Finance Project Specialist

Job title: Finance Project Specialist

Job description: Description :

Who we are:

Meridian’s dedication to helping Canadians goes beyond banking, it’s about achieving a better life! Thriving communities are essential to the individual well-being of our Members and the overall well-being of Canadians.

At Meridian, we’re committed to providing exceptional banking, services, security, and advice so our Members can get everything they want from their money, and their lives!

Find our story here:

About the role:

To be a technical specialist who supports the Financial Reporting Leadership Team with strategic initiatives aimed at continuous enhancement of the financial soundness of Meridian Credit Union and its subsidiaries, through management of internal controls, reporting systems and processes, and assessment of the impact of new and evolving reporting requirements. To provide additional capacity during the year-end cycle by assisting Senior Analysts and the Leadership Team with non-routine complex accounting tasks, including preparation of Audited Financial Statement Note Disclosures.

What you will do:

Backfill for Financial Reporting Leadership Team:

Backfill Financial Reporting Leadership positions for Team Members who are temporarily seconded to projects, given their subject matter expertise. This may include all or a subset of the responsibilities of the Senior Manager Financial Reporting, Senior Manager Financial Accounting and Accounts Payable, Director Accounting Policy and Taxation, or any of their direct reports.

Mergers and Acquisitions:

• Support due diligence on future merger/acquisition opportunities.
• Identify tax planning opportunities.
• Support preparation or review of fair market value & intangibles valuations.
• Determine Financial Reporting impacts and assist with integration of acquired or merged entities.
• Abide by confidentiality and non-disclosure agreements as required depending on the nature to the project.

Initiatives:

• Represent the broader Financial Reporting team as a key project resource and subject matter expert on cross-functional projects/initiatives as required.
• Determine Financial Reporting impacts and assist with implementation of Financial Reporting tasks relating to initiatives.
• Build relationships with other cross-functional project leads/resources to be viewed as someone who is sought out for opinions and counsel.

Other Duties:

• Maintain general knowledge of all areas of Financial Reporting in order to:
• backfill for the various Leadership roles; or
• represent all areas and identify Financial Reporting implications when working on initiatives.
• Maintain current knowledge of new financial reporting standards.
• Assist with preparation of analysis and financial statement note disclosures to support the annual audited financial statement process.
• Research and prepare accounting memos and/or position papers to support accounting treatment of new or unusual transactions.
• Perform other duties as required.

What you will bring:

Education

• Bachelor’s degree, preferably with a focus on commerce, finance, accounting, statistics, mathematics or computer science.
• Chartered Professional Accountant designation required.
• CFA (Chartered Financial Analyst) is an asset
• Strong Excel, Power Point, and Word skills

Experience

• Experience in a financial reporting environment, preferably within a financial institution is required (banking, insurance).
• Minimum of 5 years of industry/professional experience in a complex, multi-platform; budgeting, financial analysis, and financial systems;
• Minimum of 5 years experience managing, prioritizing, and delivering solution on time, to scope, and within budget
• In-depth technical and practical knowledge of IFRS.
• Corporate income tax experience an asset.

Knowledge, Skills, and Abilities

• Solid understanding of treasury management concepts and strategies, as they relate to financial reporting implications.
• Strong spreadsheet proficiency and familiarity with data query/analysis tools.
• Excellent attention to detail.
• Strong analytical skills and extensive experience completing complex reconciliations.
• Proven problem-solving skills and the ability to implement solutions at an operational level.
• Ability to quickly learn new tasks or apply previous knowledge to be able to step into various roles as needed.
• Ability to work on projects with cross functional involvement and the ability to provide direction/guidance and to influence and effect change.
• Strong research skills and the ability to apply knowledge to specific situations in support of an accounting position or recommendation.
• Able to prioritize deliverables and adapt to changing business needs and changing environment with innovative solutions
• Ability to take a vague request or unfamiliar situation and formulate a clear direction to achieve desired results.
• Ability to work independently and manage daily workplan given the ad hoc and somewhat unstructured nature of this role.
• Exceptional written and oral communication skills.
• Excellent presentation skills, ability to write clearly and concisely, and to translate complex financial concepts to individuals at all levels including finance and non-finance individuals;
• Commitment to the organization by actively supporting the values and demonstrating alignment with the goals of the organization.
• Maintaining strong relationships with both internal and external partners
• Results oriented and a self-starter
• Self-motivated
• Experience in management is considered an asset.

Experience the difference at Meridian: What’s in it for you?

• Opportunity to work within, create, and drive a culture of growth and innovation.
• Inspire a positive work environment and help champion quality service, innovation, teamwork to assist our Members.
• Learn voraciously, stretch you and your team’s thinking, share your knowledge and educate others!
• Cultivate winning relationships & building trust
• Share our commitment to productivity, effectiveness and operational efficiency.
• Be an agent of change, help others to embrace it and watch amazing things happen!
• Help your community through a variety of outreach programs!

Keeping our Employees and Community Safe – COVID-19

The health and safety of our employees, members, and the communities in which they live, is of the utmost importance to Meridian Credit Union/motusbank/Meridian OneCap. With this in mind, we are complying with all public health mandates both provincially and federally, and have implemented various safety measures, including requiring all employees to be fully vaccinated against COVID-19 and making COVID vaccination a pre-condition to employment with Meridian

Please note that exceptions may be applicable regarding medical or religious reasons protected under Canadian human rights laws. Should successful applicants require a medical or religious accommodation related to vaccination, please discuss whether an exception may apply with your Talent Acquisition Partner.

Experience the Difference!

Meridian committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian Credit Union.

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