Senior Financials

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.  

• Customer-Focused. Passionate Advocates 
• Courage to Act. Do the Right Thing 
• One Team. One Vision 
• Think Long-Term. Ever-Evolving 
• Be Exceptional. Inspire Greatness

POSITION SUMMARY

The Workday Financials & Planning Systems Lead is the subject-matter expert for Workday Financials (FIN) modules, Workday Accounting Center, and Workday Adaptive Planning, the Bank's planning and budgeting solution.
This hands-on role is responsible for maintaining, configuring, optimizing, and supporting the roadmap for Workday's finance capabilities. The Lead ensures that the system supports critical financial processes, integrations, and reporting requirements. Working closely with Finance, IT, and business stakeholders, the Workday Financials & Planning Systems Lead champions best practices, supports continuous improvement, assists with system enhancements, manages release cycles, and helps users maximize the value of Workday FIN, Accounting Center, and Adaptive Planning.

MAJOR ELEMENTS OF THE ROLE

Key Responsibilities:

• Provide hands-on day-to-day support for Workday FIN, Accounting Center, and Adaptive Planning, responding to inquiries, troubleshooting issues, and escalating as necessary.

• Maintain and administer configurations within Workday FIN modules (General Ledger, Accounts Payable, Banking & Settlement, Business Assets).

• Maintain Workday Accounting Center, including accounting rules, data transformation logic, ledger/sub-ledger mapping, error handling, and data validation.

• Support Adaptive Planning models, including user requests, troubleshooting configuration issues, and ensuring system performance.

• Assist with implementing system enhancements and continuous improvements across Workday FIN, Accounting Center, and Adaptive Planning.

• Recommend process and system optimizations, including leveraging AI or automation technologies to enhance workflows, reporting, and overall efficiency.

• Plan, test, and deploy Workday bi-annual releases, ensuring minimal disruption to business processes.

• Validate data loads and integrations from Workday FIN and Accounting Center/Prism into Adaptive Planning.

• Manage, monitor, and support integrations between Workday FIN and other systems (e.g., Banking, Adaptive Planning, Accounting Center).

• Collaborate with finance stakeholders to capture requirements, map business processes, and translate them into system configurations or enhancements.

• Advise Finance and IT leadership on system improvements, best practices, and technology solutions to support organizational goals.

• Conduct system testing (unit, regression, release), validate new functionality, and assess impacts of Workday semi-annual updates/releases.

• Build, maintain, and optimize financial reports, dashboards, and analytics for stakeholders using Workday reporting tools.

• Ensure data integrity, system security (roles/groups/domains), compliance with accounting standards, and adherence to internal control requirements.

• Support regulatory compliance and audit readiness, including segregation of duties, access controls, and data governance policies.

• Maintain detailed technical and process documentation to support internal audit, IT change management, and knowledge transfer.

• Follow IT change management practices when implementing system changes, ensuring proper approvals, testing, and version control.

• Monitor system performance, usage, and user adoption, and provide recommendations to improve efficiency, accuracy, and satisfaction.

• Develop user documentation, training materials, and deliver sessions/workshops to support adoption of Workday FIN features.

• Stay current with emerging Workday functionality, industry trends, and best practices, providing recommendations for leveraging new capabilities.

• Work with cross-functional teams across the organization to ensure Workday FIN and Planning solutions meet enterprise-wide needs.

SKILLS AND EXPERIENCE REQUIRED

• Bachelor's degree in Accounting, Finance, Business Administration, Information Systems, or a related discipline.

• 2–5+ years of experience supporting or implementing financial systems (ERP), ideally Workday Financials.

• Strong understanding of accounting and finance operations, including GL, AP, Business Assets, and Banking.

• Experience collaborating with both technical teams and business users.

Technical / Functional Skills:

• Hands-on experience with Workday FIN (or equivalent), including configuration, business processes, security model, and data integration.

• Strong analytical and problem-solving skills, with the ability to translate business requirements into system solutions.

• Excellent communication, stakeholder management, and training skills; able to interact effectively with finance and IT audiences.

• Attention to detail, strong documentation skills, and ability to manage multiple tasks and priorities in a fast-paced environment.

• Knowledge of internal controls, data governance, audit processes, and IT change management is a plus.

• Workday Financials or related module certification and familiarity with Workday integration tools (EIB, Studio, REST/SOAP interfaces) is an asset.

WORKING CONDITIONS UNIQUE TO JOB:

• Hybrid work environment

WHY WORK AT HOMEEQUITY BANK?

Great Environment

HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.

We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.
 

A Dynamic Culture – With People at the Centre  

We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto's Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures , the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023. 
 

Growth and Opportunities
We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.

Celebrating Great Work and People

We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say 'great job' to their colleagues and leaders.

From our Appreciate Program to the High Five Award Program and President's Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.

Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.

The Perks (for eligible employees)

• HomeEquity Bank offers a competitive total rewards package that includes:

• Extended health and dental benefits

• Employee & Family Assistance Program

• Employer-Matched Group Retirement Savings Plan

• Employee Share Investment Plan

• Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits

• Employee corporate discount for GoodLife Fitness 
   

HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Please note that our successful candidate is required to complete a background check.

Stay in the Know

Find out what we're up to online, and learn more about what makes HomeEquity Bank a great place to work:

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Join Us If you're ready to build the future of reverse mortgages, we want to hear from you.