Financial Specialist building a financial services practice under Allstate's brand. Driving new business and collaborating with licensed professionals in the community.
About the role
- Senior Financial Analyst for Manulife's Canada Finance organization. Supporting projects and initiatives with a focus on finance, operations, and stakeholder engagement.
Responsibilities
- Contribute to the successful completion of projects & initiatives which impact Canada Finance & Operations teams
- Participate in and lead the various stages of projects from a Finance standpoint, including: information gathering; impact assessment; issuing Call for Resources (CFRs) to Finance teams; leading & participating in Working Group meetings; supporting documentation of key artifacts such as accounting models, requirements, test cases; and raising issues, risks and control deficiencies in a timely and accurate manner
- Manage testing plans and execution for Finance teams
- Have a curious demeanour- ask questions, challenge the status quo, get in touch with stakeholders/ business partners to learn about their processes, proactively raise risks before they become issues
- Maintain a strong risk-based approach by ensuring that solutions are crafted with controls and risk-mitigation at the forefront, but also recognizing that an MVP approach is needed to complete projects and deliver results
- Have a strong sense of accountability and fully own all aspects of your project/ task (follow-ups, approaching deadlines, issue resolutions)
- Ability to Think Big and beyond immediate asks by helping implement operational improvements and key controls within Finance processes
Requirements
- Minimum of 3-5 years in finance or accounting, ideally with some experience on projects
- University degree in accounting, actuarial science, finance, or equivalent work experience
- Strong analytical and problem-solving skills with attention to detail and accuracy
- Innovative thinker who influences and challenges the status quo to improve processes
- Excellent interpersonal, verbal, and written communication skills with ability to collaborate effectively
- Flexible, change‑oriented team player who can manage several priorities
- Curious, motivated self‑starter committed to learning new tools, technology, and AI capabilities
- CPA highly preferred
- Familiarity or knowledge of agile, project management processes, process improvement methodologies and tools is a key asset
- Bilingualism (English and French) is an asset; proficiency in both languages will be required to support clients from various provinces outside of Quebec if the successful candidate is in Quebec
Benefits
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability
- Life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Retirement savings plans including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid time off including holidays, vacation, personal and sick days
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Personal Financial Representative building financial services practice with Allstate resources. Leveraging agency partnerships and support to drive business in the community.
Senior Finance Manager overseeing Finance Operations and Financial Planning & Analysis at Mercuryo, a fintech startup in Croatia.
Business Finance Manager leading financial tasks and insights for the US region at NNIT, Inc. Collaborating with stakeholders and managing financial projections and reporting processes.
Investment Operations Specialist managing vendor relationships and contract negotiations for investment data services at a global investment management firm. Collaborating with cross - functional teams to ensure data needs are met.
Microsoft Dynamics 365 Senior Consultant managing the overall Dynamics 365 environment for Theeb. Collaborating with stakeholders and ensuring business alignment for digital transformation.
Manager in Finance Consulting focused on analyzing client needs and developing financial solutions for optimal performance at PwC. Responsible for coaching and managing team performance in Kolkata and Gurgaon.
Operations Intern aiding Guggenheim's Investment Management Operations team with various tasks. Involvement in Trade Operations, Data Services, Loan Operations, and Portfolio Management efforts.
Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
Financial Analyst III at WashU developing and monitoring budgets and financial reports. Collaborating with department heads and training personnel in financial operations and reporting.