Summary

Division: IGM Finance Location: Winnipeg   IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.  Its activities are carried out principally through IG Wealth Management and Mackenzie Investments.    Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.   At IG Wealth Management, our vision is to inspire financial confidence.   This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.   You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential.  You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.   IG Wealth Management is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.   The Strategy, Planning & Analysis (SP&A) team’s purpose is to improve decision-making to achieve the organization’s strategic objectives and drive profitable growth. Within the SP&A team, the Business Partner function is focused on improving the overall effectiveness of financial/business management across IGM Financial by providing timely and accurate reporting, proactive analysis & insightful planning support. There is a strong emphasis on delivering the highest quality of work, while upholding strong governance and controls throughout each process.   Reporting to the Senior Manager, Finance , Technology Business Partner, this role will support IGM’s Financial management , planning & forecasting process, process monthly accounting invoices and entries and prepare monthly Technology Expenses and Strategic Reporting for management analysis and decision-making.     Responsibilities include: Prepare monthly project spend/expense analysis and provide timely explanations of variances between actual results and forecasts/budgets. Assist with the development of accurate analysis, reporting and presentations on a timely basis for decision-making. Assist in the development of financial models and presentations to support business decisions on various ad-hoc analysis and reporting. Support the Technology chargeback processes. Support tooling that delivers the technology business management (TBM) methodology for cost transparency and recovery. Work closely with other business partners and project stakeholders. Assist with the development of quarterly expense forecasting and the annual planning process. Coordinate with various leaders to create forecasts which meet established goals. Assist with month-end closing activities (invoices and accrual submissions). Identify and implement areas for process improvement and increased efficiencies.   Qualifications: Business degree and/or Professional Accounting Designation (CA, CMA, CGA, CPA) - an asset but not essential Minimum of 3 years relevant experience in Accounting/Finance Strong understanding of allocation methodologies and utilization of ITFM solutions such as IBM- Apptio, Service Now, BMC, would be an asset. Advanced financial and business modelling skills, including expert proficiency in Excel (macros, formulas and PowerPoint) is essential for performing this role. Strong communication and interpersonal skills including the ability to communicate and manage relationships at all levels of the organization. Excellent organizational skills, with demonstrated ability to effectively handle pressures of deadlines, changing priorities and work volumes. Strong analytical and problem-solving skills. Ability to work autonomously, take initiative and assume responsibility.   Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers   We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.   IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.   Please apply by January 3, 2025. #LI-KN1 #LI-Hybrid

Description

 

Division: IGM Finance

Location: Winnipeg

 

IGM Financial Inc. is one of Canada’s leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.  The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.  Its activities are carried out principally through IG Wealth Management and Mackenzie Investments. 

 

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy, we’re IG Wealth Management. For over 90 years of business, we have grown to become one of the largest most respected companies in Canada. We are a leader in providing the best advice, experience and outcomes for our clients, personalized throughout their lifetime.

 

At IG Wealth Management, our vision is to inspire financial confidence.

 

This is your opportunity to build a career with a leading organization where you can learn, grow and thrive both professionally and personally. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and center.

 

You will join a team that believes our success starts with the success of our clients, while working together as a team to realize our greatest potential.  You will join a team that strives towards excellence while developing and sharing skills and knowledge. You can make a difference for our clients, the world around us and be part of a team that cares. We are dedicated to offering a hybrid work environment when applicable.

 

IG Wealth Management is a diverse workplace committed to doing business inclusively – this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

 

The Strategy, Planning & Analysis (SP&A) team’s purpose is to improve decision-making to achieve the organization’s strategic objectives and drive profitable growth. Within the SP&A team, the Business Partner function is focused on improving the overall effectiveness of financial/business management across IGM Financial by providing timely and accurate reporting, proactive analysis & insightful planning support. There is a strong emphasis on delivering the highest quality of work, while upholding strong governance and controls throughout each process.

 

Reporting to the Senior Manager, Finance , Technology Business Partner, this role will support IGM’s Financial management , planning & forecasting process, process monthly accounting invoices and entries and prepare monthly Technology Expenses and Strategic Reporting for management analysis and decision-making.  

 

Responsibilities include:

  • Prepare monthly project spend/expense analysis and provide timely explanations of variances between actual results and forecasts/budgets.

  • Assist with the development of accurate analysis, reporting and presentations on a timely basis for decision-making.

  • Assist in the development of financial models and presentations to support business decisions on various ad-hoc analysis and reporting.

  • Support the Technology chargeback processes.

  • Support tooling that delivers the technology business management (TBM) methodology for cost transparency and recovery.

  • Work closely with other business partners and project stakeholders.

  • Assist with the development of quarterly expense forecasting and the annual planning process.

  • Coordinate with various leaders to create forecasts which meet established goals.

  • Assist with month-end closing activities (invoices and accrual submissions).

  • Identify and implement areas for process improvement and increased efficiencies.

 

Qualifications:

  • Business degree and/or Professional Accounting Designation (CA, CMA, CGA, CPA) – an asset but not essential

  • Minimum of 3 years relevant experience in Accounting/Finance

  • Strong understanding of allocation methodologies and utilization of ITFM solutions such as IBM- Apptio, Service Now, BMC, would be an asset.

  • Advanced financial and business modelling skills, including expert proficiency in Excel (macros, formulas and PowerPoint) is essential for performing this role.

  • Strong communication and interpersonal skills including the ability to communicate and manage relationships at all levels of the organization.

  • Excellent organizational skills, with demonstrated ability to effectively handle pressures of deadlines, changing priorities and work volumes.

  • Strong analytical and problem-solving skills.

  • Ability to work autonomously, take initiative and assume responsibility.

 

Please visit our career page by clicking on the following link: https://www.ig.ca/en/careers

 

We thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

 

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

 

Please apply by January 3, 2025.

#LI-KN1

#LI-Hybrid

 

Share on LinkedInShare on FacebookTweet about this on Twitter