Job Description
Join a Challenger
Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.
Our mission is to redefine the future of banking while having fun, and we’re looking for talent to help us achieve that.
About the Company
Equitable Bank serves more than 670,000 people across Canada and has been around for over 50 years.
As a wholly‑owned subsidiary, Concentra Bank supports credit unions that serve more than six million members.
With $125 billion in combined assets, we drive change in Canadian banking and have been recognized on the Forbes World’s Best Banks list since 2021.
The Work
As Vice President of the Value Office, you will lead a transformative agenda to evolve the Financial Planning & Analysis (FP&A) function into a strategic powerhouse.
Reporting directly to the CFO, you will spearhead advanced analytics, drive enterprise efficiency, and guide strategic capital allocation.
You will be a key advisor to senior leadership, connecting financial insights to business strategy and enabling data‑driven decision‑making across the enterprise.
Financial Planning & Analysis Leadership
Modernize FP&A through the deployment of a performance management platform and AI‑powered forecasting and scenario‑planning tools.
Advance planning, forecasting, and outlook processes from percentage‑based assumptions to robust, bottoms‑up analysis.
Champion the “Business CFO” model, embedding FP&A leaders as strategic copilots in business units to act as trusted advisors in decision‑making and crisis response.
Deliver timely, insightful, and actionable financial analysis to senior executives, enabling proactive business decisions.
Enterprise Efficiency
Own and manage the enterprise‑wide spend framework, ensuring alignment with strategic priorities and financial targets.
Partner with business units to evaluate project‑level expenses, challenge assumptions, and ensure financial discipline across initiatives.
Collaborate cross‑functionally to identify and implement cost‑optimization opportunities, balancing efficiency with growth enablement.
Develop and maintain robust tracking mechanisms for enterprise spending, enabling transparency, accountability, and performance measurement.
Facilitate strategic discussions around execution feasibility, timing, and alignment with long‑term organizational goals.
Act as a thought partner to the CFO and executive team, anticipating future needs and shaping the enterprise’s financial strategy.
Lead the business settlements and reporting team, turning data into insights on how the organization spends money and identifying potential efficiency opportunities in line with EQB culture and values.
Strategic Capital Allocation
Lead the evaluation and prioritization of major investments, campaigns, transformation projects, and acquisition opportunities.
Partner with Procurement to redefine Delegation of Authority (DOA) policies, balancing agility with governance.
Be a catalyst for prioritizing enterprise projects and campaigns, ensuring resources are allocated to initiatives with the highest strategic and financial impact.
Oversee portfolio reporting of all significant capital initiatives, ensuring alignment with ROE targets and long‑term strategy.
Influence senior leaders by providing clear, data‑driven insights into spend trends, trade‑offs, and ROI across projects.
Support the CFO in assessing investment proposals requiring executive signoff, providing rigorous financial and strategic analysis.
Let’s Talk About You!
10+ years of progressive experience in FP&A, corporate finance, or strategic planning, with at least 5 years in a leadership role.
Proven success in implementing enterprise‑grade planning and forecasting platforms; experience with Anaplan, Power BI and AI‑driven analytics is a strong asset.
Deep understanding of financial modeling, scenario planning, capital allocation, and enterprise efficiency strategies.
Exceptional strategic thinking and business acumen; ability to anticipate future trends and align financial strategy with organizational goals.
Strong leadership and stakeholder engagement skills; capable of influencing senior executives and driving cross‑functional collaboration.
Experience working with procurement and governance frameworks, including DOA policy development.
CPA, CFA, MBA, or equivalent designation preferred.
What We Offer [Full‑time Permanent]
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
Annual professional development allowance and a comprehensive career development program
A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
Location & Work Arrangement
The incumbent will work in a hybrid model, with in‑office time spent at Equitable Bank’s additional office space located at
2200‑25 Ontario Street, Toronto, ON .
EEO Statement & Inclusion Commitment
Equitable Bank is deeply committed to inclusion.
We support and encourage staff to grow both professionally and personally.
We provide a barrier‑free recruitment process and work environment for all applicants.
All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire.
EquityBank recruiters will only contact leading candidates whose skills and qualifications closely match the position requirements.
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