Project Manager II, Finance Transformation (12-month contract)
Project Manager II, Finance Transformation (12-month contract)
Posted on :
01-08-2025
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1 Vacancy
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Job Description
Join a Challenger
Being a traditional bank just isnt our thing so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.
How do we get there With a talented team of inquisitive and agile challengers that break through the status quo. So if youre passionate about redefining the future of bankingwhile having funthis could be your next big opportunity.
Our company continues to grow and today we serve more than 670000 people acrossCanadathrough Equitable BankCanadasChallenger Bank and have been around for more than 50 years. Equitable Banks wholly-owned 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 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 Project Manager II reporting to the Associate Director Finance Portfolio Delivery is responsible for Initiating Planning Executing Monitoring Controlling and Closing projects in adherence with corporate and departmental policies including Enterprise Change Management and Project Management methodology. This includes baselined scope schedule budget resource needs and other parameters set by the executive sponsor and delegate throughout the project life cycle.
This position is responsible for managing Finance-led projects of medium to high complexity many of which will have material impacts on enterprise planning reporting and controls. The role will begin with the implementation of a new Budgeting and Forecasting tool (FP&A transformation) and may expand to include future initiatives across Accounting Financial Reporting and Finance Operations. Experience in the financial services industry along with CPA and PMP certifications is highly preferred.
The Core Responsibilities!
- Manage multiple Finance-led projects of medium to high risk length and complexity across the full project life cycle
- Lead cross-functional teams including FP&A Accounting Tech and external vendors (e.g. Deloitte) to deliver business-critical initiatives
- Act as a Trusted Advisor who partners with Finance leadership to navigate delivery risks surface decision points and steer teams toward business value
- Support structured planning and delivery of financial systems reporting automation budgeting tools and related initiatives
- Create and maintain detailed project schedules resource plans and integrated roadmaps with Finance and Technology stakeholders
- Effectively manage financials and ensure disciplined cost tracking and reporting
- Facilitate workshops and working sessions with FP&A stakeholders to gather requirements process map as-is and to-be user story documentation track decisions and resolve blockers
- Maintain detailed project plans RAID logs financials and change management documentation
- Track and report on progress to senior stakeholders and ensure appropriate governance forums are maintained
- Support the Finance PMO by applying project delivery standards and continuously improving practices aligned with Finance transformation goals
- Coordinate internal resources and testing plan working with SMEs to develop testing scripts defect tracking resolution and testing status updates
- Manage vendor relationships and third-party deliverables (e.g. consultants engaged on the implementation and software providers)
- Ensure adherence to Enterprise Change Management (ECM) policy and PDLC standards
- Prepare steering committee materials track key performance indicators and support post-implementation assessments
- Help develop and coordinate training plan across the organization including train the trainer materials for cross-functional teams
Lets Talk About You!
- 57 years experience managing projects through full life cycle (PDLC/SDLC)
- Demonstrated experience in financial services or finance-related environments (e.g. budgeting forecasting accounting operations financial systems)
- Proven experience delivering Finance transformation or enterprise financial tool implementations
- CPA and PMP certifications strongly preferred
- Post-secondary education (business finance accounting or related discipline)
- Prior experience as a Business Analyst Change Analyst or in Finance Operations a strong asset
- Familiarity with budgeting and planning software (e.g. Anaplan Adaptive Insights Oracle etc.)
- Experience with Agile Iterative and Waterfall project methodologies
- Comfortable leading projects with $500K$2MM budgets and multi-vendor environments
- Strong communication facilitation and stakeholder management skills across Finance and Technology teams
- Proficiency with MS Office SharePoint Confluence JIRA; understanding of data flows testing strategies and project risk management tools
- Ability to work independently and lead through ambiguity with a solution-focused mindset
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 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 2200-25 Ontario Street 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 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 barrier-free 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
Contract
Key Skills
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