Senior Financial Analyst, Financial Data & Systems

EQ Bank | Canada's Challenger Bank; Toronto; Hybrid; CAD 110,000 - 130,000; Full time

Benefits offered by this job

Bonus

RRSP match

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

Employee Share Purchase Plan

Parental top-up

Vacation days

Professional development

Job summary

EQ Bank in Toronto is seeking a Senior Financial Analyst to join the Financial Planning and Reporting team. You will leverage data analytics to maintain financial databases and develop scheduled and ad hoc reports that drive management decisions.

The role requires strong SQL, Power BI, Tableau, and Excel skills, plus 4–5 years of experience in finance. You will build and maintain financial models, support budgeting and forecasting, and contribute to process improvements in a fast-growing fintech.

Qualifications

• Four year degree in Accounting, Finance, Business or CS preferred.
• 4–5 years of progressive and relevant work experience.
• Strong data analysis skills with BI tools such as Power BI and Tableau.
• Proficient in SQL; knowledge of finance processes and modelling.

Responsibilities

• Maintain financial data and systems; ensure month-end accuracy and reporting.
• Develop and maintain financial models distributed to management monthly/quarterly.
• Perform ad hoc reporting and analysis for various stakeholders within Finance.

Skills

Power BI

Tableau

SQL

Python

Data analysis

Finance domain

VBA

CPA/CFA (nice to have)

Problem solving

Attention to detail

Education

Bachelor's degree

Tools

Power BI

Power Query

Power Automate

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

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 data analytics skill to maintain key financial databases and models 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.

Core Responsibilities

• Maintenance of Financial Data & Systems (4 5%)
  • The Senior Financial Analyst will be responsible for maintaining data that flows from key systems into the Finance databases. Including the maintenance of the existing general ledger and future financial tools.
  • Key deliverables will include ensuring the month end data in key tables are accurate and complete for downstream reporting, raising issues as they rise and ensuring the solution is implemented. The preparation of the finalized source of data for internal and external reporting.
  • The Senior Financial Analyst will be responsible for developing and maintaining financial models that are distributed to management on a monthly and quarterly basis, such as mortgage subledger and mortgage continuity
  • This role will require the candidate to run and maintain detailed queries/reports for regulatory reporting and create Power BI visuals for internal reporting
  • The incumbent will employ advanced data cleansing and analytics skills, utilizing complex SQL scripts, M and DAX for Power BI reporting, and the ability to understand programming languages for automated scripts.
• Enhance Financial Analyses and Processes (20%)
  • 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 (35%)
  • 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

Let's Talk About you!

• Four year Degree; Accounting, Finance, Business or Computer Science preferred
• At least 4 - 5 years of progressive and relevant work experience
• Strong data analysis skills with experience using a variety of systems and BI tools such as Power BI and Tableau
• Strong knowledge of Microsoft Power products i.e., Power BI, Power Query, Power Automate, Power App
• Proficient in SQL and knowledge of rational database concepts
• Previous programming experience such as VBA, Python
• Understanding and knowledge of finance processes
• Previous experience with finance transformation or major process improvements
• Knowledge of financial modeling concepts is required
• CFA/CPA designation is nice to have
• 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

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.