Head, Finance Integration & Transformation

EQ Bank

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profile Job Location:

Toronto - Canada

profile Monthly Salary: Not Disclosed
Posted on: 17 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 780000 customers 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$138 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 Head Finance Integration & Transformation will play a pivotal leadership role at the centre of one of EQBs most transformative multiyear strategic accelerations. As we bring together the strengths of Equitable Bank (EQB) and Presidents Choice Financial (PCF) this role will lead the design and execution of a comprehensive finance integration strategy that unifies people processes data technology and financial reporting across two world class organizations. This is a unique opportunity to help modernize and advance EQBs finance capabilities including shaping the next generation of financial reporting and to unite two high performing teams during a defining moment of growth.

Finance Leadership

    • As the Finance lead on M&A activities lead enterprise-wide financial integration on acquisitions and dispositions including the acquisition of PCF.
    • Establish a Finance integration framework that aligns accounting practices reporting processes financial controls and finance technology.
    • Build a culture of collaboration accountability and continuous improvement within the Finance organization.
    • Act as a strategic partner with senior leadership across the enterprise the Integration Management Office (IMO) and advisors driving finance integration decisions that support long-term scalability risk management and value creation.

Finance Transformation & Innovation

    • Lead Finances integration of PCF establishing the foundation design principles and innovation mindset that will define the broader Finance transformation journey.
    • Collaborate with Business Technology Risk and Finance teams to modernize end-to-end financial systems including GL consolidation reconciliations and data pipelines.
    • Champion digital reporting modernization automation and analytics advancements that elevate accuracy control and insight generation across Finance.
    • Extend lessons learned from the PCF integration to architect and execute a multiyear transformation roadmap across all Finance functions and EQB subsidiaries.

Finance Policy Controls & Reporting

    • Lead the integration of accounting treatments ensuring alignment with the Chief Accountants office.
    • Review and sign off on process readiness for financial reporting regulatory filings audit requirements and cross functional change impacts.
    • Oversee readiness for integrated month end and quartered close processes ensuring accuracy timeliness and scalability of post integration.
    • Support the development of integrated financial reporting structures and disclosures post integration.
    • Identify accounting related risks early and drive mitigation strategies in partnership with technical accounting teams.

Integration Program Management

    • Lead program management team to develop integration roadmaps including scope timelines resource plans risks and milestones.
    • Coordinate with the IMO to ensure integration initiatives are delivered on time budget and within scope.
    • Oversee change management readiness: communication training documentation and adoption across Finance teams.

Key People Management Accountabilities

    • Demonstrate strong leadership ability to form effective diverse teams assess talent develop people coach and mentor; frequently perform team assessment and evaluate associates based on goals and expectations.
    • Excellence in managerial leadership and motivation.
    • Create a team culture that is consistent with the EQBs.
    • Plan and allocate resources to effectively accomplish the integration deliverables.
    • Establish and maintain relevant controls and feedback systems to check the information accuracy and integrity of Finances deliverables.
    • Lead employees to meet the EQBs expectations for productivity quality and goal accomplishment.

    • Professional Experience: Minimum of 10 years of progressive experience in finance accounting and transformation roles with proven success in leading and delivering complex integration or transformation programs. Experience from Big 4 accounting firms and/or financial services is an asset.
    • Integration & transformation leadership: Demonstrated ability to design and execute multiyear cross functional roadmaps spanning people process data and technologydelivering measurable outcomes at enterprise scale.
    • Financial reporting & close expertise: Deep understanding of core finance processes (financial reporting month/quarter close consolidations planning and internal controls) with a track record of improving accuracy timeliness and scalability.
    • Accounting policy application: Strong knowledge of accounting policy integration and alignment; capable of partnering with a Chief Accountants Office on accounting treatments disclosures reporting readiness and controls in a public issuer environment.
    • Systems & Data Fluency: Handson experience with office of the CFO finance systems and technology (GL consolidation reconciliations reporting FP&A) and leading systems integration and process redesign.
    • Executive communication & influence: Exceptional written and verbal communication skills; including the ability to create compelling presentations and simplify complex topics for senior executives Boards/Audit Committees and cross functional partners.
    • Stakeholder leadership: Ability to build trust and consensus across Business Technology Risk Legal Data and Finance; proven success orchestrating decision-making and resolving cross functional dependencies.
    • People leadership: Experience building coaching and scaling diverse high performing teams; fostering engagement accountability and a culture of continuous improvement.
    • Program/IMO discipline & execution:Strong organizational and time management skills with the ability to prioritize competing demands develop detailed work plans and deliver results under tight and evolving timelines. Demonstrated success managing scope risks milestones and interdependencies in large-scale change environments.
    • Credentials: Professional designation (CPA CA; CPA CGA; CPA CMA) and/or a relevant postgraduate degree such as an MBA is 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
Professional development and 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!
Join a ChallengerBeing 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 abo...
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Key Skills

  • AutoCAD 3D
  • Business Travel
  • CAD CAM
  • ABAP
  • Management Administration
  • Manufacturing

About Company

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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.

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