Senior Investment Finance Analyst Jobs in Morris, Manitoba

3+ years in Finance/Management Reporting experience including planning, forecasting and variance analysis.

Proficient in time management and demonstrated adaptability when changes are required.

Ensure financial controls (policy, attestations, accruals, PCAs) are in place to provide a well-managed and accurate P&L.

Develop and maintain solid and effective working relationship with Business Partners, Segment Finance, Enterprise Decision Support and other stakeholders

Be pro-active in seeking areas for process improvements/automations to streamline overall workflow of finance processes

Proven analytical and problem-solving skills.

Prior work experience in investment finance / asset management;

A minimum of 7 years of experience in accounting for the financial sector;

Knowledge of IFRS and fair value accounting is preferred;

Strong analytical skills and results oriented;

Team player, and experience managing a few direct reports

Ability to meet tight deadlines and to manage conflicting priorities; and

Manage continuously competing priorities while maintaining composure and the highest degree of professionalism.

Strong prioritization skills; proven ability to be successful in a fast-paced and rapidly changing work environment.

Bachelor’s degree in Finance or Business highly preferred.

Minimum 3-5 years of related of related FP&A or financial reporting experience; Retail or CPG industry experience preferred.

Strong modelling skills and high degree of comfort with financial systems, preferably SAP Business Objects and Anaplan.

Experience with complex accounting principles and financial statements.

2 years of Operations and Supply Chain Finance experience however not mandatory as this is a junior position.

Bachelor of Commerce, Majoring in Finance or Accounting

Experience in a CPG or Cannabis Manufacturing Company

Experience in Operating Model Analysis and Design

Experience in Month and Quarter End Reporting Activities

Experience in the Cannabis Industry

Minimum of 3 years relevant experience, preferably in financial management, reporting and analysis.

Other ad-hoc responsibilities as assigned

Undergraduate degree in an appropriate discipline (e.g. business administration, finance) or equivalent

Advanced or Expert knowledge of Microsoft Excel, pivot tables and formulas

Current knowledge of accounting principles, methodology and standards

Excellent analytical and problem-solving skills

Preparation of monthly journal entries

Preparation of monthly contract accruals

Record and analyze utility costs

Preparation of monthly financial results slide check

Preparation of actuals vs budget slide deck at portfolio level

Support of sourcing budgets and forecast

Specific Educational Requirements / Accreditations

Develop and maintain relationships with client-facing corporate & investment banking professionals, Finance support partners and the TDS Finance Operations team.

Manage month-end and quarter-end accounting functions for CIB, including expense review and posting of journal entries

Manage end to end client billing cycle for Equity, M&A and Commercial Brokerage transactions

Excellent interpersonal and communication skills

Proven analytical skills, problem solving ability, and meticulous attention to detail

Minimum 1-3 years relevant experience, including some coverage or knowledge of the Leveraged Finance market

Strong process and project management skills

Quantitative and database management expertise

Support senior members of the Leveraged Finance team in the publication of flagship research

Perform analysis of legal documentation with guidance from senior members of the Leveraged Finance team

Proficiency with Excel, PowerPoint and Word; knowledge of Access a plus

Prepare management reporting for client groups and participate in monthly finance review meetings highlighting key business trends and variances

Strong collaboration and communication skills. Ability to communicate results and recommendations to management in a clear and concise manner.

Knowledge of SAP (ideal) and CPM management reporting tools (OneStream, TM1, Hyperion, BPC).

Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes

5+ years of finance and/or accounting experience with progressive responsibility in Financial Planning and Analysis.

Exceptional organizational skills to prioritize, manage and implement various competing initiatives.

Minimum of 3 years of financial services‐related experience, asset management experience is preferred

Exposure to private funds and knowledge of the investment management industry

Develop and oversee internal management reporting

Review and manage the end-to-end process of various submissions from the business groups (e.g., asset under management, asset management reporting)

Design, test, and implement dashboards / senior management reports for a cloud-based data system (Mercatus)

Liaise and provide strategic guidance on Private Fund Finance and Operations across all the business groups

At least 5 years of experience within the Wealth Management, platform, banking or other relevant industry.

Management of securities and dealing on behalf of FNZ

Effective management of static data and price feeds to the FNZ Platforms.

A positive work environment with a sense of purpose to share knowledge and skills amongst other colleagues.

Opening nominee accounts with Fund Managers and any other relevant 3rd parties.

Managing relationships with 3rd parties, including Fund Managers, Brokers, Pricing Vendors, & TPAs.

Provide feedback to Sales Finance Manager on monthly basis on variances to budget or most recent forecast on customer spend.

Provide Key Account Managers with financial support to assess new trade promos; seasonal buys; and the impact of pricing changes.

Bachelor’s degree in Accounting/Finance preferred

5 years of financial experience, preferably with a CPG company, pricing experience preferred

Excellent analytical and strong communication skills

Experience in identifying financial risks and exposures and preparing analysis

Preparing accruals, monthly reconciliations, and management reports

Firm acquired audit experience - preferably big four

Effective communication skills (written & verbal)

Strong research and analysis skills

Ability to manage competing priorities

Strong analytical and problem solving skills

Collaborating with investment teams, client/product risk managers, and other stakeholders to provide analytical support as required

Bachelor’s degree in relevant quantitative field (ex: Financial Mathematics, Statistics, Actuarial Science, Business/Finance, Economics, Computer Science); graduate degree is an asset

Advanced working knowledge in programing (e.g., R/Python) and proficiency with applications including Excel (VBA), SQL, and other analytical tools

Visualize risk analytics and develop risk reports for the fund and clients to enable informed decision making

Connecting with Business Technology and external vendors to bring continued improvements and innovation to risk systems and processes

Strong understanding of financial products including derivatives, and the measurement of their risks (market, credit, liquidity)

Foundational project management skills are required.

Partner with change management, comms and training to ensure global process changes are adhered to and adopted by the broader organization

A minimum of 3 years of finance, accounting or related business experience is required.

The ability to partner with, influence and effectively communicate with all levels of the organization, including senior management is required.

Develop, maintain, and deploy FP&A process documentation (examples include integrated business requirements, desktop procedures, etc.)

Support the crafting of executive messages to Senior Finance Leaders

Experience in investment management, pension fund or financial services industry is an asset

Post-secondary degree in business, accounting, or finance

Knowledge of eFront and PowerBI is an asset

Excellent interpersonal skills and the ability to communicate clearly, concisely and accurately

Ensures proper accounting treatments in accordance with all applicable agreements and accounting principles

Assist with identifying and implementing process improvement initiatives and efficiencies

· Excellent project management, research, analytical, organizational, and time management skills

· Prepare ad hoc reports and projects for the investment department and / or senior management

We offer a flexible, hybrid work arrangement.

· Experience with accounting (ideally investment related), financial reporting, and external or internal audit

· Excellent communication skills (both written and oral)

· Provide support to other team members in the Finance Department as necessary

Minimum 2 years of experience in Finance/Accounting with well-defined Accounting knowledge

Strong analytical skills with advanced skills in Excel and PowerPoint; as well as established project management skills

Bachelor’s degree in Finance- Accounting or Business Administration required

Business Unit (BU) lead for innovation and renovation project financials

Increases visibility by leveraging cross functional partners (Rev Man- Operations- Supply Chain) to enable senior leadership to efficiently make comprehensive decisions

Drive ROI mindset across investments (Capex- Trade- etc.)

Assist with treasury and cash management including liquidity analysis for funding requirements;

The role will report directly to the Senior Vice President, Finance for Slate Asset Management.

Liaise with asset managers regarding property operations and tenant activity to ensure the accuracy of monthly operating and cash flow statements;

Minimum 1-3 years of industry or public accounting experience;

Real estate accounting experience preferred;

Experience with Yardi reporting system and Wdesk preferred; and