13 Investment Bankers jobs in Toronto

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

Join one of Canada’s fastest-growing companies and be part of something extraordinary – welcome to goeasy ! At goeasy, our people and culture are at the heart of everything we do, and we’re proud to be recognized for it. We’ve earned prestigious accolades such as Waterstone Canada’s Most Admired Corporate Cultures , Canada’s Top Growing Companies , and the TSX30 , highlighting us as one of the top performers on the TSX. We’re also honored to be named a Greater Toronto Top Employer and recognized by Great Place to Work® as having the Best Workplaces for Women , and having one of the Most Trusted Executive Teams , and included on TIME Magazine’s 2025 list of Canada’s Best Companies .  These honors reflect our commitment to fostering an inclusive, high-performance culture where talent thrives and innovation drives us forward.

As one of Canada’s leading alternative consumer lenders, we’re passionate about helping everyday Canadians create a brighter future. Our vision is to provide a path to a better tomorrow, today. We offer a full range of products, including non-prime leasing, unsecured and secured loans, and point-of-sale financing through easyhome , easyfinancial , and LendCare .

If you're seeking an exciting, high-growth environment where your contributions truly matter, we want to hear from you! Join us, and together, let's create a future of financial empowerment.

We are looking for a Senior Analyst, Financial Planning & Analysis (FP&A) with strong analytical and problem-solving skills to support goeasy’s IT and Project Delivery Office (PDO) functions. You will work closely with the Director of Corporate Financial Planning & Transformation to deliver accurate forecasting, insightful reporting, and strategic financial analysis that supports decision-making across the organization. In this role, you will act as a key finance partner to IT and PDO leadership, providing both qualitative and quantitative insights into project portfolio spend, technology investments, and operational performance. You will also collaborate cross-functionally to drive process improvements, enhance reporting capabilities, and support strategic initiatives that contribute to goeasy’s continued growth.

What will you be doing?

• Strategic Planning, Forecasting & Management Reporting
  • Support IT and PDO forecasting and budgeting processes, including the development and maintenance of forecast models and multi-year outlooks.
  • Assist in strategic planning and budget consolidation, reviewing business cases and conducting post-implementation analyses.
  • Oversee monthly reporting packages for IT and PDO, ensuring data accuracy and reconciliation within Power BI dashboards.
  • Collaborate with various departments to prepare in-depth business performance analyses, identifying risks and opportunities.
  • Compare actual results to budget and support the achievement of key business priorities.
  • Develop and refine performance metrics, dashboards, and tools to monitor financial performance.
  • Continuously enhance management reporting packages to meet evolving business needs.
  • Prepare monthly, quarterly, and annual financial analyses to provide actionable business insights.
  • Lead implementation of recommendations based on financial analysis and business knowledge.
• IT Business Support & Data Analysis
  • Act as the finance liaison for IT and PDO, providing ad-hoc analysis to support strategic financial planning.
  • Develop a deep understanding of the business to identify areas for financial investigation and analysis.
  • Assist in preparing documents for quarterly and annual external reporting, as well as government surveys.
  • Participate in the VMO intake process, validating budgets for IT and project-related contracts.
• Strategic Project Support
  • Support the team’s project portfolio and key strategic initiatives aimed at enhancing data-driven decision-making and process automation.
  • Partner with cross-functional teams, including IT, project management, and engineering, to support project planning and implementation.

What experience do you have?

• 5+ years of relevant experience in financial planning and analysis
• Professional designation (CPA, CFA, MBA)
• Advanced Excel skills, including financial modeling and ROI/IRR/NPV analysis
• Experience with ERP systems (e.g., OneStream, Microsoft Dynamics) and tools such as SQL, SAS, and Power BI
• Strong communication skills and the ability to collaborate across departments
• A proactive, self-starter mindset with a focus on continuous improvement
• Demonstrated ability to deliver insights that drive business performance

We offer a Flexible Work Program that provides you the ability to work three days onsite per week , from our Mississauga office.

Internal Applicants: please apply through the link and provide written endorsement from your current manager.

Why should you work for goeasy?

In keeping with our mission to create better tomorrows for our employees, each year goeasy commits to continuously enhancing its total rewards. Here are some of the perks we offer…

Financial Benefits:

• Leverage our RRSP match and Employee Share Purchase Plan programs.
• Annual bonus that rewards your hard work and dedication.
• Employee discounts on furniture, electronics, and appliances.
• MAT & PAT leave top-up.
• Expand your financial knowledge through engaging Financial Literacy Learning opportunities.

Health and Lifestyle:

• Enjoy company-paid volunteer days to give back to the community.
• Access 24/7 healthcare with Virtual Doctor Appointments.
• Personalize your benefits with a flexible modular benefits package.
• Stay fit and energized with exclusive access to our on-site private gym at our head office.

Employee Perks:

• Fuel your growth with the Tuition Assistance Program.
• Double the impact of your generosity with Company Matched Charitable Donations.
• Internal development training programs and platforms including job-specific training, career coaching, leadership excellence, mentorship, and many others.
• Enjoy a state-of-the-art office space with perks like a games room, a healthy snack program, a fitness studio, free gated parking, and more!

Diversity, Inclusion, and Equal Opportunity Employment :

At goeasy, we believe that we can only be the best when people are able to bring their best selves to work every day. goeasy is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. As an equal opportunity employer, we are committed to providing accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process. Please let the talent acquisition team know if you require an accommodation during any aspect of the recruitment process and we will work with you to address your needs. 

Additional Information:

All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire. We thank all interested applicants; however, we will only be contacting those for interview who possess the skills and qualifications outlined above. 

Manager Financial Planning and Analysis

Employment Type

Permanent

Location

Toronto, Ontario

Job Description:

Are you an experienced manager with strong F,P&A experience? Are you looking for an organization where you can contribute and make an impact? Our client in the Toronto area is recruiting a Manager F,P&A to lead their business to great heights! This role is ideal for individuals who enjoy leading and mentoring others but are also comfortable rolling up their sleeves.

The Manager F,P&A is responsible for driving the planning, forecasting, performance analysis, and strategic insight for key areas of the business that enable informed business decisions. This role partners closely with operational, and functional leaders across the organization to provide financial leadership, improve business performance, and align resource allocation with strategic priorities. This role requires a balance of rigorous analytics, strong business acumen, and excellent communication skills. The Manager F,P&A supports the company’s annual budget process, latest estimates, rolling forecasts, long-range plans, and business performance reviews. This position also participates in financial reporting, dashboarding, and the continued evolution of the company’s financial systems and planning tools.

TMGMS

Job Requirements:

Job Description

Who We Are:

Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision.

Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts.

Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet . We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it.

Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator.

Our Team Members:

We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond!

We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.

Your Role:

Our finance team at Alpaca is seeking an FP&A Manager to lead financial planning, analysis, and reporting for our fast-growing and innovative API-driven trading brokerage. In this role, you'll manage budgeting, forecasting, and performance insights to drive strategic decisions, collaborating with cross-functional teams in a fast-paced fintech environment. Reporting to the Finance Director, you'll support a range of key processes including financial forecasting and budgeting, monthly/quarterly closes, data analysis and growth modeling, and investor communications.

Things You Get To Do:

• Forecasting and Budgeting: Maintain complex forecasting models and oversee the quarterly/annual budgeting process, incorporating key metrics from API integrations, trading activities, and various other economic indicators.
• Financial Modelling: Build and update financial models to support scenario planning, initiative assessments, cash flow forecasting, and investment evaluations to support a range of forecasting and strategic planning for the company.
• Financial Closing: Assist with and ultimately lead the monthly/quarterly financial closing processes, ensuring accuracy and timeliness and delivering key insights to management.
• Reporting: Prepare monthly/quarterly reports for internal management updates, team presentations, and external stakeholders including investor communications, quarterly board meetings, marketing or fundraising materials, etc.
• Variance Analysis: Perform variance analysis on financials and key business metrics, using internal models and data dashboards to track and analyze performance.
• Cross-Functional Collaboration: Collaborate with cross-functional teams on budgeting, resource allocation, and hiring processes.
• Ad-Hoc Projects: Handle ad-hoc requests, projects, and special analyses, such as product profitability assessments or risk evaluations.

Who You Are (Must-Haves):

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5+ years in finance, with experience in financial modeling, forecasting/budgeting, and data analysis ideally in the fintech or brokerage space.
• Advanced skills in Excel, G-Suite, SQL, Python, or similar systems/applications.
• Very strong analytical abilities for variance analysis, scenario modeling, and metric tracking in a dynamic business.
• Excellent communication for reports, presentations, and cross-team collaboration.
• Exceptional problem-solving with a curious and strategic mindset and high attention to detail.
• Ability to thrive in a fast-paced, high-growth remote setting and adapt to evolving industry regulations.

Who You Might Be (Nice-to-Haves):

• CFA, MBA, or advanced finance certification.
• Experience in the fintech sector, particularly with analyzing revenues generated by trading platforms, recurring subscriptions, and brokerage services.
• Team leadership or cross-functional project management in tech environments.
• Knowledge of statistical/machine learning tools for advanced forecasting.
• Previous experience at both large companies and start-ups.
• Passion for investing, trading innovations, and financial markets or the desire to learn.

How We Take Care of You:

• Competitive Salary & Stock Options
• Health Benefits
• New Hire Home-Office Setup: One-time USD $00
• Monthly Stipend: USD 150 per month via a Brex Card

Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

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