Associate Director, Financial Planning

1 month ago

Old Toronto, Canada Equitable Bank Full time
Core Parts of The Role Would Be:
  1. Maintenance of Financial Models (35%)

- Liaise with Senior Management within various Business Units to collect relevant assumptions which drive Financial Model output
- Responsible for developing and maintaining financial models that are distributed to Senior and Executive Management on a monthly and quarterly basis
- Key deliverables include, but are not limited to:
- This role will require the candidate to run and review output from detailed Financial Models
- Responsible for accuracy of data extraction and interpretation of data from various information sources
- Employ and review advanced Excel skills such as Pivot Tables, Nestled “IF” Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to build efficient and accurate financial models
- Review Financial Analyst/s and Grad Rotational Associates’ work relating to Financial Models

Financial Analysis/Ad hoc Reporting (40%)

- Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources
- Responsible for presenting results and providing analysis and insights to Senior and Executive Management within Business Units on a monthly and quarterly basis; including but not limited to insights and recommendations to drive better results and overall business performance
- A high degree of flexibility, autonomy and attention to detail, often under tight timeframes
- Key deliverables includes, but are not limited to:
- Review Financial Analyst/s and Grad Rotational Associates’ work relating to Financial Analysis and Ad hoc Reporting
- The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise

Enhance Financial Analysis and Processes (25%)

- The candidate will work closely with the Senior Director, Financial Planning & Reporting to define, scope and implement enhancements to detailed Financial Models and Financial Analysis
- Assess and recommend improvements to the Annual Budget and Monthly Forecasting Process, including the use of Budgeting/ Forecasting tools
- Proactively find ways to improve the technical accuracy, validation and organization of Financial Analysis
- Structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk
- Find opportunities and operationalize changes to reduce redundancy within processes and reporting, automate and streamline to reduce manual effort, time and risk of error in work that the team produces
- Review Financial Analyst/s and Grad Rotational Associates’ work relating to Enhancements implemented to Financial Analysis Processes

Let's Talk About You

- Four-year post-secondary degree; Accounting, Finance, Economics, or Business preferred
- MBA/CPA designation completed Minimum 8 years of progressive and relevant work experience
- Minimum 5 years’ experience managing a team
- Experience overseeing/reviewing junior Team members’ work
- Knowledgeable of mortgage and personal banking products and features, lines and letters of credit
- Highly skilled in using MS Office (Excel, Access, PowerPoint and Word)
- Advanced Microsoft Excel skills, including developing/running macros
- Ability to work extensively with formulas, numbers and spreadsheets
- Experience utilizing technology to gather and manipulate data
- Experience using database query tools (i.e. SQL) is considered an asset
- Knowledge of financial statements and reporting is required
- Knowledge of financial modeling concepts is required
- Possess strong problem-solving and analytical skills
- Strong attention to detail
- Strong organizational skills
- Ability to clearly communicate technical, analytical/quantitative or conceptual information and ideas using language that is appropriate to the target audience
- Strong two-way communication and leadership skills
- Ability to handle multiple competing priorities (multi-tasking)
- Enjoys working in both team and individual environments

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