Treasury Consulting Associate

Join a Challenger

Being a traditional bank just isnt our thing so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.

How do we get there With a talented team of inquisitive and agile challengers that break through the status quo. So if youre passionate about redefining the future of bankingwhile having funthis could be your next big opportunity.

Our company continues to grow and today we serve more than 780000 customers acrossCanadathrough Equitable BankCanadasChallenger Bank and have been around for more than 50 years. Equitable Banks wholly-owned subsidiary Concentra Bank supports credit unions acrossCanadathat serve more than six million members. Together we have over$138 billionin combined assets under management and administration with a clear mandate to drive change in Canadian banking to enrich peoples customers have named our EQ Bank digital platform () one of the top banks in Canada on the Forbes Worlds Best Banks list since 2021.

The Work

The Strategic Financial Management (SFM) division provides expertise on the four pillars of balance sheet management to the Canadian Credit Union system. SFM is also responsible for building strong relationships with Credit Unions across Canada. The position of Finance Associate is responsible to work closely with SFM clients to build and develop customized chart of accounts within the Risk Manager software. The Finance Associate will utilize sophisticated software and advanced technical skills to build client balance sheets to be utilized by the Finance Analysts Senior Finance Analysts and Directors of Strategic Financial Management. This position is also responsible to verify all client data for accuracy produce gap reports enter derivative transactions and generate cash flow reports. Integrity and veracity of information is required to support forecasting and accurate reporting for balance sheet management and regulatory reporting. This role will also support the team in credit union data analytics and identify market trends.

The core parts of your role would be to :

• Create current position balance sheet with cash flows for credit union clients and support team members in external regulatory and management reporting
• Work extensively with credit union contacts to develop customized chart of accounts using sophisticated financial modelling software
• Coordinate directly with credit union contacts to collect balance sheet data for simulations; includes verification of loan investment deposit and other balance sheet data
• Ensure charts are properly built to capture credit unions unique balance sheet attributes
• Work extensively with spreadsheets and databases to import / export data and prepare the data for use in the simulation software
• Ensure data integrity and accuracy of client information for use in interest rate risk liquidity and capital metrics
• Timelines and accuracy of results are critical to support accuracy in modeling interest rate risk and other key metrics
• Identify and implement process improvements to automate and streamline data including standardizing approaches for efficiencies in processes

Ensure simulation processes are efficient and accurate resulting in high quality interest-rate risk reports

Ensure the business units processes and data are maintained up-to-date and accurate

Lets Talk About You!

Job Complexities / Thinking Challenges

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

Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyones diverse experiences and tandem with that commitment we support and encourage our staff to grow not just in their career path but personally as well.

We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.

We cant wait to get to know you!

Required Experience :

IC

Key Skills

Compliance Management,Customer Retention,Quality Assurance,Customer Service,Extensive Knowledge,Account Management,Front Office,Telephone Calls,Needs Analysis,Cold calls,Business Relationships,Customer Complaints,Sales Goals,Sales Process,New Clients

Employment Type : Full-Time

Experience : years

Vacancy : 1