Senior Financial Analyst, Financial Data & Systems

ZipRecruiter; Toronto; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

Join a leading Challenger Bank as a Senior Financial Analyst in Toronto, where you will leverage your data analytics skills to maintain financial databases and support management decisions. This role offers a hybrid work environment and opportunities for professional growth within a dynamic team focused on redefining banking in Canada.

Benefits

Competitive bonus

RRSP match

Comprehensive benefits

Employee Share Purchase Plan

Top-up for parental leave

Generous vacation and personal days

Virtual events

Professional development allowance

Career programs

Qualifications

• 4-5 years of relevant experience.
• Strong data analysis skills.
• Proficient in Microsoft Power products.

Responsibilities

• Maintain financial data and systems for reporting.
• Enhance financial analyses and processes.
• Perform ad hoc reporting and analysis.

Skills

Data Analysis

Problem-Solving

Communication

Education

University degree in Accounting

University degree in Finance

University degree in Business

University degree in Computer Science

Tools

Power BI

Tableau

SQL

VBA

Python

Job description

Job Description Join a Challenger Bank

Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions, and learn together.

We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

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 data analytics skills to maintain key financial databases and models to develop scheduled and ad hoc reports that support management decisions. The candidate must be a quick learner with strong communication, analytical, and technical skills.

The Core Responsibilities of the Job:

1. Maintenance of Financial Data & Systems (35%)
2. Maintain data flowing from key systems into the Finance databases, including general ledger and financial tools.
3. Ensure accuracy and completeness of month-end data for reporting; raise issues and implement solutions.
4. Develop and maintain financial models for management reports, such as mortgage subledger and mortgage continuity.
5. Run and maintain detailed queries/reports for regulatory reporting; create Power BI visuals for internal use.
6. Employ advanced data cleansing and analytics skills, utilizing SQL scripts, M, DAX, and understanding programming for automation.
7. Enhance Financial Analyses and Processes (20%)
8. Collaborate to define, scope, and implement enhancements to financial models, including budgeting/forecasting tools.
9. Develop background documentation to improve process efficiencies and risk management.
10. Proactively improve the technical accuracy, validation, and organization of financial models.
11. Financial Analysis/Ad hoc Reporting (30%)
12. Perform flexible ad hoc reporting and analysis, consolidating data from various sources.
13. Assist in other areas of Accounting and Finance as needed.

Let's Talk About You!

• University degree in Accounting, Finance, Business, or Computer Science.
• 4-5 years of relevant experience.
• Strong data analysis skills; experience with Power BI, Tableau.
• Proficient in Microsoft Power products (Power BI, Power Query, Power Automate, Power Apps).
• Proficient in SQL; knowledge of rational database concepts.
• Programming experience such as VBA, Python.
• Understanding of finance processes and financial modeling.
• CFA/CPA is a plus.
• Strong problem-solving, analytical, organizational skills; ability to multi-task.
• Enjoys teamwork and individual work environments.

What We Offer

• Competitive bonus, RRSP match, comprehensive benefits.
• Employee Share Purchase Plan, top-up for parental leave, generous vacation and personal days.
• Virtual events, professional development allowance, career programs.
• Opportunity to join a leading FinTech and redefine banking.

The role involves hybrid work, based at 2200-25 Ontario Street, Toronto, ON.

Equitable Bank values diversity and inclusion, providing accommodations for applicants. Candidates must pass background and credit checks. We look forward to your application!