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.  
  

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 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 financials 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

Working Conditions Unique to Job

• Hybrid work scheduled where three days are in the office

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 

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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