Financial Services Finance Transformation – Manager – Toronto

At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

The opportunity

We are seeking a Manager to join our Financial Services Finance Transformation practice. You will work with banks, insurance companies, credit unions, and other financial institutions to transform finance operating models, processes, data, reporting, consolidation, and enabling technology. You will manage workstreams and project teams, collaborate with Finance and Technology stakeholders, and help deliver practical solutions that improve operational efficiency, reporting, controls, and decision-making.

Your key responsibilities

• Manage the delivery of Finance Transformation engagements and workstreams for Financial Services clients, covering finance strategy, operating models, process transformation, reporting, consolidation and close, planning and forecasting, data, and finance technology.
• Assess and redesign finance processes, systems, and data flows across product or source platforms, sub-ledgers, general ledgers, consolidation and performance management solutions, data platforms, and reporting tools.
• Translate business, reporting, data, control, and regulatory requirements into practical process designs, business requirements, transformation roadmaps, and implementation plans.
• Manage project plans, deliverables, budgets, resources, risks, and stakeholder communications, escalating issues to engagement leadership as appropriate.
• Contribute to proposals, client presentations, account development, and strong relationships across Consulting and other EY service lines.

People Management responsibilities

• Keep people at center through effective supervising, coaching, and mentoring of staff members.
• Conduct performance reviews and contribute to performance feedback for staff.
• Contribute to people initiatives including recruiting, retaining and training Finance Transformation professionals.
• Maintain an educational program to continually develop personal skills and knowledge.
• Understand and follow workplace policies and procedures.

Skills and attributes for success

• The ability to work collaboratively in a team environment and keep an open mind (know when to lead and when to follow).
• Experience managing staff on multiple projects and providing direction to team members.
• Strong analytical and problem-solving skills.
• Practical understanding of the operating environment, products, and finance-function complexities of banks, insurance companies, credit unions, or other financial institutions.
• Knowledge of Financial Services finance processes, including financial and management reporting, consolidation and close, planning and forecasting, performance management, reconciliations, and finance data management.
• Ability to work effectively across Finance, Technology, Risk, Operations, and business stakeholders.
• Strong verbal and written communication skills, able to speak fluently and professionally in English; French an asset.
• A high level of motivation and a self-starting attitude.
• An ability to think outside of the box, thrive on new challenges, and understand clients and teammates’ work style.

What we look for

• A bachelor’s degree and typical 7+ years of relevant experience in finance transformation, finance consulting, or finance-function roles, including experience working within or advising banks, insurance companies, credit unions, or other financial institutions.
• Experience delivering Finance Transformation projects or workstreams across assessment, design, implementation, and stabilization.
• Experience across several finance capabilities, such as finance operating model, financial and management reporting, regulatory reporting processes, consolidation and close, planning and forecasting, performance management, reconciliations, or finance data management.
• Experience assessing or improving finance processes, systems, and data flows within a Financial Services environment.
• Experience managing project teams, deliverables, budgets, risks, and senior stakeholder communications.
• Relevant professional qualifications or advanced education, such as an MBA, CPA, CA, CMA, CFA, or recognized project, transformation, technology, or change-management certification, are assets but are not required.
• Travel may be required for this role.

What we offer you

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package allows you to decide which benefits are right for you and which ones help you create a solid foundation for your future.

Inclusiveness at EY

Inclusiveness is at the heart of who we are and how we work. We’re committed to fostering an environment where differences are valued, policies and practices are equitable, and our people feel a sense of belonging.