Personal Finance Advisor helping Desjardins members choose investments, loans, and insurance solutions. Building trusted relationships while balancing client satisfaction, profitability, and prudent risk management.
About the role
- Finance Manager partnering with Cisco’s Canada sales teams to transform recurring revenue. Analyzing financial metrics, ensuring compliance, and improving forecasting operations with AI.
Responsibilities
- Partner with Cisco’s Sales Team to drive recurring revenue transformation
- Analyze pipeline, forecast, gross margin, discount, and OPEX metrics to coach the team toward success
- Support long-range planning and new-year readiness
- Ensure deal structures and OPEX spending comply with governing policies
- Safeguard company assets through tight financial controls
- Collaborate with Sales Management, Business Units, Cisco Capital, Legal, and Revenue Accounting
- Leverage AI to simplify processes and improve forecasting and day-to-day operational efficiency
- Report to the Canada Theatre Controller
Requirements
- Must be authorized to work in the US or Canada without sponsorship now or in the future
- Must be local to Toronto, Canada; Atlanta, Georgia, US; or Research Triangle Park, North Carolina, US
- Bachelor’s degree in finance, business administration, or a related field
- Minimum 5+ years of relevant work experience across multiple finance disciplines
- Prior experience analyzing SaaS metrics and Sales Pipeline (MEDDPICC)
- Expert knowledge of financial analysis, forecasting, and Excel modeling
- Expert knowledge of managing financial risk and expenses
- Ability to lead and work collaboratively within a team of professionals
- Proven record of building strong partnerships and driving results
- Ability to translate complex concepts into simple, clear insights
- Strong negotiation skills
- Demonstrated ability to overcome adversity and embrace change
Benefits
- Medical, dental and vision insurance
- 401(k) plan with Cisco matching contribution
- Paid parental leave
- Short- and long-term disability coverage
- Basic life insurance
- Cisco restricted stock unit grants may be available, vesting after continued employment for defined periods
- 10 paid holidays per full calendar year
- 1 floating holiday for non-exempt employees
- 1 paid day off for the employee’s birthday
- Paid year-end holiday shutdown
- 4 paid days off for personal wellness
- 16 days of paid vacation per full calendar year for non-exempt employees
- Flexible vacation time off program with no defined limit for eligible exempt employees, subject to availability and business limitations
- 80 hours of sick time off provided on hire date and each January 1st thereafter
- Up to 80 hours of unused sick time carried forward
- Additional paid time away for critical or emergency family issues
- Optional 10 paid volunteer days per full calendar year
- Annual bonuses for non-sales roles, subject to Cisco policies
- Performance-based incentive pay for employees on sales plans
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Personal Finance Advisor helping Desjardins members achieve financial goals through investments, loans, and insurance. Building client relationships and recommending integrated financial solutions.
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