Senior Director, Financial Planning and Analysis

Neobankbeat; Toronto; Hybrid; CAD 180,000 - 260,000; Full time

Benefits offered by this job

Competitive discretionary bonus

RRSP match program

Benefits: medical, dental, vision, etc

Employee Share Purchase Plan

Parental top-up

Job summary

EQ Bank, a leading Canadian Challenger Bank, seeks a Senior Director of Financial Planning and Analysis to lead enterprise FP&A, forecasting, performance analysis and management reporting. You will drive integrated financial plans, risks and opportunities, partnering with executives to enable disciplined resource allocation.

The role requires building a high‑performing FP&A Centre of Excellence and scaling standards, models, and data across the bank in a hybrid environment, headquartered in

Qualifications

• Leads enterprise FP&A, forecasting, performance analysis and management reporting.
• Partners with leaders to translate strategic priorities into financial plans.
• Champions governance and continuous improvement of planning processes.

Responsibilities

• Lead enterprise financial planning, forecasting, performance analysis and management reporting.
• Oversee FP&A Centre of Excellence and standardize tools, data and insights.
• Translate strategic priorities into financial plans and challenge assumptions.

Skills

Financial planning

Forecasting

Performance analysis

Forecasting & reporting

Management reporting

Financial modeling

Tools

Excel

Power BI

SQL

Job description

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!

The Work

The Senior Director, Financial Planning and Analysis leads the Bank’s enterprise financial planning, forecasting, performance analysis, and management reporting activities and oversees the Financial Planning & Analysis Centre of Excellence within the VP, Financial Planning & Analysis portfolio. The role establishes an integrated view of financial performance, outlook, risks, and opportunities to support executive decision-making and disciplined resource and capital allocation.

The role partners with business and functional leaders to translate strategic priorities into financial plans, challenge assumptions, assess performance drivers, and provide timely, decision-useful insight. It is accountable for the quality, consistency, governance, and continuous improvement of planning and forecasting processes and for establishing a high-performing Financial Planning & Analysis Centre of Excellence that scales common standards, tools, models, data, and insight across the Bank.

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 EQ Bank's additional office space located at 2200-25 Ontario Street, Toronto, ON.

Equity, Diversity & Inclusion

EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger - and our people thrive - when we honour and celebrate diverse experiences, identities, and perspectives. We're equally committed to supporting your growth, both professionally and personally.

We provide a barrier-free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.

As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.

EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.

To learn more, visit eqb.investorroom.com and eqbank.ca.