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Director FP&A (Sales and Gross Margin)
Staples Canada, Richmond Hill, ON
Who we are As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. We look for people who are curious, approachable and passionate, and who enjoy finding solutions. If that's you, let's work, learn and grow together. We are building an inclusive and diverse team Staples Canada is creating an inclusive and diverse work environment. We welcome, value and thrive on perspectives and contributions from backgrounds that vary by race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion or physical ability. If you have a disability or special need that requires accommodation, please let us know. Some of what you will do As the Director of FP&A, you will liaise closely with the leadership team and will be responsible for bringing on and executing best practices in Financial Planning and Analysis that help to transform business strategies within their assigned portfolio and cross-functionally as required. You will direct the financial performance of your assigned business functions, including the delivery of the budgeting, forecasting and planning processes. You will be responsible for the financial reporting of the management and legal entities. You will drive, track, and support management of yearly targets. You will provide guidance and coaching on financial reporting, modelling and analysis in support of company objectives to your team, and continue to build and strengthen the talent within the team . Specifically, you will: • Responsible for planning and supporting all merchandising initiatives including Sales, Gross Margin and inventory analytics • Provide leadership and manage the Inventory Control team including month end closing and various system implementations • Responsible for planning all Services' expenses including store operating expenses, labour expenses, corporate general and administrative expenses, strategic cost savings initiatives, financial plans, targets, strategies and controls that focus on achieving desired financial and business objectives • Provide ongoing financial support to the Business Services department and develop analytics on recurring revenue and new initiatives • Support the senior leadership team with the development of strategy and the 5-year model • Provide reporting of all key financials and metrics and actionable analytical insights to the leadership team, reporting on key trends and developing plans for improvements to the finance function • Lead the preparation and analysis of annual operating expenses budgets, annual/quarterly/monthly forecasts, annual/monthly budget to actual variance analysis • Provide leadership in selecting and implementing forecasting strategies and practices • Assesses processes with a keen eye to improve operating efficiencies while maintaining adequate internal controls. • Ensures audit and compliance of the key financial, control, and approval processes • Ensure provision of regulatory financial information and governance of all legal entities to the respective tax and financial institutions Some of what you need • 10+ years of broad based operational finance experience with progressive responsibility and a strong focus on FP&A • Minimum of 5-8 years successfully leading, managing, and developing a team • Minimum of 5 years experience in Retail industry • University degree in Finance, Accounting or Business • MBA and/or CPA, CA, CMA preferred • Expert knowledge in Finance and/or Accounting • Thinks strategically, synthesizes complex data, and develops creative and innovative solutions • Presents information and interacts at the highest level of professionalism with all stakeholders, cross functional business leaders, peers, and customers • Experience in the development of complex financial models • Proficient in Microsoft Excel and various analytical software • Curious • Approachable • Passionate • Solution finder Some of what you will get • Associate discount • Health and Dental benefits • RRSP/DPSP • Performance bonuses • Learning & Development programs • And more... Additional Information • Office Environment (Hybrid - remote working and the office.) #bringyourpassion
Director FP&A (Corporate)
Staples Canada, Richmond Hill, ON
Who we are As the Working and Learning Company, we at Staples Canada, are dynamic, inspiring partners to our customers and the communities in which we live. At Staples, we inspire people to work smarter, learn more and grow every day. We look for people who are curious, approachable and passionate, and who enjoy finding solutions. If that's you, let's work, learn and grow together. We are building an inclusive and diverse team Staples Canada is creating an inclusive and diverse work environment. We welcome, value and thrive on perspectives and contributions from backgrounds that vary by race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion or physical ability. If you have a disability or special need that requires accommodation, please let us know. Some of what you will do As the Director of FP&A, you will liaise closely with the leadership team and will be responsible for bringing on and executing best practices in Financial Planning and Analysis that help to transform business strategies within their assigned portfolio and cross-functionally as required. You will direct the financial performance of your assigned business functions, including the delivery of the budgeting, forecasting and planning processes. You will be responsible for the financial reporting of the management and legal entities. You will drive, track, and support management of yearly targets. You will provide guidance and coaching on financial reporting, modelling and analysis in support of company objectives to your team and continue to build and strengthen the talent within the team . Specifically, you will: • Direct management on all expenses control (store operating expenses, corporate general and administrative expenses, strategic cost savings initiatives), financial plans, targets, strategies and controls that focus on achieving desired financial and business objectives • Be responsible for planning and supporting Real Estate department and Store operations on Store Network strategy, proforma P&L for new stores, relocations and lease renewal • Be responsible for Balance sheet and Cash flow planning • Support the senior leadership team with the development of strategy and lead the 5-year model planning process • Provide leadership and manage the FP&A Stores operation and FP&A Corporate teams • Provide reporting of all key financials and metrics and actionable analytical insights to the leadership team, reporting on key trends and developing plans for improvements to the finance function • Lead the preparation and analysis of annual operating expenses budgets, annual/quarterly/monthly forecasts, annual/monthly budget to actual variance analysis • Provide leadership in selecting and implementing forecasting strategies and practices • Assesses processes with a keen eye to improve operating efficiencies while maintaining adequate internal controls. • Ensures audit and compliance of the key financial, control, and approval processes • Ensure provision of regulatory financial information and governance of all legal entities to the respective tax and financial institutions Some of what you need • 10+ years of broad based operational finance experience with progressive responsibility and a strong focus on FP&A • Minimum of 5-8 years successfully leading, managing, and developing a team • Minimum of 5 years experience in Retail industry • University degree in Finance, Accounting or Business • MBA and/or CPA, CA, CMA preferred • Expert knowledge in Finance and/or Accounting • Thinks strategically, synthesizes complex data, and develops creative and innovative solutions • Presents information and interacts at the highest level of professionalism with all stakeholders, cross functional business leaders, peers, and customers • Experience in the development of complex financial models • Proficient in Microsoft Excel and various analytical software • Curious • Approachable • Passionate • Solution finder Some of what you will get • Associate discount • Health and Dental benefits • RRSP/DPSP • Performance bonuses • Learning & Development programs • And more... Additional Information • Combination of remote working and office environment
Senior Director, Business Property Finance
BMO, Montreal, QC
Application Deadline: 05/02/2024Address:105 rue St-Jacques OBusiness Property Finance team focuses on alternate real estate sectors. Sectors covered include Seniors Housing, Hotels, Student Housing, Storage, Film Studio finance, data centers and parking. The role involves managing a large and complex portfolio of clients with portfolio size >$700 million in loans and over $10 million in revenue. Portfolio management includes both credit management and sales. Director is responsible for leading a 2-person team, which includes a dedicated associate and is involved in both underwriting credit and sales. Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.Optimizes returns and capital on assigned portfolioProvides clients strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter and sector expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.Networks with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem-solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec. Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director, Conveyance, Water & Wastewater, Western Canada
WSP Canada, Vancouver, BC
The Opportunity: WSP is growing and has an opportunity as a Director Conveyance for its Western Canadian operations! Reporting to the Vice President, Water and Wastewater, Conveyance National, this position will be responsible for and actively involved in the leadership and management of the regional business and in identifying and delivering conveyance projects across Western Canada. The role is primarily responsible for people leadership, financial performance, project delivery, organic growth, client services, safety, and staff performance management for the conveyance division across Western Canada. This is therefore a unique opportunity to grow an existing business as part of our strategic plan that already offers innovative, value-engineered solutions that draw on decades of experience, through your valuable experience building a discipline across Western Canada and through your understanding of the challenges and risks of this sector. You will have significant demonstrable experience optimizing the financial, commercial, and project delivery performance of an existing business; developing plans, programs, and organizational objectives to enhance margins, workforce utilization, and cash generation. This will enable the growth of the business and ensure client satisfaction. Why choose WSP?• We value and are committed to upholding a culture of inclusion and belonging• Our Flexible Work Policy - we recognize the importance of balance in our lives and encourage you to prioritize the balance in yours. We will support you on and off the job so you can be fully present in both your work and home lives.• A Canadian success story - we're proud to wear the red and white of this beautiful country and show the world what Canada has to offer.• Enhance the world around you - from the environment to the highways, to the buildings and the terrain, WSP is the fabric of Canada.• Outstanding career opportunities - we're growing and pushing ourselves every day to be greater than yesterday - we're open to your ideas and trying new things.• A phenomenal collaborative culture and a workforce filled with genuinely good people who are doing humbly important work. Come find out for yourself what it's like to be a part of our journey.We offer attractive pay, flexible work options, a great corporate culture, comprehensive and employee-focused benefits including virtual healthcare and a wellness platform as well as great savings programs, and a clear vision for the future.#WeAreWSPWhat you can expect to do here: Oversee the setting of regional and staff objectives as well as the creation and implementation of local action plans, all in support of achieving goals related to: budgets, standards of financial performance, quality, safety, and culture; Monitor, measure, and report on regional results, opportunities, business development plans, challenges and achievements; Provide operational expertise and oversight within the region to team leads and other Managers; Build and maintain strong relationships with other Water and Wastewater managers and senior leadership, and identifying opportunities to resource share and collaborate to improve overall Water and Wastewater efficiency; Work with WSP's various Support Services groups (IT, HR, Finance, Safety, Quality) acting as the key liaison for the region. Be a change leader, taking responsibility to understand the various national programs and practices which are being rolled out and providing support and training to staff in order to implement these locally; Maintain a high degree of personal involvement with major clients. Proactively seek to understand evolving client needs, local and industry trends and upcoming project opportunities in Western Canada and in particular Metro Vancouver. Anticipate and plan for maximizing business growth opportunities; Manage proposals and contractual agreements originating within the region, liaise with Transportation and Infrastructure Business Development staff to create local business development plans; Understand the short and long-term workforce requirements for the region. This includes identifying future skill sets required and any gaps, utilizing WSP programs to proactively build a strong talent pool; ensuring that a succession plan is in place for key positions; Lead local safety and quality efforts ensuring staff are current on evolving programs and practices; ensure improvement action plans are created and implemented in response to audit results; Act as a spokesperson for WSP within the community and encourage staff to do the same. Participate in industry associations and proactively work to raise local WSP brand awareness. What you'll bring to WSP: Effective external leadership skills including effectively interacting with clients, regulators, project managers, and employees at all levels of the organization. Highly proficient with water/wastewater engineering principles, practices, and methods and their application to environmental and project work-related issues. Strong verbal and written communications skills when interacting with others, with the ability to express intricate ideas effectively and professionally to an engineering and non-engineering audience. Optimizing the financial, commercial, and project delivery performance of an existing business; Project risk management and mitigation techniques; Quality management systems; Graduate degree in relevant engineering discipline required; Eligible for registration as a P.Eng with EGBC; Minimum of fifteen (15) years of professional experience, including at least seven (10) years of strong experience leading and managing people and teams in a matrix organization, with a record reflecting ability to effectively delegate, communicate with, and motivate staff; Demonstrated track record of technical excellence and ability to grow a portfolio of Water and Wastewater related business; Excellent organizational skills with the ability to work well under pressure and perform numerous tasks simultaneously; Must be comfortable working on concurrent projects and activities with poise and professionalism. WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments. We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future. At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations. Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits). WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. WSP is committed to the principles of employment equity. Only the candidates selected will be contacted. WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.
Director of Security Operations [OneIT]
WSP Canada, Montreal, QC
Position Summary WSP's Security Engineering and Operations Team is responsible for managing the global organization's security technologies and systems. The role of Director Security Operations reports directly to the Global Vice President Security Engineering and Operations and is responsible for leading our Security Operations Centre and working with the Manager of Incident Response and Manager of SOC Tools and Operations. This is primarily an internally facing role, although some interaction with clients and third parties may be required. Specific areas of responsibility may fall into any one of the following areas of Security Operations, as assigned by the staff's management. Security Analysis Threat and Vulnerability Management Network, Database, Server and Endpoint, and Application Security Penetration Testing Antivirus and Antimalware analysis Event Analysis Incident Response Ethical Hacking Management Privileged access management The Director of Security Operations will have multiple security-related roles within the organization. Their main goal will be to provide a secure computing environment for the organization to conduct their business. The global security operations team will have overlapping duties however each role will have more specifically focused duties. As such, the role and essential duties will fit into the below classifications most closely. The director will be responsible for the overall direction and planning for both the incident response and tools team, liaising with our contracted partner for Level 1 and 2 Security Operations, 24/7 incident response, Security tool management, etc. Incident Management Process and Forensics - assist in providing forensic capabilities for the incident management process when needed. Monitor and manage infrastructure logging for security, including perimeter network devices, malware prevention, and intrusion prevention. Definition and implementation of controls - Defines security configuration and operations standards for security systems and applications, including policy assessment and compliance tools, network security appliances, and host-based security systems. Develops and validates baseline security configurations for operating systems, applications, and networking and telecommunications equipment. Endpoint Protection Strategy - Formulate the companies' Endpoint protection strategy, including but not exclusive to malware, host intrusion, encryption, browser protection and hardware level security controls. Network infrastructure security - responsible for determining and maintaining the technical standards for configurations of routers, switches, firewalls, IPS and IDS devices. Privileged access management - responsible for maintaining our PAM toolset, ensuring least based privilege across the organization, including secret management and elevated account management. Leadership and People Responsibilities Director of two separate managers within the security organization, 2 nd level management of Incident response and tools teams. Displays leadership and independence in performing their role, with an ability to make complex decisions with limited input and review from senior staff. High level of personal integrity, and the ability to professionally handle confidential matters and exude the appropriate level of judgment and maturity. Assist in the hiring, training, and coaching of new and existing staff, and provide coaching to staff executing all aspects of information security and risk assessment and support. Develop positive working relationships with other team members and business partners and partner across teams to align with WSP internal and external client demands. Capable of rapidly assimilating and internalizing new complex business, technology, and risk management concepts and dependencies. Capable of clearly defining, presenting and selling recommended strategies to senior management teams in a business or technical context as appropriate. Critical thinker with strong problem-solving skills, project management skills; financial/budget management, scheduling and resource management. Able to interpret and apply laws, regulations, policies and guidance relevant to the organization information security objectives. Excellent written and verbal communication skills, interpersonal and collaborative skills, and the ability to communicate between specialized groups of business unit and IT professionals. Accommodation of schedule for international conference calls, limited travel within the regions you are responsible for. Ability to work with people from different backgrounds and cultures across the region and the world. Provide review feedback for analyst and other direct reports. Capacity Management within the SOC teams, including growth expectations, M&A onboarding etc. Finance/Budgetary Responsibilities Support the Global Vice President Security Engineering and Operations in developing the budget projections based on short-and long-term goals and objectives. Requirements: Required Related experience in information security, risk, compliance, or similar position Bachelor's degree or equivalent in Information Technology, Computer Science, Engineering or related field Certification in Information Security (CISSP, ISC, or CISM) practices and policies Knowledge of security technologies (encryption, data protection, network intrusion prevention, EDR, firewalls, privilege access, etc.) Knowledge of enterprise IT security concerns and technologies, including but not limited to VPNs, network security, encryption, authentication, application-level network protocols, PKI, IPSec, Firewall, SSH, SSL, , LAN/WAN, and TCP/IP Knowledge of security best practices with relation to applications, network and client setups Experience with IT Governance frameworks such as COBIT, ITIL and ISO 2700x, NIST Experience with governance, compliance, and audit within IT environments Experience of risk management, including risk analysis, mitigation, and monitoring Knowledge of information security regulations applicable to WSP Preferred Master's degree in information technology, Computer Science, Engineering or related field Knowledge of KQL, Python and PowerShell is a plus. WSP is one of the world's leading professional services firms. Our purpose is to future proof our cities and environments.We have over 65,000 team members across the globe. In Canada, our 12,000+ people are involved in everything from environmental remediation to urban planning, from engineering iconic buildings to designing sustainable transportation networks, from finding new ways to extract essential resources to developing renewable power sources for the future.At WSP: We value our people and our reputation We are locally dedicated with international scale We are future focused and challenge the status quo We foster collaboration in everything we do We have an empowering culture and hold ourselves accountable Please Note:Health and Safety is a core paramount value of WSP. Given the importance of keeping one another safe it is expected that you comply with our Health, Safety & Environment (HSE) policy at all times as well as client HSE policies when working at client locations.Offers of employment for safety-sensitive positions involving fieldwork are contingent upon candidates being able to perform key physical tasks of the job as described in the job posting and interview. This may include the ability to work in a variety of environmental conditions, such as remote or isolated areas, working alone, and in inclement weather (within safe and reasonable limits).WSP welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.WSP is committed to the principles of employment equity. Only the candidates selected will be contacted.WSP does not accept unsolicited resumes from agencies. For more information please READ THE FULL POLICY.
Director, Equipment Finance - Commercial Banking
BMO, Toronto, ON
Application Deadline: 04/26/2024Address:100 King Street WestThis person will be for Ontario responsible for equipment finance for MM (Middle Market) and UMM (Upper Middle Market) while facilitating growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.May network with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Internal Audit Director (Bilingual FR/EN)
PwC, Montreal, QC
A career within Internal Audit services, will provide you with an opportunity to gain an understanding of an organisation's objectives, regulatory and risk management environment, and the diverse needs of their critical stakeholders. We focus on helping organisations look deeper and see further considering areas like culture and behaviours to help improve and embed controls. In short, we seek to address the right risks and ultimately add value to their organisation. Meaningful work you'll be part of As an Internal Audit Director, you'll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and operational efficiency. Responsibilities include but are not limited to: • Being a subject matter expert in our assurance and advisory services through internal audit functions, enterprise risk management programs, third-party relationships, regulatory compliance, and governance • Analysing and assessing client business strategies and related business processes and systems to help their management understand and address business objectives, requirements, risks, controls, and improvement opportunities • Focusing on the market in to identify and build trusted client relationships • Generating new business opportunities with both new and existing clients • Developing staff to progress in their careers, overseeing learning and development initiatives and performance management • Preparing highly effective, value-added audit reports, advisory reports and proposals • Overseeing presentations for engagement opportunities • Initiating open and honest coaching conversations at all levels • Proactively anticipate stakeholder needs, and develop and discuss potential solutions • Navigating the complexities of national and global teams and engagements Experiences and skills you'll use to solve • Consulting/advisory experience required • Extensive experience managing internal audits and/or regulatory compliance(procurement, maintenance, capital projects, human resources, contract management, finance, and enterprise risk management) • Experience in all aspects and phases of the internal audit life cycle (strategic/annual planning, stakeholder relationship management, audit planning and execution, reporting and performance management) • Experience leading and/or responding to Requests for Proposals • Experience overseeing and managing multiple client engagements (with various size, scope and complexity), overseeing local and national technical or industry collaborators • Experience identifying and implementing opportunities to improve on delivery, quality and efficiency • CPA, CIA, or CISA designation preferred • Strong commitment to providing excellence in client service and a demonstrated ability to produce high quality results • The successful candidate requires fluency in English, in addition to French as they will be required to support or collaborate with English-speaking clients, colleagues and/or stakeholders during the course of their employment with PwC Canada Why you'll love PwC We're inspiring and empowering our people to change the world. Powered by the latest technology, you'll be a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about our Application Process and Total Rewards Package at: https://jobs-ca.pwc.com/ca/en/life-at-pwc The most connected firm through activity based working PwC Canada is committed to cultivating an inclusive, hybrid work environment - one that is collaborative, supportive and productive. We work in-person and virtually, as is best suited for our clients, teams and people. We want you to be intentional with your work, how you do it and where it's done. PwC offices are hubs of connectivity and learning. We strongly encourage our people to prioritise in-person work, whether it's in the office or at a client site. This means we expect you to be in-person (either with clients or in the office) at least half of your time. We know that hybrid work is all about balance, and capturing the benefits of in-person work is essential to your growth at the firm. Exact expectations for your team can be discussed with your interviewer. At PwC Canada, our most valuable asset is our people and we grow stronger as we learn from one another. We're committed to creating an equitable and inclusive community of solvers where everyone feels that they truly belong. We understand that experience comes in many forms and building trust in society and solving important problems is only possible if we reflect the mosaic of the society we live in.We're committed to providing accommodations throughout the application, interview, and employment process. If you require an accommodation to be at your best, please let us know during the application process.
Audit Analyst- First Nations, Metis, Inuit Candidates
BMO Financial Group, Toronto, ON
Application Deadline: 05/30/2024 Address: 100 King Street West Job Family Group: Audit, Risk & Compliance Inviting all First Nations, Mtis and Inuit candidates to apply! Hybrid- 2 days in office Audit Analyst - Inviting all First Nations, Mtis and Inuit candidates to apply! Conducts audit engagements to critically assess management and internal control processes, approving the nature, extent and timing of the audit, its execution and the formulation of insightful audit reports. Reports on audits to provide clear, concise and memorable insights on issues and potential issues to assist management in fulfilling mandates. This work provides vital assurance to the Board of Directors and senior management on the quality of internal control systems and reduces the risk of loss and reputational damage to the Company. This work is instrumental in identifying unacceptable/high risk circumstances that could lead to material impact on profitability or reputation. Provides independent assurance on the quality and effectiveness of internal control, risk management, and governance systems and processes to support senior management and the Board in protecting BMO and its reputation. *Inviting all First Nations, Mtis and Inuit candidates to apply! Conducts advisory engagements and other engagements as required. Executes audits in full recognition of the risks of the group that encompass the inherent risks, control risks and internal/external environment and regulatory risks. This may encompass individual audits and broader capstone audits of Enterprise level functions/processes. Conducts advisory engagements and other engagements as required. Determines impact of changing strategies, tactics, risks and initiatives on audit, advisory and investigative services. Identifies and evaluates the impact of new and emerging technology and technology risk on the organizations processes and control environment. Utilizes data analytics in advisory engagements to improve quality and efficiencies. Develops an awareness of business strategies, policies and standards providing meaningful insights based upon knowledge and research which will continue to improve the Enterprise management and control processes. Maintains the independence of the audit practice and its personnel. Develops insightful discussion points contributing to audit reports that provides fair and balanced assessment of governance, risk and control processes based on audit work performed. Deliverables must be objective, clear, concise and timely. Identifies control deficiencies and provides a fair and balanced assessment of their magnitude. Maintains working knowledge of the industry, regulatory, broad economic environment, and internal environment, as to the development of new strategies and plans, opportunities and risk, to obtain an understanding of the control environment. Ensures that all audit procedures executed are conducted in accordance to Corporate Audit Methodology as confirmed by its Quality Assurance program and/or regulatory examination results. Applies sound judgement in the execution of the assigned work and ensures open lines of communication. Develops and maintains good working relations with key stakeholders. Actively monitors change management initiatives and identifies potential risks. Actively participates and supports Corporate Audit change initiatives. Maintains and enhances professional audit qualifications in line with industry standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 4 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Professional designations or business designation such as CIA, CPA-Audit. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Hybrid- 2 days in office Compensation and Benefits: $60,000.00 - $111,700.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Audit Analyst- First Nations, Metis, Inuit Candidates
BMO, Toronto, ON
Application Deadline: 05/30/2024Address:100 King Street WestInviting all First Nations, Métis and Inuit candidates to apply!Hybrid- 2 days in officeAudit Analyst - Inviting all First Nations, Métis and Inuit candidates to apply!Conducts audit engagements to critically assess management and internal control processes, approving the nature, extent and timing of the audit, its execution and the formulation of insightful audit reports. Reports on audits to provide clear, concise and memorable insights on issues and potential issues to assist management in fulfilling mandates. This work provides vital assurance to the Board of Directors and senior management on the quality of internal control systems and reduces the risk of loss and reputational damage to the Company. This work is instrumental in identifying unacceptable/high risk circumstances that could lead to material impact on profitability or reputation. Provides independent assurance on the quality and effectiveness of internal control, risk management, and governance systems and processes to support senior management and the Board in protecting BMO and its reputation.*Inviting all First Nations, Métis and Inuit candidates to apply!Conducts advisory engagements and other engagements as required.Executes audits in full recognition of the risks of the group that encompass the inherent risks, control risks and internal/external environment and regulatory risks. This may encompass individual audits and broader capstone audits of Enterprise level functions/processes.Conducts advisory engagements and other engagements as required.Determines impact of changing strategies, tactics, risks and initiatives on audit, advisory and investigative services.Identifies and evaluates the impact of new and emerging technology and technology risk on the organization's processes and control environment.Utilizes data analytics in advisory engagements to improve quality and efficiencies.Develops an awareness of business strategies, policies and standards providing meaningful insights based upon knowledge and research which will continue to improve the Enterprise management and control processes.Maintains the independence of the audit practice and its personnel.Develops insightful discussion points contributing to audit reports that provides fair and balanced assessment of governance, risk and control processes based on audit work performed. Deliverables must be objective, clear, concise and timely.Identifies control deficiencies and provides a fair and balanced assessment of their magnitude.Maintains working knowledge of the industry, regulatory, broad economic environment, and internal environment, as to the development of new strategies and plans, opportunities and risk, to obtain an understanding of the control environment.Ensures that all audit procedures executed are conducted in accordance to Corporate Audit Methodology as confirmed by it's Quality Assurance program and/or regulatory examination results.Applies sound judgement in the execution of the assigned work and ensures open lines of communication.Develops and maintains good working relations with key stakeholders.Actively monitors change management initiatives and identifies potential risks.Actively participates and supports Corporate Audit change initiatives.Maintains and enhances professional audit qualifications in line with industry standards.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 2 - 4 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Professional designations or business designation such as CIA, CPA-Audit.Technical proficiency gained through education and/or business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Hybrid- 2 days in officeGrade:6Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director, Corporate Finance
BMO, Ottawa, ON
Application Deadline: 05/01/2024Address:269 Laurier Avenue WestFacilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.Leads and executes business development plans to that business goals are achieved or exceeded.Provides strategic input into business decisions as a trusted advisor.Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.Acts as a subject matter expert on relevant regulations and policies.Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.Conducts independent analysis and assessment to resolve strategic issues.Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.May network with industry contacts to gain competitive insights and best practices.Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.Manages the risk of the assigned complex portfolio in a timely and precise manner.Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position.Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.Gathers data to advance sale process and completes all required documentation.Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.Tracks implementation requests to keep the process on track with timelines.Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs.Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintains current client information on Bank system/files to ensure client history is accurate and complete.Ensures accurate billing to clients.Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.Implements changes in response to shifting trends.Broader work or accountabilities may be assigned as needed.Qualifications:Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.Demonstrated history of successful business development, including ability to network in external marketsDemonstrated knowledge of relevant industry verticals and market's competitive environmentExperience in contact negotiations with both clients and legal counselExperience drafting responses to complex RFPsExperience with Sales Strategy and Sales referral process developmentRisk Management - In-depthSales and Service Management -In-depthRelationship Management - In-depthChange Leadership - WorkingConflict Management & Resolution -In-depthResource Planning - WorkingBusiness Acumen - In-depthFinancial and Working Capital Understanding - In-depthStrategic Thinking - WorkingSeasoned professional with a combination of education, experience and industry knowledge.Verbal & written communication skills - In-depth / Expert.Analytical and problem solving skills - In-depth / Expert.Influence skills - In-depth / Expert.Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.Able to manage ambiguity.Data driven decision making - In-depth / Expert.Grade:8Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Audit Manager, IT Applications
BMO, Toronto, ON
Application Deadline: 05/05/2024Address:100 King Street WestConducts IT Application audit engagements to critically assess management and internal control processes, approving the nature, extent and timing of the audit, its execution and the formulation of insightful audit reports. Reports on audits to provide clear, concise and memorable insights on issues and potential issues to assist management in fulfilling mandates. This work provides vital assurance to the Board of Directors and senior management on the quality of internal control systems and reduces the risk of loss and reputational damage to the Company. This work is instrumental in identifying unacceptable/high risk circumstances that could lead to material impact on profitability or reputation. Provides independent assurance on the quality and effectiveness of internal control, risk management, and governance systems and processes to support senior management and the Board in protecting BMO and its reputation.*This is a hybrid role requiring 2 days a week in the Toronto office (subject to change)*3+ years IT Application auditing experience required for this role, financial services experience preferredActs as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Identifies emerging issues and trends to inform decision-making.Provides critical input to Chief Auditor/Assistant Chief Auditor on the practical aspects of the audit and its execution.Helps to develop annual audit plan.Provides input into Corporate Audit processes identifying opportunities to simplify.Executes audits in full recognition of the risks of the group that encompass the inherent risks, control risks and internal/external environment and regulatory risks. This may encompass individual audits and broader capstone audits of Enterprise level functions/processes.Conducts advisory engagements and other engagements as required.Determines impact of changing strategies, tactics, risks and initiatives on audit, advisory and investigative services.Identifies and evaluates the impact of new and emerging technology and technology risk on the organization's processes and control environment.Utilizes data analytics in advisory engagements to improve quality and efficiencies.Develops an awareness of business strategies, policies and standards providing meaningful insights based upon knowledge and research which will continue to improve the Enterprise management and control processes.Maintains the independence of the audit practice and its personnel.Develops insightful discussion points contributing to audit reports that provides fair and balanced assessment of governance, risk and control processes based on audit work performed. Deliverables must be objective, clear, concise and timely.Identifies control deficiencies and provides a fair and balanced assessment of their magnitude.Maintains working knowledge of the industry, regulatory, broad economic environment, and internal environment, as to the development of new strategies and plans, opportunities and risk, to obtain an understanding of the control environment.Ensures that all audit procedures executed are conducted in accordance to Corporate Audit Methodology as confirmed by it's Quality Assurance program and/or regulatory examination results.Applies sound judgement in the execution of the assigned work and ensures open lines of communication.Develops and maintains good working relations with key stakeholders.Actively monitors change management initiatives and identifies potential risks.Actively participates and supports Corporate Audit change initiatives.Maintains and enhances professional audit qualifications in line with industry standards.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.Qualifications:Typically between 3-5(+)years of relevant IT Application Auditing experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Must have IT Application Auditing experience in addition to ITCG experienceProfessional designations or business designation such as CISADeep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem solving skills - In-depth.Influence skills - In-depth.Data driven decision making - In-depth.Grade:7Job Category:Individual Contributor / CollaborateurWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director Customer Optimization & Process Management, Personal Deposits Analytics & Customer Optimization
BMO, Toronto, ON
Application Deadline: 04/29/2024Address:33 Dundas Street WestThe Director Customer Optimization & Process Management develops and leads the strategy to optimize customer contacts within and across channels. The leader will work closely with P&BB product and channel leaders to drive incremental revenue and ensure that targeted communications are continually improving performance and results. The leader will also be accountable for improving and developing campaign processes, developing new capabilities that integrate into campaign operations and to ensure consistency and adherence to the processes that are developed. Responsibility & accountability include:Customer Optimization strategy within and across channels to increase revenue, improve response and drive improved customer & frontline satisfaction.Management of overall customer communication within and across channels.Building and developing advocacy of customer communications and their effectiveness with frontline sales staff and business partners.Overall reporting and analytical insights of targeted Customer communications for the Customer Optimization team as well as channel performance.Manage and lead the data requirements for targeted customer communications to ensure speed to market and error free execution of targeted customer communications.Develop and manage campaign processes to ensure consistency, standardization and efficiencies across campaign execution.As a domain expert, this leader will work to integrate and simplify insights across the analytics teams to provide relevant, fast, clear facts to the business to shape ongoing decisions. He/she is the owner of the ongoing prioritization of the plan against set business priorities working in close partnership with business partners to ensure all initiatives align to business priorities and growth plans.This role will proactively advise business leaders on the right analytical approach and solutions to drive the business forward. He/she will lead a team of 5+ consisting of Senior Managers and Analysts.Key Accountabilities (this section will be loaded to myRecruiting so make it clear for internal & external candidates)Customer OptimizationOptimizing Customer Contact strategies within and across channels.Develop a 3-year cross-channel strategy and roadmap to optimize customer contact and net revenue.Determine the optimal customers and channel(s) to communicate to, to maximize value.Maximize the effectiveness of channels based on capabilities and capacity of those channels.Develop customer centric approach to communications.Manage and lead the data requirements for optimization, communication and measurement.Management of overall customer communication within and across channelsDevelop and manage a framework to prioritize what programs use what channels. Approve and monitor campaigns/programs in channels and recommend changes to optimize channel effectiveness and results.Regularly optimize and prioritize programs within and across channels to generate the greatest returns.Develop and manage communication prioritization, scoring and approval processes.Lead the Customer Optimization Committee, gaining alignment on priorities and strategies for Customer Optimization across the organization.Establish channel-based criteria to determine thresholds to leverage the channels and determine the prioritization of the programs within channels.Manage all new channel capabilities required for customer conversations and ensure new capabilities align to strategy.Build confidence and advocacy of customer communications and their effectiveness.Work with Sales Effectiveness to identify obstacles and opportunities to drive revenue and improve employee experience.Develop educational information to be leveraged to increase frontline knowledge and belief of communication programs.Collaborate directly with branches and regions to devise strategies and tactics to increase action rates and lead results.Reporting and insightsLead the development and management of the consolidated customer communications reporting and insights to track the effectiveness of the Customer Optimization teams overall success and contribution to the organization.Analyze channel and program results to develop strategies that drive changes to channel priorities, optimization, and business results.DataDefine new data elements required for customer communications to ensure that communications are incorporated seamlessly into existing processes.Represent Customer Optimization at data governance forums ensuring that the team's interests and requirements are represented to ensure effective use and delivery of data and campaigns.Oversee testing and validation of Customer Optimization data elements to ensure seamless delivery of campaign execution.Responsible and accountable for the campaign metadata for Customer Optimization.Campaign Process management & governanceProvide oversight and management of all campaign processes to ensure consistency across business lines and countries.Drive and facilitate changes to processes and data to increase speed to market while maintaining minimum error thresholds.Lead the change management of new processes, data and obtain buy in from business partners and internal DACoE team.Develop requirements for capability gaps to support the communication 3-year strategy and roadmap.Manage and lead the audit process for Customer Optimization.Lead projects that enhance Customer Optimization's ability to deliver best in class targeted customer conversations including new channel capabilities, new data elements.Develop strategy and plan to automate and drive efficiencies in campaign execution.Provide strategy and business requirements to advance customer communication capabilities for customers and sales force.Identifying process issues/challenges that impact customers and employees.Cross Functional RelationshipsThis job requires the incumbent to interact with the following groups and/or processes in BMO and relevant external stakeholders:Personal Banking and Distribution Leadership and teamsData Analytics Centre of ExcellenceCredit Risk ManagementCustomer MarketingNA ChannelsTechnology and OperationsFinanceCanadian P & C Product groupsOperational Risk and ComplianceExternal partners including Equifax, TransUnion, FICO and othersKnowledge & Skills (this section will also be loaded to myRecruiting)Have a minimum of 10 years experience in direct to customer targeted communications.Proven experience in Optimization, including developing strategies and implementation.Excellent analytical and problem-solving skills.Demonstrated leadership skills and strategic thinking.Proven ability to thrive in a high volume, high intensity, changing environment.Proven ability to inspire a team to work toward a set of goals and objectives.Highly developed verbal and written communication skills, with the ability to communicate to Senior Management in a clear, concise, and professional manner.Expertise in project management and process design and management.Strong organizational and time management skills.Expertise in analytics and financial analysis.Technical experience working in analytical software (SAS, SQL, Power BI), and business software (Teams, Excel, PowerPoint, Word).Proven experience to lead and manage cross-functional teams without direct authority.Advanced relationship management and negotiation skills.Post-secondary education (degree)Grade:9Job Category:People Manager / GestionnaireWe're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Director Customer Optimization & Process Management, Personal Deposits Analytics & Customer Optimization
BMO Financial Group, Toronto, ON
Application Deadline: 05/29/2024 Address: 33 Dundas Street West Job Family Group: Marketing The Director Customer Optimization & Process Management develops and leads the strategy to optimize customer contacts within and across channels. The leader will work closely with P&BB product and channel leaders to drive incremental revenue and ensure that targeted communications are continually improving performance and results. The leader will also be accountable for improving and developing campaign processes, developing new capabilities that integrate into campaign operations and to ensure consistency and adherence to the processes that are developed. Responsibility & accountability include: Customer Optimization strategy within and across channels to increase revenue, improve response and drive improved customer & frontline satisfaction. Management of overall customer communication within and across channels. Building and developing advocacy of customer communications and their effectiveness with frontline sales staff and business partners. Overall reporting and analytical insights of targeted Customer communications for the Customer Optimization team as well as channel performance. Manage and lead the data requirements for targeted customer communications to ensure speed to market and error free execution of targeted customer communications. Develop and manage campaign processes to ensure consistency, standardization and efficiencies across campaign execution. As a domain expert, this leader will work to integrate and simplify insights across the analytics teams to provide relevant, fast, clear facts to the business to shape ongoing decisions. He/she is the owner of the ongoing prioritization of the plan against set business priorities working in close partnership with business partners to ensure all initiatives align to business priorities and growth plans. This role will proactively advise business leaders on the right analytical approach and solutions to drive the business forward. He/she will lead a team of 5+ consisting of Senior Managers and Analysts. Key Accountabilities (this section will be loaded to myRecruiting so make it clear for internal & external candidates) Customer Optimization Optimizing Customer Contact strategies within and across channels. Develop a 3-year cross-channel strategy and roadmap to optimize customer contact and net revenue. Determine the optimal customers and channel(s) to communicate to, to maximize value. Maximize the effectiveness of channels based on capabilities and capacity of those channels. Develop customer centric approach to communications. Manage and lead the data requirements for optimization, communication and measurement. Management of overall customer communication within and across channels Develop and manage a framework to prioritize what programs use what channels. Approve and monitor campaigns/programs in channels and recommend changes to optimize channel effectiveness and results. Regularly optimize and prioritize programs within and across channels to generate the greatest returns. Develop and manage communication prioritization, scoring and approval processes. Lead the Customer Optimization Committee, gaining alignment on priorities and strategies for Customer Optimization across the organization. Establish channel-based criteria to determine thresholds to leverage the channels and determine the prioritization of the programs within channels. Manage all new channel capabilities required for customer conversations and ensure new capabilities align to strategy. Build confidence and advocacy of customer communications and their effectiveness. Work with Sales Effectiveness to identify obstacles and opportunities to drive revenue and improve employee experience. Develop educational information to be leveraged to increase frontline knowledge and belief of communication programs. Collaborate directly with branches and regions to devise strategies and tactics to increase action rates and lead results. Reporting and insights Lead the development and management of the consolidated customer communications reporting and insights to track the effectiveness of the Customer Optimization teams overall success and contribution to the organization. Analyze channel and program results to develop strategies that drive changes to channel priorities, optimization, and business results. Data Define new data elements required for customer communications to ensure that communications are incorporated seamlessly into existing processes. Represent Customer Optimization at data governance forums ensuring that the teams interests and requirements are represented to ensure effective use and delivery of data and campaigns. Oversee testing and validation of Customer Optimization data elements to ensure seamless delivery of campaign execution. Responsible and accountable for the campaign metadata for Customer Optimization. Campaign Process management & governance Provide oversight and management of all campaign processes to ensure consistency across business lines and countries. Drive and facilitate changes to processes and data to increase speed to market while maintaining minimum error thresholds. Lead the change management of new processes, data and obtain buy in from business partners and internal DACoE team. Develop requirements for capability gaps to support the communication 3-year strategy and roadmap. Manage and lead the audit process for Customer Optimization. Lead projects that enhance Customer Optimizations ability to deliver best in class targeted customer conversations including new channel capabilities, new data elements. Develop strategy and plan to automate and drive efficiencies in campaign execution. Provide strategy and business requirements to advance customer communication capabilities for customers and sales force. Identifying process issues/challenges that impact customers and employees. Cross Functional Relationships This job requires the incumbent to interact with the following groups and/or processes in BMO and relevant external stakeholders: Personal Banking and Distribution Leadership and teams Data Analytics Centre of Excellence Credit Risk Management Customer Marketing NA Channels Technology and Operations Finance Canadian P & C Product groups Operational Risk and Compliance External partners including Equifax, TransUnion, FICO and others Knowledge & Skills (this section will also be loaded to myRecruiting) Have a minimum of 10 years experience in direct to customer targeted communications. Proven experience in Optimization, including developing strategies and implementation. Excellent analytical and problem-solving skills. Demonstrated leadership skills and strategic thinking. Proven ability to thrive in a high volume, high intensity, changing environment. Proven ability to inspire a team to work toward a set of goals and objectives. Highly developed verbal and written communication skills, with the ability to communicate to Senior Management in a clear, concise, and professional manner. Expertise in project management and process design and management. Strong organizational and time management skills. Expertise in analytics and financial analysis. Technical experience working in analytical software (SAS, SQL, Power BI), and business software (Teams, Excel, PowerPoint, Word). Proven experience to lead and manage cross-functional teams without direct authority. Advanced relationship management and negotiation skills. Post-secondary education (degree) Compensation and Benefits: $103,500.00 - $192,500.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Director, Accounts Receivable & Payroll
Fraser Health Authority, New Westminster, BC
Salary rangeThe salary range for this position is CAD $65.54 - $94.22 / hour Why Fraser Health?Director, Accounts Receivable & Payroll Fraser Health is responsible for the delivery of hospital and community-based health services to nearly 2 million people in 20 diverse communities from Burnaby to Fraser Canyon on the traditional territories of the Coast Salish and Nlaka’pamux Nations. The Fraser region is home to 32 First Nations communities and 6 Métis Chartered communities. Our team of nearly 48,000 staff, medical staff and volunteers is dedicated to serving our patients, families and communities to deliver on our vision: better health, best in health care. We are seeking an innovative and systems-driven Director, Accounts Receivable & Payroll to optimize the delivery of financial, payroll, and accounting services for Fraser Health (FH). With oversight of the development, coordination and management of the Accounts Receivable and Payroll departments, the Director will have an integral role in defining, implementing, and advancing financial policies, procedures, systems and internal controls at FH. By leading the development and maintenance of Accounts Receivable and Payroll processes, the Director will work with a high degree of diligence to ensure the provision of complete and accurate records of assets, liabilities and financial transactions in accordance with generally accepted accounting principles (GAAP) and Fraser Health policies and procedures. Integral to this role will be the Director’s ability to expertly identify strategic challenges and opportunities amid the proposed direction of the Accounts Receivable and Payroll teams by gathering information, assessing trends, and consulting with relevant partners to incorporate approved initiatives and recommend shifts in service and scope. As a clear, caring, and courageous leader, the Director will oversee a variety of cyclical operational, budgeting analysis, and financial planning processes in a highly dynamic environment. The Director is accountable for:Providing leadership on financial activities to ensure financial resources are efficiently utilized within the objectives, plans and budgets established by Fraser Health;Developing and recommending short and long-range goals and objectives for the Accounts Receivable and Payroll teams while building, coordinating and monitoring financial practices to incorporate best practices; Developing, implementing and reviewing policies, standards and procedures to ensure the delivery of effective and efficient accounting and payroll services;Planning and implementing operating and capital budgets for the portfolio including budget preparation, authorization control and reporting of expenditures; Working within the Corporate Finance department to integrate various financial elements for Fraser Health-wide decision making on operating plans, capital investment decisions, financing and other business initiatives;Facilitating the timely and efficient completion of external filing and audits, and related reporting to comply with Board of Directors, statutory and other regulatory requirements.The successful candidate will have:A recognized professional accounting designation (CPA) or a Master’s degree in Business Administration, Commerce, Finance or related discipline;Ten (10) years of recent, related management experience including five (5) years of experience in a senior leadership role in a large complex, multi-union organization;An equivalent combination of education, training and experience.If you have any questions or are interested in learning more about this rewarding opportunity with Fraser Health, please email the Executive and Senior Leadership Acquisition team at [email protected]. At this time we are actively collecting applications for the next 3-4 weeks and will be reaching out to qualified candidates. Fraser Health values diversity in the work force and strives to maintain an environment of Respect, Caring & Trust. Fraser Health’s hiring practices aspire to ensure all individuals are treated in an inclusive, equitable, and culturally safe manner. Detailed OverviewSupporting the Vision, Values, Purpose and Commitments of Fraser Health including service delivery that is centered around patients/clients/residents and families: Oversees the development, coordination and management of the Accounts Receivable and Payroll Departments for Fraser Health including internal controls, statutory and financial reporting; plans, implements and evaluates related physical, financial and human resources in support of the strategic and operational needs of the designated portfolio including financial analysis, business support, budgeting processes and guidelines; participates as a member of the Corporate Finance portfolio in the development of the mission, strategies and goals for the designated financial portfolio to ensure the optimum delivery of appropriate financial and accounting services for Fraser Health; reviews and analyzes budgets for the designated portfolio including proposed initiatives. The Director, Accounts Receivable & Payroll participates at the Regional and Provincial level to define, influence and implement financial policies, procedures, systems, internal controls and to work towards consistent application of Financial Reporting standards ResponsibilitiesIdentifies strategic issues and proposed directions for the Accounts Receivable and Payroll teams within the Finance department, in collaboration with the Executive Director and senior management team, by methods such as gathering information, assessing trends, consulting with relevant stakeholders, identifying issues that impact on strategic directions, proposing authority-wide initiatives, incorporating approved initiatives and recommending shifts in service/scope to ensure consistency between the portfolio and the strategic directions of the organization. Develops and recommends short and long-range goals and objectives for the Accounts Receivable and Payroll teams ensuring that plans support the goals, policies and vision of the Corporate Finance department; develops, coordinates and monitors long-term financial practices and incorporates best practices into the designated portfolio to ensure that the financial goals are consistent with Fraser Health’s long-term objectives. Develops, implements and reviews policies, standards and procedures to ensure the delivery of effective and efficient accounting services for the designated portfolio; provides leadership on financial activities to ensure the efficient utilization of the financial resources are within the objectives, plans and budgets established by Fraser Health senior management; plans and implements operating and capital budgets for the portfolio including budget preparation, authorization control and reporting of expenditures. Directs the development and maintenance of Accounts Receivable and Payroll processes for Fraser Health to provide complete and accurate records of assets, liabilities and financial transactions in accordance with generally accepted accounting principles (GAAP), Ministry of Health Services policies and procedures and Fraser Health policies; works with the Corporate Finance department to integrate various financial elements for Fraser Health-wide decision making on operating plans, capital investment decisions, financing and other business initiatives and to ensure accurate and timely payments to staff, ensure accurate and complete billing and collection of revenues and considering cash flow needs/issues. Directs the preparation of financial and other reporting to ensure timely and accurate information to the Senior Executive and Board of Fraser Health, the Ministry of Health Services and external organizations. Facilitates the timely and efficient completion of external filing and audits, and related reporting to comply with statutory and other regulatory requirements. Provides advice and recommendations to senior management as required; plans, prioritizes and directs numerous concurrent projects through all phases from planning to implementation and evaluation for the designated portfolio. Provides leadership to all staff within the assigned portfolio and motivates them towards the attainment of the goals of the department and Fraser Health; develops and recommends an organizational structure to meet the operational needs and the responsibility of each employee including an ongoing system for measuring staff performance. Works with other Finance Directors to develop and implement performance measures for reporting at the regional level. Ensures the recruitment and professional development of employees within the assigned portfolio; oversees and participates in the management of human resource matters for the assigned portfolio up to and including terminations, as required. Contributes to authority-wide analysis of business system requirements and related systems/process re-engineering initiatives. Participates in planning, selection, and implementation of business systems/processes for the region and ensures full integration to meet user needs and reporting requirements. Plans and implements an effective quality improvement program to ensure a high level of client satisfaction; establishes effective administrative systems for maintaining, evaluating and reporting on the operations of the assigned portfolio including departmental activities and progress on objectives and projects. Represents Fraser Health through participation on external committees (e.g. Ministry of Health committees), organizations and in advisory activities as appropriate; attends meetings of the Finance and Audit Committee and Board, as required. QualificationsQUALIFICATIONS:  A recognized professional accounting designation (CPA) or a Master’s degree in Business Administration, Commerce, Finance or related discipline, supplemented with ten (10) years' recent related management experience including five (5) years' experience in a senior leadership role in a large complex, multi-union organization, or an equivalent combination of education, training and experience. COMPETENCIES:  Demonstrates the leadership practices of the Fraser Health Leadership Framework of Clear, Caring and Courageous and creates the conditions for people to succeed. Professional/Technical CapabilitiesDemonstrated knowledge of accounting practices, trends, generally accepted accounting principles (GAAP), financial, administrative and contract management, audit and program evaluation principles and practices. Demonstrated ability to lead, plan, direct, manage and implement change. Demonstrated knowledge of health and business administration including strategic and operational planning, monitoring, analytical, evaluation and reporting expertise in a public sector and/or large complex environment. Demonstrated ability to direct a variety of cyclical operational, budgeting and financial planning processes. Demonstrated ability to work independently and in collaboration with others. Demonstrated ability to develop and maintain rapport with internal and external stakeholders. Demonstrated ability to function effectively in a highly dynamic environment with changing priorities. Demonstrated judgment and decision-making capabilities including the ability to manage priorities and deadlines. Ability to operate related equipment including applicable software applications. Physical ability to perform the duties of the position.
Director, Information Technology
St. Mildred's-Lightbourn School, Oakville, ON
Director of Information TechnologyFull-Time Permanent PositionWho We AreLocated on 10 beautiful acres in the heart of Olde Oakville, St. Mildred’s-Lightbourn School (SMLS) is a premier independent school for girls from JK through to Grade 12. Our mission is to engage each girl in a personalized, real-world learning experience where she explores her unique pathways within a nurturing community. An Opportunity to Join SMLSRole OverviewTo support our vision of empowered young women challenging and transforming the world, we are currently seeking a Director of Information Technology. The successful candidate will be responsible for the overall operational and departmental strategic planning and initiatives of information technology. Position DetailsDepartment: Information TechnologyReports to: Associate Head of School, Learning and InnovationLiaises with: Senior Leadership Team Members, Staff, FacultyEducation: Post-secondary education in Computer Programming, Networking or Computer Science. Post-secondary education in Business combined with related IT managerial experience. Project Management Certification or Equivalent Experience. Experience: 10+ years of related IT ExperienceFluent in Google Workspace & Microsoft Office products Comfort in a Mac based environment Working Conditions: Office / School Environment, Mac, Google Experience in Education (asset)Experience in an Independent School (an asset) Experience in not for profit environment (an asset) Key ResponsibilitiesOperations & Projects Oversee school’s data management, cybersecurity and business continuity planning for all IT systems and protocols Annual audit of all IT vendor services and contracts, along with school network and cybersecurity infrastructure Provide input to the insurance renewal process to ensure proper levels of coverage for IT equipment and cyber security protection SuperAdmin account administration and technical support for all IT software systems (Blackbaud, Raiser’s Edge NXT, Financial Edge NXT, Google Workspace for Education, Zoom, Graduway, etc.) Annual setup and management of the SMLS Learning Management System (Blackbaud), including roll-over for new and departing families Oversee school laptop (MacBook Air) program for all students, staff and faculty, including annual purchase, setup, and upgrade Research and evaluate prospective and current software/hardware required to meet school educational, business and risk objectives, including annual software and hardware purchases Liaise with other business departments including Admissions, Advancement, Finance, and Marketing and Communications to ensure provision of appropriate IT supports and processes (e.g. billing, student enrolment, school website, etc.) Oversee IT support for school and special community events (closing ceremonies, parent events, annual retreats, assemblies, etc.) Administration of annual cybersecurity training (KnowBe4) School and People Leadership Contribute to the overall health, success and sustainability of the school Contribute to the structure, role design, recruitment and selection of necessary personnel to ensure the success of the IT Team Provide leadership to the IT Team through coaching, feedback and professional development Build leadership and operational capacity in the IT Team, and plan for future leadership succession Serve on school committees including, but not limited to, the school’s Edutech Committee, and Internal Risk Committee Strategy & Business Planning Create a clear and inspiring strategy and priorities for Information Technology at SMLS, aligned with the school’s strategic direction Develop and manage IT initiatives that promote the success of the organization, enhance student and parent experiences, and support employee effectiveness Keep up-to-date with industry best practices in technology and education; communicate and readily share information with colleagues Contribute to the annual budgeting process including multi-year financial requirements and capital/operating budget oversight for IT program maintenance and development across the school, including opportunities for cost management, and identifying areas for investment Annually update all school IT policies for faculty & staff, students and parents, including new policies to meet evolving needs of the school Design and administer comprehensive IT onboarding for all new faculty, staff and students Who You AreYour StrengthsAbove all else, the successful candidate is a champion for girls’ education. You are also: An enthusiastic, articulate, and creative individual who communicates with ease and confidence. A critical thinker who demonstrates initiative, integrity and attention to detail. A team player who enjoys being part of a vibrant, collaborative community and contributes positively to all areas of the school. An initiator who challenges the status quo and seeks better and alternative means of achieving exceptional business results. Your Knowledge, Skills & Experience Exemplary communication and collaboration skills with the proven ability to develop relationships and a caring rapport with colleagues, students and their families Experience with information technology in the education sector, including network and software (Blackbaud in particular) administration is an asset Why Join SMLS?Our work is meaningful and important. As a school, we support each student’s interests, talents, learning needs and strengths. Through our world-class facility, Signature Programs, expertise in girls’ education, and dedication to personalization, our students become lifelong learners equipped to achieve excellence in whatever path they choose.When you join SMLS, you join a fun and supportive community! Our employees enjoy competitive compensation packages and may be eligible for some of the following benefits: Health, vision, and dental care Life insurance, AD&D insurance, and Long Term Disability insurance Employee & Family Assistance Program (EFAP) Mental health & wellbeing resources Ontario Teachers’ Pension Plan / RRSP program with up to 5% employer match A healthy lunch program during the school year On-site fitness facilities On-site parking Time off during Winter Break and March Break Summer hours and extra long weekends in line with the school calendar The Essence of SMLSEach Girl at the CentreWe believe that each girl is creating her own distinct educational pathway, as her interests, strengths and passions emerge. We are committed to co-creating that pathway with her in a personalized learning environment where each girl’s joy, laughter and love of learning belong.Academic Excellence and InnovationSMLS is grounded in best practices and focused on innovation. We set the highest standards of excellence for our academic curriculum and signature programs as we develop ethical, culturally competent leaders who are catalysts for positive change.Wellbeing and BelongingWe understand that connectedness to oneself, others and the world around us is fundamental to our students’ learning and wellbeing. As a school community, we are united by our values and our commitment to building a just and inclusive environment with empathy, integrity and respect. We honour our Anglican heritage and welcome all faiths and cultures, celebrating the diversity reflected by each member of our school community.Strength of SpiritWe live in a complex world with uncertainty and change. We believe that resilience, courage and commitment are essential for our students and our community to embrace life fully, open ourselves to limitless possibilities, and boldly meet the unknown challenges ahead. If you are interested in an opportunity to join our school, please apply online at smls.simplication.com We appreciate and thank all applicants for your interest in SMLS, however, only those candidates invited for an interview will be contacted. SMLS is an equal opportunity employer and we accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. We value diversity and are committed to creating an inclusive environment within our community. Please contact Human Resources with any requirements or questions.
Director, Financial Planning & Business Support
Fraser Health Authority, Surrey, BC
Salary rangeThe salary range for this position is CAD $65.54 - $94.22 / hour Why Fraser Health?Fraser Health (FH) is responsible for the delivery of hospital and community-based health services to nearly 2 million people in 20 diverse communities from Burnaby to Fraser Canyon on the traditional territories of the Coast Salish and Nlaka’pamux Nations. The Fraser region is home to 32 First Nations communities and 6 Métis Chartered communities. Our team of nearly 48,000 staff, medical staff and volunteers is dedicated to serving our patients, families and communities to deliver on our vision: better health, best in health care. We are seeking an innovative and result-oriented Director, Financial Planning and Business Support to provide strategic leadership and direction in the development of the organization’s annual and on-going operating, capital, and service workload budgets. The Director will apply a dynamic approach to optimizing the delivery of financial services and resources for designated operational areas. In collaboration with business leaders, the Director will identify key trends and drive financial accountability and process improvement across the organization. The Director, Financial Planning and Business Support will actively maximize Fraser Health's financial and business performance within the parameters of established guidelines and health policies. By developing and evaluating all financial and performance components of business plans that impact Fraser Health operations, the Director will drive the integration and innovation of major elements of the multi-year financial plan such as the operating statement, capital investments, workload and performance measurements. Reporting to the Executive Director, Financial Planning & Business Support, the Director will be a clear, caring, and courageous leader with the operational and financial expertise to proactively envision and encompass a strategic approach to financial planning and analysis. The Director, Financial Planning and Business Support is accountable for:Developing and recommending short- and long-term goals and objectives for designated departments, ensuring that financial plans support the goals, policies and vision of FH;Planning and implementing operational budgets, including budget preparation, authorization control and reporting of expenditures;Leading departments in managing the annual and three-year operational budget development, ensuring that budget results are considered and reflected in the overall FH operating budgets submitted to the provincial government;Providing portfolio performance monitoring, evaluation and forecasting analysis through the FH Quarterly Reports and annual Executive Performance reports in addition to periodic reporting and analysis.The successful candidate will have:A degree in Business Administration, Commerce, Finance or related discipline;A CPA recognized professional accounting designation;Seven (7) to ten (10) years of recent, related financial accounting experience, including five (5) years leading and mentoring teams in a senior leadership role within a large complex organization; orAn equivalent combination of education, training and experience. Recent and strong healthcare experience in financial planning or supporting direct clinical care portfolios will be an asset.If you have any questions, or are interested in learning more about this rewarding opportunity with Fraser Health, please email our Executive and Senior Leadership Acquisition team at [email protected]. Fraser Health values diversity in the work force and strives to maintain an environment of Respect, Caring & Trust. Fraser Health’s hiring practices aspire to ensure all individuals are treated in an inclusive, equitable, and culturally safe manner. Detailed OverviewSupporting the Vision, Values, Purpose and Commitments of Fraser Health including service delivery that is centered around patients/clients/residents and families: Collaborates with the Executive Director, Financial Planning & Business Support to develop, lead and oversee the organization's multi-year corporate operational and business planning processes, economic forecasting, annual operating budget preparation and reporting of the organizations financial position to the Senior Executive, Board of Directors and Ministry of Health including integrating the major elements of the multi-year financial plan such as the operating statement, capital investments, workload and performance measurements. Provides overall financial support, direction and analysis to designated operational areas within Fraser Health (FH), as well as, across the organization for the Lower Mainland Consolidated Services, PHSA and other health authorities where appropriate; leads a team in developing an assigned portfolio's annual and three year operating budget; monitors and evaluates finance performance to the assigned budget and provides resource recommendations to the portfolio's management group; leads the development, mission, strategies and goals of the department to ensure the optimum delivery of financial services and resources for designated FH operational areas. Responsibilities Develops and recommends short and long term goals and objectives for the designated department ensuring that financial plans support the goals, policies and vision of FH. Develops, implements and reviews policies and standards for the relevant departments. Plans and implements operational budgets for the designated department including budget preparation, authorization control and reporting of expenditures. Leads the departments in managing the annual and three year operational budget development; ensures that the budget results are considered and reflected in the overall FH operating budgets submitted to the provincial government. Provides portfolio performance monitoring, evaluation and forecasting analysis through the FH Quarterly Reports and annual Executive Performance reports in addition to periodic reporting and analysis. Leads the relevant operational portfolios in the development of their annual operating budgets ensuring consistency between budget assumptions in the detailed budget with the overall budget for the portfolio. Oversees and/or provides leadership to the implementation of the annual financial plan into detailed budgets and reviews corporate-wide results; oversees and/or participates in the development of the Quarterly Financial Report to the Board, the Period End Financial Report to the Executive Team and the forecast and budget analysis for the quarterly Appendix C report to the Ministry of Health. Represents the assigned portfolio/Health Authority through participation in committees, working groups and/or negations with governments, and/or external service providers/agencies providing or requiring support services from the health authority to ultimately achieve strategic and operational objectives. Identifies and/or resolves business opportunities/challenges within the context maximizing FH''s performance within the parameters of GAAP, MIS guidelines and the provincial government's health policy; develops and/or evaluates all financial and performance components of business plans that impact FH operations. Establishes administrative systems for maintaining, evaluating and reporting on the operations of the department including department activities, progress on objectives and designated projects. Provides leadership to designated staff within the department by motivating staff to attain the goals of the department and FH; develops and recommends organizational structure to reflect operational needs and the responsibility of each employee including an on-going system for performance management. Manages the recruitment, mentoring and professional development of assigned staff; supervises designated staff, determines staff schedules, provides work direction and assignment of duties to meet operational requirements; conducts employee performance reviews, coaching sessions and facilitation of goal setting with the employee; identifies training/educational requirements as needed. Plans, develops and implements an effective quality improvement program to ensure a high level of client satisfaction and to identify areas for improvement. Plans, prioritizes and directs numerous concurrent projects through all phases from planning to implementation and evaluation. Represents FH to the provincial government by participating on committees, organizations, and in advisory activities.  QualificationsEducation and ExperienceCPA recognized professional accounting designation. Master's degree in Business Administration, Commerce, Finance or related discipline, supplemented with seven (7) to ten (10) years' recent, related financial accounting experience, including five (5) years' experience in a senior leadership role in a large complex organization, or an equivalent combination of education, training and experience.CompetenciesDemonstrates the leadership practices of the Fraser Health Leadership Framework of Clear, Caring and Courageous and creates the conditions for people to succeed. Professional/Technical Capabilities: Demonstrated knowledge of accounting practices, trends, generally accepted accounting principles (GAAP), financial, administrative and contract management, audit and program evaluation principles and practices. Demonstrated ability to lead, plan, direct, manage and implement change. Demonstrated knowledge of health and business administration including strategic and operational planning, monitoring, analytical, evaluation and reporting expertise in a public sector and/or large complex environment. Demonstrated ability to direct a variety of cyclical operational, budgeting and financial planning processes. Demonstrated ability to work independently and in collaboration with others. Demonstrated ability to develop and maintain rapport with internal and external stakeholders. Demonstrated ability to function effectively in a highly dynamic environment with changing priorities. Demonstrated judgment and decision making capabilities including the ability to manage priorities and deadlines. Ability to operate related equipment including applicable software applications. Physical ability to perform the duties of the position.  
Director, Financial Reporting and Consilidation
RONA Inc., Boucherville, QC
Director, Financial Reporting and Consilidation Language English Français (CA) Apply Now Please note that: Our Hybrid Workplace Policy establishes that associates need to have a reliable transportation to and from our corporate head office located in Boucherville (Quebec), to come to the office on a regular basis. We require all our head office associates to be proficient in French, spoken and written. At RONA, over 22,000 employees let their passion blossom every day. Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve. We operate or service some 425 corporate and affiliated dealer stores. With a distinctive product and service offering and complementary store formats ranging from neighbourhood hardware stores to big box stores, our RONA+, RONA, Réno-Dépôt, and Dick’s Lumber banners are well equipped to help meet the needs of all DIYers and contractors. You’ve got the talent? We’ve got the tools! Here, your work and ideas will contribute to building a flourishing organization. Your voice will always be heard and valued. You’ll find career opportunities that live up to your ambitions and be able to further develop your unique set of skills. So, if you’re looking to do what you love, we could be a perfect match Our expectations We are seeking a director for our Financial Reporting and Consolidation team, who will play a strategic role within our Finance function. The incumbent will be in charge of issuing timely, accurate and relevant consolidated financial reports to senior management and shareholders. They will work in our Boucherville office and report directly to our VP, Corporate Controller. Your role Governance Coordinate deadlines with other departments and manage due dates Prepare ad hoc reports in support of various management requests Jointly with different teams, prepare the financial analysis of SG&A costs and the quarterly financial report for the Board of Directors, including the analysis and interpretation of results, as well as the lender’s reporting to financial institutions Consolidated financial statements Oversee the preparation and timely delivery of quarterly and annual consolidated financial statements, management discussion and analysis and supplementary financial reports, prepared in accordance with the IFRS standards Oversee the monthly, quarterly and annual financial closing Review and approve the consolidated financial statements and assess their reliability Oversee the year-end audit in accordance with IFRS Supervise and review the notes to the financial statements Prepare and approve journal entries and reconciliations Prepare purchase price allocation calculations and related journal entries for new and existing allocations, including goodwill impairment tests Lead the current financial closing process and make relevant improvements Ensure proper documentation and implementation of IFRS accounting standards impacting the organization In collaboration with the accounting manager, evaluate the accounting implications of unusual and complex transactions and prepare the corresponding documentation Business partner and functional expert Oversee financial reporting by business segment and provide summaries of results Liaise with business segment and company managers to achieve objectives Be a strategic partner and advisor to management and various financial teams, including business units, mergers and acquisitions, tax and treasury divisions Collaborate on various projects and complex issues (LTIP accounting, corporate accounting, business acquisitions and special transactions) Participate in decisions concerning mergers and acquisitions and investments where reporting is involved Audit supervision Support the company’s auditors with all documents relating to the audit or review of financial statements Manage annual audit operations with the group’s external auditors Act as the main point of contact with external auditors in matters of accounting and disclosure Facilitate the audit process with internal and external auditors Team management Manage a team of more than 20 finance professionals Manage a team of CPAs comprising three managers and a number of analysts Prepare and lead training sessions for the finance team Continuous improvement of processes and systems Manage and maintain the finance aspect of the ERP system Proactively identify the need to report on certain aspects of the business requiring improvement and organize discussions with the appropriate stakeholders to address them Monitor and report on the performance of acquisitions and investments Optimize and automate the month-end process to maximize the time the team has to work on added-value operations Coordinate the implementation of new or revised accounting and reporting requirements, including the preparation of corporate accounting policies and technical updates Update documentation for all processes and ensure that appropriate controls are in place for all financial processes under your responsibility The qualifications we are looking for Bachelor’s degree in Business Administration, Accounting Specialization, and member of the Order of CPAs Between 10 to 15 years’ relevant experience, including at least 5 years’ prior experience managing and supervising a team of finance professionals In-depth knowledge of IFRS and excellent ability to interpret accounting standards and their practical application Strong knowledge of the Microsoft Office suite (intermediate/advanced mastery of Excel) Ability to manage multiple deadlines and changing priorities with a focus on execution Strong business acumen, attention to detail and superior analytical and problem-solving skills Strong work ethic and excellent mastery of privacy practices Previous experience with Oracle Cloud TM1 (an asset) Experience with international groups (an asset) Ability to communicate at all levels of the organization and adapt quickly to change Our Hybrid Workplace Policy establishes that associates need to have a reliable transportation to and from our corporate head office located in Boucherville (Quebec), to come to the office on a regular basis. We require all our head office associates to be proficient in French, spoken and written. By joining the RONA family, you’ll enjoy many benefits, such as: A fitness centre, sports activities, and showers A childcare centre that can accommodate up to 78 children A cafeteria with a delicious menu prepared by a dedicated chef, healthy options, as well as FARO Roasting Houses and Tim Hortons coffee stations Exclusive employee discounts, plus a 10% discount on store merchandise (at all RONA locations) Benefits: retirement savings plan, annual bonuses, student incentive program, etc. Electric car charging stations Career growth opportunities within the company An inclusive and safe working environment Promotion of work-life balance An employer that’s involved in the community And much more! RONA is committed to encouraging diversity and inclusion. We are pleased to consider applications from all qualified candidates, regardless of race, colour, religion, sexual orientation, gender, nationality, age, disability, or any other protected status. Apply Now
Associate Director, IPF (Income Property Finance)
BMO Financial Group, Calgary, AB
Application Deadline: 05/31/2024 Address: 525 8th Ave SW East Tower Job Family Group: Commercial Sales & Service Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Participates and provides leadership in Bank and community activities to increase Banks brand visibility and to enhance new business opportunities. Applies deep expertise in bank products, processes and systems and effectively trouble shooting to ensure a high-quality client experience. May coordinate closing with closing department, clients and attorneys. Serves as a daily escalation resource to ensure client expectations are met or exceeded. Advises clients on loan products, options, rates, terms and collateral requirements. May advise business clients on cash management/deposits solutions. Advises clients, where possible, on business management and other financial matters. Develops and manages Commercial banking relationships, plans for prospective clients; may include focused calling and pipeline management activities. Acts as the prime subject matter expert for internal/external stakeholders. Provides oversight, monitoring, and reporting specific to assigned business group for regulatory remediation. Analyzes financial and related data to determine the needs of the client for proper structuring of the Bank's products and services. Monitors and tracks performance, and addresses any issues. Ensures proper documentations for loans and cash management services. Reviews loan applications and cash management service agreements for completeness and accuracy and submits applications to appropriate departments for timely processing. Evaluates and structures loan requests, determining appropriate documentation for Approved loans. Negotiates terms under which credit/cash management services will be extended, including costs, repayment method, collateral requirements. Ensures extension of credit/delivery of cash management services is in accordance with corporate policies, pricing guidelines, portfolio considerations. Follows up after closing to insure all documents are completed and filed. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the clients/prospects business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Preference for the candidate to be located in Calgary, however, strong candidates in Edmonton or Winnipeg will be considered. Compensation and Benefits: $68,000.00 - $126,000.00 Pay Type: Salaried The above represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards Were here to help At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, were focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are Were proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, well continue to build, invest and transform to drive performance that serves the good that grows.
Audit Manager Corporate Areas
BMO, Toronto, ON
Application Deadline: 05/15/2024Address: 100 King Street WestJob Family Group:Audit, Risk & Compliance Conducts various types of audit engagements over Finance, Legal and Regulatory Compliance, People, Culture and Brand, Enterprise Risk to critically assess governance, risk management and internal control processes, ensuring the nature and extent of work is sufficient and appropriate in providing an opinion while providing clear and concise description on issues and potential issues. This work provides vital assurance to the Board of Directors and senior management on the quality of internal control systems and reduces the risk of loss and reputational damage to the Company. *The ideal candidate will have a Big 4 consulting background, a CPA and financial services experience. *This is a hybrid role and must be able to go into the Toronto office 2 days a week(subject to change) Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Provides critical input to Chief Auditor/Assistant Chief Auditor on the practical aspects of the audit and its execution. Provides input into Corporate Audit processes identifying opportunities to simplify. Executes audits in full recognition of the risks of the group that encompass the inherent risks, control risks and internal/external environment and regulatory risks. This may encompass individual audits and broader capstone audits of Enterprise level functions/processes. Determines impact of changing strategies, tactics, risks and initiatives on audit, advisory and investigative services. Identifies and evaluates the impact of new and emerging technology and technology risk on the organization's processes and control environment. Utilizes data analytics to improve quality and efficiencies. Develops an awareness of business strategies, policies and standards providing meaningful insights based upon knowledge and research which will continue to improve the Enterprise management and control processes. Maintains the independence of the audit practice and its personnel. Develops insightful discussion points contributing to audit reports that provides fair and balanced assessment of governance, risk and control processes based on audit work performed. Deliverables must be objective, clear, concise and timely. Identifies control deficiencies and provides a fair and balanced assessment of their magnitude. Maintains working knowledge of the industry, regulatory, broad economic environment, and internal environment, as to the development of new strategies and plans, opportunities and risk, to obtain an understanding of the control environment. Ensures that all audit procedures executed are conducted in accordance to Corporate Audit Methodology as confirmed by it's Quality Assurance program and/or regulatory examination results. Applies sound judgement in the execution of the assigned work and ensures open lines of communication. Plans audit engagements to identity risk and scope of the audit engagements Develops and maintains good working relations with key stakeholders. Actively monitors change management initiatives and identifies potential risks. Actively participates and supports Corporate Audit change initiatives. Maintains and enhances professional audit qualifications in line with industry standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 5+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Professional designations such as CPA-Audit, CIA Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Compensation and Benefits:$74,800.00 - $138,600.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards We're here to helpAt BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.To find out more visit us at https://jobs.bmo.com/ca/en .BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Director, Finance Data Governance
Sun Life Financial, Toronto, ON
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:Role SummaryAs part of our journey to modernize and drive efficiencies across the Finance function, the Finance Data and Analytics team within Enterprise Finance plays an important role being responsible for finance data governance, digital management reporting including the effective use of BI tools, the supporting underlying data storage and integrity, and business data models. As a member of the Finance Data and Analytics team, reporting to the AVP Finance Data and Analytics, the Director, Data Governance will be key in bringing Enterprise Finance’s Data Strategy to life and further enabling a data driven culture. This role will be crucial in driving data consistency, quality and reducing redundancies across Finance, while leveraging technology to automate data governance, data quality and other data-related activities.The Director, Data Governance, will be responsible for leading a team of data analysts and for maintaining and enhancing finance data governance, with focus on financial reporting data integrated with actuarial and investment data. They will seek potential opportunities to gain value from the data and underlying data architecture post the IFRS 17 SunRise project to advance and improve our use of data towards broader finance insights and analytics. What will you do?The Director Data Governance will support the AVP to:Create alignment with other areas of the global Finance organization on a set of consistent practices, capabilities, and standards in how we govern, manage, and use data within Finance.Partner with Technology (DBTS) in supporting and setting the direction for data architecture, data governance and data management practices and platforms, that plays as a catalyst to effective data analytics and data science solutions.Establish collaborative relationships with various internal and external partners to implement best practices.Data Governance:Progress to a comprehensive data governance practice, including a robust set of practices, tools and standards on how best to manage and optimize the use of a growing data asset within Corporate Finance.Advance and maintain a data governance framework, that includes a finance data taxonomy, metadata, data lineage, data usage, quality, and integrity standards, to achieve the required degree of consistency, standard and protection to meet overall business needs leveraging modern metadata management technologies and best-practice processes.Enable the Finance teams to evolve data quality standards and associated activities that preserve high quality finance dataDefine processes to achieve a high degree of readiness and preparation to respond to data audits and other regulatory data protection requirements, as well as support the strategic requirements of the function.Data Literacy:Lead data knowledge management and training across Enterprise Finance. Develop training solutions for the Finance community to drive data literacyEnsure Institutional data loss is minimised by documenting all process and metadata in a centralized data governance tool.Maintain an understanding of external developments, disseminate to the Finance organization, and identify opportunities for emerging technologies and trends in the data space.Data Lifecycle Management and Privacy AssessmentsLiase with Corporate Records officer and the Corporate Privacy officer and Corporate Finance data leads to ensure Record Impact Assessments and Privacy Impact Assessments are current for all corporate finance areasTeam Leadership:Lead, coach and develop a high-performing team, specializing in data governance and data quality practices and implementation.Provide professional development and mentorship to data specialists, ensure engagement, and attract talent.What will you need to succeed?Advanced degree in Computer Science, Data Science, Engineering, Mathematics or related discipline. 7+ years relevant business experience in data governance, data engineering, data strategy, advanced analytics, or ideally as a practitioner within data and/or analyticsStrong understanding of Data Governance principles and of best practices approach to establishing, validating and rolling out a data taxonomy, data lineage maps, data quality remediationKnowledge of data tools (Collibra, Informatica), and methods and best practices to establish data governance processes and workflows to establish and maintain a multijurisdictional business glossary, hierarchy and definitionsTechnical expertise with relational databases (MS SQL), Python or other coding languages, MS OfficeAbility to translate business requirements to technology requirements and vice versaKnowledge of data privacy and security practices relevant to the Financial Services industryStrong results-oriented project management skills - well-organized, with strong attention to detail and qualityExcellent oral and written communication, and presentation skills, catering to various levels of management and audience with varying degrees of subject matter comprehensionExcellent negotiation and collaboration skills Proven ability to influence the performance of others to deliver resultsProactive and self-motivated with strong problem solving, organizational skills and sound decision-making abilityTechnology collaborator, building close partnership with technology teams to deliver solutionsUnique RequirementsThe candidate selected for this role is required to attain Canadian Reliability Security Clearance (administered by submitting fingerprints to the RCMP, who then conduct min. 5 year history checks)To see if you are eligible for this clearance, please review the section 201 on the Federal Government site (https://www.tpsgc-pwgsc.gc.ca/esc-src/personnel/pdcf-rsrp-eng.html)What will be nice to have?Experience in the financial services or similar type of industry, preferably in the Finance and/or Actuarial field Understanding of and experience in an Agile Operating Model Knowledge of multi-platform data environments and data architecture.Reasons why should you join us under the sun?We’re honoured to be recognized as a 2023 Best Workplaces in Ontario by Great Place to Work CanadaWe’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work CanadaSun Life ranked one of the 2023 Global 100 Most Sustainable Corporations in the World on the Corporate Knights’ 2023A caring, supportive, and inclusive cultureTime off giving you the flexibility to focus on the moments that matter. 20 days vacation per yearUnique sabbatical program and care Days available for self care and care of othersFlexible Benefits from the day you join to meet the needs of you and your family.Wellness programs that support the three pillars of your health - mental, physical, and financialThe Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to [email protected] Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range:105,000/105 000 - 175,000/175 000Job Category:Business Analysis - ProcessPosting End Date:19/05/2024