Senior Manager, Client Planning & Performance - Tangerine **Requisition ID** : 233726 Tangerine is Canada’s leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal community. It’s important to us that our employees feel empowered and enthusiastic about belonging to our Orange culture. As Canada’s leading digital bank, Tangerine technology is at the heart of everything we do. We have redefined what digital banking is, and we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration. Do you like new challenges? Are you ready to reach new heights in your career and become part of an established disruptor? If so, come join us and help redefine the Canadian banking landscape! **What you will be doing:** The Senior Manager, Client Planning & Performance Insight Champion a client-led planning transformation by spearheading the annual and quarterly integrated planning cycles – ensuring full alignment across Product, Finance and Clients team to drive sustainable P&L growth. Provide oversight of in-year forecasts and sales performance to proactively identify gaps and recalibrate priorities, enabling optimal resource deployment and enterprise-wide focus on the highest-impact opportunities. **Is this role right for you? In this role, you will:** + Build & update forecast of New Accounts Acquired with Finance and business partner while incorporating planned initiatives and external market factors + Build & update Client KPIs (e.g. acquisition, net client growth, Primacy, new Client quality measures) + Lead and present results during Quarterly Strategic Alignment and Quarterly Business Review meetings and outline short- & long-term trajectories and client opportunities + Lead weekly business results meeting to ensure cross-functional accountability in achieving near-term targets + Maintain a calendar of all key initiatives planned/launched and identify key portfolio dependencies, including lead management & client contacts + Link client-level P&L to plan/forecast to articulate financial impact of missing or overachieving the plan + Lead ad-hoc analyses to explain business anomalies, trends and support broader corporate initiatives **Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:** + Minimum 7 years of progressive in developing and maintaining multi-business line forecasts + Sound knowledge of banking and retail credit products + Excellent communication (incl. Executive presentation) + Excellent stakeholder management skills – ability to collaborate with / influence business partners + Strong data visualization skills using tools such as Looker Studio and Tableau + Expert user of PowerPoint and Excel (incl. spreadsheet automation) + Ability to deliver compelling presentations of the findings & recommendations **What's in it for you?** + Help lead the design of Canada’s most innovative digital wealth experience. + Work in a mission-driven culture that prioritizes empowerment, diversity, and continuous learning. + Join a modern banking environment where design plays a central role in shaping client value. + Be part of a high-visibility team that is reimagining the future of personal finance in Canada + You will get our help to save for your future and to invest in your total wellbeing through our Tangerine benefits*. + You belong here, we are equal and un-complicated. Bring your true self to work, dress codes don’t apply here. + You will enjoy workspace flexibility and all the excitement that comes from working at the official Bank of the Toronto Raptors. *Tangerine employees participate in Scotiabank’s pension & benefits programs (available to permanent employees) Location(s): Canada : Ontario : Toronto At Tangerine we value the unique skills and experiences each individual brings to the team, and are committed to creating and maintaining an inclusive and accessible environment. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.