step closer to our mission

Prioritize - Perfection is the enemy of progress: Use time to its maximum and focus on the tasks and deliverables that really move the needle.

We're building a fair and inclusive work environment that is representative of the diverse industry we have the pleasure of serving. We encourage candidates from all backgrounds to apply.

Follow us on linkedin at

Job Description

About Us

Are you ready to move distribution forward?

Solutions 2 GO is a premier global distributor of video game products. With operations reaching 19 countries in North, Central and South America, and partnerships that further extend to Europe, Africa, Australia and Asia, Solutions 2 GO represents all publishers in the Canadian market, offers coast-to-coast distribution in the USA and is the exclusive distribution partner for Sony PlayStation in Latin America. Our leadership, processes and partnerships have earned us a reputation as the premier provider of flexible, dynamic distribution solutions for publishers, manufacturers and retailers around the world.

We are a remarkable team that delivers remarkable results. Our people help move Solutions 2 GO forward every day, through a shared commitment across every facet of our business. At Solutions 2 GO, we are moving distribution forward. If you are an achiever who is relentless in ensuring that we achieve business results and create a great company culture while doing it, then we’re looking for you!

Scope:

The Manager, Financial Planning & Analysis will play a key role to support organization’s planning, forecasting and analysis activities for a mid-size multinational company. This position reports directly to the VP, Financial Planning & Analysis, but is required to interface closely with all managers and senior management, both in Finance and in the Business.

Duties & Responsibilities:

• Financial reporting and analysis activities including period and quarterly reporting of balance sheets, income statements and cash flows for both performance and non-performance entities, including but not limited to, the consolidated financial statement and notes, annual report, etc.
• Coordination and preparation of the yearly budgets for all legal entities.
• Coordination and preparation of monthly and quarterly forecasts.
• Lead monthly reporting & consolidation process.
• Leverage new analysis and presentation tools to simplify the presentation of complex information.
• Coordinate, prepare and review management and cost-centre reporting.
• Establish relationships and communicate effectively with persons across a variety of departments, at all levels within the organization.
• Provide insightful interpretation of key business drivers underlying the business results, highlight key issues and make appropriate recommendations where required.
• Actively contribute as a member of the Finance team and ensure ongoing communication with the broader Finance management team on the status / progress of projects and issues / points of interest that are relevant to the team / individuals.
• Provide timely and constructive development feedback including holding regular 1:1s and team meetings, and preparation and delivery of mid-year and year-end performance evaluations.
• Perform other ad-hoc financial, accounting, and capital analysis as required.

Skills & Qualifications:

• 5-7 years of financial management (minimum 3 years post qualification management experience).
• Bilingual Spanish is an asset.
• University degree and Accounting designation required, MBA an asset.
• Strong accounting, control and audit skills.
• Advanced computer skills with an ability to manipulate large data sets in Excel.
• Experience developing high quality executive level reporting packages.
• Ability to handle a multi-currency environment.
• Strong hands-on leadership skills and attention to detail.
• Excellent communication skills.
• Experience managing a small team.

The successful candidate will receive a conditional offer, contingent upon the successful completion of a background check conducted by our contracted third-party vendor. The specific clearance requirements vary by position and may include one or more of the following: criminal background check, credit check, employment verification, education verification, and driver’s abstract review. If you have any questions along the way, please do not hesitate to ask.

Solutions 2 GO Inc. is an equal opportunity employer. Accommodations are available on request for candidates taking part in all aspects of the selection process.

For more information on Solutions 2 GO Inc., please visit our website at:

Job Description

POSITION SUMMARY
Our client is a global leader chemical manufacture with a focus on innovation, quality, and performance, they are poised for continued growth under new strategic initiatives. This is an opportunity to be part of a company transforming its financial operations and business support functions from the ground up.

This newly created Senior FP&A Analyst role is ideal for a strategic and detail-oriented finance professional who thrives in a fast-paced, manufacturing environment. Reporting to the Director of Finance , this role will be instrumental in shaping the financial planning cycle, business performance insights, and cross-functional reporting frameworks. This is a builder role, not maintenance. You will help design and implement the FP&A infrastructure needed to support scalable growth.

RESPONSIBILITIES

• Own the FP&A reporting cycle: month-end packages, forecasts, and financial dashboards
• Lead monthly results analysis and present insights to senior leadership and the board
• Drive S&OP processes with a focus on sales forecasts, demand planning, and inventory management
• Support cash flow and working capital management strategies
• Build financial models for CapEx planning and scenario analysis
• Collaborate with Sales, Plant Operations, Supply Chain, and Accounting to drive profitability
• Develop KPIs and dashboards to support performance management
• Lead SG&A reporting, run monthly spend reviews, and improve data clarity
• Take ownership of new reporting processes, analytics, and financial health initiatives
• Contribute to establishing a PMO to monitor and report on key finance projects
• Identify gaps in current processes and implement improvements across reporting, forecasting, and control

• 5+ years of progressive FP&A, cost accounting, or corporate finance experience
• Bachelor’s degree in finance, Accounting, Economics, or related field
• Chartered Professional Accountant (CPA) designation required, Certified Management Accountant (CMA) designation is an asset
• Manufacturing industry experience is required
• Consulting background or experience in private equity-backed environments is an asset
• Advanced Microsoft Excel and financial modeling skills required
• Proven experience designing and improving FP&A processes from the ground up
• Strong communication skills with the ability to present financial insights to executive stakeholders
• Hands-on experience with ERP systems (Infor M3 preferred) and BI tools (Power BI or similar)
• High degree of business acumen, ownership, and a collaborative approach to cross-functional partnerships
• Experience working in dynamic, mid-sized companies with evolving financial processes are an asset

• Hybrid model: Currently 1 day per week in-office (Tuesdays); likely to increase to 2–3 days/week
• Office location: Toronto, ON
• Collaborative, transparent, and performance-driven culture
• Leadership encourages autonomy, growth, and open communication

Job Description

Who We Are

SWTCH is pioneering EV charging solutions for multifamily and commercial properties across North America. Since 2016, our team of entrepreneurs, energy professionals, and technologists has been focused on unlocking the social, economic, and environmental benefits of widespread EV adoption. Today, our solutions are deployed in tens of thousands of locations —many of which are low-to-moderate income housing—helping to make clean mobility accessible for all.

With an expanding footprint across Canada and the U.S., we’re scaling quickly and looking for mission-driven talent to help accelerate our growth.

Job Opportunity

We are seeking a Manager, Financial Planning & Analysis (FP&A) to join our growing team. This role reports to the Chief Financial Officer and will be responsible for building out and leading the financial reporting function at SWTCH, including oversight of monthly financial close, internal reporting packages, investor and board reporting, and technical accounting.

You’ll play a key role in scaling financial processes and controls, partnering with cross-functional teams including Operations, Supply Chain, Deployment, and Accounting. This role is ideal for someone with a strong technical foundation in accounting and financial reporting who is eager to roll up their sleeves in a high-growth environment. You’ll have visibility with the executive team and the opportunity to directly shape decision-making and financial strategy.

Responsibilities

Financial Reporting & Controls

• Own monthly and quarterly financial reporting processes, ensuring timely, accurate reporting across internal and external stakeholders (e.g., CEO, board, investors).
• Develop and maintain dashboards and reports that support performance tracking and business decision-making.
• Drive improvements in financial reporting systems, tools, and automation.
• Partner with accounting to ensure appropriate treatment of complex transactions and compliance with applicable accounting standards.
• Support preparation of financial materials for board and investor meetings.

Financial Planning & Analysis (FP&A)

• Lead the annual budgeting process and regular reforecasting cycles, partnering with department heads to develop comprehensive and accurate financial plans.
• Develop and maintain robust financial models for P&L, Balance Sheet, and Cash Flow forecasting to support business planning and strategic initiatives.
• Conduct in-depth financial analysis to identify trends, variances, opportunities, and risks, comparing actual results against budget and forecast.
• Prepare and present detailed monthly, quarterly, and annual financial reports, including insightful commentary on key drivers of results, to senior management and stakeholders.
• Develop and monitor key performance indicators (KPIs) and financial metrics, creating dashboards for effective reporting and performance monitoring.
• Perform scenario analysis and sensitivity testing to evaluate potential financial outcomes and guide contingency planning.
• Identify and implement process improvements to enhance efficiency, accuracy, and automation within FP&A processes.

Business Partnering & Strategic Support

• Act as a trusted financial business partner to various departments (e.g., Sales, Operations, Marketing, HR), providing financial insights and support for decision-making.
• Translate business objectives into financial targets and help departments align their budgets and operations with the overall financial plan.
• Contribute to strategic planning by providing financial analysis for key initiatives, including cost-saving measures and revenue growth opportunities.
• Simplify complex financial information and communicate business implications effectively to both finance and non-finance audiences.

Team Leadership & Development

• Oversee data collection, validation, and preparation from various internal and external sources (e.g., ERP, CRM, BI tools) to ensure data integrity.

Cross-functional Collaboration

• Partner with Supply Chain, Sales, Operations, and Deployment teams to provide financial oversight and business case support.
• Help implement scalable financial processes to support organizational growth.
• Act as a liaison with external accountants, auditors, and other financial partners.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field. Master's degree or professional certifications (e.g., CPA, CFA) are a plus.
• 5–7 years of progressive experience in financial reporting, corporate accounting, or audit.
• 5+ years of progressive experience in Financial Planning & Analysis, with a proven track record of managing budgeting, forecasting, and financial reporting processes.
• Experience in a high-growth company or fast-paced environment is a strong asset.
• Strong understanding of accounting principles (ASPE/IFRS or US GAAP).
• Exceptional analytical and Excel modeling skills. Expert proficiency in financial modeling and advanced Excel skills (e.g., INDEX/MATCH, dynamic arrays, NPV, IRR).
• Strong analytical and problem-solving skills with the ability to interpret complex financial data and provide strategic insights.
• Proficiency with accounting systems and financial tools; Proficiency with financial systems and BI tools (e.g., Quickbooks, Power BI, Tableau, SQL, ERP systems) for data analysis and visualization.
• Comfortable working cross-functionally and influencing without authority.
• Excellent written and verbal communication skills; ability to present insights clearly to executive stakeholders. Excellent communication, presentation, and interpersonal skills, with the ability to effectively collaborate across all levels of the organization.
• Demonstrated leadership abilities, including experience in managing and developing a team.
• High attention to detail and accuracy.
• Strong business acumen and understanding of how different business drivers impact financial performance.
• Ability to work in a dynamic environment and manage multiple projects simultaneously.
• Experience in the energy, cleantech, or infrastructure space is a plus—but not required.

Benefits

• Impact: Your work will directly support the growth and financial health of a clean energy company on a mission to decarbonize transportation.
• Growth: This is a key leadership role with significant exposure to executives and the opportunity to scale a core business function.
• Flexibility: Hybrid-friendly culture that supports remote collaboration and in-office connection.
• Values-Driven: We are committed to diversity, equity, and inclusion, and we welcome people from all backgrounds to apply.

SWTCH does not offer employment to prospects without first ensuring that qualified candidates speak directly with the hiring manager and a member of our P&C team. All qualifications will be done face-to-face, whether that is in person or over Google Meet. SWTCH does not send out offers of employment without meeting candidates and does not offer employment via text. If you are contacted for any personal information via text and/or without having met a member of our hiring team in person, please disregard.

SWTCH Energy is an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Description

About Us 

At Rodan Energy, our mission is Making Sustainable, Attainable. We’re a leading North American energy services company delivering innovative solutions that help clients reduce energy costs and greenhouse gas emissions, support electrification, and enhance grid efficiency. With over 20 years of expertise, we are trusted by North America’s largest energy users, power producers, and utilities. 

Why Join Rodan 

• Thriving Industry: Be part of a rapidly growing sector at the forefront of innovation and sustainability. 

• Product-Market Fit: 98% client retention and consistent year-over-year growth. 

• Top Talent & Strong Culture: Collaborate with high-performing, passionate individuals committed to excellence and sustainability. 

What’s Great About This Role 

• High Impact & Visibility: Access Rodan’s business data to uncover insights, identify trends, and influence strategic decisions. 

• Build & Shape: Create processes, systems, and develop a small team  

• Strategic FP&A Focus: Support internal business decisions and sustainable growth—not investor reporting. 

Key Responsibilities 

• Partner with operations project leads to develop budgets, track actuals, and report on profitability 

• Lead the execution of annual corporate budgeting process: 

• Design templates, coordinate and review inputs  

• Perform detailed review, analysis and validation with business leaders 

• Consolidate, revise and report to internal and external stakeholders 

• Administer Journyx (employee time/project tracking) and support ERP/financial system implementation: 

• Setup and maintain systems 

• Optimize functionality and deliver reports and analysis  

• Complete testing and train other users 

• Own and enhance costing and pricing tools in collaboration with sales and operations (e.g., labour rate sheets, pricing models) 

• Deliver financial insights through review of actual results against project and corporate budgets; identify trends and take initiative to drive improvements in business decisions and processes 

• Complete ad-hoc analysis such as pricing  and profitability reviews, break-even assessments and ROI calculations 

• Refine KPIs, automate dashboards, and interpret results  

• Support forecasting for P&L and cash flow 

• Develop processes to assess service line profitability, including corporate cost allocations 

• Lead one direct report, with potential for team expansion 

Qualifications 

Education 

• Undergraduate degree in business with a focus on finance or accounting 

Experience 

• 5–10 years in FP&A roles with a track record of high performance and advancement 

Technical Skills:  

• Experience as a system administrator or super user, including with system upgrades and implementations. Exposure to the following are an asset: 

• Salesforce 

• Quickbooks 

• Journyx 

• Power Query, Power BI 

• Experience with a variety of approaches for FP&A analysis, including financial modeling, project costing, ROI analysis 

• Intermediate to advanced Excel skills 

Credentials 

• CPA or CFA preferred (not required) 

Competencies 

• Strong communicator within finance and across functions 

• Structured and process-oriented 

• Highly organized 

• Systems thinker 

• Experienced in supervising small teams 

Rodan Benefits 

• Competitive salary and bonus 

• Profit sharing 

• Comprehensive health benefits package 

• Group RRSP with employer matching 

Apply Now 

If you’re passionate about innovation and driving growth in a rapidly evolving industry, we want to hear from you. 

Please note: A criminal background check will be conducted as part of our hiring process. 

Referral Bonus : Know someone who would be a great fit? We’re offering a $2,500 referral bonus for successful referrals that lead to a hire for this role - connect with Allan Gomes at   

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