Senior Financial Analyst, Financial Planning & Analysis

Maintenance of Financial Models (50%)

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

Enhance Financial Analyses and Processes (20%)

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

This team member will be expected to proactively find ways to improve the technical accuracy, validation and organization of financial models

Financial Analysis/Ad hoc Reporting (30%)

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

Let's Talk About You!

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

#LI-Hybrid
What 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 Fin Techs and help create a new kind of banking experience

The 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
.