Current jobs related to Finance and Portfolio Officer - Winnipeg - SAM Management Inc
-
Finance Officer
22 hours ago
Winnipeg, Canada Manitoba Métis Federation Full time**MANITOBA MÉTIS FEDERATION** **FINANCE OFFICER** **September 24, 2024** **Posting #24-15-016** The Manitoba Métis Federation (MMF) is the democratically elected National Government of the Red River Métis, also known as the Manitoba Métis. The Red River Métis are a distinct Indigenous Nation and People, and Canada's Negotiating Partners in...
-
Automotive Finance Relationship Specialist
7 days ago
Winnipeg, Manitoba, Canada AFCC Automotive Finance Canada Inc Full timeAbout the RoleWe are seeking a highly skilled and motivated Relationship Specialist to join our team at AFC (Automotive Finance Corporation). As a key member of our local team, you will be responsible for providing financing solutions to independent auto dealers, building strong relationships, and driving business growth.Key ResponsibilitiesUse critical...
-
Automotive Finance Relationship Specialist
1 week ago
Winnipeg, Manitoba, Canada AFCC Automotive Finance Canada Inc Full timeAbout the RoleWe are seeking a highly skilled and motivated Relationship Specialist to join our team at AFC (Automotive Finance Corporation). As a key member of our local team, you will be responsible for providing financing solutions to independent auto dealers, building strong relationships, and driving business growth.Key ResponsibilitiesUse critical...
-
Investment Portfolio Manager
2 weeks ago
Winnipeg, Manitoba, Canada Value Partners Investments Inc. Full timeJob SummaryValue Partners Investments Inc. is seeking a highly skilled Investment Counsellor to join our team. As a trusted advisor, you will be responsible for providing holistic investment and wealth planning services to high-net-worth families and individuals.Key ResponsibilitiesInvestment Planning and Portfolio ManagementDevelop and implement tailored...
-
Investment Portfolio Manager
2 weeks ago
Winnipeg, Manitoba, Canada Value Partners Investments Inc. Full timeJob SummaryValue Partners Investments Inc. is seeking a highly skilled Investment Counsellor to join our team. As a trusted advisor, you will be responsible for providing holistic investment and wealth planning services to high-net-worth families and individuals.Key ResponsibilitiesInvestment Planning and Portfolio ManagementDevelop and implement tailored...
-
Finance Administrator
4 weeks ago
Winnipeg, Canada Addie Staffing (Addy Global Solutions) Full timeImportant Note: Apply only if you have valid work authorization in Canada. The Client will not provide any visa sponsorship.Opportunity: One of our Manufacturing Industry clients based out in Winnipeg, MB is looking for a "Finance Associate (Reception)" for a fulltime opportunity.Job Details:Position: Finance Associate for ReceptionLocation: Winnipeg, MB...
-
Office Coordinator
2 weeks ago
Winnipeg, Manitoba, Canada pcb automotive group and finance ltd Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at PCB Automotive Group and Finance Ltd.Key ResponsibilitiesEvaluate Daily OperationsReceive and distribute mail and other materials in a timely and efficient mannerCommunicate with StakeholdersAnswer telephone calls and relay messages to the...
-
Director, Corporate Financing
3 months ago
Winnipeg, Canada Business Development Bank of Canada Full timeWe are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...
-
Finance Administrator
4 weeks ago
Winnipeg, Canada Addie Staffing (Addy Global Solutions) Full timeImportant Note: Apply only if you have valid work authorization in Canada. The Client will not provide any visa sponsorship. Opportunity: One of our Manufacturing Industry clients based out in Winnipeg, MB is looking for a "Finance Associate (Reception)" for a fulltime opportunity. Job Details: Position: Finance Associate for Reception Location: Winnipeg,...
-
Finance Administrator
1 month ago
Winnipeg, MB, Canada Addie Staffing (Addy Global Solutions) Full timeImportant Note: Apply only if you have valid work authorization in Canada. The Client will not provide any visa sponsorship.Opportunity: One of our Manufacturing Industry clients based out in Winnipeg, MB is looking for a "Finance Associate (Reception)" for a fulltime opportunity.Job Details:Position: Finance Associate for ReceptionLocation: Winnipeg, MB...
-
Finance Administration Officer
1 month ago
Winnipeg, Manitoba, Canada Ka Ni Kanichihk Full timeFinance Clerk Salary range: $41,000 - $45,000 Full-time position, 40 hours/week Ka Ni Kanichihk is a prominent community organization committed to delivering services and programs focused on Indigenous needs. About the Position: As a Finance Clerk, your role will encompass overseeing accounts receivable, aiding in accounts payable, and executing...
-
Manager, Portfolio Reporting
4 months ago
Winnipeg, Canada GWL Realty Advisors Full time**About GWL Realty Advisors**: GWLRA is a leader in both the commercial and multi-residential real estate industries. Driven by our values of Integrity, Ambition, Creativity, and Empathy, our vision is to be a sustainable company known for exceptional real estate management, trusted advice, and outstanding service by consistently fulfilling our mission to...
-
Investment Portfolio Manager
2 weeks ago
Winnipeg, Manitoba, Canada Value Partners Investments Inc. Full timeJob SummaryWe are seeking a highly skilled Investment Counsellor to join our team at Value Partners Investments Inc. As an Investment Counsellor, you will play a critical role in serving as a trusted advisor for our high-net-worth clients, providing a holistic investment and wealth planning experience.Key ResponsibilitiesClient Relationship ManagementDevelop...
-
Finance Administrator
1 month ago
Winnipeg, Manitoba, Manitoba, Canada Addie Staffing Full timeImportant Note: Apply only if you have valid work authorization in Canada. The Client will not provide any visa sponsorship.Opportunity: One of our Manufacturing Industry clients based out in Winnipeg, MB is looking for a "Finance Associate (Reception)" for a fulltime opportunity.Job Details:Position: Finance Associate for ReceptionLocation: Winnipeg, MB...
-
Portfolio Administrator
3 months ago
Winnipeg, Canada Value Partners Investments Full time**Company Description** Founded in 2005, Value Partners Investments (VPI) is a Winnipeg-based investment firm that currently manages over $4.7 Billion in assets primarily through nine investment funds as well as through Value Partners Investment Counsel (VPIC) which provides discretionary investment management services to wealthy families across Canada. Our...
-
Office Administrator
1 month ago
Winnipeg, Canada Star Car Finance Ltd. Full timeBusiness Operating Name: Star Car Finance Ltd.Location: 6 CHARLES ST Winnipeg, MB, R2W 4A1Salary: $27.00/ hourVacancy: 1Terms of Employment: Permanent, Full-time 30 to 40 hours/ weekStart Date: As Soon As PossibleJob Requirements:Education: Secondary (High) school graduation certificate.Experience: 1 year to less than 2 yearsAdditional Skills: Delegate work...
-
Office Administrator
1 month ago
Winnipeg, Canada Star Car Finance Ltd. Full timeBusiness Operating Name: Star Car Finance Ltd.Location: 6 CHARLES ST Winnipeg, MB, R2W 4A1Salary: $27.00/ hourVacancy: 1Terms of Employment: Permanent, Full-time 30 to 40 hours/ weekStart Date: As Soon As PossibleJob Requirements:Education: Secondary (High) school graduation certificate.Experience: 1 year to less than 2 yearsAdditional Skills: Delegate work...
-
Winnipeg, Manitoba, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Portfolio Administrator to join our team at Scotiabank. As a key member of our Private Investment Counsel team, you will play a critical role in providing exceptional client service and supporting the Relationship Managers in the management of client portfolios.Key Responsibilities:Client Service:Develop and...
-
Winnipeg, Manitoba, Canada Scotiabank Full timeAbout the Role:We are seeking a highly skilled Portfolio Administrator to join our team at Scotiabank. As a key member of our Private Investment Counsel team, you will play a critical role in providing exceptional client service and supporting the Relationship Managers in the management of client portfolios.Key Responsibilities:Client Service:Develop and...
-
Regulatory Portfolio Manager
3 weeks ago
Winnipeg, Canada ADAMA Agricultural Solutions Canada Ltd. Full timeWith our customers, we Listen. Learn. Deliver Guided by the values of the company, the Regulatory Portfolio Manager combines scientific and regulatory knowledge along with industry best practices to ensure ADAMA products are developed, manufactured, or distributed to meet required legislation. Our People Promise: · No Nonsense - We are bold and direct...
Finance and Portfolio Officer
5 months ago
FINANCE AND PORTFOLIO OFFICER
Reporting to the Chief Financial Officer and Strategic Capital and Portfolio Manager, the
Finance and Portfolio Officer performs a variety of financial analysis, accounting and administrative duties requiring a working knowledge of accounting and financial capital management.
Primary
**Responsibilities**:
- Preparing and finalizing annual budgets with input from the finance division, property managers and Strategic Capital and Portfolio Manager.
- Directly providing financial support to the SAM Management Inc. its subsidiary Boards and properties under management.
- Working directly with financial institutions to manage client capital budgets, reserves and capital project plans.
- Undertaking the external review and audit process through the preparation of variance analysis, supporting working papers, and liaising between external auditors, property managers and operational accounting.
- Performing a range of administrative accounting tasks supporting the Strategic
Capital and Portfolio Manager on ongoing projects and strategic initiatives.
- Preparing forecasting and analysis related to long term planning including investments, reserves, capital repairs and maintenance, mortgages, and expiration of operating agreements
- Lead the period-end close process through ownership of the general ledger accounting, including reviewing transactional batches, posting journal entries and ensuring GL Balances match with the Audited Financial statements.
- Providing all financial and supporting documentation relating to budget variances, capital-planning requirements, and actionable board minute items relating to finances for Board of Directors packages.
- Collaborating with the CFO on finance and system related issues relevant to the accounting team, including establishing new general ledger accounts, report automation, system upgrades, and software troubleshooting.
- Preparing MHRC financial reports on a quarterly basis and act as financial liaison with the Province and federal government funding agreements.
- Maintaining and completing the trust account transactions for review and ensuring compliance with the Real Estate Services Act (RESA).
- Preparing and completing cheque runs and ensure cheques and financial documentation are sent and received by respective staff and clients.
- Performing key revenue and expense analysis and subsequent variance explanations.
- Present financial statements to client Boards at their scheduled Board meetings when required.
- **Qualifications**_
- Education: _Diploma/degree in accounting or actively pursuing CPA designation
- Experience: _5 years general accounting experience
- **Knowledge, skills and abilities**:_
**In-depth knowledge of generally accepted accounting principles and ethical business practices**
- Ability to provide detailed analysis relating to year over year variances.
- Ability to accurately enter data and provide financial statements as required
- Excellent written and verbal communication with the ability to prepare clear, concise memos, correspondence and briefings.
- Skilled at setting priorities, developing work schedules, monitoring progress and tracking details, data, information and activities
- Ability to establish and maintain positive working relationships both internally and externally
- Ability to work cooperatively with others to set goals, resolve conflicts and make decisions that enhance the effectiveness of SAM Management Inc.
- Strong time management skills and ability to prioritize tasks.
- **Supervision**:_
**Supervises some staff in finance division**
- **Degree of autonomy**:_
- Works with mínimal supervision; takes imitative ensuring quality, accuracy, and completeness at all times.
- Independent judgement and discretion are exercised
- **Working Conditions**_
- Office environment on site at SAM Management Inc.
- Position is full time
- Occasionally required to attend Board meetings outside of regular working hours
**SAM Management Inc. supports equitable employment practices and promotes representation of designated groups.**
**Salary**: $48,000.00-$52,000.00 per year
**Benefits**:
- Dental care
- Employee assistance program
- Paid time off
- RRSP match
- Vision care
Flexible Language Requirement:
- French not required
Schedule:
- 8 hour shift
- Monday to Friday
Ability to commute/relocate:
- WINNIPEG, MB: reliably commute or plan to relocate before starting work (required)
**Education**:
- Bachelor's Degree (preferred)
Work Location: One location
