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EQ Bank

Senior Financial Analyst, Financial Data & Systems

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 26, 2026
Experience: At least 4 - 5 years of progressive and relevant work experience
Posting language: English
Posted: Oct 27, 2026

Original 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.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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More about this job

Responsibilities

Maintain financial databases, data flows, models, and reporting tools, ensuring month-end data is accurate and complete for internal, external, and regulatory reporting. Develop and improve financial analyses, models, and processes, and respond to ad hoc reporting requests by consolidating and analyzing financial data and performance metrics.

Requirements

Requires a four-year degree, preferably in accounting, finance, business, or computer science, and 4–5 years of relevant progressive experience. Candidates should have strong data analysis skills, proficiency with SQL and Microsoft Power tools, experience with BI tools and programming such as VBA or Python, and knowledge of finance processes and financial modeling.

Skills

Financial Data Analysis
Financial Modeling
SQL
Power BI
Power Query
Power Automate
Power Apps
Tableau
DAX
Data Cleansing
Financial Reporting
Regulatory Reporting
Microsoft Excel
VBA
Python
Process Improvement

Benefits

Discretionary Bonus
RRSP Matching Program
Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Benefits
Employee Share Purchase Plan
Maternity and Parental Top-Up
Vacation and Personal Days
Virtual Events
Professional Development
Career Development Program

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Financial Reporting
Financial Databases
General Ledger
Financial Models
Mortgage Subledger
Mortgage Continuity
SQL
Relational Database Concepts
Power BI
Power Query
Power Automate
Power Apps
Tableau
DAX
M Language
VBA
Python
Data Cleansing
Data Analytics
Regulatory Reporting
Budgeting
Forecasting
Financial Modeling
Finance Transformation
Process Improvement
Risk Management
CFA
CPA
Key Performance Metrics

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