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Overview:
FORVIS Canada is committed to accessibility for our job applicants. If you require this job posting in an accessible format, please contact [email protected]. Candidates who are selected for an interview may request accommodation of any disability with respect to our written materials or our process, as required. FORVIS Canada will review such requests and work with candidates pursuant to the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code.
Who Makes A Highly Successful Advisor?
At FORVIS Global Advisory Canada ULC (“FORVIS Canada”), your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.
Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.
About FORVIS Canada
FORVIS Canada is a wholly owned indirect subsidiary of FORVIS, LLP, a Top-10 U.S. professional services firm which provides assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com
FORVIS Canada is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.
FORVIS Canada is committed to accessibility for our job applicants. If you require this job posting in an accessible format, please contact [email protected]. Candidates who are selected for an interview may request accommodation of any disability with respect to our written materials or our process, as required. FORVIS Canada will review such requests and work with candidates pursuant to the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code.
It is FORVIS Canada’s standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
- FORVIS Canada expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
- FORVIS Canada further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS Canada.
- Any resume or CV submitted to any employee of FORVIS Canada without having a FORVIS Canada vendor agreement in place will be considered the property of FORVIS Canada.
Responsibilities:
Manager – CFO & Business Advisory
Locations: Toronto, Canada
Ready to Accelerate Your Career? Join our rapidly expanding advisory team!
The newly combined Financial Services Advisory practice brings our global footprint, clients, industry expertise, and innovative solutions together to help global companies exceed their strategic objectives and needs. We have a national and global footprint with a significant portfolio of financial services clients spanning across banking, insurance, global markets, asset and wealth management, and payments. Our clients range from the largest, premier global banks, insurers, and financial institutions to super-regional and community banking clients, asset managers, and Fintech start-ups.
Who Makes A Highly Successful Advisor?
We are looking for team members to join our global, inclusive community of passionate financial services advisors. These diverse professionals should be highly skilled, entrepreneurial, and future focused – they are self-starters with curiosity and a passion for continuous learning. They possess a strong growth mindset that propels themselves and others forward, driving innovation through delivery, and helping clients succeed beyond their expectations.
Your New Career Challenge
Daily, you will have the opportunity to learn and work alongside a broad mix of highly talented subject matter leaders and team members both at FORVIS and at our clients. You will have an environment to explore and experience emerging, and relevant topics based on your interests and alignment to your short and long-term career goals.
As part of our growing Financial Services and Toronto Advisory team, you will work with our clients, including some of the most iconic financial services companies globally, as they reshape financial services for the future. You will gain in-depth experiences around digital transformation, strategy, and business change initiatives, both emerging and current, to help our global clients create competitive advantages and respond to evolving global risk and regulatory requirements.
Areas of focus include:
- Capital Markets Infrastructure & Products
- Global Banking & Markets Regulations, including CAT, FRTB, MiFID & MiFIR, UMR, Securities Financing Transactions, Volker
- Global Markets and Banking Risk Management & Governance
- Digital Transformation
- Banking and Markets Operational Changes, including T+1, LIBOR
- Data Privacy and Security
- Data Management
How you will Contribute
- Help clients with full-life cycle of business change, including current state assessments, future state design and roadmap development within core global baking and markets business units
- Perform root-cause analysis around critical processes and issues remediation
- Performing Data Quality Assessments and providing recommendations for improvement
- Development of issues management response strategy and execution support
- Development of new policies, procedures, and processes connected to performance and process improvement initiatives
- Analyze customer and product strategies and provide performance improvement recommendations
- Organizational design and change management
- Achieving and maintaining high quality in work, client relations, and team relations
- Acquiring the skills necessary to develop quality client relationships and loyalty
- Assuming the responsibility for staff work and ensuring high quality of work is delivered within established deadlines
- Serving in a leadership role on client work as technical knowledge and experience grows
- Supporting any training and mentoring to staff and interns as necessary
- Executing and helping to lead client engagement activities in all phases of project life cycle from start to finish
We Are Looking for People Who Have Forward Vision and:
- In-depth knowledge of capital markets and global banking businesses, including products, key operational processes, technology infrastructure, and regulatory landscape
- Experience includes having served in large scale transformation initiatives, having demonstrated ability to manage multi-stakeholders, and complex projects within very demanding business environment
- Process improvement or performance improvement experience within the business or operational support functions of large-scale banks
- Knowledge of finance and accounting systems, booking models and/or transaction flows from source systems to last mile reporting requirements (i.e. regulatory reporting, financial reporting, risk reporting)
- Product knowledge across equities, derivatives, fixed income, FX, investment banking, etc.
- Experience working with banking clients on framing regulatory response/change initiatives
Qualifications:
Minimum Qualifications
- 8 years or more of experience in public accounting or global management consulting firms focused in Financial Services
- BA, BS, or Master’s in Finance, Accounting, Business, or other similar fields
- Proficiency in MS Office: Word, Excel, Power Point, and Outlook
- In-depth project management skills, including working knowledge of current PM tools/techniques (i.e., Agile, Waterfall)
- Demonstrates expertise around product knowledge in Capital Markets, Change Management and Global Banking
Preferred Qualifications
- Big 4 or Top 10 public accounting experience
- Relevant certifications (CPA, CRCM, CFA, Six Sigma Black Belt, Change Certifications, etc. )
- Strong communication and leadership skills with experience managing professional services teams and client deliverables
