Strategy Analyst

WHO WE ARE

HomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we’re passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse mortgage solutions that include our flagship CHIP Reverse Mortgage product.

POSITION SUMMARY

The Strategy Analyst will be responsible for supporting the Strategy team on strategic analysis, executive/board level reporting and the execution of cross-functional enterprise projects. This role presents the unique opportunity to contribute to analysis and outcomes that help shape HomeEquity Bank’s strategic direction and support senior executive and board-level decision making. This role requires a collaborative and strategic thinker, with experience in problem solving, research, and sophisticated financial/data analysis.

MAJOR ELEMENTS OF THE ROLE

Reporting to the Manager of Strategy, this role will:

• Data Analysis & Insights: Lead the preparation of data-driven analysis (i.e., research, data analytics, and financial analysis) and support in the development of executive-level presentations.
• Financial Modelling: Support the development, use and maintenance of key financial models used for strategic analysis and operational initiatives.
• Research: Analyze and synthesize data and information from various internal and external sources, including financial statements and market reports, to produce valuable business insights on market trends and competitive activity.
• Initiative Execution: Support the execution of select strategic initiatives which may include the development of project plans, meeting materials, stakeholder coordination, project management, etc.
• Executive & Board Reporting: Assist in the development of monthly and quarterly business performance reporting and annual plan development for executive leadership and the Board.

SKILLS AND EXPERIENCE REQUIRED

Qualifications

• 2+ years of relevant work experience in corporate strategy, management consulting, analytics, or finance.
• Strong quantitative analysis and financial modelling skills.
• Strong ability to analyze, interpret, and draw insights from data for strategic analysis.
• Ability to develop high-quality and concise materials and presentations.
• Previous experience in and/or demonstrated knowledge of financial services.
• Expert knowledge of Microsoft Office tools, especially PowerPoint and Excel.
• Bachelor’s Degree or higher in relevant field (e.g., business, economics, finance).

Attributes

• Strong willingness to learn and ability to be flexible, self-directed, and organized in a dynamic, fast-paced environment.
• Excellent written, oral communication and interpersonal skills to engage with various stakeholders.
• Highly inquisitive/curious, excellent analytical skills with the ability to derive insights, link concepts and opportunities for improvements.
• Team player who is results driven with a strong attention to detail.
• Hybrid work scheduled where three days are in the office.

WHY WORK AT HOMEEQUITY BANK?

HomeEquity Bank offers a hybrid working environment supported with a culture of flexibility – an approach that is unique to each person, and that enables both business and individual needs to be met in a mutually beneficial way.

We pride ourselves in recognizing and celebrating performance, community service, teamwork, and diversity among our employees.

The Perks

HomeEquity Bank offers a competitive total rewards package that includes:

• Extended health and dental benefits.
• Employee & Family Assistance Program.
• Employer-Matched Group Retirement Savings Plan.
• Employee Share Investment Plan.
• Well-being initiatives including: a wellness account; virtual self-care programs and extended mental health benefits.
• Employee corporate discount for GoodLife Fitness.