22 Oct
HomeEquity Bank
Etobicoke
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 role is responsible for providing business analysis, enhancements, and maintenance support for the bank’s Enterprise Resource Planning (ERP) system, including Finance & HR operational workflows. It will be the main contact for all related ERP upgrades, enhancements, and maintenance, and will work closely with multiple departments including the core functional teams of HR and Finance. It will also closely collaborate with the Technology Operations, Information Security, Data and Analytics, and Project Management Office teams.
MAJOR ELEMENTS OF THE ROLE
ERP & HRIS Applications and Workflow
- Conducts needs analysis related to both Finance and HR Applications and Workflows to support Finance and Human Resources processes
- Provides support for projects and strategic initiatives related to Finance and HR automation opportunities, workflow design, development, and new business solutions and applications
- Responsible for Finance and HR project activities including research, workstreams, design, and implementation of data integration, testing, documentation, upgrades, and data conversions
- Supports users in the creation and development of new reports and resolving data issues within both Finance and HR applications
- Provides problem-solving, troubleshooting, and consulting support for Finance and HR systems
- Develops Finance and HR test cases, implementation plans, defining workflow solutions, controls, standards, and naming conventions within applications
- Understands and defines key data requirements resident in both ERP-based Finance and HR workflows, ensuring a structured approach for updates and maintenance
- Develops procedures and user manuals for Finance and HR workflows and applications.
- Provides presentations and training to Finance and HR end users
- Works cross-functionally to facilitate the roll-out and ongoing support of Finance and HR enhanced workflows and upgrades
- Liaises with Finance and HR vendors and IT to plan and facilitate new or upgraded ERP application and external data sets
Financial & HR Reporting and Analytics
- Prepares journal entries with appropriate analysis and supporting documentation within ERP system
- Provides financial review, variance analysis, and employee-related data reporting for assigned ERP portfolios
- Analyzes financial results and HR data to assess reasonability and fluctuations within ERP
- Prepares quarterly forecasts and annual budgets for assigned ERP
Technical Troubleshooting
- Diagnoses and resolves technical issues within ERP system, including data integrity problems, system malfunctions, and user access issues
- Collaborates with IT and vendors to troubleshoot system errors, performance bottlenecks, and other technical challenges
- Monitors system logs and performance reports to proactively identify and address potential issues before they impact users
- Provides on-demand technical support to end users, ensuring timely resolution of system problems
- Conducts root cause analysis for recurring issues and works with stakeholders to develop and implement long-term solutions
- Escalates unresolved technical problems to relevant teams or vendors and follows up on resolutions
SKILLS AND EXPERIENCE REQUIRED
Qualifications
- Completion of post-secondary education in Business or related discipline
- Completion or enrolment in Chartered Professional Accountant designation
- Progressive experience in financial management and HR support environment with exposure to relevant applications and workflow activities
- Demonstrated project and organizational skills and experience in maintaining and implementing workflows and applications
- Demonstrated thorough understanding of ERP systems (Workday) as well as business processes and operations knowledge related to Finance & HR
- Experience with data integration through interfaces between the Bank’s applications
- Experience with creating reports and understanding Bank’s data sets
- Advanced knowledge of MS Office especially Excel with real time links; an understanding of VBA is an asset
Attributes
- Excellent interpersonal skills in order to foster effective team dynamics
- Strong analytical and problem-solving skills to facilitate the creation and implementation of workflows to meet business objectives of Finance and HR
- Ability to multi-task in a fast-paced, dynamic environment
Working Conditions:
- Hybrid office environment
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.
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:
LinkedIn
Youtube
Facebook
Twitter
Instagram
Chip.ca
Other details
- Job Family Non-sales
- Pay Type Hourly