Chief Financial Planning Officer

1 day ago


Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time

Based in Toronto, Ontario, Canada, EQ Bank | Equitable Bank is a leading financial institution known for its innovative approach to banking. As a dynamic and forward-thinking organization, we are seeking an experienced Chief Financial Planning Officer to join our team.

The estimated annual salary for this position is $120,000 - $180,000 CAD.

About the Role

This exciting opportunity will play a pivotal role within the Financial Planning and Reporting team, driving key management decisions through expert financial modeling and analytical skills. The successful candidate will be responsible for developing or enhancing scheduled and ad-hoc models and reports, supporting senior management with accurate data extraction and interpretation, and presenting results and analysis to stakeholders.

Key Responsibilities
  • Liaise with senior management to collect relevant assumptions for financial model output
  • Develop and maintain complex financial models distributed to senior and executive management on a monthly and quarterly basis
  • Support business unit profitability reporting, return on equity (ROE), and pricing analysis
  • Review and improve advanced Excel skills, including pivot tables, nested IF statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc.
Requirements

To be successful in this role, you will require:

  • Minimum 8 years of progressive experience in financial planning and analysis
  • Expertise in using MS Office (Excel, Access, PowerPoint, and Word)
  • Advanced Microsoft Excel skills, including developing/running macros
  • Experience utilizing technology to gather and manipulate data
  • Ability to clearly communicate technical information to various audiences
What We Offer

In addition to a competitive salary, we offer a comprehensive benefits package, including medical, dental, vision, life, and disability coverage. You will also have access to virtual events, generous vacation policy, and personal days. Join our dynamic team and contribute to creating a new kind of banking experience

This role requires hybrid work arrangements, with regular in-office time spent at our additional office space located at 351 King Street East, Toronto, ON. A criminal background check and credit check are required for all candidates considered for hire.



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