Part - time Financial Adviser providing financial advice and support in South Africa. Offering financial solutions based on existing networks and maintaining client relationships.
EB
Hybrid Head – Finance Integration, Transformation
Posted 2 weeks ago
About the role
- Lead finance integration and transformation at Equitable Bank, Canada's Challenger Bank™. Spearheading financial integration strategies across two major organizations during growth.
Responsibilities
- Lead enterprise-wide financial integration on acquisitions and dispositions, including the acquisition of PCF.
- Establish a Finance integration framework that aligns accounting practices, reporting processes, financial controls, and finance technology.
- Build a culture of collaboration, accountability, and continuous improvement within the Finance organization.
- Act as a strategic partner with senior leadership across the enterprise, the Integration Management Office (“IMO”) and advisors, driving finance integration decisions that support long-term scalability, risk management, and value creation.
- Lead Finance’s integration of PCF, establishing the foundation, design principles, and innovation mindset that will define the broader Finance transformation journey.
- Collaborate with Business, Technology, Risk, and Finance teams to modernize end-to-end financial systems, including GL, consolidation, reconciliations, and data pipelines.
- Champion digital reporting modernization, automation, and analytics advancements that elevate accuracy, control, and insight generation across Finance.
- Extend lessons learned from the PCF integration to architect and execute a multi-year transformation roadmap across all Finance functions and EQB subsidiaries.
- Lead the integration of accounting treatments, ensuring alignment with the Chief Accountant’s office.
- Review and sign off on process readiness for financial reporting, regulatory filings, audit requirements, and cross functional change impacts.
- Oversee readiness for integrated month end and quarter close processes, ensuring accuracy, timeliness, and scalability of post integration.
- Support the development of integrated financial reporting structures and disclosures post integration.
- Identify accounting related risks early and drive mitigation strategies in partnership with technical accounting teams.
- Lead program management team to develop integration roadmaps, including scope, timelines, resource plans, risks, and milestones.
- Coordinate with the IMO to ensure integration initiatives are delivered on time, budget, and within scope.
- Oversee change management readiness: communication, training, documentation, and adoption across Finance teams.
- Demonstrate strong leadership, ability to form effective diverse teams, assess talent, develop people, coach, and mentor; frequently perform team assessment and evaluate associates based on goals and expectations.
Requirements
- Minimum of 10 years of progressive experience in finance, accounting, and transformation roles, with proven success in leading and delivering complex integration or transformation programs.
- Demonstrated ability to design and execute multiyear, cross functional roadmaps spanning people, process, data, and technology—delivering measurable outcomes at enterprise scale.
- Deep understanding of core finance processes (financial reporting, month/quarter close, consolidations, planning, and internal controls) with a track record of improving accuracy, timeliness, and scalability.
- Strong knowledge of accounting policy integration and alignment; capable of partnering with a Chief Accountant’s Office on accounting treatments, disclosures, reporting readiness and controls in a public issuer environment.
- Hands-on experience with ‘office of the CFO’ finance systems and technology (GL, consolidation, reconciliations, reporting, FP&A) and leading systems integration and process redesign.
- Exceptional written and verbal communication skills; including the ability to create compelling presentations and simplify complex topics for senior executives, Boards/Audit Committees, and cross functional partners.
- Ability to build trust and consensus across Business, Technology, Risk, Legal, Data, and Finance; proven success orchestrating decision-making and resolving cross functional dependencies.
- Experience building, coaching, and scaling diverse, high performing teams; fostering engagement, accountability, and a culture of continuous improvement.
- Strong organizational and time management skills, with the ability to prioritize competing demands, develop detailed work plans, and deliver results under tight and evolving timelines. Demonstrated success managing scope, risks, milestones, and interdependencies in large-scale change environments.
- Professional designation (CPA, CA; CPA, CGA; CPA, CMA) and/or a relevant postgraduate degree such as an MBA is preferred.
Benefits
- 💰 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
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