Financial Planning and Advisory Service Manager

4 weeks ago


Milton, Canada Disability Dreams Group Inc. Full time

Education: College/CEGEP
- Experience: 2 years to less than 3 years
- or equivalent experience
- ** Work setting**:

- Financial management/services
- ** Tasks**:

- Assign financial projects and activities to workers in order to improve business decisions
- Coordinate the organization's financial operations and budget activities in order to optimize financial performance
- Direct staff
- Evaluate daily operations
- Identifying and investigating compliance issues
- Motivate staff
- Plan and control budget and expenditures
- Plan and organize daily operations
- Review budgets and financial reports for specific projects
- Train staff
- Establish and implement policies and procedures
- Monitor financial control systems
- Oversee the collection and analysis of financial data
- Oversee the preparation of reports
- Advise senior management
- Perform human resources related duties such as personnel selection
- Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
- Conduct performance reviews
- ** Supervision**:

- 3-4 people
- ** Computer and technology knowledge**:

- MS Office
- ** Work conditions and physical capabilities**:

- Attention to detail
- ** Personal suitability**:

- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Organized
- Team player
- Values and ethics
- Flexibility
- Adaptability
- Work Term: Permanent
- Work Language: English
- Hours: 30 hours per week



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