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
- Senior Financial Analyst in FP&A working closely with Marketing and Sales teams at Bel, which focuses on healthier food options. Evaluating performance, contributing to budgeting and strategic planning.
Responsibilities
- Work closely with Marketing and Sales teams to develop P&Ls for innovations and productivity improvement projects.
- Prepare performance reports, identify and analyze financial metrics to assess performance and make recommendations.
- Contribute to monthly and annual close processes.
- Actively contribute to strategic planning, budgeting and forecasting processes.
- Understand and continuously work to optimize processes, tools and methodologies.
- Participate in special projects and perform other duties as required.
Requirements
- Bachelor's degree in Finance or Accounting
- CPA designation is an asset
- Minimum 3–4 years of experience in financial analysis or accounting; experience in a public accounting firm is an asset
- Critical thinking skills
- Curious about the story behind the numbers
- Ability to manage multiple tasks in a fast-paced environment
- Able to work under tight deadlines
- Strong analytical mindset with a high attention to detail
- Strong interpersonal and communication skills with a collaborative mindset
- Advanced proficiency in Microsoft Office; advanced skills in Excel and Power BI
- Knowledge of reporting systems (SAP, BPC & BW)
- Ability to learn and master new tools in a fast-changing environment
- Bilingual French/English (spoken and written)
Benefits
- Hybrid work arrangement
- Offices with stunning views of Old Montreal and the river
- Competitive salary
- Performance bonus
- Comprehensive group insurance 100% employer-paid
- $750 health spending account
- Vacation based on experience
- Sick leave and floating personal days
- Retirement plan with a 3% employer contribution
- Employee and family assistance program (EAP)
- Career progression and professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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