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Financial Analyst FPA

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1 Vacancy
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Job Location drjobs

Toronto - Canada

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

At CI we see a great place to work as one that is a safe place for everyone to have a voice where people are empowered to take ownership over meaningful work where there is an opportunity to grow through stretching themselves where they can work on innovative products and projects and where employees are supported and engaged in doing so.

We are seeking a highly motivated and Financial Analyst to join our Canadian Wealth Group. The successful candidate will play a key role in financial planning analysis and reporting providing critical insights to support strategic decisionmaking. This position reports directly to the Director of FP&A and offers an exciting opportunity to contribute to the growth and success of CI Financial.

WHAT YOU WILL DO

  • Develop and maintain financial models to support strategic planning and decisionmaking
  • Support the budgeting process by collaborating with department heads to develop review and finalize annual budgets ensuring alignment with organizational goals and financial targets
  • Prepare detailed financial reports for senior management and stakeholders providing valuable insights for strategic decisionmaking.
  • Produce monthly management reports highlighting key financial KPIs and metrics.
  • Assist in the monthend variance analysis interpreting key trends and underlying drivers and identify areas for improvement
  • Opportunity to participate in projects and business initiatives providing financial insights to drive business performance

WHAT YOU WILL BRING

  • Bachelors degree in finance Accounting Economics or a related field.
  • Inprogress CPA CFA or other relevant professional designation or desire to pursue designation
  • 25 years of experience in financial analysis planning and reporting.
  • Strong analytical skills with the ability to interpret complex financial data.
  • Proficiency in financial modeling and advanced Excel skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team in a fastpaced environment.
  • Detailedoriented extremely selfmotivated and dedicated and a good team player.
  • Knowledge of the wealth management industry is a plus.
  • Previous experience with Workday Financials or Adaptive Insights is a plus.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965 we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highestquality investments and advice. Our commitment to the highest levels of performance means that whatever their position CI employees must be comfortable in a fastpaced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition a desire to commit to a curious mindset for continuous learning and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an inoffice environment competitive benefits and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

  • Modern HQ location within walking distance from Union Station
  • Training Reimbursement
  • Paid Professional Designations
  • Employee Savings Plan (ESP)
  • Corporate Discount Program
  • Enhanced group benefits
  • Parental Leave Topup program
  • Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking Apply. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (CI) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities require this posting in an additional format or require accommodation at any stage of the recruitment process please contact us or callext. 4747.


Required Experience:

IC

Employment Type

Full-Time

Company Industry

About Company

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