Personal Finance Advisor at Caisse Desjardins responsible for client relationship management and recommending financial solutions. Delivering high - quality service while ensuring client satisfaction and business objectives.
About the role
- Finance Operations Director at Tubi responsible for managing budgets and financial planning. Partnering with Engineering and HR to optimize capital allocation and departmental performance.
Responsibilities
- Procurement leader gathering business requirements from engineering team and driving negotiations with Vendors
- Partner with engineering teams to build driver based models to forecast software costs
- Management of the Total People Expense Budget, inclusive of Salary, Benefits, Bonus and Long Term Incentive Programs
- Ad hoc modeling and analysis to evaluate Bonus, Long Term Incentive Plans and ROI models
- Build productivity models for variable resources identifying key drivers of cost and levers.
- Benchmark T&E across Industry to identify ‘best-in-class’ practices and setting organizational goals
- Set Departmental budgets for each leader and share pacing reports on a monthly basis
- Own the monthly reporting and forecasting process guiding teams on headwinds and tailwinds.
- Single threaded leader advising Tubi Senior Leadership team (CFO, CEO and CPO) on headcount management, trends, and areas to monitor.
- Cross functional thought partner across HR, FP&A and business teams
- Manage a dynamic and high performing team, providing mentor opportunities
Requirements
- A minimum of 10 years experience in related finance fields focused on quantitative and qualitative financial analysis.
- Extensive experience managing large departmental budgets preferably in a tech org.
- High level of proficiency with spreadsheet-based tools, including but not restricted to excellent modeling skills and ability to perform complex analyses with big data sets.
- Exceptional written and oral communication skills required; with the ability to articulate clear, and concise narratives for a variety of audiences.
- Sound understanding of related accounting guidance.
- Ability to work effectively with others in a team environment; as well as work effectively autonomously.
- BA or BS degree required; CPA or MBA preferred.
Benefits
- Medical/dental/vision insurance
- 401(k) plan
- Paid time off
- Discretionary annual bonus
- Long-term incentive plan
- Flexible time off policy
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Personal Finance Advisor developing financial strategies for clients at Caisse Desjardins. Focusing on member/client satisfaction and integrating financial services solutions.
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