Senior Finance Specialist - ERP Implementation (Contract)

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.  

OUR VALUES, OUR PASSION

At HomeEquity Bank, our values drive and inspire our actions with our customers, our partners and each other.

• Customer-Focused. Passionate Advocates 
• Courage to Act. Do the Right Thing 
• One Team. One Vision 
• Think Long-Term. Ever-Evolving 
• Be Exceptional. Inspire Greatness

POSITION SUMMARY:

The Senior Finance Specialist – ERP Implementation will play a critical role in supporting the successful implementation and adoption of HomeEquity Bank’s new Enterprise Resource Planning (ERP) system, Workday. This individual will be instrumental in guiding the Finance team through the transition, ensuring smooth integration of automated processes and financial workflows.

Post-implementation, the Senior Finance Specialist will provide hands-on support, training, and troubleshooting, ensuring Finance team members can effectively use Workday for month-end close, financial reporting, and day-to-day operations. They will proactively identify challenges, provide solutions, and work closely with stakeholders to optimize the system and ensure Finance’s long-term success in this transition.

MAJOR ELEMENTS OF THE ROLE:

ERP/Workday implementation

• Assist with migrating financial data from legacy systems into Workday, ensuring data integrity, accuracy, and reconciliation throughout the process.
• Participate in multiple testing phases (e.g., end-user testing, integration testing, regression testing) to identify and resolve issues before go-live.
• Support the configuration and validation of finance, accounting, and expense processes within Workday, ensuring compliance with accounting policies and reporting requirements.
• Work cross-functionally with IT, Finance, and external consultants to ensure seamless integration of Workday with other financial and business systems.
• Assist in developing training materials and documentation for Finance users to ensure a smooth transition to Workday.

• Provide support during Workday go-live, troubleshoot system issues, and ensure finance processes are operational with minimal disruptions.

Post-Implementation Support 

• Support Finance team members in adopting Workday, providing hands-on training and troubleshooting to ensure an efficient transition.
• Perform full cycle accounting tasks, including tracking expenses, managing accruals, and maintaining business assets within Workday.
• Assist with the automated bank reconciliation process, ensuring accuracy in balance sheet reconciliations and third-party data integrations.
• Ensure timely completion of month-end and year-end close processes, identifying and addressing system-related challenges as needed.
• Collaborate with key stakeholders (Finance, IT, Operations) to gather and validate financial data, resolve issues, and ensure accurate reporting.
• Provide supporting documentation and prepare schedules for quarterly and annual financial statements, including reconciliation schedules.
• Analyze financial data, identify trends and anomalies, and suggest process improvements or automation opportunities.
• Support internal and external audit requests, preparing required documentation, reports, and schedules.
• Assist in ongoing system enhancements, including Workday module upgrades and process refinements to optimize efficiency.
• Participate in special projects, finance transformation initiatives, and automation efforts as assigned.

SKILLS AND EXPERIENCE REQUIRED

Attributes

• Detail-oriented, highly organized, and committed to accuracy and ownership of financial processes.
• Strong communication and interpersonal skills, with the ability to build relationships across teams and influence stakeholders.
• Proven ability to manage competing priorities in a fast-paced, deadline-driven environment.
• Resilient and adaptable in a changing environment, particularly in transitioning to new financial systems.
• Analytical thinker with problem-solving skills, capable of identifying root causes and implementing effective solutions.
• Self-motivated and proactive, able to work independently and collaboratively within a team.
• Strong knowledge of accounting principles, financial regulations, and reporting standards.

Qualifications and Technical Expertise

• 5+ years of relevant experience in accounting, finance operations, or financial systems implementation.
• Professional Accounting Designation (CPA) required.
• Experience working with ERP systems such as Workday, Oracle, SAP (Workday experience preferred).
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, complex formulas, data analysis).
• Familiarity with financial process automation, system optimization, and finance transformation initiatives.
• Experience supporting change management and end-user adoption during an ERP transition is an asset.

WORKING CONDITIONS UNIQUE TO ROLE

• Hybrid working environment
• Contract duration: 6 months

WHY WORK AT HOMEEQUITY BANK?

Great Environment

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.
 

A Dynamic Culture – With People at the Centre  

We believe our people make all the difference; our tireless commitment to inclusivity, professional development, and employee experience has been recognized through awards including the Greater Toronto’s Top Employers 2024,Waterstone Canada's Most Admired Corporate Cultures 2022-2023, the Globe and Mail's Report on Business: Canada's Top Growing Companies 2022 (third year since 2019), Canadian's Mortgage Professional (CMP) Top Mortgage Employer 2023 for the third year in a row and Achievers Top 50 Most Engaged Workplaces 2023. 
 

Growth and Opportunities
We provide challenging and rewarding careers in a wide variety of fields. We continuously develop and train our employees through professional growth opportunities and on-the-job training. We also encourage our employees to develop professionally and personally though a series of career developing programs including our Educational Assistance Program, designed to reimburse costs related to professional learning and development.  
 

Celebrating Great Work and People

We believe in an environment that celebrates success, knowledge, leadership, and work that is inspired by our core values. For these reasons, we have created several programs that make it easy for our employees to say ‘great job’ to their colleagues and leaders.

From our Appreciate! Program to the High Five Award Program and President’s Award Program, we recognize professional achievement with a variety of rewards including points towards gift cards, merchandise, and travel experiences, as well as group RRSP/DPSP contributions and more.

Our Community Leadership Program recognizes employees who make a positive impact in their communities through volunteer work with a grant for their charity of choice. Additionally, we provide employees with one paid day off each year to volunteer at their favourite local charity.

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  

HomeEquity Bank is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Please note that our successful candidate is required to complete a background check.

Stay in the Know

Find out what we’re up to online, and learn more about what makes HomeEquity Bank a great place to work:

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Join Us! If you’re ready to build the future of reverse mortgages, we want to hear from you.