Finance & Securitization Reporting, Manager

Why Meridian?

At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.

Find our story here: About Meridian

The role:

The Finance & Securitization Reporting, Mgr., will support Meridian OneCap’s Controllership function by overseeing the preparation of timely, accurate, and insightful financial, management, and securitization reporting for Senior Management. Reporting to the Financial Controller, this role will support planning and analysis activities, including budgeting, forecasting, financial modelling, variance analysis, and ad hoc analysis to inform business decisions.

The role will also be responsible for supporting securitization reporting and governance, maintaining strong internal controls, data integrity, and process discipline, and partnering with internal and external stakeholders to meet reporting, service-level, and program agreement requirements.

Key Responsibilities:Financial Planning & Analysis

• Own and build a dynamic budgeting and forecasting financial model to support scenario analysis and ensure alignment with the general ledger system.

• Assist the Financial Controller in building the budget and forecast through data analysis and by collecting assumptions from various business units.

• Analyze results to understand variances from plan and provide clear explanations.

• Provide constructive advice and challenge existing assumptions and processes to ensure plans are complete, comprehensive, and aligned with the risk management framework.

• Work closely with outsourced Finance partners to ensure the management reporting process produces timely, accurate, and insightful information for Senior Management and the Board.

• Analyze results and identify key issues, trends, risks, and opportunities through data-driven analysis.

• Collaborate with Finance, Treasury, and other outsourced partners to acquire data, understand results, resolve issues, and develop scoping and testing requirements for new reporting needs.

• Develop effective presentations that summarize financial information and key metrics for Senior Management.

Securitization Reporting & Analysis

• Own all key elements of OneCap’s securitization management and reporting for both government-backed and non-government-backed programs, including the following activities:

• Manage day-to-day administration of securitization facilities and funding vehicles.

• Ensure funding capacity is optimized while maintaining compliance with program covenants.

• Support renewals, amendments, and new funding initiatives.

• Coordinate audits, agreed-upon procedures, and regulatory reporting requirements.

• Identify emerging portfolio risks and recommend mitigation strategies.

• Perform stress testing and scenario analysis on portfolio performance.

• Assist in the funding and liquidity management activities, including borrowing forecasts, liquidity planning, facility utilization, and funding cost optimization.

• Oversee securitization controls and governance by maintaining reporting controls, escalating issues, documenting frameworks, and supporting audit reviews.

• Develop and maintain standard operating procedures for securitization management and reporting activities.

• Support securitization strategy by analyzing funding opportunities, preparing executive and Board reporting, and assessing market, interest rate, and regulatory impacts.

• Drive securitization data analytics and process improvement through dashboards, reporting automation, data controls, and system implementation support.

• Develop operational efficiencies by streamlining processes, clarifying roles and responsibilities, and improving handoffs.

Ad hoc Support & Analysis

• Support MCU mortgage securitization administration and data integrity controls, including: (1) monthly screening of CMHC securitization issuance data; (2) monthly CMHC and private securitization servicer reporting; and (3) ad hoc data integrity investigations.

• Provide additional ad hoc and project analysis as directed.

Knowledge, Skills and Abilities:

• Strong securitization knowledge, including funding structures, program covenants, facility utilization, portfolio performance, liquidity considerations, and related market, interest rate, and regulatory impacts.

• Strong control, governance, and data integrity mindset, with experience maintaining reporting controls, reconciliations, standard operating procedures, and audit-ready processes.

• Ability to interpret complex legal, funding, and program agreement requirements and translate them into practical reporting, monitoring, and operational processes.

• Advanced financial analysis and modelling skills, including budgeting, forecasting, scenario analysis, variance analysis, and executive-level reporting.

• Strong analytical judgment, with the ability to identify trends, risks, opportunities, and anomalies, investigate root causes, and develop practical recommendations.

• Process-improvement mindset, with experience streamlining recurring reporting processes, improving handoffs, and supporting automation, dashboarding, or system implementation initiatives.

• Excellent communication and relationship management skills, with the ability to distill complex information clearly and work effectively with Senior Management, Treasury, Finance, outsourced partners, auditors, and cross-functional stakeholders.

Education, Designations, Training and Experience:

• Undergraduate degree in finance, accounting, economics, business administration, or a related discipline; equivalent industry experience may be considered.

• Professional designation such as CPA, CFA, or MBA preferred.

• Minimum of five years of progressive experience in securitization, treasury, financial planning and analysis, financial reporting, or financial modelling within financial services, banking, leasing, or a related industry.

• Experience with securitization reporting, funding facilities, covenant monitoring, liquidity analysis, portfolio analytics, or related governance and control processes preferred.

• Advanced Excel and financial modelling skills, with experience preparing management reporting, executive presentations, scenario analysis, and Board-level materials.

• Experience with data analysis, reporting automation, dashboarding tools, or system implementation initiatives considered an asset.

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

Salary Range: CAD $105,000 - $120,000

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Join us! This role is hybrid. Our offices are located at 3280 Bloor St W, Etobicoke, and 75 Corporate Park Dr, St. Catharines. Travel between these offices may be required, as well as occasional travel to branches.

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us.

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What's in it for you?

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We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!

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We provide you with the tools and technology needed to delight your candidates and clients!

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You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world

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Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues

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This isn't your typical "corporate" job. We work hard and we have fun!

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Build the Future of Banking with Us

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring:

• Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset

• Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.

• Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.

• Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Our Commitment to Belonging

At Meridian, belonging starts with people. We are committed to creating an inclusive and accessible workplace where everyone feels valued, respected, supported, and empowered to bring their authentic selves to work. We believe that diverse backgrounds, identities, abilities, sexual orientation, experiences, and perspectives make us stronger and help us better serve our Members, communities, and one another.

We are committed to an accessible recruitment experience and will provide accommodation information to candidates selected for an interview.

To learn more about DEIBR at Meridian, visit meridiancu.ca.

Thank you for your interest in Meridian Credit Union. We look forward to learning more about you and the unique experiences and perspectives you could bring to our team.

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Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

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