Finance Transformation Manager – Financial Services

About the role

EY is looking for a Manager to join its Financial Services Finance Transformation practice in Toronto. You will work with banks, insurance companies, credit unions and other financial institutions to transform finance operating models, processes, data, reporting, consolidation and enabling technology. You will manage workstreams and project teams, collaborate with Finance and Technology stakeholders and help deliver practical solutions that improve operational efficiency, reporting, controls and decision-making.

Key responsibilities

• Manage the delivery of Finance Transformation engagements and workstreams for Financial Services clients, covering finance strategy, operating models, process transformation, reporting, consolidation and close, planning and forecasting, data and finance technology.
• Assess and redesign finance processes, systems and data flows across product or source platforms, sub-ledgers, general ledgers, consolidation and performance management solutions, data platforms and reporting tools.
• Translate business, reporting, data, control and regulatory requirements into process designs, business requirements, transformation roadmaps and implementation plans.
• Manage project plans, deliverables, budgets, resources, risks and stakeholder communications, escalating issues to engagement leadership as appropriate.
• Contribute to proposals, client presentations, account development and relationships across Consulting and other EY service lines.
• Supervise, coach and mentor staff, conduct performance reviews, and contribute to recruiting, retention and training of Finance Transformation professionals.

Required profile

• Bachelor's degree and typically 7+ years of relevant experience in finance transformation, finance consulting or finance-function roles, including experience with banks, insurance companies, credit unions or other financial institutions.
• Experience delivering Finance Transformation projects across assessment, design, implementation and stabilization, and across several finance capabilities such as operating model, reporting, consolidation and close, planning and forecasting, performance management, reconciliations or data management.
• Experience managing project teams, deliverables, budgets, risks and senior stakeholder communications.
• Fluent English; French is an asset.
• Relevant professional qualifications or advanced education (MBA, CPA, CA, CMA, CFA, or change-management certification) are assets but not required.

Required skills

• Knowledge of Financial Services finance processes, including financial and management reporting, consolidation and close, planning and forecasting, performance management, reconciliations and finance data management.
• Ability to work across Finance, Technology, Risk, Operations and business stakeholders.
• Strong analytical, problem-solving and communication skills.

What we offer

• Salary range in Toronto of $114,000 to $171,000.
• Discretionary bonus program, medical, prescription drug and dental coverage, and a defined contribution pension plan.
• Vacation policy, statutory holidays and paid personal days depending on province of residence.
• Travel may be required.