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Manager, Journey Finance Support

1 month ago


Toronto, Canada Questrade Financial Group Full time

Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure.
We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.
This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, there are flexible working arrangements so you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at Questrade.
We’re looking for our next Manager, Journey Finance Support. Could it be you?
Community Trust Company (CTC) is a member of the Questrade Group of Companies (QFG), which currently includes Questrade Inc., QuestEnterprise, Questrade Wealth Management Inc., CTC, Thinknsure Ltd., and Zolo Ventures Ltd.
What’s in it for you as an employee of Community Trust Company?
- Health & wellbeing resources and programs
- Paid vacation, personal, and sick days for work-life balance
- Competitive compensation and benefits packages
- Hybrid work arrangements
- Career growth and development opportunities
- Opportunities to contribute to community causes
- Work with diverse team members in an inclusive and collaborative environment

What’s it like working as a Manager, Journey Finance Support at Community Trust Company?
The Manager, Journey Finance Support partners closely with CTC and Questrade journey leaders and management as the finance support to the designated Journey, supporting business priorities, understanding business performance and proposing actions to drive Journey/line of business/product performance to deliver value.
Priorities include monthly and quarterly Journey performance reporting, development of product/journey level financial statements and performance measurement frameworks, forecasting, stress testing, business case development and assessing opportunities, and managing business relationships within CTC and across Questrade.
The Manager, Journey Finance Support works collaboratively with other finance, strategy, and other colleagues in support of the Journey. This Manager will execute change and improvement across people, process, technology, and data to support efficiency and enhance the value-add of the function. Developing and maintaining partnerships across Journey stakeholders is key to providing value in this role.
Need more details? Keep reading...
**In this role, responsibilities include but are not limited to**:

- Establishing and maintaining strong working relationships across Journey stakeholders to help facilitate the coordination of various planning, analytical and systems activities.
- Preparing and delivering financial and performance reporting for the designated Journey.
- Developing a deep understanding of business performance, sharing insights and engagement with management to suggest actions and drive performance.
- Planning and managing regular and ad hoc reporting and the financial analysis function for the Journey.
- Collaborating with the FP&A function(s) to develop a forward-looking perspective of business performance and capital adequacy, including rolling forecasts and scenarios and proposing opportunities for improvement and actions.
- Assisting in the development, monitoring and reporting for business cases for the Journey.
- Collaborating with the FP&A function(s) to prepare the annual budget and 5 year financial plans, including capital plans for the Journey (requiring partnership across Questrade, treasury and risk).
- Assisting in the delivery of the annual strategic business plans for the Journey.
- Partnering with the Questrade and CTC finance functions to support the execution of the finance modernization projects.

So are YOU our next Manager, Journey Finance Support? You are if you
- Have Post-secondary education in a business related field
- Hold a CPA / CFA designation.
- Have 5+ years of experience in regulated financial services, 2+ years in a DTI
- Have experience with financial modeling specific to DTIs, data structuring and reporting tools
- Have management-level communication and collaboration skills with ability to clearly articulate complex technical/analytical or conceptual information
- Are comfortable with ambiguity and asking why
- Are a creative problem solver
- Possess keen attention to detail, curiosity and ability to go deeper when required
- Are positive with a can-do attitude
- Are a team player who motivates others to achieve group success
- Are comfortable with a dynamic, fast-paced environment and able to navigate through organizational change

**Additional information**:

- Please note this role will be required to be in office 3 days a we