Financial Planning and Analysis

• Processing financial and payroll related documentation for the Faculty of Music
• Acting at the first point of contact for general enquiries
• Processing accounts payable and accounts receivable according to the University Guide to Financial Management
• Recording detailed transactions for many accounts
• Formatting data collected for reports
• Verifying the accuracy of absence and/or attendance reports prior to processing payroll
• Monitoring department budget to ensure expenditures remain within budgeted allocations
• Monitoring, recording, reconciling and/or reporting on trust accounts
• Preparing and/or processing journal entries
• Generating standard financial reports

Financial Assistant

• Develop relationships and create custom investment solutions for prospective and existing RBC clients
• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with the right RBC team members to help continuously meet their needs
• Develop external business referral sources through networking, marketing, and your centres of influence

Financial Planner, Investment and Retirement Planning

• Serve as the primary finance partner for assigned client portfolios, providing financial oversight and strategic support.
• Prepare, analyze, and communicate monthly financial results, including revenue, margin, and profitability performance at both client and project levels.
• Develop and maintain quarterly forecasts, annual budgets, and long-range financial planning models.
• Partner with operations and client service teams to identify risks, opportunities, and trends impacting financial performance.
• Lead pricing analysis and financial modeling to support contract renewals, client negotiations, and new business opportunities.
• Identify and recommend initiatives that drive cost efficiencies, improve margins, and enhance overall business performance.
• Design, document, and implement process improvements to strengthen financial controls, reporting accuracy, and operational effectiveness.
• Support month-end and year-end close processes, ensuring timely and accurate financial reporting.
• Assist with system implementations, testing, process enhancements, and user training initiatives.
• Prepare ad hoc analyses and executive-level reporting to support strategic business decisions.
• Collaborate cross-functionally with finance, accounting, client service, and operational teams throughout Acosta Group.

Senior Financial Analyst

• Reviewing lease and sublease agreements to assess IFRS accounting implications.
• Updating CoStar leases database and coordinating changes.
• Preparing monthly lease payments and analyzing variances.
• Preparing complex journal entries for lease accounting and internal allocations.
• Performing related balance sheet reconciliations.
• Assisting in the 5-day period end close process by promptly identifying and correcting issues.
• Ensuring compliance with company policies, practices, procedures.

Financial Analyst, Lease Accounting

• Own the preparation and review of all assigned business month-end, quarter-end, and year-end close deliverables, including the statement of cash flows and dividend declarations.
• Own the treasury function — including monthly cash requirements reporting, banking administration, debt management, and maintaining accurate cash visibility at all times.
• Actively identify and implement AI-assisted automation opportunities within the controllership, reducing manual processing time and increasing capacity for higher-value analytical work.
• Lead the intercompany reconciliation and recharges process across your assigned businesses.
• Coordinate tax compliance obligations where required, specifically transfer pricing arrangements, consulting with external advisors as needed.
• Support acquisition integration from a technical accounting perspective — including step plan adherence, revenue recognition checklists, and PPA model review.
• Manage a team of 2–3, ensuring tasks are appropriately delegated and team members are coached and developed.

Finance Manager

• Facilitate the processing of segregated funds, GICs and other investment products
• Assume ownership of assigned files and quality of data
• Track and follow-up on pending transfers with carriers
• Perform immediate follow-up with advisors regarding missing information
• Effectively resolve any issues, questions or complaints as they pertain to investments
• Establish and facilitate new client accounts within the WealthServ Investment System
• Manage incoming and outgoing Investments mail

Investments Administrator

• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with the right RBC team members to help continuously meet their needs
• Develop external business referral sources through networking, marketing, and your centres of influence

Financial Planner – Investment and Retirement Planning

• Own the Wattpad P&L end-to-end - identify business inefficiencies and drive profitability-improvement initiatives with an ROI-first mindset, not simple cost cutting.
• Lead the Annual Operating Plan (AOP) and strategic planning processes in partnership with the broader team, building and maintaining P&L forecasts and financial models that translate strategy into measurable financial outcomes.
• Own budget management, cost control, and efficiency for all technology spend, including hosting fees, software and tools, cloud services, and security-related tools - monitor, analyze, and optimize company-wide usage and spend, partnering with Engineering, IT, Security, and vendors to align capacity and cost with business needs.
• Drive cost efficiency and ROI improvement for Marketing, Content, and Paid Content subscription spend - analyze marketing campaign performance, content investment returns, and subscription monetization, partnering with Marketing and Content teams to maximize the return on every dollar spent.
• Evaluate investments, initiatives, and vendor contracts on an ROI basis - build business cases and conduct post-investment reviews to guide resource allocation.
• Act as a trusted finance business partner to leaders across Wattpad, delivering actionable insights on revenue, cost drivers, and margin improvement.
• Actively leverage Google Workspace (GWS) and Claude AI to automate reporting, accelerate analysis, and enhance financial modeling and planning productivity.
• Provide ad hoc financial analysis and decision support to Corporate Finance and leadership as needed.

Business Finance Manager – FP&A

• Development and design of financial plans to address client goals and needs through the implementation of strategies pertaining to risk management, retirement planning, tax planning and estate planning.
• Organize regional training for Sun Life Advisors on various financial planning topics.
• Collaboration with Advanced Case Managers (ACM) and Insurance Sales Distributors (ISD) in providing insurance solutions.
• Proactively staying up to date in all areas of financial planning, wealth management, tax and estate planning.
• Cultivate and manage relationships with field leaders, Sun Life Advisors and senior leaders.
• Driving business growth strategy for Sun Life Advisors by being proactive as trusted partner for holistic planning.

Financial Planner

• Lead the end-to-end process for enterprise financial consolidation across all business units and geographies, ensuring accuracy, timeliness, and consistency in results.
• Develop, maintain, and automate standardized management and operational reporting to support executive visibility, forecasting accuracy, and decision support.
• Drive continuous improvement of reporting processes and analytics to enhance insight generation and forecasting precision.
• Own preparation and delivery of all monthly, quarterly, and annual reporting packages for executive leadership, the CEO, and the Board of Directors.
• Develop clear, data-driven narratives and visuals that communicate company performance, key trends, and strategic initiatives.
• Oversee and continuously improve the budgeting, forecasting, and long-range planning processes across the enterprise.
• Establish and monitor key growth metrics, including SaaS performance indicators (ARR, churn, CAC, LTV, etc.), to support data-driven decision-making.
• Serve as a strategic finance partner to functional leaders, providing actionable insights and financial guidance to drive performance and accountability.
• Manage and mentor a high-performing FP&A team, fostering professional growth and promoting analytical excellence.

Manager, Financial Planning & Analysis

• Network with leadership team
• Learn about RBC and various financial roles
• Participate in a career event to explore opportunities in retail banking and financial planning
• Engage in discussions about client advisor and financial planning roles

Retail Banking, Financial Planning, Career Sales Force Roles

• Manage the day-to-day operations of your pod. Conduct side-by-sides, run coaching cadences, and set the standard by getting into the queue yourself.
• Own your team's output goals, CSAT, trade execution accuracy, and compliance adherence. Conduct regular trade reviews and quality assurance checks for manual trades (equities, options, crypto).
• Jump into high-pressure, time-sensitive client situations—trading outages, margin events, or corporate actions, partnering with Compliance, Risk, and the Trade Desk to drive resolution.
• Support our internal certification pipeline. Mentor aspiring reps, assess their readiness, and help them master complex wealth management and trading concepts.
• You don't just operate in a silo. You have a proven track record of partnering directly with Trading, Compliance, or Product leadership to design, build, and roll out net-new processes that directly improve the client experience while maintaining strict regulatory standards.

Team Lead, Investments Representative

• Support the Area Accountant or Finance Manager for month-end close activities for Canadian and Ireland operations
• Generate reports out of financial/accounting system
• Analyze periodic financial data for financial due diligence
• Assist in preparing quarterly and yearly financial statements
• Perform variance analysis for profit & loss statements
• Maintain management reports for projects and overhead against budget
• Monitor aged receivables and ensure funds are collected
• Participate in model audits for bidding on new projects
• Ensure compliance with internal/external audit requirements
• Provide support for audit requests and tax related audits
• Ensure billing aligns with service agreements
• Assist in financial system transitions as needed
• Review monthly Performance Monitoring Reports and prepare operational report sections
• Handle ad-hoc projects for the Area Accountant

Finance Analyst

• Foster key relationships with clients and understand their financial and personal goals
• Provide informative and tailored service by recommending the right products and solutions for their financial success
• Engage in marketing and outreach activities to show value to clients and their communities
• Become a technology expert and introduce clients to mobile banking applications

Financial Services Representative

• Work closely with other CIBC Banking Centre employees to build connections with existing clients
• Provide investment planning advice for financial success
• Facilitate new client relationships through business development

Investment Specialist – Bilingual

• Lead and support consulting engagements for financial services clients across banking, capital markets, insurance, payments, wealth management, and related sectors.
• Manage defined project workstreams, including planning activities, assigning tasks, monitoring progress, and ensuring the timely delivery of high-quality work.
• Conduct quantitative and qualitative analysis to evaluate business challenges, identify opportunities, and develop practical, evidence-based recommendations.
• Facilitate stakeholder interviews, working sessions, and workshops to gather requirements, validate findings, and build alignment around proposed solutions.
• Assess current-state operating models, processes, controls, customer journeys, data, and organizational capabilities to identify gaps and improvement opportunities.
• Design future-state processes, operating models, implementation roadmaps, governance structures, and performance measures aligned with client objectives.
• Develop clear, concise, and visually effective presentations, reports, financial models, business cases, process maps, and other client-ready deliverables.
• Support project governance through status reporting, risk and issue management, decision tracking, resource coordination, and stakeholder communications.
• Build effective working relationships with client stakeholders and communicate confidently with project teams, managers, and senior leaders.
• Conduct industry, market, regulatory, and competitive research relevant to the financial services sector.
• Identify emerging project risks and issues, recommend mitigation strategies, and escalate concerns appropriately.
• Support business development activities, including proposal development, scoping, research, and the preparation of client-facing materials.
• Contribute to the development of intellectual capital, methodologies, tools, and reusable assets for the Financial Services Group.
• Provide day-to-day direction, coaching and mentoring project teams. You will also be responsible for career management, professional development, and supporting employees through Optimus SBR’s Career Development Program (CDP).
• Contribute to the life and culture of Optimus SBR.

Senior Associate – Financial Services Group

• Support consulting engagements for financial services clients across banking, capital markets, insurance, payments, wealth management, and related sectors.
• Conduct quantitative and qualitative analysis to identify business challenges, evaluate opportunities, and support evidence-based recommendations.
• Gather and document business, functional, and process requirements through interviews, workshops, research, and stakeholder consultations.
• Analyze current-state operations, customer journeys, processes, controls, and performance data to identify gaps and improvement opportunities.
• Assist in designing future-state processes, operating models, implementation plans, and practical solutions aligned with client objectives.
• Develop clear, concise, and visually effective presentations, reports, process maps, financial models, and other client deliverables.
• Support project planning, status reporting, risk and issue management, meeting coordination, and the tracking of decisions and action items.
• Collaborate effectively with client stakeholders and Optimus SBR team members at all levels of the organization.
• Participate in client meetings and workshops, capturing key findings and communicating ideas with professionalism and confidence.
• Conduct industry, market, regulatory, and competitive research relevant to the financial services sector.
• Support business development activities, including proposal development, research, and the preparation of client-facing materials.
• Manage assigned work independently, meet project deadlines, and proactively communicate progress, risks, and required support.
• Contribute to internal initiatives, knowledge development, and continuous improvement across the Financial Services Group.
• Contribute to the life and culture of Optimus SBR.

Associate, Financial Services Group

• Supports the Clinical Research Manager (CRM) and other team members through the life cycle of the study from study start up to study closure.
• Trial and site administration: Tracking (e.g., essential documents) and reporting (e.g., Safety Reports).
• Ensure collation and distribution of study tools and documents.
• Update clinical trial databases (CTMS) and trackers.
• Clinical supply & non‐clinical supply management, in collaboration with other country roles.
• Manage Labeling requirements and coordinate/sign translation change request.
• Document management: Prepare documents and correspondence.
• Collate, distribute/ship, and archive clinical documents.
• Assist with electronic Trial Master File (eTMF) reconciliation.
• Updating manuals/documents (e.g., patient diaries, instructions).
• Document proper destruction of clinical supplies.
• Prepare Investigator trial file binders.
• Execute eTMF Quality Control Plan.
• Obtain translations of documents.
• Regulatory & Site Start Up responsibilities: Provide to and collect from investigators forms/lists for site evaluation/validation, site start‐up and submissions in a timely manner.
• Obtain, track and update study insurance certificates.
• Support preparation of submission package for Institutional Review Board (IRB) / Ethics Review Committee (ERC) and support regulatory agencies submissions.
• Publish study results for Global Clinical Trial Operations (GCTO) and Regulatory Affairs (RA) where required per local legislation.
• Budgeting, Agreement and Payments: Collaborate with finance/budgeting representatives for: Development of country and site budgets (including Split site budget).
• Tracking and reporting of negotiations.
• Maintenance of tracking tools.
• Working knowledge of contract development, negotiation, approval, and maintenance (e.g., Clinical Trial Research Agreements (CTRAs)).
• Updating and maintenance of contract templates (in cooperation with Legal Department).
• Payment calculation and execution (investigators, vendors, grants.
• Ensuring compliance with financial procedures.
• Monitoring and tracking adherence and disclosures.
• Budget closeout.
• Obtain and process Foreign Corrupt Practices Act (FCPA) documentation in a timely manner.
• Meeting Planning: Organize meetings (create & track study memos/letters/protocols).
• Support local investigator meetings (invitations, prepare materials, select venue, support where applicable).
• Completes training assigned by Client and/or EP, as necessary, including general training requirements, SOPs, and system and process related training.
• Adheres to EP and Client SOPs and processes.

Clinical Trial Coordinator – Finance

• Define and execute the roadmap for Workday, Adaptive, and finance systems, ensuring they support business growth and operational excellence.
• Lead finance transformation initiatives to simplify processes, improve efficiency, and eliminate manual work.
• Champion the use of AI and advanced analytics to enhance forecasting, reporting, and decision-making.
• Lead cross-functional projects and other strategic initiatives as needed.
• Drive automation across financial reporting, planning, allocations, and close processes to improve accuracy, speed, and scalability.
• Identify process inefficiencies and implement scalable solutions that enhance operational effectiveness.
• Accelerate month-end and year-end close timelines through process redesign and system optimization.
• Optimize Workday and Adaptive performance, adoption, and system capabilities.
• Develop self-service dashboards and analytics that empower leaders with real-time insights.
• Oversee system integrations and data governance to ensure accurate, reliable, and connected data across the organization.
• Establish enterprise data standards and reporting frameworks that support informed decision-making.
• Partner with Finance, HR, IT, Payroll, Revenue Operations, and other teams to align system capabilities with business needs.
• Lead major system implementations, upgrades, and enhancements, ensuring successful delivery and adoption.
• Manage strategic vendor relationships and serve as the key point of contact for critical partners.
• Establish and maintain strong controls, governance practices, and compliance frameworks to support audit readiness.
• Monitor and report on key metrics related to system performance, automation, user adoption, and operational efficiency.
• Drive change management activities to ensure effective adoption of new systems, processes, and technologies.

Director, Finance Operations, Workday Optimization

• Analyze the overall financial position of the organization.
• Develop, implement, and monitor key financial performance indicators (KPIs).
• Prepare financial dashboards and reports for senior management.
• Recommend initiatives to improve profitability and financial performance.
• Support strategic decision-making related to investments, pricing, and business growth.
• Develop the annual budget and financial forecasts.
• Monitor budget performance and analyze variances.
• Implement and maintain management control procedures.
• Support operational managers in cost management and budget control.
• Optimize profit margins and cost structures.
• Oversee general ledger, cost accounting, and subsidiary accounting activities.
• Ensure the accuracy and reliability of accounting records.
• Lead monthly, quarterly, and annual financial close processes.
• Prepare financial statements, including balance sheets, income statements, and cash flow statements.
• Manage daily cash flow and cash forecasting activities.
• Ensure compliance with tax, payroll, and statutory requirements.
• Lead, coach, and support the finance and accounting team.
• Identify and assess financial risks, including liquidity, credit, and foreign exchange risks.

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