Vice President, Value Office, Finance
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Job Location:
Monthly Salary:
Posted on:
16 hours ago
Vacancies:
1 Vacancy
Job Summary
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
As Vice President of the Value Office you will lead a transformative agenda to evolve the Financial Planning & Analysis (FP&A) function into a strategic powerhouse within the organization. Reporting directly to the CFO this role will spearhead the implementation of advanced analytics tools drive enterprise-wide efficiency and lead strategic capital allocation initiatives. You will serve as a key advisor to senior leadership connecting financial insights to business strategy and enabling data-driven decision-making across the enterprise.
Financial Planning & Analysis Leadership
- Lead the modernization of FP&A through the deployment of a performance management platform and further integration of AI-powered forecasting and scenario planning tools.
- Advance the planning forecasting and outlook processes from percentage-based assumptions to robust bottoms-up analysis.
- Champion the Business CFO model embedding FP&A leaders as strategic copilots in business units to act as trusted advisors in decision-making and crisis response.
- Deliver timely insightful and actionable financial analysis to senior executives enabling proactive business decisions.
Enterprise Efficiency
- Own and manage the enterprise-wide spend framework ensuring alignment with strategic priorities and financial targets.
- Partner with business units to evaluate project-level expenses challenge assumptions and ensure financial discipline across initiatives.
- Collaborate cross-functionally to identify and implement cost optimization opportunities balancing efficiency with growth enablement.
- Develop and maintain robust tracking mechanisms for enterprise spending enabling transparency accountability and performance measurement.
- Facilitate strategic discussions around execution feasibility timing and alignment with long-term organizational goals.
- Act as a thought partner to the CFO and executive team anticipating future needs and shaping the enterprises financial strategy.
- Lead the business settlements and reporting team turning data into insights on how the organization spends money and identifying potential efficiency opportunities in line with EQB culture and values.
Strategic Capital Allocation
- Lead the evaluation and prioritization of major investments campaigns transformation projects and acquisition opportunities.
- Partner with Procurement to redefine Delegation of Authority (DOA) policies balancing agility with governance.
- Be a catalyst for prioritizing enterprise projects and campaigns ensuring resources are allocated to initiatives with the highest strategic and financial impact.
- Oversee portfolio reporting of all significant capital initiatives ensuring alignment with ROE targets and long-term strategy.
- Influence senior leaders by providing clear data-driven insights into spend trends trade-offs and ROI across projects.
- Support the CFO in assessing investment proposals requiring executive signoff providing rigorous financial and strategic analysis.
Lets Talk About You!
- 10 years of progressive experience in FP&A corporate finance or strategic planning with at least 5 years in a leadership role.
- Proven success in implementing enterprise-grade planning and forecasting platforms; experience with Anaplan Power BI and AI-driven analytics is a strong asset.
- Deep understanding of financial modeling scenario planning capital allocation and enterprise efficiency strategies.
- Exceptional strategic thinking and business acumen; ability to anticipate future trends and align financial strategy with organizational goals.
- Strong leadership and stakeholder engagement skills; capable of influencing senior executives and driving cross-functional collaboration.
- Experience working with procurement and governance frameworks including DOA policy development.
- CPA CFA MBA or equivalent designation preferred.
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:
Exec
Key Skills
- Forecasting
- Financial Services
- GAAP
- Accounting
- IFRS
- Regulatory Reporting
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Report Interpretation
- Financial Management
- Financial Planning
About Company
At Equitable Bank, we specialize in providing branchless financial services that meet the unique needs of all Canadians. Our range of mortgages, savings accounts and investment options are designed to offer the right solutions to match any unique circumstance.
