Sr Associate / AVP, Credit and Portfolio Management
Impact Investment Exchange (IIX)
Analytics Manager
EQ Bank | Equitable Bank
full-time
Posted on:
Origin: • 🇨🇦 Canada
Visit company websiteJob Level
SeniorLead
About the role
- 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
Requirements
- 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
