Reporting to the Director, GWAM Operations Expenses, the Manager will be responsible for the financial activities pertaining to the support of Global Wealth and Asset Management. Specifically, the candidate will drive the development, implementation and maintenance of monthly financials, efficiency metric analysis, reporting, planning and forecasting with a focus on the Operations function. Working closely with the expense shared service team and collaborating with the functional business partners, the candidate will provide streamlined support and thoughtful analysis to both functional leaders and the segment expense teams.

REQUIRED QUALIFICATIONS:

• University degree in Accounting or Finance, with a Master’s in Finance or MBA preferred; CPA or advanced degree highly desirable
• 6-8 years of experience in progressive accounting roles, demonstrating the ability to collaborate across functions.
• Strong interpersonal skills for effective collaboration, negotiation, and influence.
• Self-starter with independent judgment, problem-solving, and analytical skills.
• Proficient in managing expectations, meeting tight deadlines, and handling competing priorities.
• Excellent customer focus with a commitment to quality and strong business sense for clear communication of complex concepts.
• Proficient in Microsoft Office, with an interest in quickly learning new applications.

PREFERRED QUALIFICATIONS:

• Knowledge of complex GL package (Lawson, Essbase, Anaplan) would be an asset

• Conduct financial and business reviews, ensuring data quality and developing customer-focused reporting with clear, insightful analysis and commentary
• Demonstrate strong technical accounting skills for expense review, adhering to company policies and leveraging business knowledge
• Lead enhancements in reporting processes and assess the financial impact, providing strategic recommendations
• Support multiple markets (US, Canada, Asia, GA) by prioritizing tasks and managing resources to address unexpected issues and requests effectively
• Play a key role in the Expense Management leadership team, focusing on project achievement, operational improvement, and best practices
• Identify expense risks and opportunities, influencing actions for business partners, and drive Strategic Cost Management discussions
• Foster innovation and collaboration across teams, building relationships to enhance results and engagement throughout the organization