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
- Finance operator leading strategy and financial oversight for Octopus Electroverse's growth. Focused on business planning, budgeting, and performance monitoring within a complex environment.
Responsibilities
- Lead annual budgeting and re-forecasting processes
- Monitor performance vs. plan and recommend action plans
- Own and develop financial models that power the business
- Drive business planning aligned with Group strategy
- Prepare analysis and board packs for reporting
- Improve divisional cash flow forecasting
- Support strategic analysis for Senior Leadership Team
- Oversee Electroverse Operational Finance team
Requirements
- Experience in green tech would be an advantage, but strong desire to learn is a must
- Ability to present complex information simply
- Experience in building Excel-based financial models and executive packs
- Ready to engage with different stakeholders
- Curiosity and open-mindedness in tackling new products
- Understanding of business finance and accounting; ACA/CIMA qualification not required
- Experience in investment banking, consulting, or corporate finance would be an advantage
Benefits
- Equal opportunities and an inclusive work environment
- Accommodations for interviews and workplace needs
- Opportunities for professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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