Advisor, Financial performance and budget

Posted Yesterday
Be an Early Applicant
Lévis, QC
Mid level
Fintech • Payments • Financial Services
The Role
The Financial Performance and Budget Advisor is responsible for designing and monitoring financial strategies, tracking performance, producing forecasts, and aiding in pension investments. This role involves analysis, problem-solving, and development of action plans in collaboration with various stakeholders.
Summary Generated by Built In

Temporary position for 12 months

As a financial performance and budget advisor, you help design, institute, update, analyze and monitor strategies and solutions related to income and expense accounting. You help structure and track financial results, produce budget forecasts, invest in pension plans and improve financial performance. You advise and assist clients and partners as part of intervention and development initiatives. You recommend solutions to improve or optimize standards, policies and programs. Your projects and initiatives require extensive knowledge of your line of work. You prepare recommendations, solutions and action plans based on the organization’s objectives and priorities. You help solve complex problems using your analytical skills and extensive knowledge of your line of business. Coordination is critical, so you frequently interact with stakeholders working in other fields. Interpersonal savvy is therefore essential. More specifically, you will be required to: 

  • Diagnose issues, challenges and needs to determine target outcomes

  • Develop and help implement objectives, solutions and action plans

  • Analyze data, conduct studies, make recommendations and write reports.

What we offer* 

  • Competitive salary and annual bonus 

  • 4 weeks of flexible vacation starting in the first year

  • Defined benefit pension plan that provides predictable, stable income throughout retirement 

  • Group insurance including telemedicine 

  • Reimbursement of health and wellness expenses and telework equipment 

* Benefits apply based on eligibility criteria. 

What you bring to the table

  • Bachelor's degree in a related field

  • A minimum of four years of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Knowledge of French is required

  • Advanced proficiency of English both oral and written, due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients 

Action oriented, Business insight, Customer Focus, Differences, Interpersonal Savvy, Nimble learning

#LI-Hybrid

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

General finance and accounting (FG)

Unposting Date

2025-01-9

The Company
Calgary, AB
40,858 Employees
On-site Workplace

What We Do

Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News

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