Client Financial Services Agent at Desjardins, working with advisors to provide personalized client support and handle business development. Assisting clients with investment, financing, and protection solutions in a hybrid work setting.
About the role
- Finance Transformation Specialist developing business capabilities for Finance through functional design and testing. Collaborating on process controls and project management in financial services.
Responsibilities
- Develop business capabilities for Finance through key stages of functional design, data, end-to-end-process and controls, delivery, and functional testing.
- Support options analysis and recommendations as part of decision making.
- Design conceptual data model underpinning all phases of the processes, and governance requirements in accordance with GDMS standards and principles.
- Development of target process and controls design/documentation and operational runbooks and aligning these components with organisational and role/service model design definitions.
- Update design/functional requirements throughout the development cycle, and resolve RAIDS related to functional requirements and business processes.
- Project management for change programmes that have limited technology investment.
- Develop scripts and data to test alignment to requirement definitions, ahead of user testing cycles.
- Advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness.
- Collaborate closely with other functions/business divisions.
- Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function.
- Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes.
Requirements
- Professional qualifications e.g. qualified accountant and an excellent general academic track record.
- Strong financial services experience with knowledge of Finance process, system and technologies.
- Excellent power-point skills, with the ability to storyboard and produce best in class presentations.
- Strong data manipulation skills (incl. Excel) with analytical problem-solving ability to proactively break down issues and identify solutions.
- Adapt leadership and communication styles to influence and negotiate effectively with diverse stakeholders.
- Experience of finance transformation programs and strong command of project management techniques and principles, and process management skills and techniques (Lean, Six Sigma) particularly in matrixed environments.
- Considerable problem-solving and strategic thinking capabilities.
- Ability to organize priorities while consistently delivering high-quality outcomes.
- Strong data articulation skills and ability to translate it into actionable insights for senior leadership.
Benefits
- Health insurance
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Personal Finance Advisor developing and maintaining client relationships at Desjardins. Advising on financial strategies and solutions tailored to client needs.
IA
Senior Director of IT responsible for leading digital transformation and IT service delivery in Canadian financial services. Managing large - scale programs and leading a team of IT professionals.
Financial Analyst preparing financial and operating reports for Aramark. Collaborating with teams to enforce procedures that maximize profit and improve financial performance.
FP&A Manager managing budgeting and forecasting processes at AstraZeneca. Collaborating with senior management to drive financial performance in Tokyo or Osaka, Japan.
Senior Manager overseeing Medicare financial reporting and analysis at CVS Health. Supporting financial results and membership trends for the Medicare segment with key stakeholder collaboration.
Financial Accounting Lead overseeing revenue accounting and audit processes within One NZ. Leading the financial accounting team and ensuring compliance with financial reporting standards.
Finance Business Partner supporting multiple technologies leaders in budget management and strategic decisions at Stratasys. Responsible for financial analysis including project evaluations and lifecycle processes.
Join Givaudan's Graduate Finance Trainee Program to gain hands - on learning in finance. Collaborate on diverse projects and develop essential skills for future finance leaders.
Financial Consulting Supervisor overseeing fund administration for private equity clients. Preparing financial statements and managing client relationships with diverse professional support.