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
- Financial Systems and Processes Manager at SPX Technologies leading system design and optimization. Collaborating across departments to enhance efficiency and compliance in financial operations.
Responsibilities
- Lead the design, implement, and optimize financial systems and related business processes.
- Collaborate across departments to drive efficiency, accuracy, and scalability in financial operations.
- Lead system upgrades, integrations, and new module implementations with minimal business disruption.
- Identify and resolve process inefficiencies in partnership with Finance leadership.
- Maintain documentation for financial processes, workflows, and internal controls.
- Act as liaison between Finance, IT, and third-party vendors for system-related initiatives.
- Ensure compliance with SOX, audit requirements, and data security standards.
- Design and deliver dashboards, reports, and analytics that provide actionable insights.
Requirements
- 8+ years in financial systems management, financial operations, or related fields.
- Proven experience with ERP systems and financial reporting tools.
- Demonstrated success in process improvement and system implementation projects.
- Strong understanding of accounting principles and compliance requirements.
- Experience implementing business software (e.g., ERP, CRM, WMS).
- Excellent project management and communication skills.
- Strong analytical and problem-solving abilities.
- Ability to lead cross-functional teams.
- Bachelor’s degree in Finance, Accounting, Information Systems, or related field.
Benefits
- Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave
- Competitive health insurance plans and 401(k) match, with benefits starting day one
- Competitive and performance-based compensation packages and bonus plans
- Educational assistance, leadership development programs, and recognition programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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