Investment Specialist responsible for processing investment transactions at Canada Life, ensuring accuracy and compliance with service level agreements. Engages with advisors for required information and utilizes internal systems effectively.
About the role
- Deputy Director leading financial reporting operations and driving technological evolution at FINRA. Responsible for all financial reporting activities and team management in a hybrid work environment.
Responsibilities
- Leads financial reporting operations by driving the strategic evolution and process improvements
- Implements digital tools and platforms to streamline workflows and improve reporting capabilities
- Partners with CFAO and executive leadership to provide accounting expertise
- Builds and collaborates across business units to align on reporting requirements
- Oversees preparation of FINRA's annual report and all subsidiary, special-purpose, and benefit plan financial statements
- Identifies opportunities to enhance reporting efficiency and accuracy
- Manages and develops the Financial Reporting team, fostering a culture of continuous improvement
- Leads special projects focused on financial reporting innovation and organizational transformation
Requirements
- Bachelor's degree in accounting or finance; graduate degree strongly preferred
- CPA required
- Minimum ten (10) years of progressive accounting and financial reporting experience with demonstrated strategic leadership; public accounting experience highly desired
- Extensive knowledge of GAAP and SEC reporting requirements.
- Advanced proficiency and technology fluency in MS Office, and financial reporting/analytics systems and tools.
- Proven track record of driving technology initiatives and digital transformation in financial reporting environments.
- Experience managing and developing high-performing teams in dynamic environments.
- Demonstrated experience presenting to Board-level and C-Suite executives.
- Demonstrated experience with complex accounting systems, including multi-entity accounting structures.
- Strong business acumen and ability to connect financial reporting to organizational objectives.
- Exceptional communication and presentation skills with ability to influence and engage diverse stakeholders at all organizational levels.
- Analytical mindset with attention to detail.
- Ability to manage multiple strategic priorities simultaneously.
Benefits
- Comprehensive health, dental and vision insurance
- Basic life and accidental death and dismemberment insurance
- Short- and long-term disability insurance
- Long-term care insurance
- Business travel accident insurance
- Legal insurance
- 401(k) plan with company match
- FINRA-funded retirement contribution
- Tuition reimbursement
- Commuter benefits
- Adoption assistance
- Backup family care
- Surrogacy benefits
- Employee assistance programs
- Wellness programs
- 15 days of paid time off
- 5 personal days
- 9 sick days
- 2 volunteer service days
- Military leave
- Jury duty leave
- Bereavement leave
- Voting and election official leave
- Childbirth and parental leave
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