Senior Manager, Financial Systems & Data Analytics

EQ Bank | Canada's Challenger Bank; Toronto; On-site; CAD 120,000 - 170,000; Full time

Job summary

EQ Bank in Toronto is seeking a Senior Manager for Financial Systems & Data Analytics to lead Anaplan governance, finance data models, and downstream reporting. You will own data controls, model enhancements, and cross-functional collaboration with FP&A, Accounting, Technology and Risk/Controls.

The role focuses on maintaining data accuracy, planning cycles, and driving Finance transformation through analytics and automation in a fast-paced, regulated environment.

Qualifications

• Bachelor's or Master's degree in Accounting, Finance, Business, CS; CPA/CFA asset.
• 7–10 years of progressive experience in Finance systems, reporting, analytics, data management, or Finance transformation.
• Hands-on Anaplan administration experience, model management, and reporting support preferred.
• Experience with GL-sourced data, integrations, and downstream reporting requirements.
• Advanced Power BI, Power Query, SQL, data modelling, and automation skills (VBA/Python).

Responsibilities

• Oversee maintenance, governance, and enhancements of Anaplan and Finance data processes.
• Lead month-end/quarter-end data accuracy, reconciliation, and close timeliness.
• Partner with FP&A, Accounting, Technology, Data/EDM, and stakeholders to define reporting requirements.
• Drive process improvements, governance, automation, and Finance transformation initiatives.

Skills

Anaplan administration

SQL

Power BI

Power Query

DAX

Automation (VBA/Python)

Data modelling

Education

Bachelor's or Master's degree in Accounting/Finance/CS

CPA/CFA designation considered an asset

Tools

Anaplan

Python

VBA

Job description

Purpose of the Job

The Senior Manager, Financial Systems & Data Analytics will lead the governance, maintenance, and continuous improvement of Anaplan, Finance data models, GL-sourced data processes, reporting, and analytics capabilities. This role supports management decision-making, regulatory reporting, planning, month-end close, and Finance transformation initiatives through strong system ownership, data controls, and partnership with FP&A, Accounting, Finance leadership, Technology, Data/EDM, Risk/Controls, and business stakeholders.

The Work!

Maintenance of Financial Data & Systems (35%)

• Oversee the maintenance, governance, and ongoing enhancement of Anaplan and related Finance data processes, including integrations, master data alignment, access management, documentation, and controls.
• Ensure month-end and quarter-end data in Anaplan, key Finance tables, and downstream reporting processes is accurate, complete, reconciled, and available within required close timelines.
• Lead Anaplan readiness and execution support for budgeting, forecasting, and planning cycles, including model preparation, version and scenario management, data loads, validation, and issue resolution.
• Partner with Operations, Technology, Data/EDM, FP&A, Accounting, Finance leadership, Risk/Controls, and business stakeholders to validate GL-sourced data, support mappings and integrations, and define downstream reporting requirements.
• Provide technical leadership across financial models, SQL, Power BI, Power Query, DAX, automation, data cleansing, reporting controls, and management reporting.

Enhance Financial Analyses and Processes (20%)

• Define, prioritize, and deliver enhancements to Anaplan, financial models, reporting processes, budgeting and forecasting tools, and Finance data infrastructure in partnership with FP&A, Accounting, Finance leadership, Technology, Data/EDM, Risk/Controls, and business stakeholders.
• Own the intake, prioritization, and roadmap for Anaplan and Finance reporting enhancements, balancing business needs, control requirements, and delivery capacity.
• Lead change management activities, including impact assessment, release planning, user acceptance testing, stakeholder communications, training, and post-implementation support.
• Drive continuous improvement of Finance processes with a focus on efficiency, auditability, governance, automation, and risk management.
• Coordinate with internal teams and external implementation or support partners to deliver enhancements, resolve defects, and support Finance transformation priorities.

Financial Analysis/Ad hoc Reporting (30%)

• Lead ad hoc reporting and analysis requests for Finance leadership, FP&A, Accounting, Risk/Controls, Technology, Data/EDM, and business stakeholders, ensuring deliverables are accurate, insightful, timely, and clearly communicated.
• Oversee the collection, consolidation, analysis, and interpretation of financial data and key performance metrics from multiple systems and business areas.
• Support broader Accounting, Finance, and enterprise initiatives by providing analytical leadership, subject matter expertise, and practical recommendations.

Team Leadership and People Management (15%)

• Lead delivery of Finance initiatives by managing priorities, timelines, risks, dependencies, and stakeholder expectations.
• Manage, coach, and develop reporting resources by setting clear expectations, providing feedback, and supporting technical and professional growth.
• Identify training, cross-functional exposure, and development opportunities to strengthen team capability and effectiveness.

Your Experience!

• a Bachelor or Master degree in Accounting, Finance, Business, Computer Science, or a related field required; CPA, CFA, or similar designation considered an asset.
• 7 to 10 years of progressive experience in Finance systems, reporting, analytics, data management, or Finance transformation.
• Hands-on experience with Anaplan administration, model management, enhancements, lists and hierarchies, access management, imports/exports, versioning, budgeting, forecasting, and reporting support is strongly preferred.
• Experience working with general ledger platforms or GL-sourced data, including integrations, controls, reporting structures, reconciliations, and downstream reporting requirements.
• Advanced experience with Power BI, Power Query, SQL, data modelling, reporting architecture, data quality controls, and automation tools such as VBA or Python.
• Strong understanding of month-end and quarter-end close, budgeting and forecasting cycles, internal controls, reconciliations, management reporting, and financial modelling.
• Demonstrated experience leading process improvement, reporting modernization, system enhancement, change management, or Finance transformation initiatives.
• Previous people leadership or team management experience is strongly preferred.
• Strong executive communication, analytical, problem-solving, prioritization, and organizational skills, with the ability to work independently and collaboratively across FP&A, Accounting, Finance leadership, Technology, Data/EDM, Risk/Controls, and business stakeholder groups.