Finance Leadership Expert

4 days ago

Waterloo, Ontario, Canada Equitable Life of Canada Full time
Job Summary

We are seeking an experienced Finance Leader to join our dynamic team as the Director, Finance – Savings & Retirement. In this role, you will be a strategic partner to the business, driving our strategic priorities with your insights and forward-thinking analysis.

As the Director, Finance for Savings & Retirement, you will play a key role in decision-making by providing timely and reliable financial data. You will lead and develop a high-performing accounting and finance team, delivering key business insights and ensuring regulatory and financial controls.

Key Responsibilities:
  • Lead and develop a high-performing accounting and finance team.
  • Deliver key business insights and ensure regulatory and financial controls.
  • Implement financial process improvements and analyze accounting requirements.
  • Support accounting standard changes and provide strategic direction for data analytics.
  • Develop and evolve financial analytic dashboards.
  • Ensure integrity of financial reporting processes and solve data inconsistencies.
  • Conduct complex business and financial analysis.
  • Design and monitor financial reporting controls.
  • Oversee expense management and divisional budget processes.
  • Manage accounts payable and employee expense reimbursements.
  • Handle industry, reinsurance, and statistical information requests.
  • Oversee sales reporting, target setting, and incentive compensation programs.
  • Manage sales projections and strategic plan metrics.
  • Oversee the production of the annual policyholder tax slips and federal and provincial reporting requirements.
  • Work closely with IT, outsourced Admin systems, and other lines of business within the company to meet CRA imposed timelines.
  • SME on Canadian and international policyholder tax considerations as it relates to Savings & Retirement, supporting product development, sales, and administration.
  • Stay up to date on CRA and other government reporting requirements that impact both the company and the client as they relate to Savings & Retirement.
Requirements:
  • At least 5 years of relevant experience and has obtained the Chartered Professional Accountant (CPA) designation (or international equivalent).
  • Post-secondary education, with an emphasis on accounting and business administration considered an asset.
  • Expert knowledge of accounting standards and policies, business risk, and financial controls.
  • Experience in project management, process improvement implementations, and working with cross-functional teams.
  • Expert communication, interpersonal, negotiation, influencing, problem-solving, prioritizing, and analytical thinking skills.
  • Advanced knowledge of accounting systems, Excel, and strong knowledge of PowerBI and/or other analytical tools.
  • Strong management and organizational skills in a fast-paced working environment.
  • Ability to develop and coach a high-performing Finance team.
What We Offer:
  • A healthy work-life balance with employee wellness top of mind.
  • Annual bonus program, annual vacation allowance, and company-paid benefits program.
  • An additional paid volunteer day each year to give back to the community.
  • Immediate enrollment in the company's pension program with employer matching.
  • Employee resource groups that support an inclusive work environment.
  • Tuition support and specialized program assistance.
  • An onsite full-service cafeteria with a variety of daily options.
  • Discounts on company products and services, and access to exclusive employee perks.
  • Regular EQ Together events focused on company togetherness and collaboration.

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