Senior Manager, Financial Systems & Data Analytics
Summary
Lead financial systems (Anaplan, GL data) and analytics at a digital bank, owning model governance, month-end close, Power BI/SQL reporting, and Finance transformation.
Purpose of the Job
The Senior Manager, Financial Systems & Data Analytics will lead the governance, maintenance, and continuous improvement of Anaplan, Finance data models, GL-sourced data processes, reporting, and analytics capabilities. This role supports management decision-making, regulatory reporting, planning, month-end close, and Finance transformation initiatives through strong system ownership, data controls, and partnership with FP&A, Accounting, Finance leadership, Technology, Data/EDM, Risk/Controls, and business stakeholders.
The Work!
Maintenance of Financial Data & Systems (35%)
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Oversee the maintenance, governance, and ongoing enhancement of Anaplan and related Finance data processes, including integrations, master data alignment, access management, documentation, and controls.
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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.
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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.
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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.
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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%)
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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.
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Own the intake, prioritization, and roadmap for Anaplan and Finance reporting enhancements, balancing business needs, control requirements, and delivery capacity.
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Lead change management activities, including impact assessment, release planning, user acceptance testing, stakeholder communications, training, and post-implementation support.
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Drive continuous improvement of Finance processes with a focus on efficiency, auditability, governance, automation, and risk management.
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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%)
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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.
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Oversee the collection, consolidation, analysis, and interpretation of financial data and key performance metrics from multiple systems and business areas.
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Support broader Accounting, Finance, and enterprise initiatives by providing analytical leadership, subject matter expertise, and practical recommendations.
Team Leadership and People Management (15%)
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Lead delivery of Finance initiatives by managing priorities, timelines, risks, dependencies, and stakeholder expectations.
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Manage, coach, and develop reporting resources by setting clear expectations, providing feedback, and supporting technical and professional growth.
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Identify training, cross-functional exposure, and development opportunities to strengthen team capability and effectiveness.
Your Experience!
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a Bachelor or Master degree in Accounting, Finance, Business, Computer Science, or a related field required; CPA, CFA, or similar designation considered an asset.
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7 to 10 years of progressive experience in Finance systems, reporting, analytics, data management, or Finance transformation.
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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.
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Experience working with general ledger platforms or GL-sourced data, including integrations, controls, reporting structures, reconciliations, and downstream reporting requirements.
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Advanced experience with Power BI, Power Query, SQL, data modelling, reporting architecture, data quality controls, and automation tools such as VBA or Python.
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Strong understanding of month-end and quarter-end close, budgeting and forecasting cycles, internal controls, reconciliations, management reporting, and financial modelling.
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Demonstrated experience leading process improvement, reporting modernization, system enhancement, change management, or Finance transformation initiatives.
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Previous people leadership or team management experience is strongly preferred.
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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.
Skills
As published by lever · 3 questions · 1 written answer
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, Gender Identity:, Do you self-identify as an Indigenous or Aboriginal person of North America (Including First Nations, Métis, Inuit)?, Do you self-identify as a person with a disability?Visible Minority Persons - People experience disabilities in different ways, visible and invisible. Examples include (but are not limited to): • Acquired brain injury • ADHD • Autism spectrum disorder • Chronic health disability (e.g. Crohn’s disease, epilepsy, asthma, diabetes, HIV/AIDS, cancer, etc.) • Coordination/dexterity disability (e.g. arthritis, cerebral palsy, cystic fibrosis, multiple sclerosis) • Developmental impairment • Eating disorder • Hearing impairment • Learning disability (dyslexia, dyscalculia) • Mental health disability (e.g. chronic depression, anxiety disorder, bipolar disorder, etc.) • Mobility impairment • Speech impairment • Vision impairment (not correctable by glasses or contact lenses), Do you self-identify as a racialized person?Racialized persons - For the purposes of employment equity, members of such groups in Canada are persons other than Indigenous or Aboriginal People, who are non-Caucasian in race or non-white in colour, regardless of place of birth or citizenship. This includes (but is not limited to): • Black (including African, Caribbean, North American etc.) • Latin American/Hispanic (including Indigenous persons from Central and South America) • East Asian (e.g., Chinese, Japanese, Korean) • South Asian (e.g., Indian, Pakistani, Sri Lankan, etc.) • Southeast Asian (e.g.Filipino, Laotian, Vietnamese, etc.) • Middle Eastern (e.g., Syrian, Afghani, Iranian, etc.) • Persons of Mixed Origin (e.g., with one parent in one of the visible minority groups listed above)
Short answers (1)
- Have you been referred to us by someone that currently works at Equitable Bank? or Are you related to someone working at EQ Bank? If so, who? optional
Pick from a list (1)
- Are you legally entitled to work in Canada? optional
Written answers (1)
- Do you anticipate having any challenges with clearing a background check, including criminal, credit, education, employment Verification? optional