Role overview
Join a Challenger
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.
What's kept us moving? The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.
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. We can’t wait to get to know you!
We can’t wait to get to know you!
The Work
The purpose of the Manager, Financial Planning & Analysis is to conduct in-depth analysis to facilitate fact based, informed decision making and integration of risk-based management in business units. This position contributes to a business line’s profitability and efficiency by analyzing risk and business need, recommending risk optimization tactics and effective measures of business strategy, and contributing to the development of Board and committee reporting.
Visible requirements
Financial Analysis & Reporting/Ad Hoc Reporting
Preparation and development of reporting for both corporate and business line financial performance
Monitoring, continually assessing, and measuring results and processes against established risk frameworks
Directly supporting revenue generation by providing business units with the timely information and reporting and analysis necessary to transact, understand, manage and optimize associated market and operational risks
Development and …Liaise with Management within various Business Units to collect relevant assumptions which drive Financial Model output
Develop and maintain dynamic models to conduct financial analysis of business lines, projects, and products
Key deliverables include, but are not limited to: Annual Budget Model, Monthly Financial Forecasts, Business Unit NIM, Business Unit ROE and Pricing analysis
This role will require the candidate to run and review output from detailed Financial Models
Responsible f…Assess and recommend improvements to the Annual Budget and Monthly Forecasting Process, including the use of Budgeting/ Forecasting tools Proactively find ways to improve the technical accuracy, validation, and organization of Financial Analysis
Structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk
Reporting, identifying, assessing and analyzing the impact of operational risk inherent in products, activities, processes and s…
