Financial Analyst, Financial Planning & Analysis

Join a ChallengerBeing 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 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 (eqbank. ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021. The WorkThis opportunity will play a pivotal role within the Financial Planning and Analysis team in one of the fastest growing financial institutions in Canada.

The 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.

Financial Analysis/Ad hoc Reporting (60%)Work closely with Accounting and business partners to prepare monthly accruals and month-end variance analysisPerform ad hoc reporting and analysis requests as required with a high degree of flexibility and attention to detailProvide ongoing financial support to business units for project related activityReporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources while employing advanced Excel skillsThe candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs ariseEnhance Financial Analyses and Processes (30%)The candidate will work closely with various team members to define, scope and support implementation of enhancements to detailed financial models, including budgeting/forecasting tools The Financial Analyst will help structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage riskThis team member will be expected to proactively find ways to improve the technical accuracy, validation and organization of financial modelsSupport audit processes and maintain documentationBudgeting and Forecasting (10%)Support the annual budget and quarterly forecast through partnering with the business Assist in reviewing project budgets/forecasts ensuring financial alignment and governanceLet's Talk About You!Completion of an undergraduate degree in Commerce/Business Administration, Economics, Accounting or an equivalent combination of education and experience Preference for a CFA/CPA designation completed/in processTwo years of experience in an accounting, analytics, forecasting, financial planning & analysis, or business partner role Demonstrated ability using MS Office (Excel, Access, PowerPoint and Word)Advanced Microsoft Excel skills, including developing/running macrosAbility to work extensively with formulas, numbers and spreadsheetsExperience utilizing technology to gather and manipulate dataExperience using database query tools (i.

e.

SQL) is considered an assetKnowledge of financial statements and reporting is requiredKnowledge of financial modeling concepts is requiredPossess strong problem-solving and analytical skills Strong attention to detailStrong organizational skillsAbility to handle multiple competing priorities (multi-tasking)Enjoys working in both team and individual environmentsWhat 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🎓 Annual professional development allowance and a comprehensive Career Development program💛 A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experienceThe incumbent will be working hybrid and in office time will be spent working from Equitable Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON.

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!