---
title: 'Senior Financial Analyst, Financial Data & Systems at EQ Bank | Canada''s Challenger Bank'
canonical: 'https://feeny.ai/job/senior-financial-analyst-financial-data-systems-eq-bank-canada-s-challenger-6ddgs3tww325'
type: 'job'
last_seen: '2026-11-03'
---

# Senior Financial Analyst, Financial Data & Systems at EQ Bank | Canada's Challenger Bank

- **Company:** EQ Bank | Canada's Challenger Bank
- **Location:** Toronto, Canada
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-27
- **Last confirmed live:** 2026-11-03
- **Apply:** https://jobs.lever.co/eqbank/d96f3df0-43d7-4ed1-ac2d-37fdb084eb46

## Job description

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!

The Work

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 data analytics skill to maintain key financial databases and models 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.

Core Responsibilities

- Maintenance of Financial Data & Systems (45%)

- The Senior Financial Analyst will be responsible for maintaining data that flows from key systems into the Finance databases.  Including the maintenance of the existing general ledger and future financial tools.

- Key deliverables will include ensuring the month end data in key tables are accurate and complete for downstream reporting, raising issues as they rise and ensuring the solution is implemented. The preparation of the finalized source of data for internal and external reporting.

- The Senior Financial Analyst will be responsible for developing and maintaining financial models that are distributed to management on a monthly and quarterly basis, such as mortgage subledger and mortgage continuity

- This role will require the candidate to run and maintain detailed queries/reports for regulatory reporting and create Power BI visuals for internal reporting

- The incumbent will employ advanced data cleansing and analytics skills, utilizing complex SQL scripts, M and DAX for Power BI reporting, and the ability to understand programming languages for automated scripts.

- 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/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

- Financial Analysis/Ad hoc Reporting (35%)

- 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

Let's Talk About you!

- Four year Degree; Accounting, Finance, Business or Computer Science preferred

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

- Strong data analysis skills with experience using a variety of systems and BI tools such as Power BI and Tableau

- Strong knowledge of Microsoft Power products i.e., Power BI, Power Query, Power Automate, Power App

- Proficient in SQL and knowledge of rational database concepts

- Previous programming experience such as VBA, Python

- Understanding and knowledge of finance processes

- Previous experience with finance transformation or major process improvements

- Knowledge of financial modeling concepts is required

- CFA/CPA designation is nice to have

- 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

## 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 👶🏽 Maternity/Parental top-up while you care for your little one 🏝 Generous vacation policy and personal days 🖥  Virtual events to connect with your fellow colleagues 🎓  Professional development and comprehensive Career Development program 💛  A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

The incumbent will be working hybrid and in office time will be spent working from EQ Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON.

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.

## About EQ Bank | Canada's Challenger Bank

## Company Overview
- **One-liner**: A Canadian challenger bank providing digital-first personal and commercial banking, lending, and asset management through its EQ Bank platform and parent company EQB Inc.
- **Entity Type**: Public (TSX: EQB)
- **Headquarters**: Toronto, Ontario, Canada
- **Founded**: 1970
- **Founders**: Not publicly available

## Core Business
- **Primary industries**: Banking, Financial Services, Digital Banking, Asset Management
- **Target customers**: B2C (Canadian consumers), B2B (small businesses, credit unions, commercial real estate borrowers)
- **Mission / purpose**: “Drive change in Canadian banking to enrich people’s lives” — challenging the status quo to bring more competition and better value to Canadians.

## Products & Services
- **EQ Bank**: Canada’s first all-digital, cloud-based bank offering high-interest savings, registered accounts, GICs, and everyday banking (SaaS-like digital platform)
- **Business Banking**: Recently launched all-digital banking platform for small businesses, offering greater value and a differentiated experience
- **Commercial Banking**: Lending focused on insured multi-unit residential securitization, serving builders and renovators of rental apartment supply
- **Insurance (Equitable Trust/Concentra)**: Home and auto insurance, estate and trust services
- **Asset Management (ACM Advisors)**: Alternative asset management for institutional investors
- **Credit Union Solutions**: Services for nearly 200 Canadian credit unions, serving approximately six million members

## Market Standing
- **Valuation / Market Cap**: Not directly disclosed in provided sources; combined assets under management and administration are $151 billion (company overview) – $138 billion (annual report). Market cap is not publicly available in the provided data.
- **Key Metric**: Annual revenue of $270 million (LinkedIn estimate); public company with SEC/TSX filings.
- **Notable Investors / Partners**: Exclusive financial partner of Loblaw Companies Limited’s PC Optimum™ loyalty program (18+ million members). Recognized as one of Forbes’ World’s Best Banks (2021‑2025) and named top bank in Canada and North America by The Banker (Financial Times, 2025).
- **Growth Signals**: 607,000 EQ Bank customers at end of Q4 2025 (18% YoY increase); directly serves over 779,000 customers; employee count grew to ~1,950 (from ~1,360 on LinkedIn, indicating significant hiring); moved into new national headquarters at EQ Bank Tower in Toronto (May 2025).

## Competitive Advantages
- **First-mover digital advantage**: Canada’s first all-digital bank, built on a proprietary cloud platform that enables rapid product development and fintech collaborations.
- **Challenger brand identity**: Distinct positioning as a “Challenger Bank™” that actively disrupts the big-five bank oligopoly, attracting customers seeking better value.
- **Massive embedded reach**: Exclusive partnership with PC Optimum (18M+ members) gives EQ Bank deep integration into daily Canadian spending.
- **Strong regulatory standing**: Operating as a Schedule I bank (7th largest by assets) with OSFI regulation, providing trust and stability.

## Strategic Focus
- **Open banking leadership**: Advocating for and integrating open banking to give customers control over their financial data and enable better choices.
- **Digital expansion**: Scaling the EQ Bank platform (record customer growth) and recently launching Business Banking to capture small business market.
- **Innovation & efficiency**: Leveraging cloud-native platform to drive best-in-class cost efficiencies and rapidly innovate new products.
- **Talent growth**: Investing in leadership development programs and building a pipeline of future leaders to sustain growth.

## Why Work Here
- **Culture**: Recognized on LinkedIn Top Companies list for workplace growth and career progression (2024) and Canada’s Best Workplaces™ (2023). Emphasizes authenticity, inclusion, and a “Challenger” mindset.
- **Work model**: Hybrid work model with flexible hours, generous vacation, and a “work from away” program.
- **Compensation & benefits**: Comprehensive medical, dental, vision, fertility, and mental health support; company equity via stock matching; retirement savings plan with matching; 12 weeks top-up pay for parental leave.
- **Growth & learning**: Annual learning budget; allowances for home office and wellness; structured internship, co-op, and Leadership Development Program (LDP) offering real responsibility, mentorship, and cross-functional rotations.
- **Wellness**: Employee assistance program, sick days, life and disability insurance.
- **Perks**: New national headquarters at EQ Bank Tower in downtown Toronto.

## Sources
1. [eqbank.ca - Company Overview](https://www.eqbank.ca/about-us/about/company-overview)
2. [eqbank.ca - Careers](https://www.eqbank.ca/about-us/about/careers)
3. [jobs.lever.co/eqbank - Job listings](https://jobs.lever.co/eqbank)
4. [linkedin.com/company/-eqbank - LinkedIn company page](https://linkedin.com/company/-eqbank)
5. [filecache.investorroom.com - EQB 2025 Annual Report](https://filecache.investorroom.com/mr5ircnw_eqbank2/1591/EQB-2025_Annual_Report_Final.pdf)

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