Investment Financial Services Representative

About the Company Our client is a pension plan investment company. As an Associate, Technology & Operations Business Management you will lead independent pieces of work that contribute to key deliverables and initiatives for your department, including supporting operational and financial activities. You will also help provide strategic recommendations to enhance efficiency and reduce costs and collaborate with cross-functional teams to support business as usual activities and special projects. Our team is accountable for the planning, execution and oversight of financial activities, including budgeting, forecasting, financial reviews and cost optimization. A hybrid-flexible work environment with an emphasis on in-person collaboration

• A culture rooted in principles of integrity, partnership, and high performance
• An organization with an important social purpose that positively impacts lives

Prepare and develop effective, timely reporting and trend analysis, utilizing various sources of information to facilitate better decision making and bring value-added insights.

• Foster strong partnerships with various departments and senior leadership (within and outside of T&O), promoting effective communication and collaboration to achieve business goals.
• Coordinate the development of three-year financial plans and quarterly forecasts for various groups within T&O with a zero-based budgeting mindset.
• Conduct comprehensive analyses of organizational processes, systems, and financial data to identify areas for improvement and opportunities for growth.
• Track departmental objective progress diligently and systematically, creating summaries as needed for senior audiences.
• Coordinate requirements gathering and provide testing support for new departmental systems and tools.
• Project work and ad-hoc duties as required.

University Bachelor’s degree in Business, Finance or a related field.

• CPA designation considered an asset
• 5+ years of relevant experience in financial analysis, strategy or operations
• Highly proficient with Microsoft Office (Word, Excel, PowerPoint),
• Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. For residents of Ontario, Canada: Based on Highspring’s discussions with its Client, Highspring’s understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly). Vaco by Highspring and its parents, affiliates, and subsidiaries (“we,” “our,” or “Vaco by Highspring”) respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . the individual’s skill sets, experience and training; office location and other geographic considerations; With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.