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About the Role

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 data analytics skill to maintain key financial databases and models 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.

Responsibilities

Maintain data that flows from key systems into the Finance databases, including the maintenance of the existing general ledger and future financial tools.
Ensure month-end data in key tables are accurate and complete for downstream reporting, raising issues as they arise and ensuring solutions are implemented.
Prepare the finalized source of data for internal and external reporting.
Develop and maintain financial models distributed to management on a monthly and quarterly basis, such as mortgage subledger and mortgage continuity.
Run and maintain detailed queries/reports for regulatory reporting.
Create Power BI visuals for internal reporting.
Employ advanced data cleansing and analytics skills, utilizing complex SQL scripts, M and DAX for Power BI reporting, and the ability to understand programming languages for automated scripts.
Work closely with various team members to define, scope and implement enhancements to detailed financial models, including budgeting/forecasting tools.
Help structure key processes and develop relevant background documentation to enhance efficiencies and manage risk.
Proactively find ways to improve the technical accuracy, validation and organization of financial models.
Perform ad hoc reporting and analysis requests with flexibility and attention to detail.
Collect, consolidate and analyze financial data and key performance metrics from various sources for reporting requests.
Assist in other areas of the Accounting and Finance department and other business units as needs arise.

Requirements

Four year Degree; Accounting, Finance, Business or Computer Science preferred.
At least 4 - 5 years of progressive and relevant work experience.
Strong data analysis skills with experience using a variety of systems and BI tools such as Power BI and Tableau.
Strong knowledge of Microsoft Power products i.e., Power BI, Power Query, Power Automate, Power App.
Proficient in SQL and knowledge of rational database concepts.
Previous programming experience such as VBA, Python.
Understanding and knowledge of finance processes.
Previous experience with finance transformation or major process improvements.
Knowledge of financial modeling concepts is required.
CFA/CPA designation is nice to have.
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.
Must be a quick learner.
Must possess strong communication, analytical and technical skills.

Skills

Data analytics
Power BI
Tableau
Microsoft Power BI
Power Query
Power Automate
Power App
SQL
M
DAX
VBA
Python
Financial modeling
Problem-solving
Analytical skills
Attention to detail
Organizational skills
Multi-tasking

Location

Toronto, ON

Work Type

Hybrid

Experience Level

Senior
4 - 5 years

Education Level

Four year Degree

Benefits

Competitive discretionary bonus
Market leading RRSP match program
Medical, dental, vision, life, and disability benefits
Employee Share Purchase Plan
Maternity/Parental top-up
Generous vacation policy and personal days
Virtual events
Professional development and comprehensive Career Development program

About the Company

EQ is remaking banking so every Canadian gets ahead, every day.
Serving nearly 4 million Canadians from coast to coast, EQ offers a wide variety of financial services from banking and lending, to trust and credit union solutions.
EQ has been challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences since 1970.
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.