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About the Role

The Manager, Securitization Administration is responsible for the effective and efficient accounting and reporting of the Bank’s securitization programs. This role involves executing new securitization issuances, ongoing administration, preparing monthly investor reports, accounting, and financial analysis. It requires a high degree of knowledge, experience, and well-developed interpersonal, communication, and leadership skills, along with comprehensive skills to interpret and analyze financial data and experience in data and systems management. The Manager will collaborate with internal and external stakeholders, including Accounting, Capital Markets, Treasury, CMHC, Computershare, business partners, service providers, and auditors. Strong organization, multi-tasking, initiative, and attention to detail are essential.

Responsibilities

Focusing on the accounting, reporting, and financial analysis of the Bank’s securitization activities.
Develop a strong understanding of securitization profit calculations and accounting.
Follow established accounting practices to ensure financial and operating reports accurately reflect the condition of the securitization business in accordance with accounting standards.
Assist with routine accounting processes for securitization activities of both Equitable Bank and Equitable Trust, ensuring timely and accurate accounting and reporting of financial results.
Oversee the accounting for creation, issuance, and settlement of new NHA MBS pools.
Oversee daily cash tracking and balancing of servicer partners, including bank reconciliations.
Ensure timely and accurate accounting and reporting on Covered Bonds activities.
Support the monitoring of securitization regulations to identify new or changing requirements, evaluate applicability, and assist with modifications or establishment of new data sources/systems/processes.
Provide support to the Accounting group in establishing appropriate accounting for the Bank’s securitization activities, including NHA MBS and Covered Bonds.
Key contributor to the financial statement close process through the preparation of monthly accounting schedules.
Assist in the preparation of month-over-month variance analysis in financial results and program profitability.
Assist with the preparation of financial statements notes and other disclosure requirements on a quarterly basis.
Respond to accounting inquiries, providing ad hoc analysis for management decisions.
Support compliance interactions with government agencies and external auditors.
Identify opportunities for process improvement and assist in implementing recommended changes, including training team members.
Support new securitization initiatives by working closely with Capital Markets and other relevant stakeholders.
Ensure effective and efficient staff performance by providing ongoing support and guidance, and coordinating, scheduling, and reviewing direct reports' contributions.
Liaise with other departments and external stakeholders, including Accounting, Capital Markets, Treasury, Prime Single Family and Commercial Lending, Compliance and Internal Audit, IT, BA and Project Management, Financial Planning and Analysis, Strategic partners and service providers, CMHC, Computershare, and external auditors.

Requirements

Post-secondary education and professional designation in Accounting (CPA).
A minimum of 5 years of experience in accounting or financial reporting at a financial institution, with at least 2 years in a leadership role.
Knowledge of/experience with CMHC sponsored NHA MBS and CMB securitization programs would be an asset.
Strong technical aptitude, with a proven understanding of cash flow modeling.
Possesses strong leadership skills with an ability to work independently, influence and engage across the organization.
Experience with execution of complex financial reporting requirements, preferably securitization related.
Experience in the mortgage industry and securitization preferred.
Experience with data management and reporting systems.
Experience in process development and controls management.
Possesses strong analytical abilities and very detailed oriented.
Outstanding interpersonal skills with ability to build solid relationships with other members of the Finance department, business unit representatives, and internal and external stakeholders.
Excellent verbal and written communication skills, with the ability to communicate clearly and concisely.
Strong organizational skills with the ability to prioritize multiple tasks and meet tight deadlines within a fast-paced environment.
Independent thinker and self-starter who will be able to work independently and exercise good professional judgment.
Ability to identify and drive process improvements, maintaining a strict control environment.
Proficient computer skills (advanced Microsoft Excel, Access, Word, and accounting systems).
The ability to learn quickly and develop knowledge and understanding of mortgage securitization through the CMHC NHA MBS and CMB programs.
Comfortable with complex and nuanced transactions that require innovative thinking and the development of tailored/customized solutions.
Expected to develop a strong understanding of the Bank’s securitization operations and accounting.
Strong process related skills would be beneficial to identify and assess process improvement opportunities and assist with the development and execution of solutions.
Must be able to communicate clearly and provide thoughtful insights.
Meeting the organization's expectations for productivity, quality, and objectives.
Contributing to a team culture that works collaboratively with internal and external stakeholders.
Working with the team to collectively deliver on the team’s goals.
Participating in target setting, regular touch base meetings, performance development planning, and formal semi-annual performance reviews.
All reporting is extremely time sensitive and can directly impact the Bank’s funding programs.

Skills

Accounting
Financial Reporting
Securitization
Investor Reporting
Financial Analysis
Data Management
Systems Management
Leadership
Interpersonal Skills
Communication Skills
Organization Skills
Multi-tasking
Attention to Detail
Independent Work
Initiative
Cash Flow Modeling
Financial Reporting Execution
Mortgage Industry
Process Development
Controls Management
Analytical Abilities
Relationship Building
Verbal Communication
Written Communication
Prioritization
Meeting Deadlines
Fast-paced Environment
Independent Thinking
Self-starter
Professional Judgment
Process Improvement
Control Environment Management
Microsoft Excel
Microsoft Access
Microsoft Word
Accounting Systems

Location

Hybrid

Work Type

Hybrid
Full-time

Experience Level

Minimum of 5 years of experience in accounting or financial reporting at a financial institution
At least 2 years in a leadership role

Education Level

Post-secondary education
Professional designation in Accounting (CPA)

Benefits

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

About the Company

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.
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.

Equal Opportunity

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.