Manager, Regulatory Reporting

4 months ago


Toronto, Canada HomeEquity Bank Full time

WHO WE ARE

HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage product.

Our Values, Our Passion
At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.

We Are Customer-Focused, Passionate Advocates.

We Have the Courage to Act and Do the Right Thing.

We Are One Team, with One Vision.

We Think Long-Term, We Are Ever-Evolving.

We Strive to Be Exceptional and Inspire Greatness.

The Manager, Regulatory Reporting is responsible for overseeing all regulatory reporting including reporting requirements to the Office of the Superintendent of Financial Institutions (OSFI), Canada Deposit Insurance Corporation (CDIC) and Statistics Canada. The Manager’s primary focus is to ensure accurate and timely submission of financial reports and compliance with regulatory guidelines. This is a critical role within the organization, requiring strong analytical skills, in-depth knowledge of regulatory reporting standards, and the ability to collaborate with cross-functional teams.
The Manager, Regulatory Reporting is responsible for supervising and mentoring one direct report.

MAJOR ELEMENTS OF THE ROLE

**Regulatory Reporting**:

- Prepare and submit accurate regulatory reports to regulatory institutions including OSFI, CDIC and Statistic Canada per the required timelines.
- Develop, implement and maintain the OSFI Assurance on Capital, Leverage and Liquidity Return attestation process.
- Ensure all reports are following all relevant guidelines and reporting standards.
- Conduct in-depth analysis of financial data to ensure accuracy, identify trends, and make recommendations for process improvements and risk mitigation.
- Stay abreast of changes in regulatory requirements, update senior management and ensure the organization's reporting practices align with current guidelines.
- Continuously review and enhance the reporting process to improve efficiency, accuracy, and quality of submissions.
- Collaborate with various departments, to gather relevant data, resolve issues, and ensure accurate reporting.
- Establish and maintain robust internal controls to ensure the integrity and reliability of financial information reported to regulatory institutions.
- Coordinate regulatory reporting with internal and external auditors during the audit process, providing necessary documentation and addressing any audit findings related to regulatory reporting.

**Other Reporting and Controls**:

- Preparation and review of other regulatory reports including Pillar III and Annual Information Form
- Support the preparation of quarterly and annual financial statements for the many reporting entities of the Bank. Ensure the financial statements are IFRS compliant, meeting all OSFI and OSC requirements.
- Manage Internal Controls over Financial Reporting (ICFR) process to remain compliant with requirements of NI 52-109
- Responsible for the completion of internal control documentation (i.e., maintain monthly control checklists) and ensure all documentation is kept up to date and completed in a timely manner.

SKILLS AND EXPERIENCE REQUIRED

**Attributes**:

- Extensive experience in regulatory reporting within the financial services industry, with a strong understanding of OSFI requirements and guidelines.
- Excellent knowledge of financial and accounting principles, including Canadian Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS).
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable recommendations.
- Excellent attention to detail and a track record of producing accurate reports within strict deadlines.
- Exceptional communication skills, both verbal and written, with the ability to present complex financial information in a clear and concise manner.
- Ability to work collaboratively in a cross-functional environment and build strong relationships with stakeholders at various levels of the organization.
- Knowledge of internal control frameworks and risk management principles is highly desirable.
- Strong leadership and team management abilities, with a proven ability to motivate and develop a team member.
- Prior experience with regulatory audits and familiarity with auditing standards is a plus.

**Qualifications and Technical Expertise**:

- A University Degree
- Professional Designation, CPA (Certified Public Accountant)
- 5- 10 years previous experience, with experience in financial services and regulatory reporting
- Extensive knowledge of OSFI financial filings
- Proficiency in using financial soft



  • Toronto, Ontario, Canada Scotiabank Full time

    **About the Role**This is a challenging opportunity for a highly skilled Regulatory Reporting Manager to join our team at Scotiabank. As a key member of our Treasury team, you will be responsible for producing high-quality regulatory reports that meet the requirements of various regulatory bodies.**Key Responsibilities**Produce daily, monthly, and quarterly...


  • Toronto, Ontario, Canada Scotiabank Full time

    **About the Role**This is a challenging opportunity for a highly skilled Regulatory Reporting Manager to join our team at Scotiabank. As a key member of our Treasury team, you will be responsible for producing high-quality regulatory reports that meet the requirements of various regulatory bodies.**Key Responsibilities**Produce daily, monthly, and quarterly...


  • Toronto, Ontario, Canada BMO Full time

    About the RoleWe are seeking a highly skilled Regulatory Reporting Manager to join our team at BMO. As a key member of our Finance and Accounting group, you will play a critical role in ensuring the accuracy and efficiency of our cyclical reporting processes.Key ResponsibilitiesAct as a trusted advisor to assigned business groups, providing expert guidance...


  • Toronto, Ontario, Canada BMO Full time

    About the RoleWe are seeking a highly skilled Regulatory Reporting Manager to join our team at BMO. As a key member of our Finance and Accounting group, you will play a critical role in ensuring the accuracy and efficiency of our cyclical reporting processes.Key ResponsibilitiesAct as a trusted advisor to assigned business groups, providing expert guidance...


  • Toronto, Ontario, Canada BMO Full time

    About the RoleWe are seeking a highly skilled Regulatory Reporting Manager to join our team at BMO. As a key member of our Finance and Accounting group, you will play a critical role in ensuring the accuracy and efficiency of our cyclical reporting processes.Key ResponsibilitiesAct as a trusted advisor to assigned business groups, providing expert guidance...


  • Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 Supports the execution of accurate and efficient cyclical reporting processes for regulatory and management information and note disclosure in financial statements to internal and external stakeholders and regulatory bodies. Works across BMO to deliver specific project/program results in alignment with overall...


  • Toronto, Ontario, Canada BMO Full time

    Financial Reporting Specialist Financial Reporting Specialist BMO Financial Group is seeking a highly skilled Financial Reporting Specialist to join our team. As a key member of our finance team, you will play a critical role in delivering accurate and efficient financial reporting processes to internal and external stakeholders. Key...


  • Toronto, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Toronto, Ontario, Canada RBC Capital Markets, LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Regulatory Reporting Manager to join our US Regulatory Services team in Toronto. As a key member of our team, you will be responsible for leading the local management of our resources, ensuring compliance with regulatory requirements, and driving process improvements.Key ResponsibilitiesLead...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 195000 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **This is a 12 month, temporary full-time opportunity.** Group Liquidity and Global Cash Management is responsible for reporting and managing liquidity and funding risk for the bank. This includes liquidity management and strategy,...


  • Toronto, Canada Scotiabank Full time

    Requisition ID: 198096 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Manager, Regulatory Initiatives & Reporting (1A) reports to the Senior Manager, Regulatory Initiatives & Reporting for Private Investment Counsel (PIC). The incumbent is responsible for supporting PIC’s audit and...


  • Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Toronto, Ontario, Canada CB Canada Full time

    Regulatory Reporting Analyst/ManagerClassification: Regulatory Reporting Analyst/ManagerCompensation: $ to $ yearlyCB Canada is seeking an AVP, Regulatory Reporting to join their team. The AVP, Regulatory Reporting will report to the Director, Senior Legal Entity Controller and be responsible for:Preparing monthly, quarterly, and annual regulatory reports...


  • Toronto, Ontario, Canada CB Canada Full time

    Regulatory Reporting Analyst/ManagerClassification: Regulatory Reporting Analyst/ManagerCompensation: $ to $ yearlyCB Canada is seeking an AVP, Regulatory Reporting to join their team. The AVP, Regulatory Reporting will report to the Director, Senior Legal Entity Controller and be responsible for:Preparing monthly, quarterly, and annual regulatory reports...

  • Manager, Finance

    4 months ago


    Toronto, Canada Citco Full time

    **About Citco**: Since the 1940s Citco has provided specialist financial services to alternative investment funds, investors, multinationals and private clients worldwide. With over 6,000 employees in 45 countries we pioneer innovative solutions that meet our clients’ evolving needs, and deliver exceptional service. Our continuous investment in learning...


  • Toronto, Ontario, Canada CB Canada Full time

    Regulatory Reporting Analyst/ManagerClassification: Regulatory Reporting Analyst/ManagerCompensation: $ to $ yearlyCB Canada is seeking an AVP, Regulatory Reporting to join their team. The AVP, Regulatory Reporting will report to the Director, Senior Legal Entity Controller and be responsible for:Preparing monthly, quarterly, and annual regulatory reports...


  • Toronto, Ontario, Canada CB Canada Full time

    Regulatory Reporting Analyst/ManagerClassification: Regulatory Reporting Analyst/ManagerCompensation: $ to $ yearlyCB Canada is seeking an AVP, Regulatory Reporting to join their team. The AVP, Regulatory Reporting will report to the Director, Senior Legal Entity Controller and be responsible for:Preparing monthly, quarterly, and annual regulatory reports...


  • Toronto, Ontario, Canada CB Canada Full time

    Regulatory Reporting Analyst/ManagerClassification: Regulatory Reporting Analyst/ManagerCompensation: $ to $ yearlyCB Canada, a global financial institution, is seeking an AVP, Regulatory Reporting to join their team. The AVP, Regulatory Reporting will report to the Director, Senior Legal Entity Controller and be responsible for:Preparing monthly, quarterly,...


  • Toronto, Ontario, Canada CB Canada Full time

    Regulatory Reporting Analyst/ManagerClassification: Regulatory Reporting Analyst/ManagerCompensation: $ to $ yearlyCB Canada, a global financial institution, is seeking an AVP, Regulatory Reporting to join their team. The AVP, Regulatory Reporting will report to the Director, Senior Legal Entity Controller and be responsible for:Preparing monthly, quarterly,...


  • Toronto, Ontario, Canada CB Canada Full time

    Job Title: Regulatory Reporting SpecialistCompany: CB CanadaOur client, a leading financial institution, is seeking a skilled professional to join their team as a Regulatory Reporting Specialist. Reporting to the Senior Legal Entity Controller, the ideal candidate will be responsible for:Preparing regulatory reports for IIROC & OSFICompleting capital...