Financial planning and advisory service manager
Disability Dreams Group Inc.
Overview
Languages
English
Education
- College/CEGEP
- or equivalent experience
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Financial management/services
Responsibilities
Tasks
- Assign financial projects and activities to workers in order to improve business decisions
- Coordinate the organization’s financial operations and budget activities in order to optimize financial performance
- Direct staff
- Evaluate daily operations
- Identifying and investigating compliance issues
- Motivate staff
- Plan and control budget and expenditures
- Plan and organize daily operations
- Review budgets and financial reports for specific projects
- Train staff
- Establish and implement policies and procedures
- Monitor financial control systems
- Oversee the collection and analysis of financial data
- Oversee the preparation of reports
- Advise senior management
- Perform human resources related duties such as personnel selection
- Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
- Conduct performance reviews
Supervision
- 3-4 people
Experience and specialization
Computer and technology knowledge
- MS Office
Additional information
Work conditions and physical capabilities
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Organized
- Team player
- Values and ethics
- Flexibility
- Adaptability