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!
Core Responsibilities
- 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. to build efficient and accurate financial models
- The candidate will work closely with various team members to define, scope and implement enhancements to detailed financial models, including budgeting/forecasting tools
- 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
- 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
Maintenance of Financial Models
Enhance Financial Analyses and Processes
Financial Analysis/Ad hoc Reporting
Let's Talk About You
- · Four year Degree; 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
- · Ability to work extensively with formulas, numbers and spreadsheets
- · Experience utilizing technology to gather and manipulate data
- · Experience using database query tools (i.e. SQL) is considered an asset
- · Knowledge of financial statements and reporting is required
- · Knowledge of financial modeling concepts is required
- · 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
Equity, Diversity & Inclusion
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.
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.
To learn more, visit eqb.investorroom.com and eqbank.ca.
Skills Required
- Four-year degree in Accounting, Finance, Economics, Business, or a related field
- CFA or CPA designation completed or in progress
- At least 4–5 years of progressive, relevant work experience
- Proficiency with Microsoft Office, including Excel, Access, PowerPoint, and Word
- Advanced Microsoft Excel skills, including developing and running macros
- Experience working extensively with formulas, numbers, and spreadsheets
- Experience using technology to gather and manipulate data
- Experience with database query tools such as SQL
- Knowledge of financial statements and reporting
- Knowledge of financial modeling concepts
- Strong problem-solving and analytical skills
- Strong attention to detail
- Strong organizational skills
- Ability to handle multiple competing priorities
- Ability to work effectively in team and individual environments
What We Do
MakeBank on everyday banking: Earn high interest on every dollar Say no to fees No minimum balances Powered by Equitable Bank, a Schedule I Canadian Bank EQB Inc. (formerly Equitable Group Inc.) trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C), directly serves over 607,000 Canadians through its wholly owned subsidiary Equitable Bank, Canada's Challenger Bank™, and serves over 200 Canadian credit unions that serve over 6 million of their members with products and services. Equitable Bank has grown to become Canada's 7th largest independent Schedule I bank with over a $119 billion in assets under management and assets under administration, and a clear mandate to drive real change in Canadian banking to enrich people's lives. At Equitable Bank, we are as invested in our employees as we are in our business. That’s why we are consistently recognized as one of Canada's Top Employers – a rating that comes from our 1,800 employees. Equitable Bank’s inclusive, welcoming, and pride-inducing workplace earned it the honour of being recognized as one of the top 50 organizations on the 2023 list of Canada’s Best Workplaces™. Founded over 50 years ago, Equitable Bank provides diversified personal and commercial banking, and through its EQ Bank platform (eqbank.ca), which has been named #1 Bank in Canada for three consecutive years on the Forbes World's Best Banks list for 2021, 2022, and 2023. Equitable Bank website: www.equitablebank.ca EQ Bank website: www.eqbank.ca Specialties Lending, Mortgages, Residential Lending, Commercial Lending, Reverse mortgages, Insurance lending, Equipment leasing , Credit Union, Trust, and Funds Management
