Manager, Financial Planning & Analysis

Our company continues to grow, and today we serve more than 800,000 customers 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 $142 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 () one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

The purpose of the Manager, Financial Planning & Analysis is to conduct in‑depth analysis to facilitate fact‑based, informed decision‑making and integration of risk‑based management in business units. This position contributes to a business line’s profitability and efficiency by analyzing risk and business need, recommending risk‑optimization tactics and effective measures of business strategy, and contributing to the development of Board and committee reporting.

• Financial Analysis & Reporting/Ad Hoc Reporting
• Preparation and development of reporting for both corporate and business line financial performance
• Monitoring, continually assessing, and measuring results and processes against established risk frameworks
• Directly supporting revenue generation by providing business units with the timely information and reporting and analysis necessary to transact, understand, manage and optimize associated market and operational risks
• Development and preparation of reporting of key portfolio performance and profitability measures and exposure levels to key risks, producing analysis to support hypothesis, recommendations and decisions
• Providing timely reporting of information to facilitate informed business decisions
• Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources
• A high degree of flexibility, autonomy and attention to detail, often under tight time frames
• Key deliverables includes, but are not limited to:
• Business Unit specific portfolio reporting
• Business Unit specific efficiency and KPI reporting
• Continuity Reports (Actual and Budget vs. Actual)
• Ad‑hoc reporting, as required by Senior Management and Executive Management
• The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise
• Support strategic centre of excellence by preparation of analysis as required, as well as leading specific strategic financial analysis as required
• Assisting with the implementation of business unit tactics that support corporate strategies
• Providing unbiased and objective opinion and analysis of Front Office business decisions

• Liaise with Management within various Business Units to collect relevant assumptions which drive Financial Model output
• Develop and maintain dynamic models to conduct financial analysis of business lines, projects, and products
• Key deliverables include, but are not limited to:
  Annual Budget Model, Monthly Financial Forecasts, Business Unit NIM, Business Unit ROE and Pricing analysis
• This role will require the candidate to run and review output from detailed Financial Models
• Responsible for accuracy of data extraction and interpretation of data from various information sources
• Training, problem solving, delegating workflow, and reviewing analysis and reporting with Analysts in the Analytics group

• Assess and recommend improvements to the Annual Budget and Monthly Forecasting Process, including the use of…