Typical Day in the Role
- Assist with the preparation of quarterly and monthly reporting on assigned Customer Insight Data & Analytics and Project Team financial results: coordinate and collect financial data from business units, transit owners, and/or Project OP owners; perform reasonability review of statutory expense reporting; review, analyze and prepare statutory journal entries, ensuring accuracy and completeness; perform analysis of various variances between actuals for direct units and support groups to ensure accuracy and completeness and understandings of significant transactions; develop product group subject matter expertise including direct unit allocations to external partners; communicate with individuals in various business units during period close and on an ongoing basis; respond to queries from senior management and participate in the investigation and resolution of reporting issues.
- Support different transit owners and/or OP owners for the Project Team on their financial reports.
- Support Senior Manager in efforts to enhance financial reporting and analytical processes: co-ordinate processes with other Manager Reporting; assist with the annual business line rule set up and chart of account (COFA) management processes; identify issues and make recommendations with a focus on process improvement.
- Act as a prime liaison with assigned stakeholders while building strategic relationships to provide support.
- Provide coaching and training to colleagues and business partners on processes: champion a customer focused culture to deepen relationships and leverage broader Bank relationships, systems and knowledge; understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions; actively pursue effective and efficient operations, while ensuring the adequacy and adherence to controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Guidelines for Business Conduct.
Candidate Requirements / Must Have Skills
- 8-10 years of financial accounting and generally accepted accounting principles with good understanding of elements of effective control over the integrity and completeness of financial reporting.
- 5-8 years of experience with computer applications including Microsoft Excel, Word, PowerPoint, OBI/Smartview and any other financial tools.
Nice-To-Have Skills
- Completion or enrollment in an accounting program is preferred (i.e. CPA, MBA)
- Knowledgeable of the Bank’s products, operations and procedures is preferred
- Financial experience working with project management teams
Soft Skills Required
- Team player
- Positive attitude
- Strong organizational skills
- Detail oriented, analytical skills and data collection and manipulation experience
- Good written, oral and presentation skills and an ability to synthesize information and make clear, concise recommendations
- High level of self-motivation and initiative, and ability to operate effectively as a team player
- Solid business acumen and strong analytical and problem-solving skills
- Strong oral and written communication skills and the ability to work effectively in a team and ability to communicate with individuals at different levels and a variety of skill-sets and organizational perspectives
- Highly flexible, detail-oriented, and able to cope with changing priorities and to multi-task under tight deadlines and deliver with a great amount of accuracy and completeness
- Excellent attention to details and time management skills