AVP Finance leading expense management and transformation initiatives for Client Experience at Sun Life. Collaborating with teams across Canada to optimize financial processes and reporting.
Responsibilities
Oversee financial planning, analysis, and reporting for CXO
Present results and analysis to senior management
Understand and analyze cost structures for optimization
Collaborate with stakeholders to identify efficiency opportunities
Support strategy development as Business Unit Risk Officer
D365 F&O Finance Analyst supporting Dynamics 365 Finance & Operations platform through application support and Finance process improvements. Collaborating with Finance stakeholders and IT teams while leading enhancements.
Commissioned Financial Adviser at Old Mutual addressing customer financial needs and providing financial advice in South Africa. Responsible for expanding product sales with existing customers and new business.
Part - time Financial Adviser providing financial advice and support in South Africa. Offering financial solutions based on existing networks and maintaining client relationships.
Commissioned Financial Adviser at Old Mutual focusing on financial needs of customers in South Africa. Responsible for sales, customer relationships, and implementing financial plans.
Financial Adviser providing financial consultation and sales expertise at Old Mutual. Building client relationships while achieving sales targets in the dynamic financial services industry.
Part Time Financial Adviser offering financial advice while retaining existing role, based in South Africa. Flexible role for those looking to supplement income with financial consultations.
Intern assisting in the analysis of investment opportunities within private equity and credit at Cercano Management. Engaging in research and financial modeling tasks under mentorship.
Part Time Financial Adviser at Old Mutual, providing financial advice to clients while retaining current employment. Utilising existing networks and in - segment market for client acquisition.
Financial Adviser providing services and advice to clients in the South African financial space. Building client relationships and achieving sales targets while complying with industry standards.