Financial Planning Specialist

2 weeks ago


Oakville, Ontario, Canada Finivio Investments Full time
Job Summary

We are seeking a highly skilled Financial Planning Specialist to join our team at Finivio Investments. As a key member of our financial team, you will be responsible for evaluating financial risk, utilizing portfolio management software, and providing financial guidance on contracts and tenders.

Key Responsibilities
  • Evaluate financial risk and develop strategies to mitigate potential losses
  • Utilize portfolio management software to analyze and optimize investment portfolios
  • Provide financial guidance on contracts and tenders, ensuring compliance with company policies and procedures
  • Aid in budget planning and financial forecasting
  • Assess cash flows and financial performance, identifying areas for improvement
  • Create risk profiles for debt portfolios and conduct variance analysis
  • Handle administrative duties, including data entry and record-keeping
Requirements
  • Proficiency in data analysis software, including MS Excel and MS Office
  • Expertise in SAP (FI/CO / HR / MM / OT SD) and accounting software
  • Familiarity with business process management and financial planning principles
  • Strong written and verbal communication skills, with the ability to work effectively with cross-functional teams
  • Ability to work under pressure and meet deadlines, with a keen attention to detail
Preferred Qualifications
  • Basic security clearance
  • Legal eligibility to work in Canada
  • Prior relevant work experience in financial planning and risk management
What We Offer
  • Comprehensive health care plan
  • Group insurance benefits
  • Additional perks, including professional development opportunities


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