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EQ Bank

Senior Manager, Financial Systems & Data Analytics

  • Toronto, ON, Canada

Full-time

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Job details

Job type
Full-time
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Experience
7 to 10 years of progressive experience in Finance systems, reporting, analytics, data management, or Finance transformation.
Posting language
English
Posted

Original 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.

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

Lead the governance, maintenance, and continuous improvement of Anaplan and financial data models to support management decision-making and regulatory reporting. Manage the delivery of finance transformation initiatives while overseeing a team of reporting resources.

Requirements

Requires a Bachelor's or Master's degree in a relevant field and 7 to 10 years of experience in finance systems, analytics, or transformation. Proficiency in Anaplan, Power BI, SQL, and experience with GL-sourced data and people leadership are strongly preferred.

Skills

  • Anaplan Administration
  • Financial Modeling
  • SQL
  • Power BI
  • Power Query
  • DAX
  • Data Analytics
  • Financial Reporting
  • People Management
  • Change Management
  • Budgeting and Forecasting
  • General Ledger Integration
  • Python
  • VBA
  • Data Governance
  • Internal Controls

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Data & Analytics
  • Management & Leadership
  • Technology
  • Consulting

Keywords

  • Anaplan
  • Finance Transformation
  • SQL
  • Power BI
  • Power Query
  • DAX
  • Python
  • VBA
  • General Ledger
  • FP&A
  • CPA
  • CFA
  • Data Modeling
  • Data Governance
  • Budgeting
  • Forecasting
  • Month-end Close
  • Internal Controls
  • Financial Services
  • EDM
  • Reporting Architecture
  • Data Cleansing
  • User Acceptance Testing
  • Change Management
  • Management Reporting
  • Regulatory Reporting
  • Financial Analysis
  • Data Integration
  • Master Data
  • People Leadership

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