Financial Planning Specialist

3 days ago


Waterloo, Ontario, Canada Accoravillage Full time
Job Title: Senior IT Financial Analyst

Job Summary:

We are seeking a highly skilled Senior IT Financial Analyst to join our team at Accoravillage. As a key member of our finance team, you will be responsible for providing financial analysis and planning support to our IT department.

Key Responsibilities:

  • Support the implementation of financial reporting changes and update accounting policies to ensure compliance with IFRS, OSFI, CLHIA, and other regulations.
  • Prepare and analyze IT-specific financial reports for Board and Management purposes.
  • Liaise with business areas regarding complex accounting and/or financial reporting issues/questions.
  • Ensure robust controls exist over accounting tied to business activities.
  • Participate in system changes or projects that impact business transactions or accounting.
  • Develop and deliver accounting models and financial information.
  • Ensure documentation of procedures for account reconciliation and internal controls is prepared and maintained to reduce operational risk.
  • Automate and improve various processes as required to reduce risk and improve efficiency.
  • Prepare and analyze the financial reporting package, including line of business commentary.
  • Coordinate all aspects of the annual IT business plan process, working closely with IT Management and financial stakeholders.
  • Coordinate IT budgets with other divisional stakeholders.
  • Create and maintain robust IT accounting policies and procedures.
  • Implement new accounting standards and financial reporting updates.
  • Identify and implement improvements to finance processes.
  • Improve communication between finance areas.
  • Provide a forum to discuss issues, new developments, train, and educate those involved in finance processes.
  • Act as a backup to other ITAFVM staff to help with purchasing and other accounting-related duties.

Requirements:

  • Minimum three (3) years in an IT financial analysis and planning role.
  • Chartered Professional Accounting (CPA) designation or international equivalent.
  • Post-secondary education with emphasis on accounting and business administration.
  • ITIL v3 Foundations certification a strong asset.
  • Expert knowledge and experience with general accounting concepts.
  • Expert knowledge and experience in planning, management, and analysis of enterprise IT financials.
  • Advanced knowledge of business risk and financial controls.
  • Expert knowledge and capabilities in software tools related to financial analysis and management (e.g., Excel, PowerBI).
  • Knowledge and experience with specific IT financial management systems (e.g., ServiceNow) considered a strong asset.
  • Excellent communications (written, verbal, presentation) and negotiation skills and experience with conveying complex, technical information to non-technical audiences.
  • An outstanding team player, focused on customer service excellence, technical execution, diligence to the process, and doing the right thing.

What We Offer:

Accoravillage offers a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.



  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Manager, Financial Planning and OperationsLocation: Waterloo, OntarioType: Full-timeJob Description:Sun Life Financial is seeking a dynamic individual to fill the role of Manager, Financial Planning and Operations. This key position will oversee the day-to-day operations of financial planning services, ensuring seamless delivery to advisors and clients.Key...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Manager, Financial Planning and OperationsLocation: Waterloo, OntarioType: Full-timeJob Description:Sun Life Financial is seeking a dynamic individual to fill the role of Manager, Financial Planning and Operations. This key position will oversee the day-to-day operations of financial planning services, ensuring seamless delivery to advisors and clients.Key...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Manager, Financial Planning Tools and TrainingLocation: Waterloo, OntarioType: Full-timeJob Description:Sun Life Financial is seeking a dynamic individual to fill the role of Manager, Financial Planning Tools and Training. This key position will oversee the day-to-day operations and implement best practices to ensure seamless delivery of financial planning...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Manager, Financial Planning Tools and TrainingLocation: Waterloo, OntarioType: Full-timeJob Description:Sun Life Financial is seeking a dynamic individual to fill the role of Manager, Financial Planning Tools and Training. This key position will oversee the day-to-day operations and implement best practices to ensure seamless delivery of financial planning...


  • Waterloo, Ontario, Canada Equitable CA Full time

    Job Title: Senior IT Financial AnalystJoin Equitable CA as a Senior IT Financial Analyst and contribute to the company's growth and success.About the RoleThis is a hybrid role that requires working in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You will work closely...


  • Waterloo, Ontario, Canada Equitable CA Full time

    Job Title: Senior IT Financial AnalystJoin Equitable CA as a Senior IT Financial Analyst and contribute to the company's growth and success.About the RoleThis is a hybrid role that requires working in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You will work closely...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Senior Associate, Financial Planning & Analysis - SLC ManagementSLC Management is a leading global asset management firm providing innovative and diversified investment solutions to institutional investors. We are committed to delivering exceptional results and fostering a culture of excellence, innovation, and collaboration.Key Responsibilities:Manage the...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Senior Associate, Financial Planning & Analysis - SLC ManagementSLC Management is a leading global asset management firm providing innovative and diversified investment solutions to institutional investors. We are committed to delivering exceptional results and fostering a culture of excellence, innovation, and collaboration.Key Responsibilities:Manage the...

  • Accounting Specialist

    2 weeks ago


    Waterloo, Ontario, Canada Dykstra Financial Management Inc. Full time

    Accounting SpecialistWe are seeking an experienced Accounting Specialist to join our team at Dykstra Financial Management Inc. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Calculate and prepare cheques for...

  • Accounting Specialist

    2 weeks ago


    Waterloo, Ontario, Canada Dykstra Financial Management Inc. Full time

    Accounting SpecialistWe are seeking an experienced Accounting Specialist to join our team at Dykstra Financial Management Inc. The successful candidate will be responsible for maintaining accurate financial records, preparing financial statements, and ensuring compliance with accounting standards.Key Responsibilities:Calculate and prepare cheques for...


  • Waterloo, Ontario, Canada Definity Financial Full time

    Job DescriptionReporting into the Manager, Large Complex & Specialty Claims, the Senior Specialist will be responsible for managing a portfolio of large complex claims, including large CGL claims.Key ResponsibilitiesCoach and mentor junior staff to ensure effective claim managementEngage all stakeholders in the effective management of large complex...


  • Waterloo, Ontario, Canada Definity Financial Full time

    Job DescriptionReporting into the Manager, Large Complex & Specialty Claims, the Senior Specialist will be responsible for managing a portfolio of large complex claims, including large CGL claims.Key ResponsibilitiesCoach and mentor junior staff to ensure effective claim managementEngage all stakeholders in the effective management of large complex...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Job Title: Change Integration SpecialistAt Sun Life Financial, we are seeking a highly skilled Change Integration Specialist to join our team. As a Change Integration Specialist, you will play a critical role in integrating internal business partners into products and services offered by Canadian Shared Services (CSS).Key Responsibilities:Support the intake,...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Job Title: Change Integration SpecialistAt Sun Life Financial, we are seeking a highly skilled Change Integration Specialist to join our team. As a Change Integration Specialist, you will play a critical role in integrating internal business partners into products and services offered by Canadian Shared Services (CSS).Key Responsibilities:Support the intake,...


  • Waterloo, Ontario, Canada Definity Financial Full time

    Job DescriptionAs a Senior Specialist, Large Complex Claims, you will be responsible for managing a portfolio of large complex claims, including large CGL claims. Your key responsibilities will include:Key ResponsibilitiesCoach and mentor junior staff to ensure they have the necessary skills and knowledge to manage complex claims.Engage all stakeholders,...


  • Waterloo, Ontario, Canada Definity Financial Full time

    Job DescriptionAs a Senior Specialist, Large Complex Claims, you will be responsible for managing a portfolio of large complex claims, including large CGL claims. Your key responsibilities will include:Key ResponsibilitiesCoach and mentor junior staff to ensure they have the necessary skills and knowledge to manage complex claims.Engage all stakeholders,...


  • Waterloo, Ontario, Canada Dykstra Financial Management Inc. Full time

    Accounting Specialist Job DescriptionWe are seeking an experienced Accounting Specialist to join our team at Dykstra Financial Management Inc.Key Responsibilities:Prepare and maintain accurate financial records and accountsCalculate and prepare cheques for payroll and other financial transactionsPerform financial analysis and provide recommendations for...


  • Waterloo, Ontario, Canada Dykstra Financial Management Inc. Full time

    Accounting Specialist Job DescriptionWe are seeking an experienced Accounting Specialist to join our team at Dykstra Financial Management Inc.Key Responsibilities:Prepare and maintain accurate financial records and accountsCalculate and prepare cheques for payroll and other financial transactionsPerform financial analysis and provide recommendations for...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Director, Tax and Insurance PlanningAt Sun Life Financial, we're seeking a highly skilled Director, Tax and Insurance Planning to join our team. As a key member of our organization, you'll be responsible for providing complex tax and insurance planning support in the areas of insurance, retirement, estate, and business succession planning.Key...


  • Waterloo, Ontario, Canada Sun Life Financial Full time

    Director, Tax and Insurance PlanningAt Sun Life Financial, we're seeking a highly skilled Director, Tax and Insurance Planning to join our team. As a key member of our organization, you'll be responsible for providing complex tax and insurance planning support in the areas of insurance, retirement, estate, and business succession planning.Key...