
ProViso Consulting
Candidate Profile Details:
• Degree/Certifications Required: Undergraduate degree (business or accounting preferred)
• Years of experience: 5-7 Reason for request/why opened: backfill % Interaction with Stakeholders: 50%
• Team Size: 15 Personality Style/Team Culture: Collaborative, inclusive Day to day responsibilities: Execution and configuration of the project
• Selling Points of Position: Entering at the start of a project and helping build a new team, very visible, critical part of ensuring health of finance operations, successful delivery means more recognition and opportunities
• Best Vs Average Candidate: Chartered accountant, banking exp in financial reporting How will performance be measured: set objectives, clear performance indicators/SLAs/deliverables
Summary Of Day-To-Day Responsibilities:
Job Description:
• The Finance Ops Analyst will participate fully as a member of the team, support a positive work environment that promotes service, quality, innovation, and teamwork, and provide support for a broad range of operational activities in delivery of the new Reconciliation Platform.
Specific job functions include:
• Execute business processes to facilitate account reconciliations and attestation of account balances within the new Reconciliation Platform across the Bank
• Configure the reconciliation tool in line with policy and standard best practices
• Conduct specialized reporting to support business partners, functional areas in delivery requirements, build and test of the new Reconciliation Platform across the Bank
• Provide meaningful analysis to draw conclusions, make recommendations, assess the effectiveness of reconciliation tool
• Facilitate the knowledge transfer and training, as assigned, to support business partners, functional areas in delivery requirements, including test and monitoring of the new Reconciliation Platform across the Bank
• Identify and/or investigate key operational and process issues and ensure timely communication of issues/ points of interests
• Provide specialized technical / business / function knowledge for areas supported
• Ensure compliance with applicable internal and external requirements
• Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
• Keep current on emerging trends/ developments and grow knowledge of the business, related tools, and techniques
• Participate in personal performance management and development activities, including cross training across the team
• Contribute to a fair, positive, and equitable environment that supports a diverse workforce
• Execute on routine requests and/or ad-hoc requests
• Contribute to the success of the team by willingly assisting others in the completion and performance of work activities
• Act as a brand champion for the business and the bank, both internally and/or externally
Specific Educational Requirements:
• Undergraduate degree/ college diploma preferred Additional Information:
o 5 – 7 years relevant working experience
o Sound knowledge of reconciliation tools, processes, financial systems (general ledger and data flows) and related policies and standards
o Process Improvement oriented
o Problem solving and issues resolution
o Ability to work independently, with minimal supervision
o Analytical skills- ability to think outside the box and analyze complex and large data
o Ability to work effectively in teams
o Builds strong relationships by engaging with colleagues, partners, and external stakeholders
o Ability to stay resilient under pressure
o Ability to pay attention to details, handle multiple deadlines and priorities
o Has excellent judgement and decision-making abilities
Must Have:
• Undergraduate degree in accounting/business OR related experience in financial reporting and accounting
• Advanced Excel- V look ups and pivot tables
• Great analytical skills
• Good presentation skills using PPT and/or other programmes
• Communication skills
Nice to haves:
• Financial reporting
• Configuration and Reconciliation experience as an asset
• Tableau/Alteryx
• Project management experience