Senior Financial and Regulatory Reporting Analyst

About the role

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 Financial and Regulatory Reporting Analyst is a key contributor within the Finance team, responsible for the preparation, analysis, and delivery of the Bank's external financial reporting, MD&A disclosures, and regulatory filings . This role plays an important part in ensuring the integrity of the Bank's financial reporting framework while supporting the evolution of reporting processes, controls, and regulatory infrastructure as HomeEquity Bank transitions toward a Category 1 bank. This role offers the opportunity to gain deep exposure to banking regulatory frameworks, capital reporting, and financial disclosure in a growing federally regulated financial institution. The Senior Financial and Regulatory Reporting Analyst reports directly to the Director, Financial and Regulatory Reporting. The position collaborates closely with various stakeholders, including Finance leadership, Treasury, Compliance and Risk, and plays an active role in enhancing the accuracy, efficiency, and reliability of the Bank's financial reporting environment. MAJOR ELEMENTS OF THE ROLE Financial Reporting Deliver quarterly and annual IFRS compliant financial statements for multiple entities in Workiva Perform detailed analytical review of financial results and underlying general ledger activity to ensure accuracy, completeness, and integrity of external disclosures Own the Workiva reporting environment, including document architecture, data linkages, and controls supporting the integrity of financial disclosures Support the automation and integration of financial data flows between Workday and Workiva to enhance the efficiency, accuracy, and reliability of financial and regulatory reporting Manage the preparation and analysis of complex accounting entries supporting the month-end close Prepare cashflow and other supporting schedules for financial statements and MD&A disclosures Consolidate and prepare support schedules for the monthly reporting package for senior leadership Design and enhance custom reporting within Workday to support evolving financial reporting and management insight requirements Prepare analysis and insights supporting reporting to the CFO, senior leadership, and Audit Committee, helping explain the drivers behind financial and regulatory results Support the implementation of new accounting standards and assess their impact on financial reporting and disclosures Assess and implement Workday updates and new releases that impact financial reporting to ensure system functionality aligns with accounting and reporting requirements Coordinate with internal and external auditors to support audit procedures, including responding to information requests and preparing supporting documentation for financial statements Regulatory Reporting Own the preparation and submission of OSFI regulatory filings, including BCAR and Leverage Ratio returns, ensuring accuracy and compliance with prescribed filing deadlines Prepare CDIC returns, Statistics Canada and other regulatory returns as required Lead the preparation and enhancement of quarterly Basel Pillar 3 and B-20 disclosure Ensure compliance with regulatory reporting instructions, prudential standards, and evolving regulatory requirements Analyze and communicate key drivers of changes in regulatory capital ratios, supporting internal understanding of capital impacts Identify opportunities to enhance financial and regulatory reporting processes through automation, improved controls, and system enhancements Coordinate with internal and external auditors to support audit procedures for regulatory filings Partner with Treasury, Risk, and Finance leadership to assess the regulatory implications of new products, funding strategies, and business initiatives Regulatory Transformation & Category 1 Readiness Contribute to the development of the Bank's enhanced financial and regulatory reporting framework as part of transition to a Category 1 bank Participate in gap assessments and remediation initiatives related to regulatory reporting and disclosure Enhance capital and liquidity reporting processes, documentation, and internal controls to meet heightened OSFI expectations Support expansion of Pillar 3 disclosures

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