Financial Operations Lead
$95k - $145k per yearFinancial Operations Lead Position Description
CGI is a global business and technology service provider with $11.5B in revenues. CGI is on a mission to help financial services organizations focus on servicing their clients. CGI supports 15 of the top 20 banks worldwide and our top 10 banking clients have worked with us for 26 years on average. Our clients have seen the value and commitment we bring through our products. This is why nearly $1.6 trillion in assets managed through CGI's portfolio management, investment fund and asset management solutions. This role is hybrid and requires you to be at our downtown Toronto office (250 Yonge Street, Toronto) at a minimum 2 days per week - subject to change at any time. Your future duties and responsibilities
We are seeking an experienced Financial planning and analysis lead to oversee consulting services and analytics for the Toronto Financial services Sector. This role requires a strategic leader with strong financial acumen, operational expertise, and the ability to adapt to evolving macro-economic conditions. The successful candidate will manage business performance, ensure compliance, and drive operational efficiency while delivering actionable insights to executive management.
• Strategic Leadership
Provide consulting support, financial insights, and analytics to executive leadership teams to support strategic decision-making.
Monitor macro-economic and business trends, and recommend operational and financial adjustments to improve performance and resilience.
Prepare and deliver executive-level financial reports, dashboards, and presentations for senior stakeholders, leadership committees, and the board.
Translate complex financial and business data into clear insights, trends, and actionable recommendations.
• Financial Oversight
Lead the annual budgeting process, including coordination with business units, consolidation of inputs, and development of long-range financial plans.
Prepare monthly financial forecasts and variance analysis reports comparing actual performance against budget and prior periods.
Develop financial models to support scenario planning, business forecasting, and strategic decision-making.
Identify financial variances and recommend corrective actions and strategic initiatives to improve financial outcomes.
• Team Management
Lead, mentor, and develop a high-performing team responsible for:
Monthly business performance reporting and analysis
Billing, accounts receivable, and work-in-progress tracking
Contract management and project setup/maintenance activities
Ensure adherence to internal controls, audit requirements, and compliance standards.
Oversee workload distribution, quality assurance, and timely delivery of all reporting and operational outputs.
Foster a culture of accountability, collaboration, and continuous improvement within the team.
•Process Optimization
Drive automation and continuous improvement of forecasting processes, financial systems, and data analytics tools to improve efficiency and accuracy.
Serve as the primary point of contact for ad hoc financial analysis, reporting requests, and issue resolution.
Identify operational inefficiencies and implement innovative solutions to streamline processes and enhance financial and operational performance Required qualifications to be successful in this role
• Minimum 8+ years of experience in financial management, consulting, or leadership roles within banking or complex enterprise environments.
• Proven experience leading teams and delivering strategic financial insights to senior leadership and executive stakeholders.
• Strong knowledge of financial accounting, management accounting principles, and financial governance practices.
Education
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• MBA and/or CPA designation is preferred. "CGI is providing a reasonable estimate of the pay range for this role. The determination of this range includes factors such as skill set level, geographic market, experience and training, and licenses and certifications. Compensation decisions depend on the facts and circumstances of each case. A reasonable estimate of the current range is $95,000–$145,000. This role is an existing vacancy."#LI-AV1 Together, as owners, let’s turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because… You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction. Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. At CGI, we value the strength that diversity brings and are committed to fostering a workplace where everyone belongs. We collaborate with our clients to build more inclusive communities and empower all CGI partners to thrive. As an equal-opportunity employer, being able to perform your best during the recruitment process is important to us. If you require an accommodation, please inform your recruiter. To learn more about accessibility at CGI, contact us via email . Please note that this email is strictly for accessibility requests and cannot be used for application status inquiries. Come join our team—one of the largest IT and business consulting services firms in the world.
CGI is a global business and technology service provider with $11.5B in revenues. CGI is on a mission to help financial services organizations focus on servicing their clients. CGI supports 15 of the top 20 banks worldwide and our top 10 banking clients have worked with us for 26 years on average. Our clients have seen the value and commitment we bring through our products. This is why nearly $1.6 trillion in assets managed through CGI's portfolio management, investment fund and asset management solutions. This role is hybrid and requires you to be at our downtown Toronto office (250 Yonge Street, Toronto) at a minimum 2 days per week - subject to change at any time. Your future duties and responsibilities
We are seeking an experienced Financial planning and analysis lead to oversee consulting services and analytics for the Toronto Financial services Sector. This role requires a strategic leader with strong financial acumen, operational expertise, and the ability to adapt to evolving macro-economic conditions. The successful candidate will manage business performance, ensure compliance, and drive operational efficiency while delivering actionable insights to executive management.
• Strategic Leadership
Provide consulting support, financial insights, and analytics to executive leadership teams to support strategic decision-making.
Monitor macro-economic and business trends, and recommend operational and financial adjustments to improve performance and resilience.
Prepare and deliver executive-level financial reports, dashboards, and presentations for senior stakeholders, leadership committees, and the board.
Translate complex financial and business data into clear insights, trends, and actionable recommendations.
• Financial Oversight
Lead the annual budgeting process, including coordination with business units, consolidation of inputs, and development of long-range financial plans.
Prepare monthly financial forecasts and variance analysis reports comparing actual performance against budget and prior periods.
Develop financial models to support scenario planning, business forecasting, and strategic decision-making.
Identify financial variances and recommend corrective actions and strategic initiatives to improve financial outcomes.
• Team Management
Lead, mentor, and develop a high-performing team responsible for:
Monthly business performance reporting and analysis
Billing, accounts receivable, and work-in-progress tracking
Contract management and project setup/maintenance activities
Ensure adherence to internal controls, audit requirements, and compliance standards.
Oversee workload distribution, quality assurance, and timely delivery of all reporting and operational outputs.
Foster a culture of accountability, collaboration, and continuous improvement within the team.
•Process Optimization
Drive automation and continuous improvement of forecasting processes, financial systems, and data analytics tools to improve efficiency and accuracy.
Serve as the primary point of contact for ad hoc financial analysis, reporting requests, and issue resolution.
Identify operational inefficiencies and implement innovative solutions to streamline processes and enhance financial and operational performance Required qualifications to be successful in this role
• Minimum 8+ years of experience in financial management, consulting, or leadership roles within banking or complex enterprise environments.
• Proven experience leading teams and delivering strategic financial insights to senior leadership and executive stakeholders.
• Strong knowledge of financial accounting, management accounting principles, and financial governance practices.
Education
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• MBA and/or CPA designation is preferred. "CGI is providing a reasonable estimate of the pay range for this role. The determination of this range includes factors such as skill set level, geographic market, experience and training, and licenses and certifications. Compensation decisions depend on the facts and circumstances of each case. A reasonable estimate of the current range is $95,000–$145,000. This role is an existing vacancy."#LI-AV1 Together, as owners, let’s turn meaningful insights into action. Life at CGI is rooted in ownership, teamwork, respect and belonging. Here, you’ll reach your full potential because… You are invited to be an owner from day 1 as we work together to bring our Dream to life. That’s why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our company’s strategy and direction. Your work creates value. You’ll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas, embrace new opportunities, and benefit from expansive industry and technology expertise. You’ll shape your career by joining a company built to grow and last. You’ll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons. At CGI, we value the strength that diversity brings and are committed to fostering a workplace where everyone belongs. We collaborate with our clients to build more inclusive communities and empower all CGI partners to thrive. As an equal-opportunity employer, being able to perform your best during the recruitment process is important to us. If you require an accommodation, please inform your recruiter. To learn more about accessibility at CGI, contact us via email . Please note that this email is strictly for accessibility requests and cannot be used for application status inquiries. Come join our team—one of the largest IT and business consulting services firms in the world.
Vacancy posted 13 days ago
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