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Senior Financial Analyst, Financial Planning & Analysis

Company

Equitable Bank

Location

Toronto, Ontario

Posted

March 23, 2026

Position Overview

Maintenance of Financial Models (50%)

  • 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, mortgage renewal & pricing analyses, mortgage continuity reports 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 β€œIF” Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to build efficient and accurate financial models
  • Enhance Financial Analyses and Processes (20%)

  • The candidate will work closely with various team members to define, scope and implement enhancements to detailed financial models, including budgeting/forecastin...
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