Manager, Financial Planning

OverviewJoin a Challenger. Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. If you’re passionate about redefining the future of banking—while having fun—this could be your next big opportunity. Our company continues to grow, and today 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 WorkThe purpose of the Analytics Manager is to conduct in-depth analysis to facilitate fact based, informed decision making and integration of risk-based management in business units. This position contributes to a business line’s profitability and efficiency by analyzing risk and business need, recommending risk optimization tactics and effective measures of business strategy, and contributing to the development of Board and committee reporting. Core Responsibilities Financial Analysis & Reporting/Ad Hoc Reporting Preparation and development of reporting for both corporate and business line financial performance Monitoring, continually assessing, and measuring results and processes against established risk frameworks Directly supporting revenue generation by providing business units with the timely information and reporting and analysis necessary to transact, understand, manage and optimize associated market and operational risks Development and preparation of reporting of key portfolio performance and profitability measures and exposure levels to key risks, producing analysis to support hypothesis, recommendations and decisions Providing timely reporting of information to facilitate informed business decisions Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources A high degree of flexibility, autonomy and attention to detail, often under tight timeframes Key deliverables include: Business Unit specific portfolio reporting, efficiency and KPI reporting, Continuity Reports (Actual and Budget vs. Actual), and ad-hoc reporting as required by Senior Management and Executive Management The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise Support strategic center of excellence by preparation of analysis as required, as well as leading specific strategic financial analysis as required Assisting with the implementation of business unit tactics that support corporate strategies Providing unbiased and objective opinion and analysis of Front Office business decisions Maintenance of Financial Models Liaise with Management within various Business Units to collect relevant assumptions which drive Financial Model output Develop and maintain dynamic models to conduct financial analysis of business lines, projects, and products 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 Training, problem solving, delegating workflow, and reviewing analysis and reporting with Analysts in the Analytics group Enhance Financial Analysis and Processes 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 Reporting, identifying, assessing and analyzing the impact of operational risk inherent in products, activities, processes and systems for which it is accountable Let’s Talk About You Post-secondary degree in Accounting, Finance, Economics, or Business preferred CFA/CPA designation completed (at the very least in process) Minimum 7 years of progressive and relevant work experience Minimum 3 years’ experience managing a team Experience overseeing/reviewing junior team members’ work Comprehensive understanding of the financial products and services offered at Concentra Demonstrated ability using MS Office (Excel, Access, PowerPoint and Word) Advanced Excel skills (Pivot Tables, Nested IF statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc.) to build efficient financial models Comprehensive understanding of balance sheet risk management and internal control framework Ability to assess complex financial issues, recommend strategies, plans and tactics to meet business objectives Experience utilizing technology to gather and manipulate data Knowledge of financial statements, reporting, and financial modeling concepts Strong problem-solving, analytical, attention to detail, and organizational skills Strong two-way communication and leadership skills Ability to handle multiple competing priorities What we offer Competitive discretionary bonus Market leading RRSP match program Medical, dental, vision, life, and disability benefits Employee Share Purchase Plan Maternity/Parental top-up while you care for your little one Generous vacation policy and personal days Virtual events to connect with your fellow colleagues Annual professional development allowance and a comprehensive Career Development program A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. We support and encourage our staff to grow not just in their career path, but personally as well. We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position. We can’t wait to get to know you Seniority level: Not Applicable Employment type: Full-time Job function: Research, Analyst, and Information Technology Industries: Transportation, Logistics, Supply Chain and Storage Referrals increase your chances of interviewing at EQ Bank | Equitable Bank by 2x Get notified about new Analytics Manager jobs in Regina, Saskatchewan, Canada. Regina, Saskatchewan, Canada 4 months ago Seniority level Not Applicable Employment type Full-time Job function: Research, Analyst, and Information Technology Industries: Transportation, Logistics, Supply Chain and Storage We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr