Senior Financial Analyst, FP&A

Join a Challenger

At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions.

We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.

What's kept us moving? The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.

If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. We can’t wait to get to know you!

We can’t wait to get to know you!

This opportunity will play a pivotal role within the Financial Planning and Reporting team in one of the fastest growing financial institutions in Canada. The Senior Financial Analyst will use his or her financial modeling and analytical skills to develop scheduled and ad hoc reports that drive key management decisions. The candidate must be a quick learner who possesses strong communication, analytical and technical skills.

Maintenance of Financial Models

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, Deposit forecasting & pricing analyses, NIM Margin Analysis , 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

Enhance Financial Analyses and Processes

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

This team member will be expected to proactively find ways to improve the technical accuracy, validation and organization of financial models

Financial Analysis/Ad hoc Reporting

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

• · 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