Financial Analyst, Financial Planning & Analysis
Financial Analyst, Financial Planning & Analysis
Posted on :
30-08-2025
Employer Active
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
This opportunity will play a pivotal role within the Financial Planning and Analysis team in one of the fastest growing financial institutions in Canada. The Financial Analyst will use his or her financial modeling and analytical skills to develop scheduled and ad hoc reports that drive key management decisions. The candidate must be a quick learner who possesses strong communication analytical and technical skills.
Financial Analysis/Ad hoc Reporting (60%)
- Work closely with Accounting and business partners to prepare monthly accruals and month-end variance analysis
- Perform ad hoc reporting and analysis requests as required with a high degree of flexibility and attention to detail
- Provide ongoing financial support to business units for project related activity
- Reporting requests may require the candidate to collect consolidate and analyze financial data and key performance metrics derived from various sources while employing advanced Excel skills
- The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise
Enhance Financial Analyses and Processes (30%)
- The candidate will work closely with various team members to define scope and support implementation of enhancements to detailed financial models including budgeting/forecasting tools
- The 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
- Support audit processes and maintain documentation
Budgeting and Forecasting (10%)
- Support the annual budget and quarterly forecast through partnering with the business
- Assist in reviewing project budgets/forecasts ensuring financial alignment and governance
Lets Talk About You!
- Completion of an undergraduate degree in Commerce/Business Administration Economics Accounting or an equivalent combination of education and experience
- Preference for a CFA/CPA designation completed/in process
- Two years of experience in an accounting analytics forecasting financial planning & analysis or business partner role
- 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
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
Full-Time
Key Skills
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