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
- Director of Strategic Finance with Voleon applying machine learning to finance. Leading budgeting, forecasting, and new business initiatives within the FP&A team.
Responsibilities
- Own company-wide forecasting, budgeting processes and deliverables
- Partner with senior leadership to evaluate and operationalize new business initiatives
- Prepare executive level materials summarizing business proposals, economics, and go-forward plans
- Coordinate accounting, reporting and compliance operational workflows related to growth initiatives, ensuring timely and accurate reporting and compliance
- Provide analytical and financial insights for both exploratory and executional phases of growth initiatives
- Support firm-wide strategic planning, scenario modeling, and capital allocation analyses
- Lead cross-functional initiatives to improve operating efficiencies including Management Company Finance, Fund Finance and other functional groups
Requirements
- 10+ years of experience in strategic finance, corporate development, investment banking, or FP&A in fast growing technology or services companies with complex operations
- Excellent communication and stakeholder management skills, including with legal, compliance, and executive leadership
- Strong financial modeling and forecasting capabilities
- Demonstrated ability to independently drive complex, cross-functional initiatives
- Proven knowledge of accounting and financial reporting on a GAAP and cash basis
- Strategic thinker with a commercial mindset and a high level of business judgment
- Bachelor’s degree in Finance, Economics, or related field; MBA or other advanced degree a plus
Benefits
- medical, dental and vision coverage
- life and AD&D insurance
- 20 days of paid time off
- 9 sick days
- 401(k) plan with a company match
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