Investment Specialist providing English, Mandarin, and Cantonese wealth services for BMO InvestorLine. Advising customers on investment products, transactions, compliance, and sales targets remotely.
About the role
- Directeur financier supervisant la comptabilité et le reporting d’EDF, producteur de solutions d’énergie propre. Pilotage des budgets, audits, consolidations et équipes canadiennes.
Responsibilities
- Oversee all accounting activities and reporting obligations for the Canada Finance team.
- Lead and manage communications related to all accounting and internal financial reporting for Canadian operations.
- Develop and update financial plans, forecasts, budgets, ongoing activities and projects, as well as other forward-looking forecasts and initiatives.
- Identify issues and provide feedback to senior management on quarterly financial results, forecasts, and projections.
- Identify, recruit, develop, and retain talent to ensure a high-performing team.
- Coach and develop other team members.
- Ensure the accuracy of forecasts and the reconciliation of budget-to-actual results and historical data for Canadian operations.
- Oversee audits, resolve audit issues, and manage compliance with Canadian disclosure requirements.
- Ensure that all internal and external reporting requirements are met.
- Consolidate, analyze, and review financial data and metrics for Canada's annual operating budget.
- Lead reviews, analyze, and communicate cost reports for organizational projects.
- Oversee, develop, and document processes while implementing scalable technology solutions.
- Serve as the primary liaison between the Finance function and the business, including the Operations and Development stakeholders.
- Ensure compliance with reporting requirements for internal and external purposes, including reports for partners and lenders.
- Lead financial reporting and accounting services in Canada, with two direct reports in management positions.
- Contribute to the development of the Financial Planning and Analysis (FP&A) budget.
- Perform other duties as assigned.
Requirements
- Bachelor's degree in Accounting.
- At least 10 years of experience in an accounting or finance role.
- Experience with consolidation required.
- Experience with Power BI or Tableau is an asset.
- Ability to work and communicate with all levels of the organization with a high degree of autonomy.
- Ability to respond and make decisions with limited information in high-pressure situations.
- Proficiency in SAP required.
- Experience with BOFC is an asset.
- Ability to process large volumes of data.
- Excellent communication skills.
- Ability to manage multiple projects and assignments simultaneously, meet deadlines, and deliver high-quality work.
- Strong business acumen, problem-solving, and presentation skills.
- Excellent leadership skills across and within departments.
- High standards, integrity, and ethics.
- Initiative and results-oriented mindset.
- Bilingual in English and French.
- Must be able to remain seated or standing in front of a computer for reasonable periods while typing and reading.
- Must regularly walk or stand.
- Proficiency with various Microsoft software and programs, telephones, and standard office equipment.
Benefits
- Competitive bonus program. This position is eligible for our annual bonus program.
- Comprehensive medical coverage. We provide health and wellness coverage for employees and their dependents.
- Rewarding RRSP/DPSP program. We provide a generous matching contribution.
- Generous paid time-off programs.
- Rewarding learning, career development, and advancement opportunities.
- Mentorship and buddy programs.
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