Financial Planning and Control Specialist

4 weeks ago


Surrey, British Columbia, Canada Global Insurance Agency (2008) Ltd. Full time
Job Description

At Global Insurance Agency (2008) Ltd., we are seeking a highly skilled Financial Planning and Control Specialist to join our team. The ideal candidate will possess a strong background in finance and be able to effectively plan, control, and manage our company's budget and financial operations.

Key Responsibilities

Financial Planning: Develop and implement comprehensive financial plans to ensure the company's financial stability and growth.

Budgeting: Establish and manage budgets for various departments, ensuring accurate forecasting and financial control.

Investment Strategies: Design and execute investment strategies to maximize returns and minimize risk.

Financial Control: Monitor and control financial systems, ensuring compliance with company policies and regulatory requirements.

Reporting: Prepare and present financial reports to senior management, highlighting key financial trends and areas for improvement.

Requirements

Education: Bachelor's degree in Finance or a related field.

Experience: 2 years to less than 3 years of experience in financial planning and control.

Skills: Strong analytical and problem-solving skills, excellent communication and interpersonal skills, ability to work under pressure and meet deadlines.

Work Environment: Fast-paced environment with a focus on teamwork and collaboration.



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