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Equitable Bank
Senior Manager, Financial Systems & Data AnalyticsEquitable Bank • Toronto
Senior Manager, Financial Systems & Data Analytics

Senior Manager, Financial Systems & Data Analytics

Equitable Bank • Toronto
3 days ago
Job type
  • Full-time
Job description

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.

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Senior Manager, Financial Systems & Data Analytics • Toronto

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