Senior Director, Finance Transformation

Join a Challenger

Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.

We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

The Work

The Senior Director, Finance Transformation (SD) will be accountable for delivery, support, and strategic transformation for the Finance function of Equitable Bank (EQB or the Bank) and its subsidiaries. The SD is part of the senior management team of the Finance group that will enable Equitable Bank’s Challenger Bank aspiration, innovate and modernize finance capabilities, and integrate new companies.

This is a time of significant digital transformation & modernization, and this role is at the leading edge of driving an advanced target state vision and roadmap to rapidly advance finance capabilities. Creating and executing against a well-thought out and pragmatic strategy that considers people, process, and technology to drive changes will be critical. The SD will drive the continuous improvement journey for Finance, supported by their team. The SD will also oversee vendor sourcing, contracts, performance, and ongoing costs related to finance transformation efforts with support from Enterprise teams to ensure risk and value are appropriately managed.

Given significant collaboration, the SD role is expected to be primarily in our offices and be a present leader, with some flexibility for hybrid work when needed.

The Core Responsibilities!

• Understand EQB’s comprehensive landscape of finance processes and work with other Finance leaders to target opportunities for continuous improvement across technology, controls, automation. Engage and steer in EQB’s Enterprise Data program to ensure finance expertise is leveraged and finance processes are modernized alongside the Finance transformation roadmap.
• Lead the creation and maintenance of a multi-year Finance transformation roadmap for the portfolio aligned with business line strategies and enterprise objectives, ensuring team members align their deliverables to this roadmap.
• Get big transformations and Finance projects over the finish line and solve problems! Lead and govern the Transformation team to create, plan, and estimate comprehensive end-to-end detailed solutions with overall accountability for the design and delivery of large-scale, complex, or enterprise projects.
• Effectively transition end-to-end solutions and finance modernization initiatives to end users, ensuring a clear change management approach, effective training programs, and seamless handoffs.
• Research and provide expertise on emerging industry trends on finance and digital technologies, collaborating with direct reports and other Finance leaders to assess and adopt innovations that enhance operational efficiency.

Let's Talk About You!

• Minimum of 12+ years of progressive experience in finance, accounting, or consulting roles, such as Director or Senior Manager, with proven success in leading teams of 8-12 internal and external resources—preferably within financial services or other regulated industries.
• Comprehensive knowledge of financial processes and operations, with familiarity in areas such as taxation, financial projects, and productivity optimization.
• Knowledge and experience with finance platforms and driving technology and process change in organizations. Familiarity with ‘office of the CFO’ finance systems and technology (e.g., general ledger, financial planning & analysis, consolidations, reconciliations, reporting, financial operations).
• Proven leadership skills, with the ability to inspire and build consensus among diverse teams, maintain integrity, and establish positive relationships with both internal and external partners.
• Demonstrated success in driving organizational and cultural transformation initiatives, fostering high engagement levels, and supporting effective employee development and retention.
• Exceptional written and oral communication skills, with the ability to create compelling presentations and influence stakeholders at all levels.
• Completion of a recognized professional designation: CPA, CA; CPA, CGA; or CPA, CMA; or a relevant postgraduate degree such as an MBA.

What we offer [For full-time permanent roles]

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

Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.

We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.

We can’t wait to get to know you!