Director of Strategic Finance overseeing budgeting and forecasting processes for Asset Management at Aviso. Providing strategic financial insights and supporting executives in a hybrid work environment.
Responsibilities
Lead the annual budgeting/forecasting process with the assigned line(s) of business and update forecasts on a quarterly basis for executives/Board
Lead and provide strategic finance support, including business casing, pricing analyses and other financial models, for Asset Management
Join the Asset Management Executive Committee and contribute to the business’ strategic direction
Act as a key partner to executives, business leaders and their teams, including regularly educating them via presentations and other means, on financial performance, drivers and opportunities
Oversee and manage all FP&A line of business executive/board reporting, including ongoing reporting improvements
Collaborate and support leaders across a variety of departments, including Product, Investment Management, Sales, Compliance, Legal etc.
Analyze complex financial information to provide accurate and timely financial reports/recommendations to support strategic and tactical decisions
Regularly uncover opportunities to drive efficiencies/savings, including support for various contract renegotiations
Write monthly and quarterly commentaries for executive/board reports
Create ad hoc financial models to support departments across Aviso, as required
Work with the Strategy & Innovation team and executives on ad hoc M&A opportunities as well as one-off/custom board reports
Demonstrate leadership within the FP&A team through mentoring and educating analysts to support team growth and succession planning
Requirements
Bachelor’s degree in Finance or Accounting
MBA and/or professional designation (CA, CGA, CMA / CPA, CFA)
A minimum of 10 years’ progressive experience in finance/financial services roles, with at least five years at a Director level, preferably within the wealth/asset management industry
At least five years’ experience leading and managing a team
Advanced skills in Microsoft Excel
Experience with investment products, including mutual funds and SMA platforms
Strong understanding of data analytics
Familiarity with enterprise planning tools to facilitate budgeting and forecasting activities
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
Superior communication and presentation skills to persuade and influence peers and upper management
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 French are an asset
Benefits
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
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