Personal Finance Advisor developing and maintaining client relationships to offer tailored financial advice. Working with individuals and businesses to achieve financial goals with Desjardins.
About the role
- FP&A Expert responsible for group-wide financial planning and reporting at investment company. Collaborating with CFO to enhance financial decision-making and operational insights.
Responsibilities
- Design and own the group-wide finance taxonomy and cost structure
- Build and scale budgeting and forecasting processes across entities
- Develop management reporting frameworks that provide clear, CFO-grade insights
- Translate procurement and operational data into actionable financial analysis
- Identify performance drivers, cost trends and efficiency opportunities
- Improve consistency, automation and data quality in financial reporting
- Partner with business leaders to strengthen cost accountability and decision-making
- Support long-term planning, scenario modelling and strategic initiatives
Requirements
- 5+ years of experience in FP&A, strategic finance or financial controlling
- Strong track record in budgeting, forecasting and management reporting
- Experience building or restructuring finance taxonomies or reporting frameworks
- Advanced financial modelling and analytical capability
- Experience operating in a multi-entity or international environment
- Ability to work independently and bring structure to ambiguity
- Strong executive communication skills
Benefits
- Working with a highly motivated and successful team of high performers - with real ownership and room to grow
- A culture that values talent, ideas, and execution
- Real impact - your work will help shape growth for a product used by millions of investors
- Challenges that will help you grow fast and unlock your potential
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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