Senior Manager, Financial Systems & Data Analytics at EQ Bank | Canada's Challenger Bank (Toronto, Canada)
EQ Bank | Canada's Challenger Bank· Toronto, Canada·
Role details
Job description
Purpose of the Job The Senior Manager, Financial Systems & Data Analytics will lead the governance, maintenance, and continuous improvement of Anaplan, Finance data models, GL-sourced data processes, reporting, and analytics capabilities. This role supports management decision-making, regulatory reporting, planning, month-end close, and Finance transformation initiatives through strong system ownership, data controls, and partnership with FP&A, Accounting, Finance leadership, Technology, Data/EDM, Risk/Controls, and business stakeholders.
The Work!
Maintenance of Financial Data & Systems (35%)
- Oversee the maintenance, governance, and ongoing enhancement of Anaplan and related Finance data processes, including integrations, master data alignment, access management, documentation, and controls.
- Ensure month-end and quarter-end data in Anaplan, key Finance tables, and downstream reporting processes is accurate, complete, reconciled, and available within required close timelines.
- Lead Anaplan readiness and execution support for budgeting, forecasting, and planning cycles, including model preparation, version and scenario management, data loads, validation, and issue resolution.
- Partner with Operations, Technology, Data/EDM, FP&A, Accounting, Finance leadership, Risk/Controls, and business stakeholders to validate GL-sourced data, support mappings and integrations, and define downstream reporting requirements.
- Provide technical leadership across financial models, SQL, Power BI, Power Query, DAX, automation, data cleansing, reporting controls, and management reporting.
Enhance Financial Analyses and Processes (20%)
- Define, prioritize, and deliver enhancements to Anaplan, financial models, reporting processes, budgeting and forecasting tools, and Finance data infrastructure in partnership with FP&A, Accounting, Finance leadership, Technology, Data/EDM, Risk/Controls, and business stakeholders.
- Own the intake, prioritization, and roadmap for Anaplan and Finance reporting enhancements, balancing business needs, control requirements, and delivery capacity.
- Lead change management activities, including impact assessment, release planning, user acceptance testing, stakeholder communications, training, and post-implementation support.
- Drive continuous improvement of Finance processes with a focus on efficiency, auditability, governance, automation, and risk management.
- Coordinate with internal teams and external implementation or support partners to deliver enhancements, resolve defects, and support Finance transformation priorities.
Financial Analysis/Ad hoc Reporting (30%)
- Lead ad hoc reporting and analysis requests for Finance leadership, FP&A, Accounting, Risk/Controls, Technology, Data/EDM, and business stakeholders, ensuring deliverables are accurate, insightful, timely, and clearly communicated.
- Oversee the collection, consolidation, analysis, and interpretation of financial data and key performance metrics from multiple systems and business areas.
- Support broader Accounting, Finance, and enterprise initiatives by providing analytical leadership, subject matter expertise, and practical recommendations.
Team Leadership and People Management (15%)
- Lead delivery of Finance initiatives by managing priorities, timelines, risks, dependencies, and stakeholder expectations.
- Manage, coach, and develop reporting resources by setting clear expectations, providing feedback, and supporting technical and professional growth.
- Identify training, cross-functional exposure, and development opportunities to strengthen team capability and effectiveness.
Your Experience!
- a Bachelor or Master degree in Accounting, Finance, Business, Computer Science, or a related field required; CPA, CFA, or similar designation considered an asset.
- 7 to 10 years of progressive experience in Finance systems, reporting, analytics, data management, or Finance transformation.
- Hands-on experience with Anaplan administration, model management, enhancements, lists and hierarchies, access management, imports/exports, versioning, budgeting, forecasting, and reporting support is strongly preferred.
- Experience working with general ledger platforms or GL-sourced data, including integrations, controls, reporting structures, reconciliations, and downstream reporting requirements.
- Advanced experience with Power BI, Power Query, SQL, data modelling, reporting architecture, data quality controls, and automation tools such as VBA or Python.
- Strong understanding of month-end and quarter-end close, budgeting and forecasting cycles, internal controls, reconciliations, management reporting, and financial modelling.
- Demonstrated experience leading process improvement, reporting modernization, system enhancement, change management, or Finance transformation initiatives.
- Previous people leadership or team management experience is strongly preferred.
- Strong executive communication, analytical, problem-solving, prioritization, and organizational skills, with the ability to work independently and collaboratively across FP&A, Accounting, Finance leadership, Technology, Data/EDM, Risk/Controls, and business stakeholder groups.
Why work at EQ Bank | Canada's Challenger Bank
- 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.