Personal Finance Advisor responsible for advising clients on financial strategies and products. Focus on client satisfaction and relationship management at Desjardins in a hybrid work environment.
About the role
- Head of Finance at rePurpose, leading financial operations and compliance for a sustainability-focused platform. Empowering CPG brands to navigate packaging regulations and sustainability claims.
Responsibilities
- Set up automated processes for ongoing and accurate reporting of financial health and key business metrics to management and the company board.
- Dashboarding for company-wide visibility and actionability. Conduct in-depth analysis of financial and operational data to provide actionable insights, enabling data-driven decision-making and continuous improvement.
- Budgeting Leadership leads the annual budgeting process year after year, collaborating with stakeholders to ensure alignment with strategic goals and financial targets.
- Inspire and mentor the current team with experience in hiring and developing top talent to build a strong, cohesive team.
- Compliance, taxation, and treasury management processes with a continuous refinement mentality.
- Procurement-related processes, vendor management, and negotiation.
- Contracting and accounts receivable management with customers.
- Payroll-related processes and manage company benefits procurement to meet compliance, deliver employee trust, and manage costs efficiently.
- Help solve ad-hoc issues that inevitably come up and take on special projects to both respond to risks and jump on opportunities.
- Collaborate with departments company-wide to gather inputs, provide financial insights, and support strategic initiatives, fostering a culture of collaboration and shared success.
Requirements
- Minimum of 5-6 years of experience in FP&A or related field, with a proven track record of financial analysis, budgeting, and performance reporting.
- Been part of a Series A-C company and has had hands-on experience in the fundraising and scaling process.
- Strong analytical and problem-solving skills, with proficiency in financial modeling, forecasting, and data analysis.
- Excellent communication and interpersonal skills, with the ability to clearly communicate complex financial concepts and insights to diverse stakeholders.
- Demonstrated ability to collaborate effectively with cross-functional teams, building strong working relationships and driving collective success.
- Strong leadership skills, with the ability to lead and motivate teams, provide guidance and mentorship to junior members, and drive continuous improvement initiatives.
- Ability to thrive in a fast-paced environment, manage multiple priorities, and adapt to changing business needs and priorities.
- Proficiency in financial reporting and analysis tools, as well as experience with automation and dashboarding solutions (e.g., Causal).
- Strategic mindset with the ability to align financial goals and initiatives with broader organizational objectives, contributing to company-wide success.
- Demonstrated passion for environmental sustainability and socio-economic impact.
Benefits
- Competitive Compensation: Enjoy a highly competitive salary package based on your skills and experience.
- Performance-Based Incentives: Earn additional rewards as you achieve key milestones and contribute to our success.
- Employee Benefits & Wellness Funds: Access medical coverage, a wellness fund, learning opportunities, and WeWork partnerships.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Financial Planning Analyst at Supera preparing financial reports and supporting decision - making. Involves budget analysis and process automation for management.
Director of Finance and Operations driving financial performance and operational efficiency at Educative. Overseeing finance, operations, and compliance in the U.S. and Pakistan to enable sustainable growth.
Financial Risk Manager at Qonto managing liquidity and interest rate risks. Shaping asset protection strategies and optimizing revenues in a regulated banking environment.
Accounting and Finance Intern supporting the Finance team at ContourGlobal. Involved in various accounting processes and assisting in Treasury and Accounting operations.
Join Victim Support Scotland as a local service developer for victims and witnesses of crime. Ensure local service delivery while managing volunteer engagement in geographical areas.
F&I Manager at Hello Mazda leading finance strategies to maximize dealership performance and customer satisfaction through effective sales management. Driving F&I performance while ensuring compliance with policies and procedures.
Associate Financial Advisor at Wescott Financial Advisory Group LLC supporting advisor teams and drafting financial plans while maintaining client relationships. Involves collaboration with expert advisors and community engagement.
Assistant Financial Advisor supporting high - net - worth clients in comprehensive financial planning and investment advice. Collaborating with experienced advisors to develop skills for future advisory roles.
Financial Service Advisor assisting students with financial aid applications and providing financing information. Reporting to the Director of Student Financial Services at Remington College in Dallas.