All jobs within 0 km around Burnaby in Financial Services

POSITION SUMMARY

Reporting to the Manager, Budgeting and Forecasting or the Manager, Financial Analysis and Reporting, the Budget and Financial Analyst prepares complex and comprehensive financial analyses and reports and participates in the annual budget process. He/she/they provides consulting services to staff in other departments in regard to managing, analysing and verifying financial data.

CANDIDATE PROFILE

The successful candidate will have the following:

EDUCATION & EXPERIENCE:

• Bachelor’s degree in business, economics, accounting, finance, or in a relevant subject field.
• Considerable work experience in a high volume computerized financial accounting environment carrying out complex financial analysis, reporting, budgeting and forecasting functions.
• Or an equivalent combination of education, training, and experience acceptable to the employer.

 KNOWLEDGE, SKILLS AND ABILITIES:

• Considerable knowledge of budgeting and financial reporting functions within the public sector environment.
• Considerable knowledge of financial, accounting and reporting systems, processes and controls.
• Considerable knowledge of accounting concepts and processes.
• Knowledge of government decision-making and policy development processes and structures.
• Advanced Microsoft Excel skills.
• Strong written and verbal communication and interpersonal skills.
• Ability to learn and understand mission-critical corporate enterprise applications and IT systems (i.e. JDE1 and WebFOCUS).
• Ability to exercise attention to details with high degree of accuracy especially working with numbers and dollars.
• Ability to take initiative proactively and work independently.
• Ability to handle multiple tasks and work under tight deadlines with changing priorities.
• Strong research, analytical, problem solving and conceptual thinking skills.
• Strong organizational and time management skills.

Reporting to the Senior Manager, Financial Analysis & Reporting, the Manager, Financial Analysis & Reporting is responsible for coordinating and developing the preparation of monthly, quarterly and annual financial reports and other financial analyses for review by Finance Senior Management, and subsequent presentation to the Executive, Board, external partners, the Ministry Responsible for Housing, Treasury Board/Staff and the Canada Mortgage Housing Corporation (CMHC). He/she/they conducts financial and cost/benefit analyses of current and anticipated programs and initiatives, prepares financial analysis and models to support the development of Treasury Board and Cabinet submissions, and leads and manages special projects of a financial analysis and reporting nature. The position is responsible for preparing long term cash flow forecasts and overseeing the preparation of various reports for the Commission’s programs and initiatives, including business case submissions to the Ministry Responsible for Housing, Treasury Board and/or Cabinet to support the in-year expenditure management and annual provincial budget processes. The position manages the core financial structure of the Finance system, JD Edwards EnterpriseOne (JDE1), develops and manages models, programs and reporting tools to support business and corporate reporting requirements, and designs and develops financial reports to provide current, sensitive and relevant information for decision making. The incumbent provides advice and guidance to Commission managers regarding the effective use of financial resources and options to enhance financial and business performance.

CANDIDATE PROFILE

The successful candidate will have the following:

EDUCATION & EXPERIENCE:

• Bachelor’s degree in commerce, business administration, finance, public administration, economics or a related field.
• Considerable experience in a large computerized accounting operation in the public sector, including considerable experience in financial reporting and analysis.
• Or an equivalent combination of education, training and experience acceptable to the Employer.

 KNOWLEDGE, SKILLS AND ABILITIES:

• Extensive knowledge of financial reporting/analysis models and frameworks and considerable knowledge of financial, accounting and reporting systems, processes and controls.
• Considerable knowledge of financial reporting and analysis functions within the government environment.
• Ability to learn and understand mission-critical corporate enterprise applications (i.e. JD Edwards, WebFOCUS, and the Central Property System (CPS)).
• Ability to learn and understand the Commission’s programs and operating requirements, relevant legislation, and the role of central agencies.
• Ability to distil complex and technical financial and policy/program information and effectively communicate considerations and implications to an executive audience through verbal briefings as well as clear writing of reports and business case submissions.
• Ability to work independently as well as function effectively as part of a team in a fast-paced deadline-oriented environment.
• Ability to conduct research, undertake complex financial analyses and facilitate improved financial and business decision-making.
• Ability to manage relationships and exercise tact, diplomacy and good judgment when dealing with a broad range of audiences.
• Ability to exercise independence of action in participating and providing program/service recommendations as a member of the management team.
• Ability to provide expert opinions/briefings, advice to senior management on identified and emerging issues impacting program or service goals, outcomes or efficiencies.
• Ability to lead, coach and motivate staff in a team setting.
• Ability to demonstrate initiative and follow-through skills including the ability to work under the direction of, or leading several people, organize and prioritize work, and meet deadlines within shifting environments.
• Strategic orientation, detail orientation and well-developed business acumen skills.
• Effective communication, writing, presentation and interpersonal skills.
• Strong research, analytical, problem solving and conceptual thinking skills.
• Proficient in the use of Microsoft applications including Outlook, Excel, Word and PowerPoint.

We are currently looking for a Commercial Account Manager to join our team in our Burnaby office. You will collaborate with Account Producer(s)/Marketer(s) regarding the client needs and recommend solutions with respect to placement, terms, and conditions. This position requires a positive attitude, strong problem-solving skills, and the ability to prioritize multiple tasks in a high paced environment. Wilson M. Beck Insurance Services Inc. is one of the largest privately held construction brokerages in Western Canada. WMB has dedicated teams focused exclusively on insurance, surety, warranty, and risk management services. We have strategically positioned ourselves into what we consider the four corners of BC. Since 1981 we have grown to employ over 300 people in 10 geographic locations: Lower Mainland, Okanagan (Kelowna), Kamloops, Northern BC (Prince George), Victoria, Alberta, and Ontario.

When you join the Wilson M. Beck family you work with a team full of diverse knowledge and experience. At Wilson M. Beck, our employees are the foundation of our organization. Together, through our commitment and passion for our clients, we have built our reputation as a respected industry leader in insurance services. Our strength is our people and their expertise – We Care. We Help.

What You’ll Do:

• You will maintain maximum retention of the existing book of business by providing exceptional client service.
• You will be organizing and attending internal renewal strategy meetings.
• You will attend external client meetings as required.
• You will respond promptly to client emails and telephone calls.
• You will prepare all client services documents (i.e., Renewal Summaries, Proposals, Underwriting Submissions).
• You will maintain monthly expiry lists including following up on project expiries.
• You will monitor abeyances for outstanding information.
• You will update spreadsheets such as Statement of Values and Contractors Equipment.
• You will write correspondence and send documents to clients (using company templates).
• You will be the liaison with marketing on placements, renewals, and midterm policy changes.
• You will handle the complete brokering process on small mid-size policies within the book.
• You will review leases and contract documents and provide coverage advice to clients.
• You will provide bid costing for clients prior to tender closings and recommend appropriate coverage.
• You will complete certificate requests.
• You will recommend additional coverage to clients (using coverage checklist).
• You will quote and issue premium finance contracts as requested.
• You will follow up on accounts receivable.
• You will follow corporate policies and procedures.
• You will maintain continuing education credits for licensing.
• Other miscellaneous duties and special projects as required.

Who You Are:

• You have a Level 2 Insurance License.
• You have a minimum of 3 to 5 years’ Commercial Lines experience; construction experience is an asset.
• CAIB, CIP, FCIP or CRM designation would be considered an asset along with university and/or College education.
• You are a self-starter, who is highly organized with exceptional attention to detail.
• You have excellent verbal and written communication skills.
• You have Intermediate computer skills including Microsoft Office Suite and Applied Epic.
• You have a friendly professional demeanor with a good sense of business acumen.
• You have a natural ability to thrive in a team environment and work well with others.
• You are driven to success and can represent our brand and your own cohesively and confidentially.
• Excellent organizational Skills
• Comfortable multi-tasking and prioritizing tasks without guidance
• Punctual with strong attendance history

Compensation

• The expected salary range for this position is $60,000 to $80,000 and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope, and level.
• Company Benefits program

What We Offer:

• Competitive salary and benefits programs.
• Professional development training/courses.
• A great collaborative work environment.
• A newly renovated kitchen
• On-site gym
• Yoga/meditation room
• We are firm believers of the health and wellness of our staff and provide on-site resources and services to encourage and support this.

Salary Range: $60,000.00 To $80,000.00 Annually.

We encourage applications from all qualified candidates.

Purpose of Job:

As a Home Financing Advisor (Mortgage Advisor) you will be responsible for maximizing the development of residential mortgage business from third party referral sources such as real estate agents, lawyers, financial planners, and centres of influence with the goal of bringing new customers to the Bank.

Is this role right for you?

• You’re entrepreneurial, driven, and you love that every day is different. You’re willing to work variable hours including weekends and evenings and you’re available to meet clients at times that are convenient for them.
• Whether it’s conducting mortgage seminars or building a marketing program, you enjoy business development and getting out in the community as a Mortgage Advisor.
• This role is 100% commission, which puts your future in your own hands.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if:

• You have strong sales management experience and have the ability to market yourself, the mortgage business, and Scotiabank effectively.
• You’re a relationship builder (Mortgage Advisor) who is focused on providing a great client experience and growing relationships with existing Bank customers.
• You maintain current knowledge of mortgage lending policies and procedures, and understand the real estate market/property values/sales trends/competitor programs to be able to respond appropriately to business requirements.
• You have 3 to 5 years of industry-related experience and a deep understanding of your local market.
• You possess and maintain a driver’s license and have access to personal transportation.

What’s in it for you?

• Home Financing Solutions has a boutique feel where you’ll own your market and be fully supported by our Sales Leaders.
• As a Mortgage Advisor you’ll be given the tools you need to help your clients with the advice necessary for them to realize their home ownership goals.
• You’ll have access to an industry-leading suite of mortgage products, including our iconic STEP product. You’ll be able to offer solutions for rental property financing, purchase-plus improvements, and customers who are business-for-self, high-net worth, or new to Canada.
• Our underwriting model is very different, which means you’ll get to partner with a dedicated Home Financing Lending Manager who will provide one-touch service for underwriting, condition fulfillment, and deal escalation. Our model is efficient, fast, and rooted in common sense lending principles.  
• Unique lead generation programs, marketing and social selling programs, Salesforce CRM and COI loyalty program paid for and supported by the Bank.