The position is accountable for providing accurate, timely, and relevant monthly, quarterly and annual financial data production, reporting, analysis, planning and forecasting to different stakeholders of the Global Wealth and Asset Management (GWAM) Finance Financial Planning & Analysis. Will locally report to MBPS FP&A Team Manager and provide support to Stakeholders located in North America.
Position Responsibilities:
- Actively involved with consolidating, analyzing, and synthesizing large amount of financial and non-financial information from various stakeholders
- Prepares high-quality monthly and quarterly reports, dashboards and presentations in a timely and organized fashion catered to the needs of the different stakeholders of Global WAM Finance - Financial Planning and Analysis
- Prepares Monthly/Quarterly Management Decks, Canada Wealth Sales Report, Canada Wealth Earnings reports, bridges, forecast and planning.
- Prepares and maintains templates of report packages, highlight key issues, and actively look for resolution
- Improves and re-engineers reporting processes and deliverables to create consistency and efficiency during month-end and quarter-end cycles
- Supports the annual consolidated planning process, including investigation of trends, model projections, sensitivities, metrics and preparation of presentation decks
- Initiates improvements by exploring, identifying, and implementing reporting, analysis, and process solutions
- Works closely with the North America Wealth business unit, Stakeholders and MBPS FP&A teammates to ensure a smooth reporting and planning process, assisting in ad hoc requests as needed
- Participates in team cross-training to establish back-up and improvement of processes handled
- Trains new resources within the team and in conducting quality checks on the team's work in certain circumstances
Required Qualifications
- University graduate in Accounting/Finance, professional accounting designation (CPA) is preferred
- At least 4 years of experience in a finance role, Wealth and Asset Management industry experience an asset
- Experience in participating or spearheading in automating processes is a plus
- Strong MS Excel and MS PowerPoint skills
- Good communication and presentation skills; ability to succinctly engage with business partners and team members
- Power BI knowledge, Power Apps and Anaplan knowledge are advantage skills
- Strong technical accounting skills with a solid understanding of the business environment and financial reporting structure to provide value-added analysis
Preferred Qualifications:
- Knowledge of IFRS tools (SmartView-Essbase, Lawson)
- Knows how to navigate advance Finance tools like Anaplan and Power BI
- Strong attention to detail
- Proven ability to thrive in a fast paced, high-performing and collaborative team environment while managing multiple, constantly changing priorities and ad-hoc requests
- Proactive approach to continuous improvements and a positive can-do attitude
- Ability to identify and investigate complex issues and recommend actionable solutions
When you join our team:
- We'll empower you to learn and grow the career you want.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we'll support you in shaping the future you want to see.
