Requisition ID: 253345 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

POSITION SUMMARY

This role is responsible supporting the Finance manager with for the preparation and analysis of the monthly, quarterly, and annual results, forecasting, planning (including 5-year strategic plan), for Canadian Wealth Management (CWM) Team of Experts support group (TOE).

KEY ACCOUNTABILITIES

1. Coordinate the development and preparation of Finance reports for Team of Experts support group. The individual is responsible for monitoring results against appropriate performance measurement criteria and key business metrics:
• Monthly Headcount reporting and quarterly headcount analysis
• Monthly expenses analysis
• Monthly Reporting Packages 
• Various KPI reporting and analysis 

2. Responsible for preparing the Strategic & Annual Profit Plan, Scenarios, and ...