BMO Financial Planner advising customers on investments, retirement savings, and banking products. Building relationships and growing financial services through needs - based recommendations and referrals.
About the role
- Finance professional supporting the Centralized Functions team at Enbridge. Involves financial planning, analysis, and maintaining reporting processes.
Responsibilities
- Support the development and maintenance of central functions reporting processes.
- Accurately analyse and interpret projected results and ensure trends are substantiated and grounded in principle to provide senior management with an understanding of issues to allow them to take appropriate action where required.
- Efficiently provide insight to various operating entities in relation to centralized services costs.
- Act as the strategic business partner for central functions and provide mentorship to different business partners within the organization.
- Lead implementation and maintenance of Power BI dashboards to replace or enhance existing CF reports.
- Act as a subject matter expert and point of contact for other CF team members to accelerate dashboard adoption, support in upskilling CF FP&A team members.
- Improve CF-FP&A team’s data analytics capabilities through research and disciplined experimentation of various available tools.
- Lead process reviews in target areas to recommend improvements through simplification, standardization and automation.
Requirements
- University Degree and/or professional designation.
- 4+ years of progressive experience in accounting, financial planning and analysis (FP&A), or a related finance environment.
- Advanced Power BI development skills and demonstrated experience creating impactful dashboards, reports, and data-driven insights.
- Working knowledge of Oracle, SAP, and SmartView.
- Experience participating in or supporting Oracle, SAP, or Hyperion system implementations is considered a strong asset.
- Advanced proficiency in Microsoft Excel, including complex analysis, reporting, and data modeling.
- Proven experience building, maintaining, and leveraging sophisticated financial models to support business decision-making.
- Highly detail-oriented with strong analytical and problem-solving abilities.
Benefits
- A flexible benefits program that allows each employee to select the level of coverage needed for their family in the areas of health, dental, insurance and disability.
- A paid maternity and parental leave benefit that offers up to 20 weeks of paid leave for birth-giving parents and up to 12 weeks for other eligible parents, providing flexibility and support during this important life event.
- Valuable retirement savings plans, including a savings plan with company stock as an investment option.
- Paid time off/vacation/sick, plus paid personal days off (depending on location), and paid holidays.
- An Employee and Family Assistance Program.
- A Wellness Program, which focuses on supporting healthier employees by providing tools, resources, and opportunities to improve physical, mental, social, and financial well-being.
- Enbridge’s FlexWork (hybrid work model) offers eligible employees (Manager and below) the option to work from home on Wednesdays and Fridays, opt for a compressed work week schedule, or have flexible start and end times. Role requirements determine your eligibility for each option.
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