Part - time Financial Adviser providing financial advice to clients in Hillcrest for Old Mutual. Engaging with customers and identifying sales opportunities through consultative selling and trust building.
About the role
- Senior Financial Analyst providing strategic financial support to Human Services leadership in a government agency. Involves budgeting, forecasting, and financial advisory services in a collaborative team environment.
Responsibilities
- Performs budgeting, forecasting and reporting for various divisions within the Human Services Department
- Identifies business trends and drivers and maintains/develops financial models
- Develop workflow schedules for budget and corporate reporting cycles
- Develops and maintains cooperative, collaborative and strategic relationships with the division’s managers and directors
- Engages business partners and establishes open dialogue on the financial related matters with regards to business sustainability, terms of council priorities and program financial outlook
- Provides financial advice and influence in program’s annual budget development, financial/management reporting and complex business issues
- Creates meaningful reports/presentations that concisely identify root causes and clearly tell the story
- Reviews council reports/business cases, conducts cost-benefit analysis and provides business partners with sound financial recommendations
- Assesses financial processes to determine the efficiency of the current practices and appropriateness of financial controls
- Provides advice and interpretation of financial policies, by-laws, procedures and legislations
- Prepare year-end working paper and financial statement to report to the ministry
- Provides coaching and review of the Financial Analyst’s work related to accounting activities (accruals, account reconciliations, journal entries etc.), management reporting, financial procedures and documentation
Requirements
- Relevant University degree and recognized professional accounting designation (CA/CGA/CMA/CPA/ACCA)
- Minimum of 5 years experience in preparing annual budgets, forecasts, and cash flow statements
- An equivalent combination of education and relevant experience may be considered
- Strong computer skills (specifically MS Office and PeopleSoft Financials) and/or Hyperion (budget software systems) would be considered an asset)
- Excellent verbal and written communication skills, planning and organizational skills as well as ability to prioritize
- Attention to detail, ability to work independently and as a team member
- Knowledge of applicable legislation, regulations and standards as well as municipal issues, services and processes are considered an asset
- Excellent relationship building skills in order to develop and sustain client partnerships as well as work in a team environment
- Demonstrate a commitment to diversity, equity, and inclusion through continuous development, modeling inclusive behaviors, and proactively managing bias.
Benefits
- Comprehensive Health, Dental, and Vision plan (yes, even psychological health coverage) — starting on your very first day!
- OMERS Pension Plan: Automatic enrolment to help secure your future with peace of mind.
- Vacation Time That Grows: Start with 3 weeks of vacation per year— because work-life balance is important!
- Personal Days Just for You: Enjoy 3 paid personal days and floating holidays to recharge whenever you need.
- Wellness First: Flexible hours to fit your lifestyle and prioritize your health and well-being.
- Performance Pays Off: Annual performance reviews with merit increases — your hard work is recognized and rewarded!
- Supportive, Respectful Culture: Work in an environment where leadership truly cares and inclusivity is celebrated.
- Learning & Growth: Access to tuition reimbursement and tons of development resources to keep you growing — whether in your career or on a personal level.
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