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.

If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. 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 financial modeling and analytical skills 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.

The Senior Financial Analyst will be responsible for developing and maintaining financial models that are distributed to management on a monthly and quarterly basis

Key deliverables encompass business unit profit & loss reporting, Deposit forecasting & pricing analyses, NIM Margin Analysis , and budget/forecasts

This role will require the candidate to run detailed financial models, liaise with different business units and extract and manipulate data from various information sources The incumbent will employ advanced Excel skills such as Pivot Tables, Nestled “IF” Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc.

Enhance Financial

Analyses and Processes The Senior Financial Analyst will help structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk

This team member will be expected to proactively find ways to improve the technical accuracy, validation and organization of financial models

Financial Analysis/Ad hoc Reporting





Perform ad hoc reporting and analysis requests as required with a high degree of flexibility and attention to detail

Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise

Accounting, Finance, Economics, or Business preferred

Preference for a CFA/CPA designation completed/in process

At least 4 - 5 years of progressive and relevant work experience

Demonstrated ability using MS Office (Excel, Access, PowerPoint and Word)

Advanced Microsoft Excel skills, including developing/running macros

Experience utilizing technology to gather and manipulate data

Experience using database query tools (i.e. SQL) is considered an asset

What we offer [For full-time permanent roles] Competitive discretionary bonus

Medical, dental, vision, life, and disability benefits

Generous vacation policy and personal days

Virtual events to connect with your fellow colleagues A fulfilling opportunity to join one of the top FinTechs and help create a current kind of banking experience

Equity, Diversity & Inclusion EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. 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 candidates considered for hire must successfully complete a criminal background check and credit check.

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.

📌 Senior Financial Planning Analyst (FP&A) (Toronto)
🏢 EQ Bank | Canada's Challenger Bank
📍 Toronto