Financial Analyst Analytics
Financial Analyst Analytics
Posted on :
22-04-2025
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1 Vacancy
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Job Description
Join a Challenger
Being a traditional bank just isnt our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options and we challenge ourselves and our teams to creatively transform whats possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If youre not afraid of taking on big challenges and redefining the future you belong with us. Youll get to work with people who will encourage you to reach new heights. We like to keep things fun ask questions and learn together.
We are a big (and growing! family. Overall we serve more than 670000 people acrossCanadathrough Equitable BankCanadasChallenger Bank and have been around for more than 50 years. Equitable Banks whollyowned subsidiary Concentra Bank supports credit unions acrossCanadathat serve more than six million members. Together we have over$125 billionin combined assets under management and administration with a clear mandate to drive change in Canadian banking to enrich peoples lives. Our customers have named our EQ Bank digital platform one of the top banks in Canada on the Forbes Worlds Best Banks list since 2021.
The Work
The primary purpose of the Financial Analyst Analytics role is to compile and create information to conduct analysis to facilitate fact based informed decision making and integration of riskbased management throughout the company. Additionally this position manages relationships to support the delivery of information analysis and reporting to various users throughout the company including management and business leads. The candidate must possess strong communication analytical and problemsolving skills.
Report Development & Analysis 45
- Supporting the Analytics and business management teams and assisting in the development of business line strategy reporting and forecasting.
- Key deliverables include business unit profit & loss reporting mortgage renewal & pricing analyses mortgage continuity reports and budget/forecasts.
- Meet with management to evaluate and understand the scope goals and needs of reporting requests and assist in the design development and operationalization of reporting solutions that fulfill these requirements.
- Fulfilment of information reporting requests received from various Business Units across the Bank.
- Assisting in the development compilation and monitoring of key performance indicators (KPIs) in addition to other pertinent management reporting and analysis.
- Leading daily/weekly/monthly reporting over compliance to key risk indicators (KRIs) management targets management guidelines corporate policy and risk appetite
- Assisting in the reporting identification assessment and analysis of operational risk inherent in products activities processes and systems.
- Providing unbiased and objective opinion and analysis of business decisions.
Financial Modeling 40
- Apply financial modelling concepts to enhance existing forecasting process including data automation and procedure documentation.
- Development and maintenance of financial models and outputs that are distributed to management on a monthly and quarterly basis
- Run detailed financial models/ templates liaise with various business units and extract and work with data from various information sources
- Employ advanced Excel skills such as Pivot Tables Nestled IF Statements VLOOKUP OFFSET SUMIFS MATCHINDEX etc. to assist in building efficient and accurate financial models.
Financial Analysis/Ad Hoc Reporting 15
- Proactively find ways to improve the technical accuracy validation and organization of financial models
- Investigate and respond to ad hoc 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
- Assisting with adhoc projects such as peer benchmarking migration analyses and market research
- Collaborating with staff and vendors to advance projects
Lets Talk About You!
- Completion of an undergraduate degree in Commerce/Business Administration Economics Accounting or an equivalent combination of education and experience
- Possess or in progress of a professional designation such as CPA CFA or a degree in a quantitative discipline finance or accounting would be considered an asset
- Two years of experience in an accounting analytics forecasting financial planning & analysis or business partner role
- Knowledge of the credit union system and/or financial services sector and finance principles.
- Demonstrated ability using MS Office (Excel Access PowerPoint and Word)
- Advanced Microsoft Excel skills (including developing/running macros pivot tables nested if functions VLOOKUP MATCH/INDEX ISERROR OFFSET functions)
- Ability to work extensively with formulas numbers and spreadsheets
- Advanced proficiency in Microsoft BI tools (MS Power Query & Power BI) and/or Access Database would be considered an asset
- Advanced proficiency in SQL and/or SSRS would be considered an asset
- Advanced ability to clearly communicate (written and verbal)
- Knowledge of financial statements and associated reporting is required
- Possess strong problemsolving and analytical skills
- Strong attention to detail & organizational skills
- Ability to handle multiple competing priorities (multitasking)
- Enjoys working in both team and individual environments
- Advanced interpersonal skills and the ability to develop strong working relationships
- Advanced attention to detail and the ability to manage time and meet deadlines
What we offer For fulltime permanent roles
Competitive discretionary bonus
Market leading RRSP match program
Medical dental vision life and disability benefits
Employee Share Purchase Plan
Maternity/Parental topup 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 FinTechs 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 Banks additional office space located at 351 King Street East Toronto ON.
Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyones diverse experiences and perspectives. In tandem with that commitment we support and encourage our staff to grow not just in their career path but personally as well.
We commit to providing a barrierfree recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.
We cant wait to get to know you!
Required Experience:
IC
Employment Type
Full-Time
Key Skills
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