Manager, Financial Planning & Analysis
Job in
Toronto, Ontario, M5A, Canada
Listing for:
Equitable Bank
Full Time
position
Listed on 2026-03-09
Job specializations:
-
Finance & Banking
Financial Analyst, Corporate Finance
-
Business
Financial Analyst
Job Description & How to Apply Below
The Core Responsibilities!
Financial Analysis & Reporting/Ad Hoc ReportingPreparation and development of reporting for both corporate and business line financial performanceMonitoring, continually assessing, and measuring results and processes against established risk frameworksDirectly supporting revenue generation by providing business units with the timely information and reporting and analysis necessary to transact, understand, manage and optimize associated market and operational risksDevelopment and preparation of reporting of key portfolio performance and profitability measures and exposure levels to key risks, producing analysis to support hypothesis, recommendations and decisionsProviding timely reporting of information to facilitate informed business decisionsReporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sourcesA high degree of flexibility, autonomy and attention to detail, often under tight timeframesKey deliverables includes, but are not limited to:Business Unit specific portfolio reportingBusiness Unit specific efficiency and KPI reportingContinuity Reports (Actual and Budget vs. Actual)Ad-hoc reporting, as required by Senior Management and Executive ManagementThe candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs ariseSupport strategic center of excellence by preparation of analysis as required, as well as leading specific strategic financial analysis as requiredAssisting with the implementation of business unit tactics that support corporate strategiesProviding unbiased and objective opinion and analysis of Front Office business decisionsMaintenance of Financial Models
Liaise with Management within various Business Units to collect relevant assumptions which drive Financial Model outputDevelop and maintain dynamic models to conduct financial analysis of business lines, projects, and productsKey deliverables include, but are not limited to:
Annual Budget Model, Monthly Financial Forecasts, Business Unit NIM, Business Unit ROE and Pricing analysisThis role will require the candidate to run and review output from detailed Financial ModelsResponsible for accuracy of data extraction and interpretation of data from various information sourcesTraining, problem solving, delegating workflow, and reviewing analysis and reporting with Analysts in the Analytics groupEnhance Financial Analysis and Processes
Assess and recommend improvements to the Annual Budget and Monthly Forecasting Process, including the use of Budgeting/ Forecasting tools Proactively find ways to improve the technical accuracy, validation, and organization of Financial AnalysisStructure key processes and develop relevant background documentation with a view to enhance efficiencies and manage riskReporting, identifying, assessing and analyzing the impact of operational risk inherent in products, activities, processes and systems for which it is accountableLet's Talk About You!
Post-secondary degree in Accounting, Finance, Economics, or Business preferredCFA/CPA designation completed (at the very least in process)Minimum 7 years of progressive and relevant work experienceMinimum 3 years’ experience managing a teamExperience overseeing/reviewing junior Team members’ workComprehensive understanding of the financial products and services offered at ConcentraDemonstrated ability using MS Office (Excel, Access, PowerPoint and Word)Employ advanced Excel skills such as Pivot Tables, Nestled “IF” Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to assist in building efficient and accurate financial modelsComprehensive understanding in the measurement, monitoring and analysis of balance sheet risk managementComprehensive understanding of internal control framework and operational risk elementsWorking level ability to assess complex financial issues, recommend strategies, plans and tactics to meet business objectivesExperience utilizing technology to gather and manipulate dataKnowledge of financial statements and reporting is requiredKnowledge of…
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