Advisor in investment and financing assisting clients with their investment and financing needs while ensuring quality service and strategic development. Join Desjardins Group, the largest cooperative financial group in North America.
About the role
- Senior Analyst, Finance at FNBO responsible for business planning and financial reporting. Collaborating with teams on budget preparation and financial analysis for various business units.
Responsibilities
- Responsible for all aspects of the business planning and financial reporting process for an assigned business unit
- Provide direct finance oversight and analysis for assigned divisional business unit managers
- Develop annual budgets, financial forecasts, monthly financial analysis and reporting, variance analysis, year-end financial reporting preparation, month-end close procedures, audit support and ad-hoc analysis requests
- Anticipate and act on what needs to be done to accomplish goals
- Develop and maintain competency within the bank’s financial systems to facilitate segment and business unit specific reporting and analysis
- Present financial results to management and be a point of contact for inquiries
- Partner with business unit leaders/managers and the finance team to prepare and analyze budgets/forecasts
- Work with Business Unit managers on analysis of business and business products
- Identify opportunities for increased efficiency/accuracy
- Takes ownership of work by becoming a subject matter expert for varied Business Unit needs through continual review of performance and forecast variance analysis
- Collaborate with teams across the organization including the finance group, accounting, accounts payable, and business unit leaders, managers, and teams
- Generate reports, interpret, analyze, and communicate monthly business unit performance for senior management
- Prepare, analyze, and support key business line initiatives
- Develop, maintain, and complete subsequent analysis of relevant metrics and benchmarking for key profitability measures of the business unit.
Requirements
- Bachelor’s Degree in Finance, Accounting, Economics, related field, or equivalent experience
- 5+ years’ experience in Finance, Accounting, Budgeting, and/or Forecasting
- Experience using data warehouses for data extraction and manipulation to analyze large datasets
- Proficiency with Microsoft Office Products (Excel, Word, PowerPoint, Outlook)
- Excellent written and oral communication skills
- Ability to collaborate with various teams, as self-directed contributor with a proven history of being detail orientated, innovative, creative, and strategic
- Demonstrate strong attention to detail while maintaining view of the bigger picture of the assigned project
- Work independently; multi-task assigned projects and daily workload while adhering to completion timelines
- Exhibit professional behavior and promote positive working relationships
- Maintain regular and predictable attendance in alignment with departmental/divisional policy.
- Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to the job duties.
- Complete compliance training and adhere to internal procedures and controls, as required.
- Candidates must possess unrestricted work authorization and not require future sponsorship.
Benefits
- Medical, Dental, Vision Insurance
- 401k, With Matching Contributions
- Time Off Programs
- Health Savings Account (HSA)/Dependent Care
- Employee Banking
- Growth Opportunities
- Tuition Assistance
- Short-Term/Long-Term Disability Insurance
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