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
- AI and Automation Associate at Wahed enhancing financial decision-making through data automation and analysis. Join a fintech company on a mission for an ethical financial system.
Responsibilities
- Automate Core Business Operations: Develop and maintain automated scripts and workflows for routine data tasks, including compliance reporting, internal client reporting, and daily reconciliations (fees, client holdings, transactions).
- Build and manage dashboards that provide a single source of truth for regional KPIs, empowering leadership with actionable, real-time insights.
- Identify and eliminate points of friction in our financial and operational processes, creating a smoother and more efficient experience for our clients without compromising rigors.
- Financial Planning & Analysis: Develop and deploy automated workflows and scripts to streamline financial and business operations, including budgeting, forecasting, reporting, and reconciliations.
- Prepare and automate monthly, quarterly, and annual financial reports, ensuring accuracy and timeliness in actual vs. target performance tracking.
- Support budgeting and cost-control processes, integrating AI tools for predictive analytics and real-time variance detection.
- Collaborate with cross-functional teams to provide financial insights that guide business and investment decisions.
- Research, analyze, and model potential business expansion or optimization opportunities using AI-enhanced financial modeling.
Requirements
- Bachelor’s degree in Finance, Accounting, Data Science, or a related analytical discipline.
- Proven experience in Financial Planning & Analysis (FP&A), Data Analytics, or Business Intelligence.
- Advanced proficiency in Excel/Google Sheets, with hands-on experience in SQL and Python for financial automation and analysis.
- Strong understanding of financial modeling, forecasting, and variance analysis.
- Hands-on experience with Google Apps Script to automate processes within the Google Workspace ecosystem.
- Demonstrated ability to use low-code/no-code automation platforms (e.g., n8n, Zapier) to connect systems and build efficient workflows.
- Practical experience leveraging AI/LLMs for complex reasoning, data analysis, or building decision-making tools.
- Familiarity with data visualization and analytics tools (e.g., Metabase, MixPanel, Segment, Google Analytics).
Benefits
- Strategic Exposure: Work closely with the Finance Director, gaining deep insight into financial strategy, capital planning, and growth management.
- Tangible Impact: Your analyses and models will directly inform decisions shaping the future of ethical fintech.
- Global Mission, Unified Team: Join a diverse, purpose-driven organization redefining the way finance serves humanity.
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