Senior Manager, Financial Systems & Data Analytics

Equitable Bank; Toronto; On-site; CAD 110,000 - 160,000; Full time

Job summary

Equitable Bank seeks a Senior Manager, Financial Systems & Data Analytics to lead governance, maintenance, and improvement of Anaplan and Finance data models. You will partner with FP&A, Accounting, Technology, and Risk to ensure accurate close, regulatory reporting, and timely insights.

You will guide budgeting, forecasting, and reporting cycles, drive process improvements, and manage a team of reporting resources. Strong leadership and cross-functional collaboration are essential.

Qualifications

• MBA or equivalent not required; degree in accounting/finance/business/CS is stated.
• 7–10 years of progressive finance systems, reporting, analytics, or transformation experience.
• Hands-on Anaplan administration and model management preferred.
• Experience with GL data, integrations, and downstream reporting.
• Advanced Power BI/Power Query/SQL data work and automation tools.

Responsibilities

• Oversee maintenance and governance of Anaplan and related Finance data processes.
• Lead enhancements to financial models, reporting, budgeting, and forecasting tools.
• Deliver ad hoc reporting and financial analyses for leadership.
• Lead and coach reporting resources, manage priorities and timelines.

Skills

Leadership

Executive communication

Analytical

Problem solving

Organizational skills

Independent & collaborative work

Education

Bachelor’s or Master in Accounting/Finance/Business/CS

Tools

Anaplan administration

Power BI

Power Query

SQL

Data modelling

VBA

Python

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.