Financial Operations Lead

Role Overview

• Act as the “right hand” to the VP of Finance, assisting with management of daily financial operations and ensuring top quality service to our clients
• Manage the performance of two Financial Ops team members directly and oversee the Financial Analysts indirectly
• Manage a large volume of bank accounts with multiple banks globally, in various currencies, and have a robust cash management strategy in place
• Oversee the Accounts Payable process, ensure relationships with important partners are maintained by verifying that invoices are appropriately billed and paid on time
• Build relationships and escalate issues to banking partners, execute company transactions and FX, ensure Treasury policies are up to date and complied with across the department
• Oversee the preparation of monthly/quarterly/annual reports for Senior Management
• Work closely with Accounting to supply all financial information necessary to produce company accounts
• Know our internal system and fee structure inside out, work closely with Technology to ensure data is consistent and accurate for financial reporting
• Lead the Financial Planning & Analysis function; perform various analyses on the Group's financial results, trends, costs, client base etc.; develop a company budget and forecast and manage it on an ongoing basis
• Lead projects and initiatives to support the company’s growth and expansion into other verticals, working closely with the Product and Tech teams to ensure all Finance requirements are met before go-live
• Dig into the details, connect the dots and make recommendations to streamline and improve existing processes
• Propose and implement quality control and risk mitigation strategies
• Build dashboards displaying relevant financial information, company trends and KPIs using BI tools such as Power BI
• Assist the VP of Finance with ad hoc tasks and initiatives, as required

Requirements

• Bachelor’s degree in Finance , Economics, Accounting or other related field
• 5 years of relevant work experience in Financial Ops, FP&A or Treasury; at least one year in a leadership position
• Advanced technical and financial modelling skills, minimum 9/10 in Excel required
• Experience working with and creating intuitive financial reports from large and complex data sets
• Strong oral and written English skills is required to interact with our international clients and 3rd party providers such as international banking partners, as well as our international colleagues.
• Strong oral and written French language skills are an asset.

Benefits

• 4 days work from home with 1 day per week from the downtown Montreal office
• Health and Dental Insurance package
• Amazing close-knit and team-oriented culture (corporate events, Ping-pong and more!)