Questrade Financial Group (QFG), through its companies - Questrade, Inc., Questrade Wealth Management Inc., Community Trust Company, ThinkInsure, Zolo, and Flexiti, provides securities and foreign currency investment, professionally managed investment portfolios, mortgages, insurance, real estate services, financial services and more. Questrade uses cutting-edge technologies to develop innovative products that give customers better, more affordable ways to take control of their money.

We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about our mission and each other. Your team members will help you conquer challenges, push boundaries and discover what you are truly capable of.

This is a place where you can explore, discover and learn with continuous growth. As a diverse and inclusive place to work, with a hybrid working environment you can unleash your creativity and curiosity with no limits. If you share the same sense of infinite possibility, come shape your future at QFG.

What’s in it for you as an employee of QFG?

• Health & wellbeing resources and programs
• Paid vacation, personal, and sick days for work-life balance
• Competitive compensation and benefits packages
• Work-life balance in a hybrid environment with at least 3 days in office
• Career growth and development opportunities
• Opportunities to contribute to community causes
• Work with diverse team members in an inclusive and collaborative environment

We’re looking for our next Manager, Finance Systems & Processes. Could it be you?

The purpose of the Manager, Finance Systems & Processes role is to optimize and maintain core Finance systems and processes, ensuring efficiency, accuracy, and compliance.

The Manager will be responsible to drive continuous improvement initiatives, ensuring efficient, accurate, and compliant Finance operations. The role will collaborate closely with Finance stakeholders, IT, and other departments to identify opportunities for automation, standardization, and enhanced data integrity. This role requires a strong understanding of finance principles, system functionalities, and process improvement methodologies, coupled with excellent business analysis, project management and communication skills. The ideal candidate will play a critical role in supporting strategic finance initiatives and will be a proactive problem-solver with a passion for leveraging technology to drive financial excellence.

The Manager will report to the Director, Finance Systems and Transformation and will work closely with cross-functional teams, stakeholders, and senior management to achieve Finance project objectives.

Need more details? Keep reading...

In this role, responsibilities include but are not limited to:

Stakeholder Management:

• Collaborate with stakeholders across Finance, Technology, Risk and Business operations to scope, plan, and execute CTC and Enterprise-wide projects.
• Manage relationships with external and internal auditors, vendors and consultants, and other key stakeholders and act as a primary point of contact for queries on Finance and Accounting projects/processes.
• Communicate effectively with stakeholders at all levels.
• Manage stakeholder expectations and ensure alignment on project goals.

Business and Process Analysis:

• Identify and implement process improvements within the finance department.
• Translate business requirements into functional specifications and user stories.
• Assist in the implementation of new systems and tools, ensuring alignment with business processes.
• Facilitate workshops, interviews and walkthrough sessions with stakeholders to gather insights.
• Contribute to the development of standard operating procedures and project documentation.
• Provide training to finance team members on new system functionalities and offer ongoing support post-implementation.
• Monitor industry trends and regulatory developments to inform finance transformation roadmaps.

Project Management:

• Manage finance projects from initiation to closure.
• Develop project plans, including timelines, budgets, and resource allocation.
• Monitor project progress and provide regular status updates to the Director, Finance Systems, stakeholders and project governance forums.
• Identify and mitigate project risks and issues.

Production Support:

• Work closely with the team to understand the new/existing system issues or issues related to Projects.
• Maintain an issue log and periodically update the management with the progress.
• Coordinate with the Technical team to resolve the issues.
• Work actively with the team to assist them in resolving production issues.

Testing Support:

• Collaborate with the Finance team to develop comprehensive test plans and ensure all test scenarios are thoroughly covered.
• Coordinate regression and user acceptance testing (UAT) with the vendor, stakeholders, and IT team. Report results to the Finance leads for approval.
• Proactively inform the Finance stakeholders of any obstacles or delays that may impact deadlines.

So are YOU our next Manager, Finance Systems & Processes? You are if you…

• Have a University degree in Business or Finance and an Accounting designation (MBA or CPA) is preferred.
• Have the Project Management Professional (PMP) certification or equivalent is a plus.
• Have 6+ years of progressive experience in a project management in Finance
• Have experience with process improvement methodologies is an advantage
• Have a good understanding of banking processes and finance: Practical understanding of financial processes within a banking environment, including general ledger accounting, financial reporting, regulatory compliance and internal controls.
• Have experience with project management methodologies: Proficiency in both Agile and Waterfall methodologies.
• Have experience in business analysis and requirements gathering: Proven ability to elicit, analyze, document, and validate business requirements from diverse stakeholders. Experience using business analysis tools and techniques is a plus.
• Have experience in testing and validation: Experience developing and executing comprehensive testing plans, including user acceptance testing (UAT).
• Have the ability to manage multiple projects / assignments simultaneously.
• Have strong analytical and problem-solving skills.
• Have excellent communication and interpersonal skills.
• Have a high level of proficiency in Project management tools, MS Excel or Google Sheets, PowerPoint or Google Slides.

Additional information:

• Please note: This role will be required to be in office 3 days a week

Sounds like you? Click below to apply!

At Questrade Financial Group of Companies, with multiple office locations around the world, we are committed to fostering a diverse, inclusive and accessible work environment. This is an environment where individuals are treated with dignity and respect. Here, the unique skills and experience you bring will be valued. You will be supported and motivated, so that you can harness your unlimited potential. Our team reflects the diversity of the communities we serve and operate in. Having a collaborative and diverse team helps us push boundaries to bring the future of fintech into existence—not only for the benefit of our customers, but for those who build their career with us.

Questrade Financial Group of companies Applicant Tracking System utilizes artificial intelligence (AI) for application screening. The AI system operates on predetermined criteria, with final decisions subject to human review.

Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment/selection process, please let us know and we will work with you to meet your needs.