FP&A Analyst responsible for enhancing reporting and support planning processes at Evident. Collaborating across departments for data integrity and strategic finance projects.
About the role
- Senior Financial Analyst validating the daily calculation of Net Asset Values for investment funds at Manulife. Requires experience in financial markets and investment accounting with bilingual capabilities.
Responsibilities
- Validate the daily calculation of Net Asset Values for North American and International funds
- Perform inquiries and seek relevant information from appropriate external and internal parties (such as NAV Agents) to adequately finalize investigations
- Independently lead and/or participate in projects aimed at developing and implementing new systems and products, as assigned by Managers
- Be ready to work from time to time outside of regular business hours to accommodate for spikes in activity or calls with our international partners
- Prepare, verify and organize the information required for the preparation of management reports and other financial documents
- Support colleagues in their tasks or with any other issues that could arise
- Implement and validate changes to oversight procedures and update documentation to ensure operational objectives and standards are met
- Use appropriate judgment in dealing with unexpected issues and requests, demonstrating an ability to prioritize work and mitigate risk
- Assist Managers in performing second level reviews for files completed by junior team members
- Act as a coach or reference person for topics and issues that are deemed riskier or more sensitive
Requirements
- Bachelor’s degree in finance or accounting
- 3 to 5 years of experience with exposure to fund accounting and/or investment operations
- Good knowledge of and/or experience with securities instruments, settlements, foreign exchange transactions, reconciliations and investment accounting
- Result-oriented, with the ability to react quickly, to adapt to changes and to meet tight deadlines
- Accounting designation, an asset
- Bilingual, French and English, written and spoken, an asset
- Demonstrates initiative and takes responsibility
- Detailed-oriented with a high level of accuracy
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
Benefits
- health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
- adoption/surrogacy and wellness benefits
- employee/family assistance plans
- various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program in Canada includes holidays, vacation, personal, and sick days
- full range of statutory leaves of absence
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FP&A Director overseeing budgeting and forecasting for Evident, a company focused on health and safety solutions. Collaborating with senior management and leading financial evaluations and initiatives.
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