Senior Financial Analyst using financial modeling skills to support management decisions at Equitable Bank. Contributing to financial planning and reporting in a rapidly growing financial institution.
Responsibilities
The Senior Financial Analyst will be responsible for developing and maintaining 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
This role will require the candidate to run detailed financial models, liaise with different business units and extract and manipulate data from various information sources
The incumbent will employ advanced Excel skills such as Pivot Tables, Nestled “IF” Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to build efficient and accurate financial models
The candidate will work closely with various team members to define, scope and implement enhancements to detailed financial models, including budgeting/forecasting tools
The Senior Financial Analyst will help structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk
Perform ad hoc reporting and analysis requests as required with a high degree of flexibility and attention to detail
Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources
The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise
Requirements
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
Ability to work extensively with formulas, numbers and spreadsheets
Experience utilizing technology to gather and manipulate data
Experience using database query tools (i.e. SQL) is considered an asset
Knowledge of financial statements and reporting is required
Knowledge of financial modeling concepts is required
Possess 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
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
🎓 Annual professional development allowance and a comprehensive Career Development program
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