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EB
Manager, Strategic Finance – Corporate Development
Posted 3 days ago
About the role
- Strategic Finance & Corporate Development Manager modeling investments, acquisitions, and growth opportunities. Supporting executive decisions at EQ Bank, Canada’s challenger bank.
Responsibilities
- Serve as the primary financial modelling resource for the Enterprise Strategy & Growth team
- Build, maintain, and own financial models supporting strategic initiatives, acquisitions, partnerships, investments, new products, and growth opportunities
- Develop business cases and scenario analyses to evaluate strategic decisions and investment opportunities
- Conduct sensitivity analysis and translate key assumptions into meaningful business insights
- Analyze business performance, customer economics, growth opportunities, and financial outcomes
- Support executive and Board-level decision making through robust quantitative analysis
- Develop analytical tools, templates, and financial frameworks that improve decision-making and consistency across the team
- Perform ad hoc analysis in support of CEO, CFO, and Executive Leadership Team priorities
- Support identification and evaluation of mergers, acquisitions, partnerships, strategic investments, and new business opportunities
- Assist in financial diligence, valuation analysis, and transaction modelling activities
- Prepare valuation analyses using discounted cash flow, comparable companies, and precedent transactions
- Lead ongoing monitoring and performance assessment of EQB's strategic investments portfolio
- Analyze strategic alternatives and capital allocation decisions to support management recommendations
- Assist in preparing materials for investment, transaction, and governance discussions
- Support enterprise strategy and growth initiatives through financial analysis, market assessments, and business case development
- Contribute to strategic planning processes by developing supporting analyses and performance insights
- Assist in evaluating growth opportunities, competitive positioning, and strategic initiatives
- Translate analytical findings into concise presentations and recommendations for leadership teams
- Conduct research on banking, fintech, competitive, and market trends
- Gather and synthesize internal and external information to support strategic projects and investment decisions
- Monitor industry developments and emerging opportunities relevant to EQB's growth strategy
- Support fact-base development for strategic reviews, business cases, and executive presentations
- Work across enterprise strategy, corporate development, strategic investments, partnerships, and enterprise initiatives
- Provide analytical support to executives, senior leaders, and project teams across the organization
- Report to the Director, Corporate Development & Investments
Requirements
- 3-5 years of experience in investment banking, corporate finance, transaction advisory, valuation, corporate development, private equity, consulting, strategic finance, or a related analytical field
- Advanced financial modelling and analytical capabilities
- Strong understanding of financial statements, valuation methodologies, and business case development
- Demonstrated ability to independently execute complex analytical work
- Advanced Excel and PowerPoint skills
- Experience with financial data and research platforms such as Capital IQ, FactSet, PitchBook, Bloomberg, or similar tools is considered an asset
- Strong written and verbal communication skills
- Undergraduate degree in Finance, Accounting, Economics, Business, or a related discipline
- Progress toward completion of the CFA designation
- Experience in financial services, banking, fintech, or investment-related environments
- Exposure to M&A, investments, strategic planning, or capital allocation activities
- CPA, CFA, CBV, or related professional designation considered an asset
- All candidates considered for hire must successfully complete a criminal background check and credit check
Benefits
- 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
- Fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
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