Senior Financial Analyst, Financial Planning & Analysis

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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.

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 () one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

This opportunity will play a pivotal role within the Financial Planning and Reporting team in one of the fastest growing financial institutions in Canada. The Senior Financial Analyst will use his or her financial modeling and analytical skills to develop scheduled and ad hoc reports that drive key management decisions. The candidate must be a quick learner who possesses strong communication, analytical and technical skills.

• Develop and maintain financial models that are distributed to management on a monthly and quarterly basis.
• Key deliverables encompass business unit profit & loss reporting, mortgage renewal & pricing analyses, mortgage continuity reports and budget/forecasts.
• Run detailed financial models, liaise with different business units and extract and manipulate data from various information sources.
• Employ advanced Excel skills such as Pivot Tables, nested IF statements, VLOOKUP, OFFSET, SUMIFS, MATCH‑INDEX, etc. to build efficient and accurate financial models.

• Work closely with various team members to define, scope and implement enhancements to detailed financial models, including budgeting/forecasting tools.
• Help structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk.
• Proactively find ways to improve the technical accuracy, validation and organization of financial models.

• Perform ad hoc reporting and analysis requests as required with a high degree of flexibility and attention to detail.
• Collect, consolidate and analyze financial data and key performance metrics derived from various sources.
• Assist in other areas of the Accounting and Finance department and other business units as needs arise.

• Four-year Degree;
  Accounting, Finance, Economics, or Business preferred
• Preference for a CFA/CPA designation completed/in process
• At least 4-5 years of progressive and relevant work experience
• Demonstrated ability using MS Office (Excel, Access, PowerPoint and Word)
• Advanced Microsoft Excel skills, including developing/running macros
• Extensive experience with formulas, numbers and spreadsheets
• Experience utilizing technology to gather and manipulate data
• Experience using database query tools (e.g., SQL) is considered an asset
• Knowledge of financial statements and reporting is required
• Knowledge of financial modeling concepts is required
• Strong problem-solving and analytical skills
• Strong attention to detail
• Strong organizational skills
• Ability to handle multiple competing priorities (multi-tasking)
• Enjoys working in both team and individual environments

• Competitive discretionary bonus
• Market leading RRSP match program
• Medical, dental, vision, life, and disabled 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 Fin Techs and help create a new kind of banking experience

The incumbent will be working hybrid and in office time will be spent…