Branch Complex Director leading branch operations and teams of Financial Advisors at Wells Fargo Advisors. Focusing on organic growth and staff management in Florham Park, NJ and surrounding areas.
About the role
- Directeur(trice) fusions et acquisitions at LOGISCO managing strategic growth and deployment of acquisitions department. Collaborating with finance VP to achieve departmental objectives in real estate sector.
Responsibilities
- Establish a departmental structure focused on achieving objectives, fostering collaboration, and creating value for the organization
- Identify, analyze, and evaluate business and acquisition opportunities to support strategic growth
- Standardize and optimize the opportunity evaluation process
- Validate and refine financial models to support decision-making
- Coordinate and participate in due diligence processes in collaboration with internal and external stakeholders
- Collaborate with and coordinate transactions alongside legal advisors
- Participate in the establishment and management of a family office
- Develop strategic management reports and provide recommendations to senior management
- Monitor the market and best practices
Requirements
- Bachelor's degree in Accounting, Finance, or Business Administration
- CPA designation (member of the Chartered Professional Accountants)
- CFA designation
- 5 to 8 years' experience in transactional work and corporate finance
- 3 to 5 years' experience in team management
- Strong knowledge of accounting and financial management in private companies
- Experience with multi-entity accounting environments
- Familiarity with real estate management and construction is an asset
- Proficient in Microsoft Office, particularly Excel
- Familiarity with CTRL and HOPEM software is an asset
Benefits
- Flexible schedule and remote work policy
- 4 weeks of accrued vacation
- Registered Retirement Savings Plan (RRSP) with employer contribution
- Flex benefit — 2% to allocate to RRSP and/or floating vacation days
- Group insurance and telemedicine
- 3 floating days off
- Day off on your birthday
- Cell phone allowance
- Health spending account
- Employee and family assistance program (EAP)
- Free parking
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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