Financial Planning And Analysis Manager
Posted 16 Sep 2025
Advertised as “Manager, Financial Planning & Analysis”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 7+ yrs
- Management level
- People management
- Employment
- Hybrid
- Contract
- Full-time
No salary listed for this role.
CertificationsCfa, Certified Public Accountant
Field of studyAccounting, Business, Economics, Finance
Study levelBachelor's
**Join a Challenger
**At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions.
We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.
What's kept us moving? The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.
If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. We can’t wait to get to know you!
We can’t wait to get to know you!
The Work The purpose of the Manager, Financial Planning & Analysis is to conduct in-depth analysis to facilitate fact based, informed decision making and integration of risk-based management in business units. This position contributes to a business line’s profitability and efficiency by analyzing risk and business need, recommending risk optimization tactics and effective measures of business strategy, and contributing to the development of Board and committee reporting.
The Core Responsibilities!
- Financial Analysis & Reporting/Ad Hoc Reporting
- Preparation and development of reporting for both corporate and business line financial performance
- Monitoring, continually assessing, and measuring results and processes against established risk frameworks
- Directly supporting revenue generation by providing business units with the timely information and reporting and analysis necessary to transact, understand, manage and optimize associated market and operational risks
- Development and preparation of reporting of key portfolio performance and profitability measures and exposure levels to key risks, producing analysis to support hypothesis, recommendations and decisions
- Providing timely reporting of information to facilitate informed business decisions
- Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources
- A high degree of flexibility, autonomy and attention to detail, often under tight timeframes
- Key deliverables includes, but are not limited to:
- Business Unit specific portfolio reporting
- Business Unit specific efficiency and KPI reporting
- Continuity Reports (Actual and Budget vs. Actual)
- Ad-hoc reporting, as required by Senior Management and Executive Management