At a Glance
- Tasks: Lead banking portfolio oversight and manage projects with strategic financial planning.
- Company: Dynamic financial services firm focused on innovation and collaboration.
- Benefits: Competitive salary, flexible work options, and opportunities for professional growth.
- Other info: Join a team that values analytical skills and offers excellent career advancement.
- Why this job: Make a real impact in banking by driving strategic initiatives and financial governance.
- Qualifications: Bachelor’s degree in finance or related field with 7-10 years of experience.
The predicted salary is between 90000 - 110000 $ per year.
Lead banking portfolio oversight through budgeting and financial planning with YDCPro, supporting strategic initiatives across business and technology. This consultant manages banking projects against priorities, approved budgets, and strategic objectives. The work spans portfolio governance, investment prioritization, financial analysis, and delivery oversight. Collaboration with finance teams, business leaders, and project managers supports funding and resource allocation decisions.
Key Responsibilities:
- Manage banking project portfolios against priorities and approved budgets
- Develop budgets, forecasts, and portfolio spending plans
- Analyze expenditures, investigate variances, and recommend corrective actions
- Evaluate business cases, costs, benefits, and resource requirements
- Prepare dashboards, reports, and executive presentations
Requirements:
- Bachelor’s degree in finance, accounting, business, economics, or related discipline
- Seven to ten years’ banking or financial services experience
- Experience in portfolio management, financial planning, or PMO functions
- Advanced Excel and Power BI experience
- Strong analytical, stakeholder management, communication, and presentation skills
Apply banking portfolio management, financial governance, and forecasting expertise to support informed investment and delivery decisions.
Banking Portfolio Management Consultant in Toronto employer: Ydcpro
As a Banking Portfolio Management Consultant at YDCPro, you will thrive in a dynamic work culture that prioritizes collaboration and innovation. Our commitment to employee growth is evident through ongoing training opportunities and mentorship programs, ensuring you can advance your career while contributing to impactful financial strategies. Located in a vibrant area, we offer competitive benefits and a supportive environment that values your contributions and fosters professional development.