Director, Finance - Savings & Retirement

Position Title: Director, Finance - Savings & Retirement
Reports To: Savings & Retirement Actuarial and Finance Vice President
Department: Savings & Retirement
Term: Permanent Full-Time


Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

The Opportunity:  Equitable is growing!  We're on the lookout for a Director, Finance – Savings & Retirement to join our dynamic team!

As the Director, Finance for Savings & Retirement, you'll be a strategic partner to the business, driving our strategic priorities with your insights and forward-thinking analysis. You'll play a key role in decision-making by providing timely and reliable financial data.

Now is the perfect time to join one of the Waterloo Area’s Top Employers for 2025 and Southwestern Ontario’s Top Employers for 2024!


What you will be doing:

• Lead and develop a high-performing accounting and finance team.
• Deliver key business insights and ensure regulatory and financial controls.
• Implement financial process improvements and analyze accounting requirements.
• Support accounting standard changes and provide strategic direction for data analytics.
• Develop and evolve financial analytic dashboards.
• Ensure integrity of financial reporting processes and solve data inconsistencies.
• Conduct complex business and financial analysis.
• Design and monitor financial reporting controls.
• Oversee expense management and divisional budget processes.
• Manage accounts payable and employee expense reimbursements.
• Handle industry, reinsurance, and statistical information requests.
• Oversee sales reporting, target setting, and incentive compensation programs.
• Manage sales projections and strategic plan metrics.
• Oversee the production of the annual policyholder tax slips and federal and provincial reporting requirements.
• Works closely with IT, outsourced Admin systems, and other lines of business within the company to meet CRA imposed timelines.
• SME on Canadian and international policyholder tax considerations as it relates to Savings & Retirement, supporting product development, sales, and administration
• Stay up to date on CRA and other government reporting requirements that impacts both the company and the client as they relate to Savings & Retirement

What you will bring:

• At least 5 years of relevant experience and has obtained, the Chartered Professional Accountant (CPA) designation (or international equivalent)
• Post-secondary education, an emphasis on accounting and business administration is considered an asset
• Expert knowledge of accounting standards and policies, business risk and financial controls
• Experience in project management, process improvement implementations and working with cross-functional teams
• Expert communication, interpersonal, negotiation, influencing, problem solving, prioritizing and analytical thinking skills
• Advanced knowledge of accounting systems, Excel, strong knowledge of PowerBI and/or other analytical tools
• Strong management and organizational skills in a fast-paced working environment
• Ability to develop and coach a high-performing Finance team

What’s in it for you:

• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• An additional paid volunteer day each year so you can spend time giving back to the community
• Immediate enrollment in the company’s pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite full-service cafeteria with a variety of daily options
• Discounts on company products and services, and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration
  
  

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)

This role is open due to an existing vacancy.

To learn more about Equitable, we encourage you to explore our organization.

At Equitable, we are committed to providing equal access to employment opportunities across our organization. Please contact our HR team at careers@equitable.ca if you would like to receive our job postings in an alternative format or require an accommodation with the application process.

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