Senior Financial Analyst - Financial Planning & Analysis (GWAM Finance)

Senior Financial Analyst - Financial Planning & Analysis (GWAM Finance)

Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux.

De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos activités.

Description d’emploi

The opportunity

Role and Responsibilities :

• Actively involve in consolidating, analyzing, and synthesizing large amount of financial and non-financial information from various stakeholders.
• Prepares high-quality monthly and quarterly reports, dashboards and presentations in a timely and organized fashion catered to the needs of the different stakeholders of Global WAM Finance - Financial Planning and Analysis.
• Prepares Monthly / Quarterly Management Decks, WAM MIS Report, Quarterly Forecasts from different business segments and others.
• Prepares and maintains templates of report packages, highlight key issues, and actively look for resolution.
• Presents plan and forecast reports that provide variance analysis and key insights to CFOs.
• Reviews work of junior team members ensuring quality of reports are being submitted to stakeholders.
• Improves and re-engineers reporting processes and deliverables to create consistency and efficiency during month-end and quarter-end cycles.
• Supports the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics and preparation of presentation decks.
• Initiates improvements by exploring, identifying, and implementing reporting, analysis, and process solutions.
• Works closely with the North America business unit, Stakeholders and MBPS FP&A teammates to ensure a smooth reporting and planning process, assisting in ad hoc requests as needed.
• Participates in team cross-training to establish back-up and improvement of processes handled.
• Trains new resources within the team and guides junior team members in asking right questions and provides suggested answers / solutions.

What we are looking for

• University graduate in Accounting / Finance; professional accounting designation (CPA) is an advantage.
• At least 4 years of experience in a finance role; Wealth and Asset Management industry experience an asset.
• Experience in participating or spearheading in automating processes is a plus.
• Intermediate to Advanced knowledge of Excel and Powerpoint.
• Strong verbal and written communication skills; ability to succinctly engage with senior management and team members.
• Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure.
• Knowledge of general ledger reporting tools and systems.
• Strong attention to detail; ability to present actionable insights to senior management.
• Experience in developing Power BI dashboards, Power Apps and Alteryx as well as knowledge of Anaplan are advantageous skills.
• Proven ability to thrive in a fast-paced, high-performing and collaborative team environment.
• Proactive approach to continuous improvements and a positive can-do attitude.
• Ability to identify and investigate complex issues and recommend actionable solutions.

What can we offer you?

• A competitive salary and benefits packages.
• A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
• A focus on growing your career path with us.
• Flexible work policies and strong work-life balance.
• Professional development and leadership opportunities.

Our commitment to you

• Values-first culture.
• Boundless opportunity.
• Continuous innovation.
• Delivering the promise of Diversity, Equity and Inclusion.
• Championing Corporate Citizenship.

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