Senior Advisor, Financial performance and budget

Desjardins; Montreal; On-site; CAD 110,000 - 145,000; Full time

Benefits offered by this job

Annual bonus

4 weeks flexible vacation

Defined benefit pension plan

Group insurance with telemedicine

Telework equipment reimbursement

Job summary

Desjardins in Montreal seeks a senior financial performance and budget advisor to design, implement, analyze and monitor strategies for income and expense accounting. You will lead complex projects, coordinate with multiple stakeholders and provide expert guidance.

The role emphasizes budget forecasts, pension plan investments, and improving financial performance, with focus on policy development, governance and decision support for leadership teams.

Qualifications

• Six+ years of relevant experience in financial performance, budgeting or planning.
• Knowledge of French is required.
• Strong interpersonal, strategic thinking and coordination skills.

Responsibilities

• Advise clients and partners to position, plan, develop, execute and monitor strategic projects.
• Develop and update policies, standards, models and programs to support projects.
• Identify, diagnose issues and make recommendations to decision bodies.
• Represent your unit before decision bodies and external partners.

Skills

Six years of experience

Knowledge of French

Interpersonal savvy

Strategic mindset

Equity, Diversity, Inclusion and AC

Education

Bachelor's degree

Job description

As a senior financial performance and budget advisor, you help design, institute, update, analyze and monitor strategies and solutions related to income and expense accounting. You help structure and track financial results, produce budget forecasts, invest in pension plans and improve financial performance. You lead development projects and strategic initiatives that are complex and innovative. Your initiatives require extensive knowledge of your specialty area. You make recommendations on the planning and execution of operationally and conceptually complex projects and initiatives that require comprehensive analysis and understanding of the organization and line of business. Coordination is critical, so you interact with stakeholders working in many other fields. Interpersonal savvy is therefore essential. You serve as specialist advisor and subject matter expert, as well as resource person and coach for decision-making bodies.

More specifically, you will be required to:

• Advise your clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives.
• Develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives.
• Identify, analyze and diagnose major issues and make recommendations to decision-making bodies.
• Represent your unit before decision-making bodies.
• Represent Desjardins’s position when making agreements with external partners and organizations.

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment
• Benefits apply based on eligibility criteria.

What you bring to the table

• Bachelor's degree in a related field
• A minimum of six years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Knowledge of French is required
• Ambiguity, Communicates effectively, Interpersonal Savvy, Strategic mindset, Work processes Equity, Diversity, Inclusion and Accessibility

Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

We can provide accommodations at any stage in the recruitment process. Just ask!

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.

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