Senior Financial Analyst

Aviso Wealth; Ontario; On-site; CAD 93,000 - 113,000; Full time

Job summary

A leading financial services provider in Ontario is looking for a Senior Financial Analyst to join their Finance team. This role involves supporting budget preparation, internal reporting, and financial decision-making processes. Candidates should have a Bachelor's degree in Finance or Accounting and advanced Excel skills. The position offers a salary range of $93,000 to $113,000 CAD annually with comprehensive benefits and a dynamic work environment.

Benefits

Competitive compensation package

Excellent health and dental benefits

Generous vacation time

Parental leave top-up options

Qualifications

• Minimum of 3 years experience in financial roles, preferably in wealth management.
• Demonstrated willingness to work in a hands-on management capacity.
• Highly analytical with exceptional organizational skills.

Responsibilities

• Prepare monthly Executive Report package with key financial metrics.
• Support budgeting process and variance analysis.
• Analyze complex financial information for management decisions.

Skills

Advanced skills in Microsoft Excel

Analytical skills

Interpersonal skills

Detail-oriented

Leadership skills

Fluent communication in English

Education

Bachelor's degree in Finance, Accounting, or related field

Professional designation (CA, CGA, CMA / CPA, CFA)

Tools

Workday Adaptive Planning

SQL

Job description

Overview

Aviso Wealth: At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic 'oneaviso' culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at www.aviso.ca.

The Opportunity

We\'re looking for a Senior Financial Analyst to join our Finance team. Reporting to the Director, Financial Planning & Analysis, the Senior Financial Analyst is responsible for the delivery of services and accountabilities for the FP&A team and providing financial support to the shared services business units. This role will deliver on tasks for budget and forecast preparation, shared service model, internal reporting (including project reporting), business pricing model and business decision support initiatives. The Senior Financial Analyst provides financial support to the shared service business units relating to the detailed budgeting process and analysis of key business metrics and drivers. This role will also support certain aspects of the accounting month-end and year-end close process as it relates to allocations and ensuring proper classification of expenses (will require creating and posting journal entries in the accounting general ledger). Strong business acumen, ability to influence and make sound recommendations as well as build and maintain strong relationships with stakeholders are key success factors for this role. As required, the role will also support the Vice-President, Financial Planning & Analysis in forecasting activities.

Who you are

• Service - You put your clients\' needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
• Execution - You are committed to achieving your goals and to succeed. This includes focusing on \"getting things done\", as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration - You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

Your day looks like

• Support the preparation and validation of inputs to the forecast as well as analyzing the impact of business decisions across the lines of businesses and support functions
• Prepare the monthly Executive Report package including analysis on key financial metrics and performance
• Maintain and protectively improve financial models to enhance and streamline existing processes to analyze monthly financial results
• Maintain FP&A systems, namely Workday Adaptive Planning
• Preparation and/or review of monthly accounting allocation entries and variance analysis, including trade cost
• Prepare monthly project budget reporting including capitalization rates and other analysis
• Provide financial decision support to shared services, including key trends, metrics and business drivers to inform decision making in support of achieving operational and strategic objectives
• Analyze complex financial information to provide accurate and timely financial recommendations to management for decision making purposes
• Support the preparation of financial analysis on new lines of business, product development and pricing decisions

Requirements

Your experience and skills

• Bachelor\'s degree in Finance, Accounting, or a related field, MBA an asset
• Professional designation (CA, CGA, CMA / CPA, CFA)
• A minimum of 3 years progressive experience in financial roles, preferably within the wealth management industry
• Advanced skills in Microsoft Excel including data modelling and power query knowledge
• Experience with Workday Adaptive Planning is highly preferred
• Working knowledge of SQL is an asset
• Highly analytical and detail-oriented
• Exceptional organizational skills and ability to prioritize and handle multiple simultaneous assignments
• Strong interpersonal and leadership skills
• Proven ability to anticipate business needs and priorities, working with all levels of management and employees
• Demonstrated willingness to roll-up sleeves and work with team members in a hands-on management capacity
• Ability to thrive in a past-paced performance-driven environment, dealing with ambiguity and change
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success. Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page - Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We\'re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We\'re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We\'re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you\'re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $93,000 - $113,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.