Job Specifications
Aviso Wealth:
At Aviso, 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 has to offer at www.aviso.ca.
The Opportunity:
We're looking for a Senior Financial Analyst to join our Finance team.
Reporting to the Director, Financial Planning & Analysis, the Senior Financial Analyst is responsible for the delivery of services and accountabilities for the FP&A team and providing financial support to the shared services business units. This role will deliver on tasks for budget and forecast preparation, shared service model, internal reporting (including project reporting), business pricing model and business decision support initiatives. The Senior Financial Analyst provides financial support to the shared service business units relating to the detailed budgeting process and analysis of key business metrics and drivers. This role will also support certain aspects of the accounting month-end and year-end close process as it relates to allocations and ensuring proper classification of expenses (will require creating and posting journal entries in the accounting general ledger). Strong business acumen, ability to influence and make sound recommendations as well as build and maintain strong relationships with stakeholders are key success factors for this role. As required, the role will also support the Vice-President, Financial Planning & Analysis in forecasting activities.
Who you are:
Service - You put your clients' needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso 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
What your day looks like:
Support the preparation and validation of inputs to the forecast as well as analyzing the impact of business decisions across the lines of businesses and support functions
Prepare the monthly Executive Report package including analysis on key financial metrics and performance
Maintain and protectively improve financial models to enhance and streamline existing processes to analyze monthly financial results
Maintain FP&A systems, namely Workday Adaptive Planning
Preparation and/or review of monthly accounting allocation entries and variance analysis, including trade cost
Prepare monthly project budget reporting including capitalization rates and other analysis
Provide financial decision support to shared services, including key trends, metrics and business drivers to inform decision making in support of achieving operational and strategic objectives
Analyze complex financial information to provide accurate and timely financial recommendations to management for decision making purposes
Support the preparation of financial analysis on new lines of business, product development and pricing decisions
Requirements
Your experience and skills:
Bachelor's degree in Finance, Accounting, or a related field, MBA an asset
Professional designation (CA, CGA, CMA / CPA, CFA)
A minimum of 3 years progressive experience in financial roles, preferably within the wealth management industry
Advanced skills in Microsoft Excel including data modelling and power query knowledge
Experience with Workday Adaptive Planning is highly preferred
Working knowledge of SQL is an asset
Highly analytical and detail-oriented
Exceptional organizational skills and ability to prioritize and handle multiple simultaneous assignments
Strong interpersonal and leadership skills
Proven ability to anticipate business needs and priorities, working with all levels of management and employees
Demonstrated willingness to roll-up sleeves and work with team members in a hands-on management capacity
Ability to thrive in a past-paced performance-driven environment, dealing with ambiguity and change
Fluent communication skills in English are required and bilingual skills in Frenc
About the Company
Aviso empowers better wealth management for Canadians. We're a leading wealth services provider for the Canadian financial industry, helping hundreds of organizations gain a competitive edge. By connecting to our comprehensive ecosystem of integrated technologies, tools, products, services, and expertise, our partners can deliver an enhanced wealth management experience to their clients. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. Our team embraces ...
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