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Investment and Retirement Specialist

Full-time

National Bank of Canada

Job Responsibility: Venture outside the ordinary - TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets. United as a global team, we're connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team. Ready to be part of the action? The Senior Program Manager - Finance Systems is the key driver of change and evolution for our Finance Systems at TMX Group. Our Finance Systems comprise primarily Workday Financial Management and Workday Adaptive Planning. Reporting to the Director, Financial Analysis and Insights, the role has four core functions:
  • Finance Systems Program Governance
  • Agile Project Management
  • Workday/Adaptive Maintenance and Support
  • Finance Data Governance
Key Accountabilities: 40% - Finance Systems Program Governance
  • Build the technical vision and roadmap for Workday/Adaptive with the goal of improving adoption and user experience through new features and efficiencies
  • Represent Workday and Adaptive as the Subject Matter Expert to Finance Senior Leadership and Finance Innovation Committee in all aspects of delivery including ongoing projects/enhancements, system issues, risks, partner concerns, resourcing etc.
  • Be the facilitator between Finance Functional Leads, Corporate IT and external vendors
  • Facilitate and handle the Workday/Adaptive Functional Lead meetings including governance, communications, tracking etc.
30% - Agile Project Management
  • Drive delivery for all Workday/Adaptive projects/enhancements in Finance
  • Implement an Agile delivery model to include regular standups, planning, reviews etc.
  • Develop and maintain key project artifacts including project plans, business cases, implementation plans, test strategies/plans, training etc.
  • Run discovery sessions with team members to elicit requirements
  • Facilitate regular communications with project team and sponsors
20% - Workday/Adaptive Maintenance and Support
  • Build an efficient user support model for Workday communications, training and general queries
  • Act as backup to our Finance technical lead in areas of Workday/Adaptive tool administration, report/template maintenance etc.
10% - Finance Data Governance
  • Maintain Finance Systems data catalog in Enterprise Data Governance
  • Maintain Finance Data Dictionary
  • Identify and investigate data quality issues within Workday and Adaptive
Must Haves:
  • 5+ years experience implementing ERP systems in a medium to large organization
  • 5+ years experience working in a Finance or IT environment
  • Deep understanding of Accounting ERP systems (i.e Workday Financials)
  • Ability to solicit, interpret and ultimately inspire change in the Finance organization
  • Ability to build relationships and facilitate multiple stakeholders with competing priorities and interests
  • Ability to translate highly technical concepts into digestible information for all audiences
  • Highly organized with strong documentation skills
  • Excellent MS Excel skills
Nice to Haves:
  • Workday/Adaptive Experience
  • PMP or Certified Scrum Master Certification
  • Google Workspace Suite (Docs, Sheets, Slides etc.)
  • Experience with Microsoft Power BI
  • Understanding of accounting principles and standard experience in accounting, controllership, and analysis
In the market for… Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success. Connection - With site hubs in some of the world's most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work. Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy. Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived! Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth. Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX ? Apply now. TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it.

Vacancy posted 19 hours ago
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