Associate Vice-President, Financial Planning

3 weeks ago

Winnipeg, Canada Wellington-Altus Full time

Associate Vice-President, Financial Planning & Analysis

Location: This position will be based out of our Winnipeg office.

Our organization :

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

*Investment Executive 2023 Brokerage Report Card.

The opportunity:

Reporting to the Senior Vice-President, Finance, the Associate Vice-President, Financial Planning & Analysis will be responsible for overseeing the annual operating and capital budgeting processes.

This role will be critical in achieving the company’s profitability goals. Working closely with senior management and key stakeholders, the Associate Vice-President, Financial Planning & Analysis will drive organizational success by holding business units accountable to the strategic vision of the company.

Key responsibilities include:

Oversight of budgeting and financial planning systems. Working with Business Unit leads to build and/or maintain business planning model; run scenario analysis, annual budgets, and forecasts. Analyzing and reporting of financial and operational results to better understand company performance. Utilizing BI tools to delivery meaningful insights into business performance. Communicating to senior management the reasons behind the product/department performance and results. Providing detailed analysis and commentary on cost center results and reviewing with cost center owners. Reviewing operations and recommending new productivity or cost saving initiatives. Reviewing existing processes and procedures to develop recommendations for improvement efforts. Evaluating previous budgets, expenditures to develop and implement future budgets. Communicating results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining operations. Provide insights to senior management around financial modelling, forecasts, and profitability. Performing other duties as assigned.

The ideal candidate will possess:

5+ years’ financial services industry experience, FP&A experience, or relevant analytical experience working in a high growth environment. Experience working with large companies with multiple operating divisions. Experience in the wealth management or other regulated industry is a strong asset. A post-secondary degree in finance or related field. CPA designation required. Highly proficient with Excel and BI tools. Experience with enterprise FP&A systems and accounting software. Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.  Excellent analytical skills with the ability to problem solve complex issues. Strong business acumen with a practical mindset. Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals. Strong interpersonal and influencing skills; an ability to communicate effectively and work collaboratively, across multiple mediums (in-person, over the phone, and virtually). Strong organizational skills and attention to detail. Strong critical thinking skills. Strong written and verbal communication skills. Strong financial modelling and analytical skills. Adaptable to a fast-paced changing environment with a high tolerance for ambiguity; ability to manage large volume of competing priorities.

Conditions of employment:

Must be legally eligible to work in Canada. Must be able to travel 0-5% of the time. A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply:

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