Senior Financial Analyst, FP&A

Socket.dev; Toronto; On-site; CAD 85,000 - 110,000; Full time

Benefits offered by this job

Bonus

RRSP match

Benefits – medical/dental/vision/life

Employee Share Purchase Plan

Maternity/Parental top-up

Generous vacation & personal days

Virtual events

Career development

FinTech opportunity

Job summary

EQB Inc. is seeking a Senior Financial Analyst to join the Financial Planning and Reporting team in Canada. You will develop and maintain financial models and deliver scheduled and ad hoc analyses to drive key management decisions.

The role requires strong communication, analytical and technical skills, with advanced Excel and experience in financial modeling. This is a full‑time position based in Canada.

Qualifications

• 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.

Responsibilities

• Maintain financial models distributed to management monthly and quarterly.
• Prepare reports: unit profit & loss, Deposit forecasting & pricing analyses, NIM margin analysis, budgets/forecasts.
• Run detailed financial models, liaise with business units, pull data from multiple sources.
• Use advanced Excel features (Pivot Tables, VLOOKUP, INDEX/MATCH, etc.) to build accurate models.

Skills

Advanced Excel

Financial Modeling

SQL

MS Office

Data Analysis

Problem Solving

Attention to Detail

Multi-tasking

Education

Bachelor's degree in Accounting/Finance/Economics/Business

CFA/CPA designation completed/in process

Tools

SQL

Excel

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!

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 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.

Core Responsibilities

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

Let's Talk About You

• 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

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

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.