Financial Planning & Analysis Director

**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! 

The Work

The Senior Director, Financial Planning and Analysis leads the Bank’s enterprise financial planning, forecasting, performance analysis, and management reporting activities and oversees the Financial Planning & Analysis Centre of Excellence within the VP, Financial Planning & Analysis portfolio. The role establishes an integrated view of financial performance, outlook, risks, and opportunities to support executive decision-making and disciplined resource and capital allocation. 

The role partners with business and functional leaders to translate strategic priorities into financial plans, challenge assumptions, assess performance drivers, and provide timely, decision-useful insight. It is accountable for the quality, consistency, governance, and continuous improvement of planning and forecasting processes and for establishing a high-performing Financial Planning & Analysis Centre of Excellence that scales common standards, tools, models, data, and insight across the Bank. 

Financial Planning, Forecasting & Performance Management

• Lead the annual budget, periodic forecast, and multi-year financial planning processes, integrating business plans, economic assumptions, balance sheet and income statement drivers, and enterprise priorities.
• Establish planning calendars, standards, controls, accountabilities, and review forums that support complete, accurate, timely, and comparable submissions across the Bank.
• Provide an integrated view of actual and forecast performance, including revenue, net interest margin, expenses, profitability, return on equity, capital implications, and key non-financial drivers.
• Lead scenario and sensitivity analysis to assess the financial implications of changing market conditions, strategic choices, investments, and emerging risks.
• Identify material variances, trends, and forecast risks; ensure clear ownership of actions and provide concise recommendations to senior leadership.

Capital Forecasting, Strategic Capital Allocation, ICAAP & Stress Testing

• Lead enterprise capital forecasting and provide a forward-looking view of regulatory capital, leverage, capital generation, and deployment under the strategic and financial plan.