Aviso Wealth

Director, Strategic Finance

Aviso Wealth

full-time

Posted on:

Location Type: Hybrid

Location: Toronto • Canada

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 CA$140,000 - CA$165,000 per year

Job Level

Lead

About the role

  • Lead the annual budgeting/forecasting process with the assigned line(s) of business and update forecasts on a quarterly basis for executives/Board
  • Lead and provide strategic finance support, including business casing, pricing analyses and other financial models, for Asset Management
  • Join the Asset Management Executive Committee and contribute to the business’ strategic direction
  • Act as a key partner to executives, business leaders and their teams, including regularly educating them via presentations and other means, on financial performance, drivers and opportunities
  • Oversee and manage all FP&A line of business executive/board reporting, including ongoing reporting improvements
  • Collaborate and support leaders across a variety of departments, including Product, Investment Management, Sales, Compliance, Legal etc.
  • Analyze complex financial information to provide accurate and timely financial reports/recommendations to support strategic and tactical decisions
  • Regularly uncover opportunities to drive efficiencies/savings, including support for various contract renegotiations
  • Write monthly and quarterly commentaries for executive/board reports
  • Create ad hoc financial models to support departments across Aviso, as required
  • Work with the Strategy & Innovation team and executives on ad hoc M&A opportunities as well as one-off/custom board reports
  • Demonstrate leadership within the FP&A team through mentoring and educating analysts to support team growth and succession planning

Requirements

  • Bachelor’s degree in Finance or Accounting
  • MBA and/or professional designation (CA, CGA, CMA / CPA, CFA)
  • A minimum of 10 years’ progressive experience in finance/financial services roles, with at least five years at a Director level, preferably within the wealth/asset management industry
  • At least five years’ experience leading and managing a team
  • Advanced skills in Microsoft Excel
  • Experience with investment products, including mutual funds and SMA platforms
  • Strong understanding of data analytics
  • Familiarity with enterprise planning tools to facilitate budgeting and forecasting activities
  • Highly analytical and detail-oriented
  • Exceptional organizational skills and ability to prioritize and handle multiple simultaneous assignments
  • Strong interpersonal and leadership skills
  • Proven ability to anticipate business needs and priorities, working with all levels of management and employees
  • Superior communication and presentation skills to persuade and influence peers and upper management
  • Demonstrated willingness to roll-up sleeves and work with team members in a hands-on management capacity
  • Ability to thrive in a past-paced performance-driven environment, dealing with ambiguity and change
  • Fluent communication skills in English are required and bilingual skills in French are an asset
Benefits
  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
budgetingforecastingfinancial modelingdata analyticsMicrosoft Excelinvestment productsmutual fundsSMA platformsenterprise planning toolsfinancial reporting
Soft Skills
leadershiporganizational skillsinterpersonal skillscommunication skillspresentation skillsanalytical skillsdetail-orientedability to prioritizehands-on managementability to thrive in fast-paced environments
Certifications
Bachelor's degree in FinanceBachelor's degree in AccountingMBACACGACMACPACFA