Vice President, Finance

Posted 9 Days Ago
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Mississauga, ON
Senior level
Financial Services
The Role
The Vice President of Finance is responsible for overseeing financial reporting, maintaining internal controls, and ensuring compliance with regulations. This position involves developing forecasts and collaborating with various stakeholders, conducting research on accounting standards, and guiding the finance team.
Summary Generated by Built In

About this PositionWe are currently seeking a Vice President for our Finance Department to join our team in the Mississauga office, reporting directly to the Chief Financial Officer.
The Vice President of Finance is responsible for financial, corporate, regulatory and management reporting in accordance with related accounting standards, corporate procedures and regulation for the Investment Fund Manager, Mutual Fund Dealer operations, Pension Plan and Holding company, while staying abreast of associated new accounting, reporting and regulatory requirements. Additionally, the Vice President is responsible for the development of related forecasts and expense analysis covering both corporate and unitholder aspects of the business.
The Vice President serves as a main point of contact and subject matter expert for internal and external stakeholders related to their areas of responsibility, working closely with other department managers and staff to reasonably distribute work, ensuring department activities are fulfilled.

Responsibilities and Qualifications

Responsibilities:  

  • Maintain and strengthen internal controls to ensure that accounting activities are in accordance with established regulation, law, ethical standards, contracts and company policies and procedures
  • Monitor control environment including SOX and COSO requirements
  • Research new accounting pronouncements and other technical literature, evaluate applicability to the business, analyze impact on the business and communicate findings to senior management and US Head Office
  • Conduct accounting research and ad hoc analysis, present results of findings and create/update documentation to reflect changes in systems, personnel, procedures, etc.
  • Ensure the accuracy and timeliness of financial reporting and accounting close processes, including budgeting, capital projections, and forecasting
  • Serve as a key point of contact and ensure effective communication among staff, internal audit, external auditors, and regulators
  • Oversee the development, testing, and implementation of select finance-related system projects
  • Assist in the design and implementation of finance related system and accounting changes
  • Provide expert advice and guidance on accounting matters including financial systems, record keeping, analysis and reporting
  • Building a strong accounting team and provide coaching and mentorship to ensure their continuous professional development 
  • Undertake additional projects and tasks as assigned

Qualifications:

  • Must have a CPA Designation, Big 4 accounting firm experience preferred
  • Minimum of 8 (eight) years post-designation experience with Investment Fund Manager and Mutual Fund Dealer requirements and reporting
  • Possess comprehensive expertise in Segregated Funds
  • Demonstrated experience collaborating with financial regulators, including CIRO and OSC
  • Extensive experience and in-depth knowledge of corporate accounting and financial management
  • Strong technical accounting knowledge of IFRS (US GAAP an asset) accounting principles and financial reporting, and analytical skills for interpreting financial data
  • Exhibit high attention to detail, maintain strong organizational skills, quickly adapt to a dynamic, growth-oriented environment
  • Strong leadership and ability to develop employees, provide guidance, direction and training, and promote a positive working environment
  • Excellent verbal, written and interpersonal communication skills
  • High capacity; able to juggle a large workload with many ongoing projects
  • Proven ability to confidently and effectively interact with all levels of the organization and to build strong working relationships in a team-oriented, deadline driven environment
  • Strong knowledge of MS Office with advanced excel skills
  • Working knowledge of Workday Financials, Workiva and Planful is considered an asset

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

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The Company
HQ: Duluth, GA
16,799 Employees
On-site Workplace
Year Founded: 1977

What We Do

Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 129,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 40 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI."

Primerica’s focus is on serving the needs of middle-income consumers by providing products such as term life insurance, mutual funds, annuities, and more. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com.

Headquartered in Duluth, Georgia, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.

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