Director, Investment Finance

Position Title: Director, Investment Finance
Reports To: AVP, Investment Finance, Data Analytics and Operations
Department: Investment Finance, Operations and Data Analytics
Term: Permanent Full-Time


Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.


The Opportunity: Equitable is growing! We are looking for a Director, Investment Finance to join our Investment Technology and Operations team!  A seasoned leader, you are driven to lead a team of accounting professionals, while contributing to the overall success of our team.  Strong analytical skills, coupled with a passion for process improvement, will contribute to your success.

Now is an exciting time to join one of the Waterloo Area’s and Southwestern Ontario’s Top Employers for 2024!

What you will be doing:

• Lead a team of accounting professionals and individual contributors by developing and monitoring employee goals, managing performance and coaching to ensure efficient and effective operation of the team
• Hire, mentor and develop staff including designated accountants
• Oversee the creation and delivery of financial reporting to enable effective decision making and/or ensure compliance requirements are met
• Provide support for corporate compliance related initiatives
• Responsible for researching, building, implementing and maintaining appropriate financial reporting controls and analysis for the division
• Oversee the development and implementation of process improvements, data analytics, technical solutions and accounting changes
• Respond to requests for complex or sensitive analysis of financial information from a variety of stakeholders, and determine appropriate methods to obtain data
• Lead the implementation of financial reporting changes and update accounting policies for the division to ensure the Company is compliant with IFRS and other regulations including the implementation of new accounting standards

What you will bring:

• Has obtained, the Chartered Professional Accounting (CPA) designation (or international equivalent)
• Post-secondary education with emphasis on accounting and business administration
• Demonstrated people management skills, including leadership, coaching and mentorship
• Minimum 5 years relevant experience, including life insurance and/or investments as required
• Expert knowledge of accounting standards and policies
• Expert knowledge of business risk and financial controls
• Expert communication, interpersonal, negotiation and influencing skills
• Experience in project management, process improvement implementations and working with cross-functional teams
• Expert problem solving, prioritizing and analytical thinking skills
• Advanced knowledge of accounting systems
• Advanced knowledge of Excel
• Strong management and organizational skills in a fast-paced working environment

What’s in it for you:

• A healthy work-life balance with employee wellness top of mind
• Annual bonus program, annual vacation allowance, and company-paid benefits program
• An additional paid volunteer day each year so you can spend time giving back to the community
• Immediate enrollment in the company’s pension program with employer matching
• Employee resource groups that support an inclusive work environment
• Tuition support and specialized program assistance
• An onsite full-service cafeteria with a variety of daily options
• Discounts on company products and services, and access to exclusive employee perks
• Regular EQ Together events focused on company togetherness and collaboration
  
  

As part of the recruitment/offer process you will be required to:

• Provide two professional references (minimum one supervisor and above)