Hybrid Senior Financial Analyst, Financial Planning & Analysis

at EQ Bank | Equitable Bank

• Job title: Senior Financial Analyst, Financial Planning & Analysis
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Tech skills: SQL
• Location requirements: Hybrid, Toronto, Canada

About the role

• 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