Job Description: Responsibilities:
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Forecasting and Planning
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Oversee the annual and quarterly financial forecasting and budgeting process, working with cross-functional teams to ensure accuracy, timeliness, and alignment with business objectives
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Monitor and assess financial performance against forecasts and budgets, providing actionable insights to improve outcomes
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Optimize forecasting and planning approaches, tools and processes to improve effectiveness and sure consistency across IGM
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Consolidation of plans, forecasts and reporting across IGM
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Communication to key IGM enterprise stakeholders at the IGM Operating Committee
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Expense management
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Drive overall expense management process, approach and insights across IGM
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Determine any actions required to manage expenses effectively across the organization
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Identify risks to annual expense plan and levers to close any gaps
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Strategy support
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Work collaboratively with senior leaders to shape IGM strategy agenda and develop strategies for key priority strategic issues
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Support key IGM strategy deliverables including Board Strategy offsites
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Execute key strategic projects as required
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Team leadership
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Lead and mentor a high-performing team of financial analysts and managers, ensuring continuous professional development and a collaborative team culture.
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Foster relationships with key internal and external stakeholders
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Promote a culture of accountability, innovation, and financial stewardship within IGM.
Requirements:
- Bachelor's degree in Finance, Accounting, Business, Economics, or related field
- MBA, CFA and/or accounting designation preferred
- 10 years of experience in financial planning, forecasting, and management reporting
- Financial Institution and/or Asset/Wealth management experience
- Strong knowledge of wealth and asset management products, markets, and business models
- Proven track record in developing and implementing financial strategies that drive growth and profitability.
- Demonstrated expertise in financial modeling, scenario analysis, and decision support.
- Experience managing and/or governing Strategic Initiative portfolios.
- Excellent communication skills, with the ability to present complex financial data and insights to senior leadership and stakeholders.
- Strong leadership skills with a focus on building and developing high-performing teams.
- Ability to work in a fast-paced, dynamic environment with competing priorities.
Mackenzie Financial Corporation
