Financial Planning
3 days ago
**Responsibilities**:
**ABOUT THE JOB**:
The Financial Planning and Analysis department is the sole provider of actionable financial reports and analysis to assist GBIS and SG management in steering the financial performance of the Americas. In this end, FPA consolidates the financials for management reporting, leads the Americas Budget process, prepares forecasts, produces financial trend analysis, certifies GBIS costs, contributes to the monthly closings, ensures alignment with norms around performance management analyzes and presents GBIS financial performance to senior management.
**What will be your DAY-TO-DAY?**
Develop and implement efficient financial and technical reporting in support of business needs, processes, projects, and ad hoc requests emanating from CEO office, CFO, Support & Control Function heads and Global Head Office. Core responsibilities include but are not limited to:
- Lead the Americas Cost Allocation model for the region which includes collecting the cost allocation keys from SU partners, generate cost allocation to BU to feed regional Amer reporting, explain variances Year on Year to business partners, perform reconciliation amongst group and local system, upload information into group systems, act as the mean lead on all cost allocation topics
- Automate manual processes and streamline report production via digital tools
- Support the annual AMER budget process consolidation, coordinating with the US Team on diverse budget working documents and contributing to budget and strategic review presentations
- Analyze the Americas Platform cost Forecast highlighting cost and department driver’s vs Budget and vs prior Forecast. Present the analysis to DFIN partners
- Contribute to numerous adhoc requests for CEO/CFO gathering financial KPIs and supporting preparation of financial documents
- Analyze key expenses drivers, areas for growth and synergies to drive executive management decisions across the Support Functions
- Ensure data integrity of all referential data, financial results reported by the area including, data feeds, reorganizations, and restatements of current and historical information.
- Ability to manage multiple responsibilities under tight timeframes, ability to organize and prioritize to move tasks forward and complete them in a time efficient manner
**Profile required**:
**Skills and Qualifications**:
**Must Have**:
- MS Excel strong competencies
- Understanding of Essbase/Hyperion Smartview
- Experience in Financial Planning and Analysis
- Background in banking industry
- Analytical skills
- Strong organizational skills and attention to detail
- Presentation skills, including to senior management
- 5 years minimum of working experience
- Bachelor’s degree in Finance/Accounting/Management/Economics
- Language(s) English
**Nice to Have**:
- Accounting knowledge base
- Good knowledge of Power Bi, Power Query, Power Pivot
- Time management and ability to prioritize
- Demonstrate the ability to work within a Team
- Process Improvement
- An energetic and determined attitude
- Language(s) - French is a plus
**Why join us**:
**OUR Benefits**:
**WHAT WE DO DIFFERENTLY AT SOCIÉTÉ GÉNÉRALE**
Competitive compensation & benefits offering, including but not limited to:
- Minimum of 20 Vacation days + 4 personal days
- Supportive Maternity, paternity, parental and adoption leave policy
- Health spending ($2,000/year) and personal spending ($1,000/year) accounts with 75+ eligible reimbursement categories (health, training, electronics etc.)
- Fully sponsored virtual healthcare assistance and Employee Assistance Program to you and your immediate family
- Various Employee Resource Groups (ERG) to engage with such as Pride and Allies, American Women Network, Black Leadership Network, One planet, etc.
- A culture of continuous development by encouraging our employees various training programs (online training and coaching platform such as Coursera, GoFluent, Pluralsight, First Finance, and others)
**Business insight**:
OUR CULTURE:
At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate.
D&I:
Our Diversity & Inclusion Mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.
- Our Diversity & Inclusion Vision:
- Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
- Inclusive culture and workplace that r
-
Investment Specialist
4 days ago
Montréal, Canada BMO Financial Group Full time5885, boulevard Jean XXIII Trois-Rivieres Quebec,G8Z 4N8 Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other...
-
Bilingual Wealth Planning Analyst
3 days ago
Montréal, Canada CI Financial Full time**ABOUT US** Assante Private Client, a subsidiary of CI Private Wealth and a CI Financial Company, provides portfolio management and wealth management advisory services exclusively through a national network of financial advisors. Focusing on high net worth individuals and families, the professionals at Assante Private Client offer financial planning, risk...
-
Financial Planning Analyst
7 months ago
Montréal, Canada Manmade Full timeManmade is a young yet innovative eCommerce retailer offering high quality essential garments for men. Based in Montreal, Quebec, we design, produce, market, and distribute quality apparel across Canada and soon in the USA as well. We believe in doing things the right way, even if it may be harder - from sourcing fabric, design, cutting and sewing, and...
-
Bilingual Wealth Planning Analyst
1 month ago
Montréal, QC, Canada CI Financial Full timeAPERÇU DU POSTE Nous recrutons actuellement un Analyste en planification financière pour rejoindre notre groupe de planification du patrimoine. Le groupe de planification du patrimoine de CI offre aux clients existants et à leurs familles une équipe dévouée qui s’efforce d’améliorer leur bien-être financier en leur fournissant des services de...
-
Financial Planning
7 months ago
Montréal, Canada Softlanding Full timeMSP Corp. is seeking a **Senior Financial Planning & Analyst** to join our growing team. You will become an important member of the newly merged MSP Corp and Groupe Access family of companies. We have become a Pan-National MSP powerhouse with the abilities to deliver modern and relevant IT services across Canada. With all our offices being powered by MSP...
-
IT Financial Planning Analyst
6 months ago
Montréal, Canada Ubisoft Full time**Company Description** Ubisoft’s 19,000 team members, working across more than 30 countries around the world, are bound by a common mission to enrich players’ lives with original and memorable gaming experiences. Their commitment and talent have brought to life many acclaimed franchises such as Assassin’s Creed, Far Cry, Watch Dogs, Just Dance,...
-
Financial Planning
6 months ago
Montréal, Canada Société Générale Full time**Responsibilities**: **ABOUT THE JOB**: The Finance Department of Global Banking and Investor Solutions (GBIS), is a global organization with local presence, providing the same set of services through global and efficient processes and consistent norms, leveraging on production hubs. Our Core Missions are Quality and timeliness of GBIS financial statements;...
-
Financial Planning Consultant
4 days ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Planning Analyst
3 months ago
Montréal, QC, Canada Royal Bank of Canada Full time**Job Summary** **This is not a **Financial Analyst** role but rather a **Retirement & Wealth Planning** role where the focus is on providing tax, retirement, and estate planning strategies using our proprietary personal financial planning set of tools.** **What is the opportunity?** As an integral part of the Family Office Service (FOS) team, the...
-
Financial Planning
7 months ago
Montréal, Canada MSP Corp Full timeMSP Corp. is seeking a **Senior Financial Planning & Analyst** to join our growing team. You will become an important member of the newly merged MSP Corp and Groupe Access family of companies. We have become a Pan-National MSP powerhouse with the abilities to deliver modern and relevant IT services across Canada. With all our offices being powered by MSP...
-
Financial Planning and Analysis Manager
7 months ago
Montréal, Canada Valsoft and Aspire Operating Group Full time**We are hiring at Aspire Software for a highly skilled and experienced Financial Planning and Analysis Manager** **to join our growing team in Montreal!** If you are a results-driven Senior Financial Planning Analyst professional with a strong background in analyzing and guiding financial strategies across various businesses and M&A activities, we...
-
Financial Planning Consultant
2 months ago
Montréal, QC, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and...
-
Financial Planning Analyst
7 months ago
Montréal, Canada Moose Knuckles Canada Full timeWHAT WE BELIEVE We believe in inclusion, we believe in self-expression, we believe in no judgement and we believe in individualism. WHO WE ARE We are bold, we are tenacious, we are courageous and brave. We are a cast of characters; We embrace our differences and we share our likenesses. Some of What’s in it for You! - New and freshly renovated...
-
Financial Planning Associate
4 months ago
Montréal, QC, Canada PWL Capital Inc. Full time**General Description** PWL Capital is a premier independent Canadian Wealth Management firm with offices in Montreal, Ottawa & Toronto. Canadian High Net Worth families entrust PWL to manage their investment portfolios on a discretionary basis and provide holistic financial advice for all facets of their lives. Financial Planning, Tax, and Estate services...
-
Director, Financial Planning
8 months ago
Montréal, Canada Galvion Full time**THE COMPANY** Galvion designs, develops, and manufactures ballistic helmets and dynamic power and data management solutions for the modern battlefield. We are a passionate, global, and fast-paced team working with several strategic partners and are committed to enhancing the overall agility and survivability of the modern warfighter and tactical...
-
Corporate Actuarial Planning Analyst
7 months ago
Montréal, Canada Definity Financial Corporation Full timeJob ID : 7051 Category : Corporate Actuarial & Risk Brand : Definity Regular/Temporary : Regular Fulltime/Parttime : Full Time Location : Montreal, Canada Definity includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. With strong...
-
Manager, Financial Planning and Analysis
7 months ago
Montréal, Canada SimpleFi inc. Full timeWork Term: Permanent - Work Language: English - Hours: 40 hours per week - Education: Bachelor's degree - Experience: 5 years or more - Business administration and management, general **Tasks**: - Train, direct and motivate staff - Assign, co-ordinate and review projects and programs - Monitor financial control systems - Manage contracts - Oversee the...
-
Avp, Estate and Financial Planning Services
6 months ago
Montréal, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Manager, Financial Planning
6 months ago
Montréal, Canada Galvion Full time**THE COMPANY** Galvion designs, develops, and manufactures ballistic helmets and dynamic power and data management solutions for the modern battlefield. We are a passionate, global, and fast-paced team working with several strategic partners and are committed to enhancing the overall agility and survivability of the modern warfighter and tactical...
-
Cibc - Financial Planning Specialist - Montreal
7 months ago
Montréal, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...