Associate Director, Financial Planning

3 weeks ago

Old Toronto, Canada EQ Bank | Equitable Bank Full time

This opportunity will play a pivotal role within the Financial Planning and Reporting team in one of the fastest growing financial institutions in Canada. The Associate Director, Financial Planning & Reporting will use their financial modeling and analytical skills to develop or enhance scheduled and ad hoc models and reports that drive key management decisions. 

Strong organization and multi-tasking skills are a must and the individual should be able to work with a high degree of independence and initiative. Although there are a number of direct reports under this role, the Associate Director must also be willing to take a hands-on approach to the role together with a high level of attention to detail.

The individual will be required to have well developed interpersonal and communication skills, due to extensive work with department heads and our leadership team. The ability to effectively gather and document reporting requirements and statements of work is also paramount to the success of the role.

Core Parts of The Role Would Be:
  • 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:
  • Annual Budget Model
  • Monthly Financial Forecasts
  • Business Unit NIM
  • Business Unit ROE and
  • Pricing analysis
  • 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
  • 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:
  • Business Unit specific efficiency and KPI reporting
  • Mortgage Continuity Reports (Actual and Budget vs. Actual)
  • Ad-hoc reporting, as required by Senior Management and Executive Management
  • 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
  • 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)
  • 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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