Lead Software Engineer

Job summary

Consolidate financial data and prepare monthly and quarterly reports, translating complex financial information into actionable recommendations. Analyze financial performance, support strategic initiatives with portfolio insights, ensure compliance with organizational standards, and improve reporting processes.

Job details

Job Requirements Financial Analyst - Consultancy Location: PCS CA, Toronto Years of Experience: 10-15 Years Job Summary: We are seeking a highly skilled Financial Analyst with a strong background in Delivery Management to join our Consultancy team within the Wealth domain. This role is pivotal in supporting business decision-making by providing accurate financial insights, forecasts, and portfolio management analysis. The ideal candidate will ensure financial transparency across projects and portfolios, enabling leadership to make informed strategic choices. Responsibilities Consolidate financial data and prepare comprehensive monthly and quarterly reports. Deliver clear narratives that translate complex financial information into actionable recommendations. Support financial performance analysis and ensure compliance with organizational standards. Drive process improvements across the organization to enhance financial reporting and analysis. Collaborate with cross-functional teams to provide financial insights that support strategic initiatives. Mandatory Skills Strong Delivery Management knowledge and experience. Proficient in financial analysis, forecasting, and portfolio management. Excellent communication skills with the ability to present complex information clearly. Strong analytical and problem-solving skills. Preferred Skills Experience in the Wealth domain or financial services industry. Familiarity with financial modeling and reporting tools. Ability to work collaboratively in a fast-paced environment. Qualifications Bachelor's degree in Finance, Accounting, or a related field; MBA or relevant certification is a plus. 10-15 years of experience in financial analysis or consultancy roles. Work Experience 10-15Years

What you’ll do

Consolidate financial data and prepare monthly and quarterly reports, translating complex financial information into actionable recommendations. Analyze financial performance, support strategic initiatives with portfolio insights, ensure compliance with organizational standards, and improve reporting processes.

Requirements

Requires 10–15 years of experience in financial analysis or consultancy, strong Delivery Management experience, and proficiency in financial analysis, forecasting, and portfolio management. A bachelor's degree in Finance, Accounting, or a related field is required; an MBA or relevant certification is a plus.

Listed skills

• Problem solving · Preferred
• Financial Reporting · Preferred
• Communication · Preferred
• Financial analysis · Preferred
• Process Improvement · Preferred
• Cross-Functional Collaboration · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Delivery Management
• Financial Analysis
• Financial Forecasting
• Portfolio Management
• Financial Reporting
• Financial Modeling
• Communication
• Analytical Skills
• Problem-Solving
• Process Improvement
• Cross-Functional Collaboration
• Wealth Management

Job areas

• Finance & Accounting
• Consulting
• Management & Leadership
• Data & Analytics

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