Lead Financial Insights Analyst

2 weeks ago


Wayland, Michigan, United States EQ Bank | Equitable Bank Full time

Exciting Career Opportunity

Become part of a pioneering force in the banking sector that is dedicated to innovation and reshaping the conventional banking landscape to better serve Canadians. We are a vibrant team of imaginative professionals who embrace significant challenges and strive to expand the limits of what is achievable in finance. If you aspire to transform the future of banking and collaborate with motivating colleagues, this is the ideal environment for you. Our organization boasts a rich legacy and a robust presence in the Canadian financial industry, with a distinct emphasis on fostering positive change.

Position: Lead Financial Insights Analyst

Role Overview:

This position presents a distinctive chance to join one of Canada's rapidly expanding financial institutions as a Lead Financial Insights Analyst. In this role, you will be instrumental in the Financial Planning and Reporting team, leveraging your financial modeling and analytical expertise to deliver critical insights that influence key management strategies. The preferred candidate should demonstrate quick adaptability along with strong communication, analytical, and technical skills.

  • Key Responsibilities:
  • Design and sustain financial models for monthly and quarterly evaluations
  • Engage with various business units to assess financial data and performance indicators
  • Refine financial analyses and procedures to enhance efficiency and mitigate risks
  • Conduct ad hoc reporting and analysis as required

Qualifications:

  • Bachelor's degree in Accounting, Finance, Economics, or Business Administration
  • CFA/CPA certification is advantageous
  • 4-5 years of pertinent professional experience
  • High proficiency in MS Office, particularly Excel
  • Experience in financial modeling and data analysis
  • Exceptional problem-solving and analytical capabilities
  • Ability to juggle multiple priorities and thrive in a collaborative environment

Perks:

  • Competitive discretionary bonus structure
  • RRSP matching program
  • Comprehensive benefits package
  • Employee Share Purchase Plan
  • Opportunities for professional development
  • A chance to contribute to a leading FinTech organization

Join us in shaping a new era of banking and help foster a diverse and inclusive workplace. We are committed to providing equal opportunities for all candidates and promoting personal and professional growth for our team members. If you are prepared to embrace this rewarding challenge, we look forward to your application.



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