Finance Business Partner joining FP&A team to drive budget management and cost transparency. Important analytics and financial visibility in a SaaS environment using emerging tech.
About the role
- Team Lead overseeing Investment Operations for Canada Life, managing accounting and valuations. Guiding processes, training staff, and supporting management with financial controls.
Responsibilities
- Provide oversight and review of daily, month end and quarter end reconciliations.
- Responsible for oversight of manual and automated trading processes.
- Support the control framework and provide analysis of the daily pricing and fund valuation process.
- Perform end of day benchmarking analysis and validation of net asset values.
- Develop and demonstrate subject matter expertise around NAV valuations and operational functions (Trading, Reconciliation, Alternative Investments, or Reporting).
- Support continuous improvement and be involved in streamlining and documentation of processes.
- Participate in development and implementation of departmental initiatives and projects.
- Must interact professionally with related business partners such as Custodian banks, Investment Managers and internal departments.
- Directly support junior staff in problem solving and assists management team with planning individual career development of staff, workload balancing and resource planning.
- Responsible for training and providing technical guidance to colleagues.
- Provide indirect leadership and coaching to operations staff.
- Other general or department wide tasks as assigned.
Requirements
- Completion of post secondary education, specializing in Accounting/Finance, such as Business Administration or B. Comm.
- Completion of/or working toward a professional accounting designation.
- Experience with financial reporting would be considered an asset.
- Strong attention to detail in assessing financial information.
- Completion of the Canadian Securities Course would be considered an asset.
- Experience with segregated funds, mutual funds and securities/investments would be considered an asset.
- Minimum four years of experience in an accounting related position.
- Excellent knowledge of spreadsheet programs (Excel) and other applications (Word, MS Query).
Benefits
- Opportunities for career advancement, access to industry-leading learning programs and up to $2,000 annually towards education reimbursement.
- Flexible health and dental benefits, plus a $5,000 mental health benefit to support your well-being.
- In addition to regular vacation and personal days, we support community involvement with a volunteer day.
- Company-matching pension plan, share ownership program and additional investment options.
- Employee recognition programs, service milestone celebrations, employee discounts and more!
- We provide a workplace where employees feel connected and supported through Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
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