Client Financial Services Agent supporting Desjardins members with investment, financing, and protection products. Assisting advisors, resolving client requests, and supporting sales development.
About the role
- Senior Finance Analyst supporting financial reporting, audits, budgeting, and compliance for Green Municipal Fund’s Canadian municipal sustainability programs. Hybrid role near Ottawa.
Responsibilities
- Prepare and review monthly and quarterly financial reports for Program staff and External Funders
- Analyze financial results, explain major budget discrepancies, and prepare results for senior management and external funders
- Lead internal audit processes, write audit reports, report discrepancies and recommendations to the Finance Manager, and follow up on action items
- Support the Finance Manager during external audits
- Coordinate with Program Managers and liaise with funding agencies on financial aspects of assigned projects
- Prepare and review grant contracts and disbursement requests for compliance with funder requirements
- Prepare FCM due-to-from and inter-fund reconciliations
- Coordinate budgeting and provide advice to senior managers on workplan budget items
- Participate in annual budget and forecast preparation and ensure accuracy, completeness, and timely delivery
- Work with Program teams on mid-term projections and revisions
- Develop, deliver, and organize financial training for Program staff
- Provide strategic financial management advice to Program and Finance leadership
- Guide Finance Officers on work priorities
- Manage month-end activities, cash flow monitoring, journal entries, and monthly account reconciliations
- Maintain documents for audit and funding contribution requirements
- Monitor grants to ensure timely recipient payments
- Review financial and accounting practices and recommend efficiency improvements
- Support the team and Finance Manager with ad hoc tasks and initiatives
Requirements
- Experience in accounting or finance typically acquired through a college or university degree and a minimum of 7 years of direct practical accounting experience
- Minimum of 2 years in a leadership capacity
- Strong knowledge of budget preparation and monitoring, fund accounting, and financial statement and report preparation and analysis
- Experience with month-end and year-end analysis, lead sheets, and supporting documentation
- Excellent computer skills with Microsoft Office Word, advanced Microsoft Excel functions, Outlook, Power BI, SharePoint, Workday, Great Plains, MS Management Reporter, and CRM databases
- Strong knowledge and understanding of GAAP (Generally Accepted Accounting Principles)
- Solid analytical and problem-solving skills
- Ability to organize and coordinate service-oriented activities
- Ability to work at a detailed level while understanding the larger picture
- Strong oral and written communication skills
- Ability to work with teams and people of different cultures and backgrounds
- Ability to live within 80 km of downtown Ottawa
- Must be authorized to work in Canada
- Fluency in French and English, written and spoken, is considered a strong asset
Benefits
- Flexible work arrangements that support productivity and collaboration
- Summer schedule (July 1 to Labour Day): 7-hour workdays Fridays off, aligned with team and operational needs
- Ongoing commitment to employee development
- Comprehensive range of employee benefits and services designed to support employee wellbeing and development
- Opportunities to travel across Canada to engage with communities supported
- Modern office space in Ottawa’s ByWard Market and downtown core
- Accommodations available on request for candidates taking part in all aspects of the recruitment and selection process
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