Manager, Strategic Finance & Corporate Development

Financial Modelling & Analytics (45%) 

• Serve as the primary financial modelling resource for the Enterprise Strategy & Growth team. 

• Build, maintain  and own financial models supporting strategic initiatives, acquisitions, partnerships, investments, new products, and growth opportunities. 

• Develop business cases and scenario analyses to evaluate strategic decisions and investment opportunities. 

• Conduct sensitivity analysis and translate key assumptions into meaningful business insights. 

• Analyze business performance, customer economics, growth opportunities, and financial outcomes. 

• Support executive and Board-level decision making through robust quantitative analysis. 

• Develop analytical tools, templates, and financial frameworks that improve decision-making and consistency across the team. 

• Perform ad hoc analysis in support of CEO, CFO, and Executive Leadership Team priorities. 

Investments, M&A & Capital Allocation (30%) 

• Support the identification and evaluation of mergers, acquisitions, partnerships, strategic investments, and new business opportunities. 

• Assist in financial diligence, valuation analysis, and transaction modelling activities. 

• Prepare valuation analyses using a variety of methodologies, including discounted cash flow, comparable companies, and precedent transactions. 

• Lead ongoing monitoring and performance assessment of EQB's strategic investments portfolio 

• Analyze strategic alternatives and capital allocation decisions to support management recommendations. 

• Assist in preparing materials for investment, transaction, and governance discussions. 

Strategy & Growth Support (15%) 

• Support enterprise strategy and growth initiatives through financial analysis, market assessments, and business case development. 

• Contribute to strategic planning processes by developing supporting analyses and performance insights. 

• Assist in evaluating growth opportunities, competitive positioning, and strategic initiatives. 

• Translate analytical findings into concise presentations and recommendations for leadership teams. 

Research & Market Intelligence (10%) 

• Conduct research on banking, fintech, competitive, and market trends. 

• Gather and synthesize internal and external information to support strategic projects and investment decisions. 

• Monitor industry developments and emerging opportunities relevant to EQB's growth strategy. 

• Support fact-base development for strategic reviews, business cases, and executive presentations. 

Experience 

• 3-5 years of experience in investment banking, corporate finance, transaction advisory, valuation, corporate development, private equity, consulting, strategic finance, or a related analytical field. 

• Advanced financial modelling and analytical capabilities. 

• Strong understanding of financial statements, valuation methodologies, and business case development. 

• Demonstrated ability to independently execute complex analytical work. 

• Advanced Excel and PowerPoint skills. 

• Experience with financial data and research platforms such as Capital IQ, FactSet, PitchBook, Bloomberg, or similar tools is considered an asset 

• Strong written and verbal communication skills. 

Education 

• Undergraduate degree in Finance, Accounting, Economics, Business, or a related discipline. 

Preferred Qualifications 

• Progress toward completion of the CFA designation. 

• Experience in financial services, banking, fintech, or investment-related environments. 

• Exposure to M&A, investments, strategic planning, or capital allocation activities. 

• CPA, CFA, CBV, or related professional designation considered an asset.