Job title: Director, Financial Planning & Analysis

Company: Aviso Wealth

Job description: Job Description:

Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at .

The Opportunity:

We’re looking for a Director, Financial Planning & Analysis to join our Finance team.

This role can be mostly remote, however we will on occasion require you to come onsite to our office at 151 Yonge St, Toronto, ON.

Reporting to the Vice President, Financial Planning and Analysis the Director Financial Planning & Analysis will drive financial performance, provide strategic and financial insights, supporting shared services and business lines. This role will lead and manage the budget and forecast preparation, shared service model, internal reporting, business decision support initiatives and project management for FP&A projects. Strong business acumen, ability to influence and make sound recommendations as well as build and maintain solid relationships with stakeholders are key success factors in this role.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
• Leadership – You lead your team and provide regular direction, guidance, coaching, and motivation, all while striving for peak performance. You assist them in overcoming obstacles through additional resources, removal of roadblocks, and providing the level of support required for their success. You delegate and deliver feedback based on the in-depth understanding of your individual team members

What your day looks like:

• Leads planning, budgeting, reporting, and forecasting processes through close collaboration with shared services and lines of business
• Partner with senior leadership of shared services to develop and support strategic financial plans
• Analyze complex financial information to provide accurate and timely financial recommendations to management for decision making purposes
• Prepare and present financial reports, presentations and analysis to senior management, stakeholders, and Board of Directors
• Support the Vice-President, Financial Planning & Analysis in identifying and analyzing the impact of cross-functional financial decisions across the lines of businesses and support functions
• Create and implement the annual Shared Service Allocation Methodology to ensure fair and accurate distribution of cost centers across business lines
• Work with Accounting to ensure accuracy, integrity, and reliability of data for analysis and decision making
• Prepare regular reporting of financial performance and metrics for department leaders, communicating financial results and trends
• Collaborate with Project Managers to track, report and monitor key strategic initiatives on budget, capitalization, and performance relative to plans
• Drive continued evolution of budgeting, financial forecasting, operating plans, and modeling tools
• Perform special projects and ad-hoc financial analysis as required

Requirements:

Your experience and skills:

• Bachelor’s degree in Finance, Business, Economics or other relevant field. A Master’s degree is an asset
• Professional designation (CA, CGA CMA/CPA)
• Minimum of 10 years progressive experience in financial roles, with at least 5 years of management experience.
• Significant experience in budgeting, reporting, planning, analysis and integrating financial systems. Sage Intacct and Workday experience an asset
• Experience working in complex organization, with a preference for experience in the financial services industry
• Project management experience, including leading and managing delivery and documentation, specifically experience where there have been multi-department impacts
• Strong financial modeling, analytical and problem-solving skills with attention to detail
• Mastery skills in Microsoft Excel
• Strong understanding of data mining techniques and principles
• Familiarity with enterprise planning tools to facilitate budgeting and forecasting activities
• Exceptional organizational skills and ability to prioritize and handle multiple simultaneous assignments
• Proven ability to anticipate business needs and priorities, working with all levels of management and employees
• Superior communication and presentation skills to persuade and influence peers and upper management
• Ability to thrive in a past-paced performance-driven environment, dealing with ambiguity and change
• Excellent verbal and written communication skills and the ability to interpret and summarize financial analysis results in a clear, concise, accurate manner
• Desire to formulate and drive process improvements, with confidence to challenge the status quo
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits:

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Equal Employment Opportunity

Aviso Wealth welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso Wealth powers businesses that empower investors. We are a national, integrated financial services company, with approximately $110 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, Co-operators / CUMIS and Desjardins. Our mutual funds dealer, securities brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, Qtrade Guided Portfolios, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, offers a comprehensive lineup of responsible investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at .

Salary

This position is posted with an expected salary range of $124,000 – $165,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.

Expected salary: $124000 – 165000 per year

Location: Toronto, ON

Job date: Sun, 28 Jan 2024 00:06:56 GMT