Financial Planning, Forecasting & Performance Management Lead the annual budget, periodic forecast, and multi-year financial planning processes, integrating business plans, economic assumptions, balance sheet and income statement drivers, and enterprise priorities.

Establish planning calendars, standards, controls, accountabilities, and review forums that support complete, accurate, timely, and comparable submissions across the Bank.

Provide an integrated view of actual and forecast performance, including revenue, net interest margin, expenses, profitability, return on equity, capital implications, and key non-financial drivers.

Lead scenario and sensitivity analysis to assess the financial implications of changing market conditions, strategic choices, investments, and emerging risks.

Identify material variances, trends, and forecast risks; ensure clear ownership of actions and provide concise recommendations to senior leadership.

Capital Forecasting, Strategic Capital Allocation, ICAAP & Stress Testing Lead enterprise capital forecasting and provide a forward-looking view of regulatory capital, leverage, capital generation, and deployment under the strategic and financial plan.

Assess capital capacity, requirements, and trade-offs to support the allocation of capital to strategic investments, business growth, acquisitions, and other enterprise priorities.

Partner with Treasury, Risk Management, business leaders, and other Finance teams to align capital forecasts with earnings, balance sheet growth, risk-weighted assets, funding plans, internal capital targets, and management buffers.

Lead the consolidation of financial forecasts and capital impacts for the Internal Capital Adequacy Assessment Process, enterprise-wide stress testing, regulatory stress testing, and related scenario analysis.

Evaluate adverse but plausible scenarios, key sensitivities, and management actions; identify potential capital constraints or vulnerabilities and recommend actions to protect resilience and support strategic objectives.

Establish robust governance, controls, documentation, and executive reporting for capital assumptions, methodologies, forecasts, stress-testing outputs, and capital-allocation decisions.

Executive & Strategic Financial Storytelling Lead the development and presentation of clear, Board-ready financial narratives that explain enterprise performance, outlook, key drivers, risks, opportunities, and recommended actions.

Translate complex financial, operational, and strategic analysis into concise,



decision-oriented messages tailored to the Board, executive leadership, and management governance forums.

Provide strategic oversight of consolidated financial results and outlook, ensuring consistency across the income statement, balance sheet, capital, business segments, and key performance indicators.

Connect actual and forecast performance to the Bank’s strategy, external environment, and value-creation priorities, highlighting the implications of trends, trade-offs, and emerging issues.

Establish executive communication standards that are punchline-first, analytically sound, and supported by clear evidence, sensitivities, and actionable recommendations.

Coordinate across Finance, Treasury, Strategy, Investor Relations, Risk Management, and business finance partners to maintain a consistent enterprise financial story across Board, executive, regulatory, and external materials.

Management Reporting, Data & Insight Oversee recurring management reporting and dashboards, ensuring that measures, definitions, commentary, and source data are consistent and decision-practical.

Establish and monitor key performance indicators and financial drivers that connect strategic objectives, operating activity, and financial outcomes.

Strengthen data quality, model governance, documentation, controls, and review practices for material planning and management reporting outputs.

Drive automation and simplification of planning, forecasting, modelling, and reporting processes to improve speed, accuracy, transparency, and analytical capacity.

Partner with Data and Technology stakeholders on requirements, prioritization, testing, implementation, and adoption of financial planning and analytics capabilities.

Leadership, Governance & Continuous Improvement Establish and oversee the Financial Planning & Analysis Centre of Excellence, including its mandate, governance, operating model, service catalogue, priorities, measures, and capability roadmap.

Develop common planning, forecasting, modelling, reporting, and business-partnering standards,



and support adoption across Financial Planning & Analysis and partner teams.

Build reusable tools, templates, driver libraries, scenario models, data definitions, and analytical practices that improve consistency, speed, and decision usefulness.

Create a community of practice that strengthens capability through coaching, knowledge sharing, quality review, and continuous learning.

Lead, coach, and develop a team of finance professionals; establish clear accountability, effective succession and development practices, and high standards for analysis and communication.

Maintain an effective control environment for planning, forecasting, modelling, and management reporting, and address issues identified through review, audit, or control testing.

Lets Talk About You! University degree in finance, accounting, economics, business, or a related discipline, or an equivalent combination of education and relevant experience. CPA or CFA designation or an equivalent recognized finance designation.

At least 12 years of progressive finance experience, including substantial experience in financial planning and analysis, forecasting, management reporting, financial modelling, and executive decision support.

Senior leadership and people-management experience, including experience setting functional priorities, reviewing complex work, coaching leaders and professionals, and delivering through others.

Advanced knowledge of financial statements, performance drivers, budgeting, forecasting, scenario analysis, profitability, return on equity, and capital-aware decision-making within financial services.

Experience producing and presenting concise analysis for executives and governance forums, with the judgment to distinguish material issues, challenge assumptions, and recommend action.

Advanced spreadsheet and presentation skills and experience with enterprise planning, reporting, business intelligence, and financial data tools.

Specific systems: To be confirmed.

Strong written and verbal communication, stakeholder-management, analytical, problem-solving, organization, and change-leadership skills.

Experience in a Canadian bank or other regulated financial institution, including knowledge of banking products, net interest margin, balance sheet drivers, capital, and regulatory considerations.

What we offer [For full-time permanent roles] Competitive discretionary bonus Market leading RRSP match program Medical, dental, vision, life, and disability benefits Employee Share Purchase Plan

📌 Senior Director, Financial Planning and Analysis (Toronto)
🏢 Equitable Bank
📍 Toronto