Salary
💰 CA$130,000 - CA$189,000 per year
About the role
- Partner with clients to understand their financial and regulatory reporting requirements across areas such as SEC, SEDAR, private company, statutory, fund, and investment product reporting.
- Design and implement Workiva solutions to streamline reporting processes, ensuring accuracy, efficiency, and compliance.
- Execute the full scope of system development lifecycle activities—requirements gathering, solution design, configuration and integration, testing cycles, training, and deployment
- Contribute to continuous improvement initiatives by sharing best practices, identifying opportunities to enhance delivery, and supporting knowledge development within the team
- Build and maintain strong stakeholder relationships by proactively addressing issues, managing escalations, and identifying additional opportunities where appropriate
- Manage multiple projects simultaneously, balancing technical implementation with effective client engagement
- Mentor and guide junior team members, fostering collaboration, knowledge sharing, and professional growth
Requirements
- 5+ years of experience in either: A reporting focused role (financial or regulatory), or A professional services role delivering reporting solutions to clients
- Strong background in at least one of the following reporting areas: SEC SEDAR Private company Statutory / regulatory Funds / investment products
- Demonstrated experience in system implementations or process improvements, with the ability to bridge reporting requirements and technical solutions
- Excellent stakeholder management and communication skills, with proven ability to work across finance, compliance, and technology teams
- Strong organizational skills with ability to manage multiple priorities in a deadline-driven environment
- Nice-to-Haves: Familiarity with Workiva or other cloud-based reporting platforms; CPA, CFA, or other relevant professional designation; Experience with System Development Lifecycle (SDLC) principles and practices; Project management experience