Account Manager II - Waterloo, ON or Toronto, ON office (Hybrid)

Story Behind the Need

• Business group: Group Benefits Field Compensation and Sales Reporting (FCSR) – maintain accutalty mail reporting. Manage sales staff compensation staff, review compensation staff, review and communicate to sales staff and calculate and pay the variable compensation to sales staff.

Candidate Value Proposition

• The successful candidate will have the opportunity to good variety of tasks. Al tof exposre to senior management and leaders. Help networking for other roles and you get exposure to different types of techniligy and data base. Power BI dashboards – tools widley ised nn industry that candidate gets to work with .

Job Description

The Group Benefits Field Compensation and Sales Reporting (FCSR) team is primarily responsible for reporting, governance and administration of compensations plans for sales staff and rewards programs for Advisors. FCSR is a trusted finance partner to Group Benefits business leaders and partners closely with risk and compliance teams to maintain fair and equitable compensation plans. Reporting to the Director, Field Compensation and Sales Reporting, the incumbent will be responsible for overseeing accurate reporting and analysis for sales and the sales staff compensations plans.

Position Responsibilities:

• Supervise payments and bonus validation for sales staff. Ensure payment is accurate and timely.
• Streamline and automate the operation processes that limit productivity.
• Assist in developing risk and control strategies.
• Monitor closely the progress of system development/enhancement.
• Support risk and compliance reporting.
• Deliver and present monthly sales forecast to business leaders providing valuable analysis and clear commentary on results
• Use appropriate judgment to handle unexpected issues and requests, prioritizing work effectively and balancing resource requirements to achieve solutions
• Cultivate an innovative environment by supporting creativity and high-performance teamwork, expanding personal networks within the business area and finance teams, and driving continuous improvement in engagement throughout the organization

Required Qualifications:

• Accounting designation (CA, CMA, CGA, CPA) and/or CFA with 3+ years of relevant experience in progressive accounting roles

Required Soft Skills:

• Strong interpersonal and communication skills with the ability to collaborate, negotiate, and influence effectively, coupled with excellent relationship management skills
• Self-starter with solid independent judgment, problem-solving, and analytical skills, capable of working independently
• Results-oriented, able to manage expectations, work under tight deadlines, and handle competing priorities with strong organizational and project management skills
• Strong business acumen with the ability to communicate complex concepts and results clearly and concisely, both in writing and verbally
• Excellent customer focus and commitment to quality, demonstrating attention to detail
• Solid analytical and technical capability, able to assimilate and summarize large amounts of information from multiple sources for senior management, with proficiency in Microsoft Office and the ability to learn new applications quickly

Preferred Qualifications:

• PowerBI and Database knowledge would be an asset

Education:

University degree in business, finance, or equivalent