Financial Planning
5 days ago
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
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 Senior Financial Analyst will use his or her financial modeling and analytical skills to develop scheduled and ad hoc reports that drive key management decisions. The candidate must be a quick learner who possesses strong communication, analytical and technical skills.
- Maintenance of Financial Models (35%)
- The Senior Financial Analyst will be responsible for developing and maintaining financial models that are distributed to management on a monthly and quarterly basis.
- Key deliverables encompass business unit profit & loss reporting, mortgage renewal & pricing analyses, mortgage continuity reports and budget/forecasts.
- This role will require the candidate to run detailed financial models, liaise with different business units and extract and manipulate data from various information sources.
- The incumbent will employ advanced Excel skills such as Pivot Tables, Nestled “IF” Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. li>
- Enhance Financial Analyses and Processes (25%)
- The candidate will work closely with various team members to define, scope and implement enhancements to detailed financial models, including budgeting/forecasting tools.
- The Senior Financial Analyst will help structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk.
- This team member will be expected to proactively find ways to improve the technical accuracy, validation and organization of financial models.
- Financial Analysis/Ad hoc Reporting (40%)
- Perform ad hoc reporting and analysis requests as required with a high degree of flexibility and attention to detail.
- Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources.
- The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise.
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