Portfolio Financial

**Who We Are**

**SUMMARY**
The Portfolio Financial/ Reporting Manager is accountable for planning and forecasting, process development and internal control adherence, reporting and analysis, financial management, and contract interpretation for PWGSC

**KEY DUTIES & RESPONSIBILITIES**

**Planning/Forecasting**
- Manages and coordinates company financial planning and budget management functions

**Process Development/Internal Controls Adherence**
- Implements changes to improve use and efficiency of accounting processes and procedures

**Reporting**
- Prepares, analyzes and presents monthly, quarterly and annual internal and external operating results

**Analysis**
- Conducts financial analysis for assigned accounts - i.e. variance analysis, low complexity financial analytics

**People Management**
- Oversees direct contract/business unit accounting staff and ensures adequate responsibilities, training, feedback are in place

**Financial Management**
- Ensures all contract deliverables of a financial nature are met in a timely and efficient manner
- Monitors forecasted annual performance and recommends/ assists in actual plan for recovery wherever necessary

**Contract Interpretation**
- Ensures adherence to contract financial terms and conditions for assigned accounts
- Participates in the transition of small scope contracts. Receives oversight from Manager
- i.e. performs set up accounting module, understands client requirements from a reporting and billing perspective, accounting policies and procedures, client system interface

**Other**
- Provides input for business cases, memos to clients. Drafts processes and procedures. Writes client performance analysis documents.
- Delivers business results to internal teams. Participates in operational client presentations.
- Performance feedback, goals and objectives to internal work group.
- Participates in monthly internal business reviews.
- Conducts vendor communications.
- Other duties as assigned.

**FINANCE JOB-SPECIFIC SCOPE/DEFINITION**

**Portfolio Scope/Complexity**
- Lower dollar gross margin
- Lower complexity portfolios

**Complexity of Accounting**
- Medium complexity within a single portfolio
- Uses general knowledge of GAAP regulations to resolve operational and corporate accounting issues

**Problem Solving**
- Problems - single faceted
- Requires assistance and guidance in change management within own work group
- Problem resolution for single CBG or LOB
- Identifies and seeks guidance on highly complex or unusual issues

**KNOWLEDGE & SKILLS**
- University graduation or professional certification (e.g. P. Eng, CMA, CGA or equivalent courses)
- More than five years up to ten years of job related experience
- Fully developed leadership skills to manage a team of individual contributors
- Developing quality improvement skills
- Proficiency with MS Office
- Developing client management and relationship skills
- Specialized knowledge in real estate accounting, an asset
- Developing knowledge of strategic and operational requirements of client accounts
- Excellent teamwork skills
- Adept at identifying and resolving issues

**Licenses and/or Professional Accreditation**
- At least one of CA, CGA or CMA

At BGIS we believe that diversity and inclusion is a key business driver, such that we never lose sight of its importance as it is woven into the fabric of our organization. We are committed to maintaining a barrier-free recruitment process by providing equal employment opportunities through recruiting and retention of individuals of all backgrounds. We recognize that promoting diversity is an essential component of our continuing pursuit for organizational success

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