Personal Finance Advisor developing and maintaining client relationships to offer tailored financial advice. Working with individuals and businesses to achieve financial goals with Desjardins.
About the role
- Marketing Operations & Finance Analyst aligning with annual marketing strategy and maintaining financial plan. Involves collaboration with finance and marketing teams for effective budget management.
Responsibilities
- Understand and align with the annual marketing strategy and associated financial plan.
- Ensure that the marketing budget is accurately tracked and maintained throughout the year.
- Serve as point of contact with finance to create blanket purchase orders for distributors and partners.
- Serve as a liaison with Accounts Payable (AP) to ensure invoices are received and processed on-time.
- Manage payment issues by coordinating with internal finance teams and external partners.
- Assist with shipping marketing demos and giveaways for partner-hosted events throughout the year.
- Coordinate with AP to create invoices for partner sponsorships and booth spaces for our annual, global NI Connect event.
- Support continuous process improvements and assist with other projects as bandwidth allows.
Requirements
- Strong English communication skills and professionalism.
- Proficient in Excel; experience with Allocadia/Oracle or other financial and marketing CRM systems is a plus.
- Excellent written and verbal communication, interpersonal skills, and attention to detail.
- Strong analytical and problem-solving abilities.
- Bachelor’s degree (BSc) in Finance or Business.
- 1-5 years of experience in Marketing, Operations or Finance.
Benefits
- International working area, good Team spirit
- Flexible working hours and home office opportunity
- Cafeteria including multiple selectable options
- Supportive atmosphere, team buildings and other company events
- Yearly Appreciation week, including fun, educational and health-related program
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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