Associate Vice-President, Financial Planning & Analysis

at  WellingtonAltus Private Wealth Inc

ASSOCIATE VICE-PRESIDENT, FINANCIAL PLANNING & ANALYSIS

Location: This position will be based out of our Winnipeg office.
Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* wealth advisory company in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

• Investment Executive 2023 Brokerage Report Card.

• Oversight of budgeting and financial planning systems.
• Working with Business Unit leads to build and/or maintain business planning model; run scenario analysis, annual budgets, and forecasts.
• Analyzing and reporting of financial and operational results to better understand company performance.
• Utilizing BI tools to delivery meaningful insights into business performance.
• Communicating to senior management the reasons behind the product/department performance and results.
• Providing detailed analysis and commentary on cost center results and reviewing with cost center owners.
• Reviewing operations and recommending new productivity or cost saving initiatives.
• Reviewing existing processes and procedures to develop recommendations for improvement efforts.
• Evaluating previous budgets, expenditures to develop and implement future budgets.
• Communicating results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining operations.
• Provide insights to senior management around financial modelling, forecasts, and profitability.
• Performing other duties as assigned.