Senior Financial Analyst, FP&A

EQ Bank | Canada's Challenger Bank • Toronto, ON

3d

About The Position

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.

Requirements

• Four year Degree; Accounting, Finance, Economics, or Business preferred
• 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
• 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

Nice To Haves

• Preference for a CFA/CPA designation completed/in process
• Experience using database query tools (i.e. SQL) is considered an asset

Responsibilities

• 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.
• Running detailed financial models, liaising with different business units and extracting and manipulating data from various information sources.
• Employing advanced Excel skills such as Pivot Tables, Nestled “IF†Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to build efficient and accurate financial models.
• Working closely with various team members to define, scope and implement enhancements to detailed financial models, including budgeting/forecasting tools.
• Structuring key processes and developing relevant background documentation with a view to enhance efficiencies and manage risk.
• Proactively finding ways to improve the technical accuracy, validation and organization of financial models.
• Performing ad hoc reporting and analysis requests as required with a high degree of flexibility and attention to detail.
• Collecting, consolidating and analyzing financial data and key performance metrics derived from various sources.
• Assisting in other areas of the Accounting and Finance department and other business units as needs arise.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior