Manager, Financial Planning & Analysis
Manager, Financial Planning & Analysis
Posted on :
19-09-2025
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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 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 lines 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.
The Core Responsibilities!
- 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 timeframes
- 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 center 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
Maintenance of Financial Models
- 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
Enhance Financial Analysis and Processes
- Assess and recommend improvements to the Annual Budget and Monthly Forecasting Process including the use of Budgeting/ Forecasting tools Proactively find ways to improve the technical accuracy validation and organization of Financial Analysis
- Structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk
- Reporting identifying assessing and analyzing the impact of operational risk inherent in products activities processes and systems for which it is accountable
Lets Talk About You!
- Post-secondary degree in Accounting Finance Economics or Business preferred
- CFA/CPA designation completed (at the very least in process)
- Minimum 7 years of progressive and relevant work experience
- Minimum 3 years experience managing a team
- Experience overseeing/reviewing junior Team members work
- Comprehensive understanding of the financial products and services offered at Concentra
- Demonstrated ability using MS Office (Excel Access PowerPoint and Word)
- Employ advanced Excel skills such as Pivot Tables Nestled IF Statements VLOOKUP OFFSET SUMIFS MATCH-INDEX etc. to assist in building efficient and accurate financial models
- Comprehensive understanding in the measurement monitoring and analysis of balance sheet risk management
- Comprehensive understanding of internal control framework and operational risk elements
- Working level ability to assess complex financial issues recommend strategies plans and tactics to meet business objectives
- Experience utilizing technology to gather and manipulate data
- 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 and organizational skills
- Strong two-way communication and leadership 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
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:
Manager
Employment Type
Full-Time
Key Skills
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