Sr. Manager leading Power BI Fabric, Logi, Plotly, and NxT.Analytics reporting for Clario’s life - sciences technology business. Modernizing platforms, governing analytics, and developing a global team.
EB
Senior Financial Analyst, Financial Data & Systems
Posted 4 days ago
About the role
- Senior Financial Analyst maintaining financial databases, models, and reporting for EQ Bank, a Canadian challenger bank. Using SQL, Power BI, and Python to support management decisions.
Responsibilities
- Maintain data flowing from key systems into Finance databases, including the general ledger and future financial tools
- Ensure month-end data in key tables is accurate and complete for downstream reporting
- Raise data issues and ensure solutions are implemented
- Prepare finalized source data for internal and external reporting
- Develop and maintain financial models distributed to management monthly and quarterly, including mortgage subledger and mortgage continuity
- Run and maintain detailed queries and reports for regulatory reporting
- Create Power BI visuals for internal reporting
- Perform advanced data cleansing and analytics using complex SQL scripts, M, and DAX for Power BI reporting
- Understand programming languages for automated scripts
- Define, scope, and implement enhancements to financial models, including budgeting and forecasting tools
- Structure key processes and develop background documentation to improve efficiency and manage risk
- Improve the technical accuracy, validation, and organization of financial models
- Perform ad hoc reporting and analysis requests
- Collect, consolidate, and analyze financial data and key performance metrics from various sources
- Assist other Accounting and Finance areas and business units as needed
- Collaborate with the Financial Planning and Reporting team to support management decision-making
Requirements
- 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 systems and BI tools such as Power BI and Tableau
- Strong knowledge of Microsoft Power products, including Power BI, Power Query, Power Automate, and Power App
- Proficient in SQL and knowledge of relational database concepts
- Previous programming experience such as VBA and 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
- 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
- Successful completion of 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
- Barrier-free recruitment process and work environment
- Accommodations during recruitment and employment, if required
Job title
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Degree requirement
No Education Requirement
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