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 transparent 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.

📌 Senior Manager, Financial Systems & Data Analytics (Toronto)
🏢 Equitable Bank
📍 Toronto