EQ Bank | Equitable Bank

Senior Financial Analyst, Financial Planning & Analysis

EQ Bank | Equitable Bank

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • 🇨🇦 Canada

Visit company website
✨ AI Apply
Apply

Job Level

Senior

Tech Stack

SQL

About the role

  • The Senior Financial Analyst will be responsible for developing and maintaining financial models that are distributed to management on a monthly and quarterly basis
  • Key deliverables encompass business unit profit & loss reporting, mortgage renewal & pricing analyses, mortgage continuity reports and budget/forecasts
  • This role will require the candidate to run detailed financial models, liaise with different business units and extract and manipulate data from various information sources
  • The incumbent will employ advanced Excel skills such as Pivot Tables, Nestled “IF” Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to build efficient and accurate financial models
  • The candidate will work closely with various team members to define, scope and implement enhancements to detailed financial models, including budgeting/forecasting tools
  • The Senior Financial Analyst will help structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk
  • Perform ad hoc reporting and analysis requests as required with a high degree of flexibility and attention to detail
  • Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources
  • The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise

Requirements

  • Four year Degree; Accounting, Finance, Economics, or Business preferred
  • Preference for a CFA/CPA designation completed/in process
  • At least 4 - 5 years of progressive and relevant work experience
  • 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
Benefits
  • 💰 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial modelingbudgetingforecastingdata analysisfinancial reportingadvanced ExcelmacrosSQLfinancial statementsperformance metrics
Soft skills
problem-solvinganalytical skillsattention to detailorganizational skillsmulti-taskingteamworkcommunication
Certifications
CFACPA