Treasury Consulting Associate

Join 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. So, 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 780,000 customers 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 $138 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 ) one of the top banks in Canada on the Forbes World's Best Banks list since

The Work
The Strategic Financial Management (SFM) division provides expertise on the four pillars of balance sheet management to the Canadian Credit Union system. SFM is also responsible for building strong relationships with Credit Unions across Canada. The position of Finance Associate is responsible to work closely with SFM clients to build and develop customized chart of accounts within the Risk Manager software. The Finance Associate will utilize sophisticated software and advanced technical skills to build client balance sheets to be utilized by the Finance Analysts, Senior Finance Analysts and Directors of Strategic Financial Management. This position is also responsible to verify all client data for accuracy, produce gap reports, enter derivative transactions, and generate cash flow reports. Integrity and veracity of information is required to support forecasting and accurate reporting for balance sheet management and regulatory reporting. This role will also support the team in credit union data analytics and identify market trends
The core parts of your role would be to: Create current position balance sheet with cash flows for credit union clients and support team members in external regulatory and management reporting Work extensively with credit union contacts to develop customized chart of accounts using sophisticated financial modelling software Coordinate directly with credit union contacts to collect balance sheet data for simulations; includes verification of loan, investment, deposit and other balance sheet data Ensure charts are properly built to capture credit unions unique balance sheet attributes Work extensively with spreadsheets and databases to import/export data and prepare the data for use in the simulation software Ensure data integrity and accuracy of client information for use in interest rate risk, liquidity and capital metrics Timelines and accuracy of results are critical to support accuracy in modeling interest rate risk and other key metrics Identify and implement process improvements to automate and streamline data including standardizing approaches for efficiencies in processes
Ensure simulation processes are efficient and accurate, resulting in high quality interest-rate risk reports Developing and enhancing databases and spreadsheet templates Documenting procedures for running simulations and building models in the balance sheet simulation software Applying independent problem-solving skills in identifying errors in reporting and resolving discrepancies Maintaining a system of checks and balances to ensure errors/issues are identified before data is passed on to senior level SFM team members Continually explore opportunities to enhance existing processes to increase operating efficiencies and shorten reporting timelines.
Ensure the business unit's processes and data are maintained, up-to-date and accurate Building, enhancing, coordinating, and maintaining, /for reporting from other databases used by the business unit (eg. client billing, cost allocations, budget variances etc.) Build monthly SFM billing blotters to send to accounts receivable for billing of Treasury Consulting services Building and fostering strong long-term client relationships Assist senior SFM team members to assemble credit union financial reporting and compile regional trend data on a monthly basis Let's Talk About You Completion of a post-secondary program in a business related field Minimum 3 years' experience in accounting, finance and financial modeling. Advanced technical skills with high proficiency in Excel, PowerBI, and Empyrean Strong knowledge of financial reporting and accounting principles Strong knowledge of data management systems Advanced knowledge of banking financial products Working knowledge of financial modeling Ability to work independently or collaboratively Strong time management skills Strong interpersonal skills and ability to work with finance, data and technology contacts. Strong attention to detail and organization skills Ability to handle multiple competing priorities to ensure that external client deadlines are managed effectively Job Complexities / Thinking Challenges The incumbent is required to work extensively with credit union clients regarding financial chart of accounts using financial software. Ensure accuracy and integrity of client data Develop & enhance databases, document procedures and possess strong problem-solving skills. Possess a proactive approach for process improvement, data models and client interactions and maintaining relationships with key stakeholders. Requires high degree of professional relationship skills as this role works with external facing credit union clients. What we offer [For full-time permanent roles] 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 Professional development and 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. In tandem with that commitment, 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

---