Director of Financial Strategy

3 days ago


Waterloo, Ontario, Canada Equitable Life of Canada Full time
About the Role

The Director, Finance – Savings & Retirement is responsible for leading the accounting and finance team to drive strategic priorities and provide timely financial data to support business decisions. This role requires a strategic thinker with expertise in accounting standards, financial controls, and data analytics.

In this role, you will oversee expense management, divisional budget processes, and ensure the integrity of financial reporting processes. You will also develop and coach a high-performing finance team and manage sales projections and strategic plan metrics.

Responsibilities:
  • Provide strategic direction and oversight of financial planning and analysis.
  • Develop and maintain effective relationships with senior leaders, external partners, and stakeholders.
  • Drive business outcomes through insightful analysis and recommendations.
  • Collaborate with IT, outsourced Admin systems, and other lines of business to meet regulatory requirements.
  • Strengthen internal controls and governance practices to mitigate risks.
  • Support M&A activities, investment proposals, and other corporate initiatives.
  • Provide expert advice on financial matters, including financial modeling, forecasting, and variance analysis.
  • Maintain current knowledge of accounting standards, tax laws, and regulatory requirements.
Requirements:
  • Minimum 5 years of experience in a senior finance leadership role or similar position.
  • Professional certification (CPA, CA, CMA, etc.) and/or advanced degree (MBA, MAcc, etc.).
  • Proven track record of success in driving business growth, improving financial performance, and reducing costs.
  • Superior communication, interpersonal, and leadership skills.
  • Strategic thinking and problem-solving abilities, with a focus on results-oriented outcomes.
  • Familiarity with ERP systems, Excel, and other analytical tools.
  • Excellent management and coaching skills, with experience in developing high-performing teams.
What We Offer:
  • Competitive salary and bonus structure.
  • Comprehensive benefits package, including medical, dental, and vision coverage.
  • Generous pension plan and 401(k) matching contributions.
  • Flexible work arrangements, including remote work options.
  • Ongoing professional development opportunities and training programs.
  • Culture of innovation, diversity, and inclusion.


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