Personal Finance Advisor helping Desjardins members and clients in Rimouski choose financial solutions. Managing relationships and recommending investments, loans, and insurance products.
About the role
- Finance Manager supporting Autodesk’s global renewals sales team. Leading forecasting, budgeting, financial modeling, and business insights across AMER geographies.
Responsibilities
- Manage end-of-quarter landing processes, including daily forecasts and timely communication of results
- Collaborate with Finance Business Partners and sales teams to model financial outcomes of business initiatives, including promotions and strategic investments
- Contribute to business reviews by collecting, analyzing, and reporting results to deliver business insights and influence business decisions
- Coordinate sales forecast cycles for global renewals, with geographic support for the AMER region
- Communicate forecast results, drivers for change, upsides, and risks to VP Sales and staff, Finance Director, and FBPs
- Provide strategic and tactical support for annual budgeting and planning
- Drive innovation across financial reports, analyses, and models
- Collaborate across functions and build relationships across geographies to champion best practices and scale automated financial processes
Requirements
- Bachelor in Accounting or Finance
- 5+ years of experience preferred
- International experience/exposure a plus, but not required
- Technically sound
- Skilled in Microsoft Excel and Power BI
- Experience in financial software (i.e. Anaplan, Snowflake)
- Experienced working in a fast-paced environment and with global tech companies preferred
- Ability to work on Pacific Time Zone or PST hours ideally
Benefits
- Annual cash bonuses may be included
- Commissions for sales roles may be included
- Stock grants may be included
- Comprehensive benefits package
- In-person onboarding and/or in-person ID verification may be required
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Personal Finance Advisor advising Desjardins members and businesses on investments, loans, insurance, and financial strategies. Building trusted relationships and representing the caisse in Rimouski.
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