Financial Portfolio Manager
2 weeks ago
About the Role
Scotiabank is seeking an experienced Financial Portfolio Manager to join its team. As a key member of the organization, you will play a critical role in overseeing and managing all financial aspects of the IB portfolio.
Key Responsibilities
- Develop and implement financial strategies to optimize the IB portfolio's performance within the Bank's targets and drive to meet KPIs.
- Monitor and report on financial performance, identifying trends and areas for improvement.
- Support management on planning, invoicing, and forecasting financials for the entire IB Portfolio.
- Manage and review monthly accruals and actuals, ensuring they are entered accurately in the appropriate tools.
- Provide financial insights and recommendations to Project Management and IB PMO management for strategic decision-making.
- Ensure all financial warnings are addressed appropriately, including managing overruns and missing forecasts.
- Develop a framework to anticipate and mitigate potential financial risks.
- Mentor and develop project stakeholders to build a high-performing team by conducting training sessions for project managers to enhance their financial management skills.
- Drive continuous improvement in financial processes and systems.
- Build and maintain strong relationships with stakeholders to ensure alignment and support for financial initiatives.
Requirements
- 5-7 years of strong financial management experience with program/project budgets.
- Project coordination/management experience.
- Strong communication, relationship-building, and analytical skills.
- Advanced experience with MS Excel and MS PowerPoint and enjoys creating presentations for executive management.
- Strong knowledge of project management tools and techniques.
- Bachelor's degree in finance, Accounting, Business, or a related discipline.
- Nice to have: PMP certification.
- Bilingual (English and Spanish) required.
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