Senior Consultant Financial Services Jobs

Strong, demonstrated interpersonal (verbal and written) communication skill swith all levles of management including Senior Executives

University degree in Accounting, Finance, Commerce, Business Administration, or Health Administration is required

Minimum 5-7 years relavent Financial Planning, Analysis, Operational and business experience.

High proficiency using MS Excel, strong skillset in MS Office Suite and modern BI Tools

Experience with data flows and modeling

Knowledge of Ontario Health Reporting Standards (OHRS)/MIS Guidelines certificate preferred;

Creditable Experience in Lieu of Education:

Voluntary cash benefits for accident, hospitalization and critical illness

Click here to view Global’s comprehensive Benefits Programs .

Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.

Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.

Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.

You have excellent technical writing skills, mathematical skills and editing capabilities

Working collaboratively with clients, managers and consultants

You have 1+ years of experience working in the software industry or supporting software clients

Prior experience of the Canadian SR&ED program is considered a strong asset but not required

Researching and understanding the SR&ED program and criteria

Conducting and recording client interviews pertaining to SR&ED activities

Undertaking smaller assignments or assisting on larger assignments reporting to a manager, senior manager, or a partner.

Financial and commercial awareness with strong analytical skills.

Excellent verbal and written communication skills.

Identifying and reporting key issues, performing the relevant financial analysis, and interpreting results.

Participating in KPMG’s engagement teams with senior client executives, attorneys, and investors.

Writing detailed professional reports and other client deliverables.

Achievement of deliverables with quality and with timelines, supporting the assigned project manager with proper tracking

Minimum 7 year’s experience with CCM applications such as Messagepoint, Quadient Inspire, OpenText, Sefas Designer or related solutions.

College Diploma or University Degree in Computer Science or Engineering (equivalent work experience in CCM document engineering may be considered).

Experience in related CCM solution tools, such as print stream manipulation, archive, data transformation/normalization and scripting tools.

achievement of deliverables with quality and with timelines, supporting the assigned project manager with proper tracking

Be able to perform in the capacity of CCM Solutions Architect and/or Solution Lead when assigned.

Excellent project management and leadership skills

Develop and maintain productive relationships with client management

Modelling and process management tools

Attend training programs to continually develop skills

Utilize technology to develop yourself, share knowledge with team members and enhance service delivery

Strong spoken and written English skills; French language skills is an asset

Demonstrated expertise in D365 Finance & Supply Chain Management.

Project Management Professional (PMP) certification would be an asset

Align with stakeholders to convert business requirements into capabilities, features, user stories, and acceptance criteria.

Identify and analyze risks and issues for the program or project portfolio in conjunction with project managers

Working experience with Azure DevOps is highly desirable

Familiarity with Finance process design and leading practices

Experience auditing clients who comply with NI 52-109 and/or SOX 404 regulatory requirements

Establish and maintain relationships with client management.

A Canadian CPA designation (or an equivalent international qualification), and at least 3 - 5 years of relevant experience

Technical accounting experience in IFRS and US GAAP along with multiple years of audit experience at a top accounting firm

Use technology to continually learn, share knowledge with team members, and enhance service delivery.

Attend training programs to continually develop skills.

Successfully achieve sales targets by building great relationship and delivering a wonderful client experience.

Financial Services industry experience in an advisory capacity

Comprehensive flexible benefits program including:

Provide investment advice to clients, through consultation related to their financial needs, including savings, and retirement income.

Review portfolio investments, product options, savings goals, and assist with asset consolidation.

Create an investment risk assessment profile for clients. This will support them in aligning their investments to their desired risk tolerance.

Experience MyFlex and an agile work environment where work is what you do not where you do it

Superior verbal and written communication skills with excellent attention to detail and can be adaptive to unstructured projects and timelines

Have many careers in one Firm.

Partner with clients to solve their most complex problems

Completion or near completion of a CPA or other accounting designation is required

Ambition to be an industry M&A expert

Preferred Education: Post-Graduate degree, MBA, CFA or other relevant designations; or equivalent experience

Execute clients’ needs and requirements as specified by project plan

Review and edit requirements, specifications, business processes and recommendations related to proposed solutions

Minimum 2 years of related experience

Prior banking and financial services experience, is an asset

Strong research, analytical, and problem solving skills

•Full benefit program available upon starting.

•Commitment to an exceptional employee experience and collaborative work environment.

•You bring previous FSM experience, or a minimum of 2 years in a senior sales position.

•You’re passionate about delivering an exceptional customer experience.

•Process driven with impeccable organization and prioritization abilities

•The ability to sell inventory from any one of our 16 stores.

Possess the knowledge, skills and experience to be able to recognize when problems surface or potential problems are looming.

6-10 years of project management experience – preferably from a mortgage or financial services environment

Prepares, maintains, and submits clear and concise activity/progress reports and time recording/management reports.

Owns all management reports on a given engagement.

Manage project scope by assessing requirements changes, determining and conveying impact on budget, time and risk.

Manages a large multi-faceted project/account/campaign or multiple projects at the same time.

Excellent project management and leadership skills

Develop and maintain productive relationships with client management

Modelling and process management tools

Attend training programs to continually develop skills

Utilize technology to develop yourself, share knowledge with team members and enhance service delivery

Strong spoken and written English and French language skills

Creditable Experience in Lieu of Education:

Voluntary cash benefits for accident, hospitalization and critical illness

Click here to view Global’s comprehensive Benefits Programs .

Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.

Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.

Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.

Proven written communication abilities and strong presentation skills, with demonstrated experience in business writing.

Strong time management skills with the ability to meet deadlines.

Two years of full-time professional experience.

Technical skills including modelling using econometric and statistical techniques in an academic and non-academic setting.

Experience with Big Data analytics (Altryx) and data visualization (Tableau, BI, Qlik) is an asset.

Experience in client service is an asset.

Strong project management and organizational skills

Minimum of four years Canadian Corporate tax experience

Previous experience dealing with clients within the financial services sector is strongly preferred

Learning opportunities to develop new skills and progress your career

Skills And Attributes For Success

Leading large and medium sized engagements.

Establish and maintain relationships with client management.

Use technology to continually learn, share knowledge with team members, and enhance service delivery.

Attend training programs to continually develop skills.

Audit or business experience in financial statement close or the application of accounting standards

Opportunities to develop new skills and progress your career

Skills And Attributes For Success

Excellent project management and leadership skills

Develop and maintain productive relationships with client management

Modelling and process management tools

Attend training programs to continually develop skills

Utilize technology to develop yourself, share knowledge with team members and enhance service delivery

Strong spoken and written English skills; French language skills is an asset