Director Finance - Assistant Controller

 

PRIMARY DUTIES

Coaching and Mentoring

Trains, coaches, motivates staffs and managers to perform work at the highest quality standard possible to achieve stated company objectives.

Controllership and Monitoring of Financial Processes

Performs Assistant Controller duties, and leading the day-to-day activities in the areas of Treasury, Cash Management, Outsourced Vendor Management and Compensation Management Reviews monthly, quarterly and annual financial statements and reports on a US Statutory Basis, US GAAP Basis and IFRS Basis. Participates in high quality annual audit by independent external auditors to verify accuracy and completeness of financial information and reports.    Draft accounting policy papers. Analyze, recommend, and educate key stakeholders on insight and analysis of any IFRS accounting impacts to the organization 

Projects and Control Over Financial (CBA)

Finance related project lead and improve process efficiencies (outsourcing, electronic filings, automating manual tasks, etc.) Business partnering with cross functional team as finance SME’s to provide sound business advice. Prepares the cost benefit analysis on new projects and present to the business leaders.     

Sales Bonus and Employee Payroll

Lead Bonus team to ensure smooth and successful analysis / review of all existing and new Bonus requirements resulting in timely and accurate payments to Sales Agents and leadership Enhance analysis and modeling on Agent Compensation. Utilize business intelligence tool to analyze business results and provide insightful information; Partner and participate in streamline processing as well as new data sourcing of Partnerships / Balanced scorecard programs into PBI where applicable Oversee the Employee Payroll area. Ensure successful completion of all Year-End / Regulatory filing and smooth payroll administration. 

Control and Balance Sheet Management: 

Maintains the integrity of the general ledger on the Peoplesoft and financial systems through segregation of duties, review and approval of account reconciliations. Recommends/suggests areas for improvement and implementation.  Document the accounting process flow with narratives and flowcharts.  Review and update annually.  Leads local coordinator and subject matter expert on annual CICA Canada’s compliance with US Model Audit Rules legislation requirements on key financial controls. Provides advice, training and guidance to the independent testers and reviews the audit work. 

Finance Transformation Project 

Coordinate with PMO, Actuarial, IT team, act as the Finance leader in various finance transformation project to ensure proper finance support  Update project budget schedule, trackers and decks. Identify and communicate to management and committees challenges to completing critical path

Control and Balance Sheet Management: 

Maintains the integrity of the general ledger on the Peoplesoft and financial systems through segregation of duties, review and approval of account reconciliations. Recommends/suggests areas for improvement and implementation.  Document the accounting process flow with narratives and flowcharts.  Review and update annually.  Leads local coordinator and subject matter expert on annual CICA Canada’s compliance with US Model Audit Rules legislation requirements on key financial controls. Provides advice, training and guidance to the independent testers and reviews the audit work. 

 

 

 

QUALIFICATIONS REQUIRED

Proven people leadership skills; including the ability to coach and develop top talentBachelor degree in Commerce/business and a graduate Chartered Professional Accountant (CPA) and up to 7 years post qualification experience Insurance industry knowledgeUnderstanding of IFRS (especially IFRS 17 Insurance Accounting Standard) and US GAAP financial standardVersatile and flexible, and a willingness to work within a fast-paced and changing environment. Excellent written and verbal communication skills