Finance and Tax Continuous Improvement & Innovation Business Analyst / Project Lead

TekWissen LLC; Montreal; On-site; CAD 80,000 - 100,000; Full time

Job summary

A global workforce management provider is seeking a Finance and Tax Continuous Improvement & Innovation Business Analyst in Montreal. The role involves managing Finance projects, optimizing processes through digital tools, and coordinating with IT stakeholders. Ideal candidates should possess over 8 years of experience in financial services and have strong project management knowledge. This position offers a contract duration of 12 months and requires onsite work.

Qualifications

• Minimum 8 years of relevant experience, preferably in Financial Services within international environments.
• PMP or Scrum Master certification is a plus.
• Experience with Digital and Continuous Improvement methodologies.

Responsibilities

• Manage Transformation, Continuous Improvement, and Digital projects aimed at optimizing Finance processes.
• Coordinate with IT and internal stakeholders for project delivery.
• Develop automation solutions using digital tools.

Skills

Financial Services experience

Project Management processes

Digital tools (Power BI, Alteryx)

Microsoft Office skills

Communication skills

Consulting skills

Education

University degree in Finance or Accounting

Tools

Power BI

Alteryx

Job description

Overview :

TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan, offering strategic talent solutions worldwide. Our client is a company providing banking and financial services, operating through two divisions: Retail Banking and Services, and Corporate and Institutional Banking.

Position : Finance and Tax Continuous Improvement & Innovation Business Analyst / Project Lead

Location : Montreal, QC H3A 2A6

Duration : 12 Months

Job Type : Contract

Work Type : Onsite

Shift : 8:00 AM - 5:00 PM

Job Description :

SUMMARY OF THE ROLE :

The Finance and Tax (F&T) Transformation and Continuous Project Manager will oversee a portfolio of Finance and Tax process and tool optimization projects, supporting the local team leader. They will also contribute to the F&T digital community.

MAIN RESPONSIBILITIES :

• Manage Transformation, Continuous Improvement, and Digital projects aimed at optimizing and streamlining Finance processes.
• Lead internal Finance projects, coordinating various Finance teams to meet organizational goals, including requests from the Group and CFO executive committee.
• Develop automation solutions using digital tools (Power BI, Alteryx) to automate tasks such as system reconciliation, variance analysis, loader creation, dashboards, and other manual processes.
• Coordinate with IT and internal stakeholders across F&T to ensure timely and quality project delivery.
• Establish and conduct meetings to communicate project objectives, roles, status updates, and resolve issues.
• Scope projects and develop detailed implementation plans.
• Identify risks and develop mitigation strategies.
• Set measurable goals and monitor progress.
• Ensure quality and consistency in project execution using best practices.
• Manage project dependencies and critical paths.
• Develop comprehensive project documentation, including testing protocols, budgets, timelines, and metrics.

KEY SKILLS AND QUALIFICATIONS :

• Minimum 8 years of relevant experience, preferably in Financial Services within international environments.
• Knowledge of Project Management processes; PMP or Scrum Master certification is a plus.
• Experience with digital tools such as Power BI, Alteryx, etc.
• Strong Microsoft Office skills (Excel, Word, PowerPoint).
• Experience with Digital and Continuous Improvement methodologies.
• Excellent communication skills, capable of explaining complex issues clearly to varied audiences.
• Consulting skills and experience working with geographically dispersed teams.

Preferred Qualifications :

• University degree in Finance or Accounting.
• Project Management or Consulting background.
• Interest in new technologies like Alteryx, Tableau, Power BI, AI, and Machine Learning.

TekWissen Group is an equal opportunity employer supporting workforce diversity.