All jobs within 200 km around Duncan in Financial Services

The Account Manager is responsible to work on opportunities across the Victoria/Vancouver Island territory, representing the business to all levels of decision makers within the accounts. 

The purpose of this role is to solution sell the full scope of services to new customers with the key deliverables achieving assigned revenue objectives and enabling maximum revenue growth.   

How You’ll Help

• Sells into accounts, services new accounts, and manages an existing client base. 
• Acts proactively to create opportunities for new business with existing accounts. 
• Builds relationships with potential new and existing accounts to grow & retain business in Canada and the US. 
• Generates sales leads by networking, cold-calling prospects and building relationships as part of a coordinated sales strategy. 
• Creates sales strategies by gathering market information, analyzing opportunities and documenting sales methodology. 
• Prepares presentations and delivers to prospective clients. 
• Maintains accurate customer files. 
• Works with operations to address issues with scheduled shipments. 
• Other related duties as may be required. 

Your Skills & Experience: 

• Minimum of secondary education
• Post-secondary education in business administration or related field, an asset
• A suitable combination of education and experience may be considered
• Previous Transportation or operational experience is preferred; various roles within transportation would be beneficial. 
• A minimum of 1-2 years’ experience in outside sales, sales support/customer service or business-to-business sales. 
• A solid network and client base to call upon is preferred.
• Strong interpersonal skills and a desire to resolve problems in a timely fashion. 
• Considerable tact, courtesy and diplomacy are required when dealing with Customers, either existing or new. Problem solving demands require immediate action, to ensure the consistent application of strategies for growth. 
• Excellent communication and negotiation skills. 
• Proven experience in freight brokerage sales, with a desire to grow professionally. 
• Computer skills in Microsoft Office, Windows environment are key to succeeding in this role. 
• Out-going "Hunter" personality. 
• Demonstrated customer relationship skills. 
• Able to work deadlines in high transactional environment. 
• Ability to champion business needs in a collaborative manner to colleagues. 
• Results focused. 
• English, other languages an asset
• Able to work with little supervision
• Subject to a criminal background check prior to employment
• Travel required.
• Regular short distance travel via car.
• Occasional long distance travel via flight.
• Work requires attendance at customer sites. Customer environment may vary.
• Home office environment and flexibility.
• Office environment with extended periods of sitting in a workstation, utilizing the phone or working on a computer.
• Extended period sitting in a work station working on a computer and on a phone
• Normally Monday to Friday, daytime hours but may be required outside of these hours. 
• The position has a high degree of latitude in setting priorities and scheduling own work. 

 

If you’re chosen for the role, you’ll be asked to provide reference and criminal background checks before employment. You’ll only be contacted if you’re selected for an interview. 

As a member of the Personal and Business Banking Team, you’ll partner with Financial Advisors to help high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Imperial Service Team, you’ll provide administrative and client support to seek business growth opportunities. You'll create strong working relationships while making a difference in your clients' financial success. You’re flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you’re flexible to work at multiple banking centres within a reasonable travel distance. 

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time.

How you’ll succeed 

• Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals. 
• Problem solving - Listen, ask questions, and put yourself in the client’s shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions. 
• Organizational skills - Prepare client files, booking appointments, and maintaining schedules. Help team success by improving team productivity and proactively uncovering business opportunities.

Who you are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
• You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
• You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
• You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
• You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2025-01-07

Job Location

Richmond-Three West Centre

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge

We have an opportunity for an Account Manager to join our Hospitality team.

As an Account Manager, you will redefine how the hospitality vertical handles customer renewals and provides in-life support to clients.  From the point of initial sale through renewal, you will connect with clients, understand their feedback and needs, and support them through renewals.  Engaging the services of the sales operations team for technical support as needed, you will actively own an evolving list of clients and ensure success in renewals, help drive engagement with the product, and reduce overall churn. This is a great opportunity to join a supportive and collaborative tech company where your contribution will be valued.

In this role, you will:

• Develop and maintain strong relationships with assigned client accounts, and assist with onboarding of newly sold clients. 
• Serve as the primary point of contact for client inquiries, concerns, and escalations.
• Complete renewals, including updates to relevant agreements, and ensure timely billing of client.  Support Accounts Receivable in reaching out to delinquent accounts, in line with set policies.
• Understand clients' primary objectives for the product, providing the feedback and materials (where applicable) necessary to help achieve those objectives.
• Consolidate client feedback, objectives, and other relevant information for use by colleagues in the Hospitality Account Management team, and across the broader organization to aid in the evolution of products and services offered in the hospitality vertical.
• Collaborate with internal teams (such as hospitality sales, sales enablement, and content) to help address and facilitate client requests.
• Implement up-sell or cross-sell options as outlined by the company, working to set targets. 
• Monitor client satisfaction and promptly address any issues to maintain high levels of retention.
• Stay informed about industry trends, competitor activities, and market developments to support you and the broader Hospitality Account Management team in your efforts
• Utilize relevant sales tools, including CRM, to ensure accurate data, pipelines, and renewal and financial information.
• Other duties as assigned

You are a great fit if you have:

• At least 2 to 3 years of work experience in B2B sales or business development
• Exceptional communication and interpersonal skills in English with proficiency in Spanish preferred.
• Solid organizational skills, and you are results driven
• Strong analytical and problem-solving skills
• A proactive and creative mindset
• The ability to thrive both independently and collaboratively in a dynamic, fast-paced setting
• The flexibility to work in different time zones
• Experience with CRM other sales tools

Bonus points if you:

• Have completed a bachelor’s degree in business administration, marketing, or related field.
• Fluency in an additional language, including but not limited to Portuguese, German, French, Italian, Dutch, or an Asian language.
• Have a strong interest in published media, hospitality, and the business of travel.

Why us for your next career adventure?  

PressReader offers a hybrid work environment to balance the flexibility of working from home and being together to collaborate, celebrate, and connect. This position is based in our Richmond, BC office and requires to be on-premises 2 days a week. When not in the office, employees have the opportunity to work remotely.

What is the opportunity?

As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new investment sales will enable you to provide world-class advice and solutions that help clients achieve their long-term financial goals.

What will you do?

• Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions
• Acquire and consolidate existing and new-to-RBC clients and assets
• Connect clients with the right RBC team members to help continuously meet their needs
• Develop external business referral sources through networking, marketing, and your centres of influence

What do you need to succeed?

Must-have

• Financial Planning Designation (PFP®, QAFP™ or CFP®)
• Mutual Funds License (IFIC or CSC)
• Minimum 2 years’ experience in financial planning
• Proven networking and client acquisition skills
• Ability to cultivate strong partner relationships
• Digital Savviness, ability to effectively utilize mobile applications

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program of flexible benefits, competitive commission structure, and pension options
• World-class training programs and career development opportunities
• The advantage of working with a dynamic, collaborative, and high performing team where initiative and hard work are recognized and rewarded
• A flexible work schedule based on client preferences and your own work/life balance
• Innovative mobile technology to ensure your success

RBCFP

EVPP4

Job Skills

Adaptability, Business Development, Client Centricity, Curiosity

Main Purpose and Function

Financial Analysts are responsible for managing general corporate business functions associated with the delivery of the organization’s operating budget for a select group of departments. These positions work closely with business unit managers and financial staff to identify and recommend operational, business process and financial management issues that can result in cost savings and efficiencies. They develop business cases, conduct financial and analytical work and review overall financial and non-financial performance with departments. The positions initiate changes in budget management policies and practices, systems and business processes to assist the City’s Business Units in effectively managing their financial and business functions. The positions review all Council reports to ensure they have sound business cases and funding strategies. Key to these positions to ensure that the City’s operating budget maximizes service levels by minimizing the utilization of resources within the City.

Specific Duties/Responsibilities

• Working with department managers and finance staff, conduct comprehensive reviews of departmental budgets to identify funding needs and opportunities for savings that may affect wage or salary rates, employment, working conditions and promotional opportunities
• Provide recommendations to senior management for efficiency gains, based on an extensive knowledge of departmental budgets and operational issues driving the budget expenditures, that may affect wage or salary rates, employment, working conditions and promotional opportunities
• Provide objective analysis of department budget submissions including funding requests and suggested budget adjustments and make recommendations to senior management on their appropriateness that may affect wage or salary rates, employment, working conditions and promotional opportunities
• Develop departmental budgets based on Corporate guidelines and provide support to department finance managers
• Responsible for research, preparation and presentation of reports to Council
• Analyze the processes, practices and procedures of similar organizations to identify best practices and develop benchmark standards that can be applied within the City of Vancouver
• Lead or participate in business process reviews of City units, including provision of recommendations regarding City processes to identify opportunities for improvement that lead to financial or position savings
• Conducts studies and makes recommendations regarding resource allocation such as performance measurement and benchmarking of City services, structural reviews of departments, departmental methods, and business processes, both from a systems and financial perspective, that may affect wage or salary rates, employment, working conditions and promotional opportunities
• Conduct financial, cash flow and economic impact studies of expenditure programs
• Analyze budgets, performance indicators, business plans and on-going financial results of Departments
• Prepare and review financial and administrative policies
• Development and analysis of business cases for proposed projects, including cost benefit analyses to justify spending proposals
• Conduct forecasts, economic analysis, financial modeling and policy development
• Manage relationships with other departments and external organizations
• Develop and implement public consultation campaigns, including public opinion surveys, print publications, and web publishing
• Develop analytical tools and reports utilizing the City’s ERP system and provide coaching and training to other users based on the Financial Analysts “super user” status
• Key member of the team developing the SAP modules for budgeting (PS/IM and BW/SEM) or other similar products
• Some responsibility for capital budgeting for cross training purposes and vacation relief
• Other duties/responsibilities as assigned

Minimum Position Requirements

Education and Experience:

• A degree in Public Administration, Business Administration, Economics or Finance and a professional accounting designation
• A commitment to maintaining and improving job related skills on a timely and continuous basis
• 3 to 5 years experience in budgeting, administration, and finance including the operation of all accounting functions, for a large multi-unionized organization preferably within the public sector
• Considerable financial systems experience preferably with integrated business software (ERP) such as SAP
• Considerable cost accounting or equivalent business evaluation experience, including cost distribution modeling and business process analysis
• Good working knowledge of generally accepted accounting practice as they relate to local government including PSAB
• Experience in preparing a variety of statements, statistics, reports, and complex spreadsheets using arithmetical calculations with speed and accuracy
• Experience initiating business process improvements and developing and maintaining operating and capital budgets
• Experience writing reports to a Council or Board of Directors

Knowledge, Skills and Abilities:

• Extensive knowledge of City of Vancouver culture, policies, operations and procedures
• A solid general understanding of municipal finance, budgeting and accounting practices
• Knowledge of public administration and business practices in effect at other local and more senior governments and in private industry, such as program evaluation, business process review, organizational theory and reengineering techniques
• Extensive knowledge of computer and enterprise systems
• Strong computer competency in office productivity tools
• Strong enterprise systems skills, preferably SAP, and the ability to extract relevant information for analytical purposes
• Superior verbal and written communication, and advanced presentation skills
• Demonstrated ability to work both independently and as a member of a team
• Ability to effectively represent the City at all levels of civic administration as well as with customers and clients outside the organization
• Ability to lead and assist in building cross-functional teams, and work effectively in a matrix structure outside the City’s regular organization
• Excellent organizational skills with the ability to manage multiple tasks with competing priorities
• High productivity in application of superior research and analytical skills
• Proven problem-solving and issue resolution skills in a complex business environment
• Ability to consider all options / maintain neutrality to provide sound business advice
• Ability to gather relevant information from variety of sources (e.g. interviews, internal and external documents) in objective and analytical manner
• Extraordinary customer service skills and the ability to work effectively with employees across the organization
• Ability to maintain professionalism, objectivity, confidentiality, tact and diplomacy

Where operationally appropriate and subject to change, the City of Vancouver has a Flexible Work Program. This program allows staff to work remotely 1 – 4 days a week from locations that are a daily commutable distance from their work at a City worksite.  At this time this position is eligible to be part of the Flexible Work Program.

Business Unit/Department: Finance & Supply Chain Mgmt (1150) 

Affiliation: Exempt 

Employment Type: Regular Full Time 

Position Start Date: April 2025 

Salary Information: Pay Grade RNG-091: $111139 to $138924 per annum

Open Positions: 2

Application Close: March 23, 2025

As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment and financial planning advice to help them meet their unique goals. 

Following a comprehensive financial planning framework, you will be focused on investment sales and new client acquisition, as well as establishing business development opportunities with prospects and clients within the assigned market area. 
 
Promote the development and sustainable growth of proprietary investment business in the assigned market area by: 

• Conduct in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients’ financial goals.
• Natural curiosity to uncover and solve for client’s needs, deliver trusted financial advice to clients regarding their investments and retirement planning. 
• You’re self-directed, performance –oriented in your approach in discovering our clients needs, listening to understand what they are looking for, customized financial strategies and solutions. 
• Be highly engaged, educate clients, provide relevant insights and expert advice. 
• Demonstrate a collaborative approach when dealing with peers, clients, and partners. 
• Build relationships, focusing on providing a great client experience and growing long-standing relationships with existing clients. 

 
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have: 

• Experience infinancial planning and investment sales is preferred. 
• Successfully completed the Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation. 
• You’re a mutual funds certified professional.You have current accreditation and good standing for MFDA licensing requirements (Investments Funds in Canada or Canadian Securities Course). 
• You’re goal oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team. 
• Knowledgeable of competitive offerings, market trends, economic conditions, and the regulatory environment. 

 
What’s in it for you? 

• A competitive compensation and benefits package that rewards growing and maintaining your client base. 
• Access to leading-edge resources to support your growth including dedicated marketing support, powerful mobile technology, leading CRM, portfolio, and financial planning software. 
• The ability to build long-lasting client relationships through exceptional advice and service. 
• A work culture that promotes diversity, respect, and inclusion.
• An organization committed to making a difference in our communities – for you and your clients.

Main Purpose and Function

Reporting to the Senior Financial Analyst - Corporate Support, the Financial Analyst is a strategic finance partner to a range of corporate support service groups including Finance & Supply Chain Management, Legal Services, City Clerks, the City Manager’s office, Human Resources, Mayor and Council and Office of the Chief Safety Officer. The Financial Analyst is a key point of contact for strategic financial decision making for these groups. This includes understanding the financial implications of decisions, long-term financial planning, budgeting, forecasting and management reporting.

Specific Duties/Responsibilities

• Budgeting, Reporting, Forecasting and Operational Support
• Strategic financial advice and decision support
• Explain monthly actual financial results and forecast future results
• Link department strategies and City priorities to the budget
• Works with City-wide FP&A, Financial Services, Supply Chain and other stakeholders to provide capital budget management support

• Provides financial and budget management support to the operations group with shopping cart approval processes and prepares financial summaries for bid committee reports for contract management

• Sets up WBS numbers in SAP for approved capital project and creates orders for Project Managers to support with capital project budget management and monitoring
• Assists Management in developing and analyzing business cases for proposed projects, including cost benefit analysis to justify spending proposal and quantifies impact on budgets and forecasts
• Develops and maintains all necessary financial models
• Assists with development and review of financial and administrative policies including recommending and validating appropriate funding sources
• Other duties/responsibilities as assigned

Minimum Qualification Requirements

Education and Experience:

• Bachelor’s Degree in Business Administration, Finance, or related discipline
• A professional accounting designation such as CA, CGA or CMA or MBA with a combination of experience and education related to the requirements of the position
• Minimum 4 - 5 years post designation experience in budgeting, financial analysis, forecasting, reporting, and accounting
• Strong financial systems experience preferably within an ERP environment - experience with financial modules of SAP would be an asset
• Strong financial modelling and business case analysis experience
• Good working knowledge of generally accepted accounting principles as they relate to local government including PSAB
• Experience with preparing presentations for Senior Management
• Formal reporting writing experience

Knowledge, Skills and Abilities:

• Strong knowledge of finance, and business concepts
• Strong business acumen and capability to link finance to the business
• Demonstrated ability to make sound judgements on a wide variety of decisions in complex situations with no established precedents
• Developed financial modelling and excel skills
• Real Estate knowledge and experience is considered an asset
• Excellent verbal and written communication skills and interpersonal skills
• Demonstrated ability to work independently and as a member of a team
• Excellent organizational and project management skills with ability to manage multiple tasks with competing priorities
• Strong research and analytical skills
• Problem-solving and issue resolution skills in a complex business environment
• Ability to maintain professionalism, objectivity, confidentiality, tact and diplomacy
• Ability to communicate complex financial concepts in simple terms

Where operationally appropriate and subject to change, the City of Vancouver has a Flexible Work Program. This program allows staff to work remotely 1 – 4 days a week from locations that are a daily commutable distance from their work at a City worksite.  At this time this position is eligible to be part of the Flexible Work Program.

Business Unit/Department: Finance & Supply Chain Mgmt (1150) 

Affiliation: Exempt 

Employment Type: Temporary Full Time 

Position Start Date: November 2024 

Position End Date: June 2025 

Salary Information: Pay Grade RNG-080: $97032 to $121294 per annum

Application Close: September 29, 2024

Main Purpose and Function

Reporting to the Manager, Citywide Financial Planning and Analysis, the Financial Analyst 2 is responsible for supporting the citywide and all the departments as assigned in all aspects of financial planning and analysis. The Financial Analyst 2 is responsible for leading specific FP&A functions including short-mid term planning, budgeting, forecasting, implementation of New Revenue Generation project, financial modelling and decision support for processes and initiatives. Working closely with other members of the Citywide and Business Unit (BU) FP&A, the main functions of the role include leading respective business area, support the development of the City’s annual budget and multiyear plan process, support monthly and quarterly financial reporting process, and analyzing key business issues impacting the revenue opportunities for the City and recommend actions. The analyst plays a lead role in the implementation of the Revenue Generation strategy that link to the new revenue opportunities identified and aligned with department and citywide needs, services delivered, and providing effective data control and accuracy.

The position plays a key role in ensuring compliance with internal controls, policies, standards and business processes and systems. The position provides financial decision support to enable the City to meet its strategic objectives and goals and leads the development of policies and processes to support the effective financial management of departmental resources.

The position is part of the Finance, Risk & Supply Chain (FRS) department.

Specific Duties and Responsibilities

Strategic Financial Analysis:

• Defines and uses logical and innovative approaches to evaluate and deconstruct accounting and business situations. Compiles and links analytical information, experience and insights using quantitative and qualitative reasoning skills
• Demonstrates understanding and application of common quantitative techniques by preparing appropriate financial analysis with fact based assumptions to enable decision making
• Provides input into the formation of problem-solving approaches for business situations
• Accurately analyzes a situation based on available data or information
• Leads the problem-solving process by identifying alternatives and making recommendations
• Consistently applies working knowledge of the organization's information systems & appropriate financial tools and systems to find, extract, and analyze data and to produce reports
• Applies basic modelling, forecasting and planning techniques to develop forecasts with cost drivers identified and explained
• Supports management in developing and analyzing business cases, determining the financial implications for all major decisions, ensuring value for money, return on investment, productivity and service delivery analysis, quantifying impacts on budgets and forecasts
• Prepares materials to be presented to the Senior Leadership Teams, Directors, CFO, and other stakeholders as required

Strategic Business Partnership and Decision support

• Demonstrates in-depth understanding of the organization's business plan, immediate environment and the possible impact of events and activities on the organization; understand current role in relation to executing the business plan.
• Applies common business principles to critically evaluate and accurately perform analysis
• Uses insights to influence the views of managers and provides guidance and support, supported by facts, to influence and lead business decisions
• Ability to apply decision criteria to business propositions prepared by business units
• Lead in explaining financial concepts and analysis in non-financial terms to counterparts
• Identify and address additional business partner needs as they arise

Planning, Budgeting, Forecasting and Performance Measurement:

• Leads, manages, and coordinates all aspects of operating and capital budget process; works with subject matter experts to provide inputs and assumptions and manages and monitors Operating & Capital budget expenditures, revenues and recoveries
• Manages and prepares monthly, quarterly, and year-end variances analysis, forecasting and reporting; presents and reviews results with general manager and department leads; works to identify significant risks, and recommends mitigation strategies and raises to appropriate stakeholders
• Provides financial and budget management to support major project leads
• Manages and supports the development of the City’s multiyear financial and business plans and forecasts, review and validate financial assumptions and models, and identify trends that impact the Department’s ability to meet budget and service delivery targets
• Leads and manages analysis of budgets, performance indicators, business plans and ongoing financial results to enable strategic recommendations on corrective actions
• Interpret and provide forecasts and  analysis that link to business unit strategy and operational performance
• Complies with and administers Finance controls, policies and procedures

Project Management and Process improvement:

• Supports and manages planning process timelines and identify opportunities for continuous improvement and standardization for business area
• Identifies and implements opportunities for process automation/streamlining and support integration with financial reporting, capital budgeting, and long-term financial planning initiatives
• Communicate budgeting policies and processes to Department FP&A and City staff; support planning processes improvement initiatives throughout the organization
• Manage FP&A projects and sub-process

Qualifications

Education and Experience:

• Bachelor’s Degree in Business Administration, Finance, or related discipline
• Professional Accounting Designation or MBA with a combination of experience and education related to the requirements of the position
• Minimum 8 years post designation experience in budgeting, financial analysis, forecasting, reporting, and accounting
• Advanced financial systems experience preferably within an ERP environment - experience with financial modules of SAP would be an asset
• Strong business case analysis experience
• Good working knowledge of generally accepted accounting principles as they relate to local government including PSAB
• Advanced financial modelling and Excel skills
• Advanced experience with preparing complex presentations and writing formal reports for senior management and Council
• Considerable experience in presenting to Senior Leaders and department stakeholders
• Advanced project management experience

Knowledge, Skills and Abilities:

• Strong business acumen and capability to link finance to the business
• Superior critical thinking skills, ability to analyze complex situations and determine appropriate course of action where there is little or no established precedents
• Ability to strategically answer complex business problems through data analysis, modelling and creative thinking
• Superior verbal and written communication skills, ability to communicate complex financial concepts in simple terms
• Proven ability to work strategically with the business, build relationships, and be a trusted business partner
• Must be able to work independently and as a member of a Finance and Business Unit team
• Excellent organizational and project management skills with ability to manage multiple tasks with competing priorities
• Must be able to take accountability to complete assignments and take ownership of challenges to the point of recommendation, resolution, approval and implementation
• Ability to maintain professionalism, objectivity, confidentiality, tact and diplomacy

Where operationally appropriate and subject to change, the City of Vancouver has a Flexible Work Program. This program allows staff to work remotely 1 – 4 days a week from locations that are a daily commutable distance from their work at a City worksite.  At this time this position is eligible to be part of the Flexible Work Program.

Business Unit/Department: Finance & Supply Chain Mgmt (1150) 

Affiliation: Exempt 

Employment Type: Temporary Full Time 

Position Start Date: September 2024

Position End Date: September 2025

Salary Information: Pay Grade RNG-091: $111139 to $138924 per annum

Application Close: August 21, 2024

The Compliance Analyst I is a member of the Empty Home Tax team within Financial Services and is responsible for conducting audits and reviews of property status declarations and complaints, responding to general enquiries and processing applications. The audit function is a key component of activities to support compliance and consequential effectiveness of the Empty Home Tax Program. The position works under the direction of the Supervisor, Vacancy Tax Compliance to research and make determinations of cases and communicates with the property owner on the outcome.
 

Specific Duties and Responsibilities

• Researches records and data from multiple sources such as property files and a variety of databases 
• Applies relevant taxation legislation, policies, procedures and guidelines
• Responds to enquiries from property owners and the public related to the Empty Home Tax and related City procedures
• Receives and processes application documents and examines for compliance with all applicable guidelines
• Participates and assists with audit sampling following methodology determined by the Manager, Vacancy Taxation
• Conducts audits of property status files. Reviews evidence and researches relevant information sources. Receives direction and guidance from the Supervisor or Compliance Analyst II on policy decisions for high risk cases.
• Obtains and evaluates evidence in accordance with the evidence requirements (sufficiency and appropriateness) and the objectives of the audit
• Provides a comprehensive rationale to support the audit determination/conclusion. Communicates the audit result to the property owner
• Adheres to quality assurance processes and procedures to produce consistent quality of work
• Maintains independence and objectivity by ensuring no conflict in interests exist in the audit of files. 
• Participates in testing of upgrades to programs and databases
• Other duties/responsibilities as assigned

Qualifications
Education and Experience:

• Diploma in Accounting or Legal Studies with some experience in auditing systems or processes, or an equivalent combination of education, training and experience
• Experience with identifying areas of non-compliance and auditing in a public sector environment is desirable
• Considerable experience in a regulatory and compliance environment, involving the research and analysis of data, conducting of file investigations, and preparation of information and documents for administrative and legal proceedings is preferred

Knowledge, Skills and Abilities:

• Knowledge of applicable legislation, procedures and policies and general knowledge of taxation policies and principles and ability to interpret other legislation and conduct follow up research 
• Ability to identify areas of non-compliance, make adjustments and write correspondence.
• Awareness of the privacy and access legislation and policies to ensure confidentiality and protection of sensitive information
• Knowledge of other respective governmental procedures and external agency processes required to obtain relevant, applicable information; ability to convey this information to staff and/or public
• General compliance auditing skills in order to analyze and assess key pieces of information/evidence
• Ability to exercise judgement and make objective decisions based on factual information and evidence 
• Excellent interpersonal and communication skills 
• Excellent problem solving and conflict resolution skills 
• Ability to develop, document, review and revise formal working procedures and techniques
• Ability to develop and maintain effective working relationship with all levels in the organization, and with external clients and business contacts
• Ability to work well under pressure, handle multiple tasks and priorities in a changing environment
• Analytical skills in reaching sound decisions and resolving complex problems
• Sound knowledge of computer based information systems and applications as related to the work performed
• Ability to prepare, analyze and interpret statistical and narrative data

Where operationally appropriate and subject to change, the City of Vancouver has a Flexible Work Program. This program allows staff to work remotely 1 – 4 days a week from locations that are a daily commutable distance from their work at a City worksite.  At this time this position is eligible to be part of the Flexible Work Program.

Business Unit/Department: Finance, Risk & Supply Chain Management (1150) 

Affiliation: CUPE 15 Non Pks 

Employment Type: Temporary Full Time 

Position Start Date: August 2024 

Position End Date: July 2025 

No. of Positions: 5

Salary Information: Pay Grade GR-020: $35.72 to $42.04 per hour

Application Close: August 2, 2024

Main Purpose and Function

Performs complex accounting work involving a variety of accounts and records to support Arts, Culture and Community Services, Development, Buildings & Licensing, and Planning, Urban Design & Sustainability with a variety of accounts and records.  

Specific Duties and Responsibilities

• Ensures the timely and accurate transfer of data from sub-systems to SAP to meet cycle close deadlines

• Verifies the integrity of interfaced data from various sub-systems to the SAP GL, trouble shoots /analyzes problems and corrects discrepancies

• Reconciles various general ledger accounts related to supported business areas

• Reconciles project cost centers, related internal orders, secondary cost elements to make sure expenditures are accurately reflected

• Provides Project Managers with cost recovery and spending updates as required

• Reconciles payroll clearing costs and transfers these to various ACCS/DBL/PDS one-time funded projects

• Reconciles Development Cost Charges fees collected through the POSSE system, Planning Subdivisions, and through Letters of Credit deposited. Prepare remittance to Metro Vancouver

• Serves as ACCS/DBL/PDS finance liaison and contact for trouble shooting issued related to revenue systems, e.g. Moneris credit card machines and related Web issues, Tempest, AMANDA, and POSSE

• Records and reconciles credit card payments collected including online web payments

• Processes refund documents

• Compiles statistical data to support business decisions

• Prepares year end working papers and liaise with external auditors on account inquiries

• Develops, document and implements new procedures and provides guidance and instructions to ACCS/DBL/PDS operational staff involved in revenue collection and reconciliation process

• Participates in developing, testing and implementing improvements and software upgrades to existing systems and processes

• Participates in the implementation and testing of new systems and processes

• Other duties/responsibilities as assigned

Qualifications

Education and Experience:

Completion of diploma in Accounting or completion of the CPA Prerequisite Education Program, with considerable experience as an Accounting Clerk III or related experience including the use of accounting and office software applications; or an equivalent combination of training and experience.

Knowledge, Skills and Abilities:

• Considerable knowledge of the basic principles and standard practices of accounting and bookkeeping

• Considerable knowledge of statutory regulations and restrictions governing receipt and expenditure accounting

• Good knowledge of office methods and procedures

• Good knowledge of the specific rules and regulations governing departmental activities

• Good knowledge of other agencies' financial practices and requirements which apply to the work

• Proven problem solving, analytical and organizational skills

• Ability to prepare varied financial and statistical reports

• Ability to make arithmetic calculations with speed and accuracy

• Ability to establish and maintain effective working relationships with other City staff and with representatives of other agencies as required

• Ability to operate standard office equipment

• Ability to work with minimal supervision, to prioritize work, take initiative to resolve issues, meet tight deadlines and thrive in an evolving environment

Where operationally appropriate and subject to change, the City of Vancouver has a Flexible Work Program. This program allows staff to work remotely 1 – 4 days a week from locations that are a daily commutable distance from their work at a City worksite.  At this time this position is eligible to be part of the Flexible Work Program.

Business Unit/Department: Finance, Risk & Supply Chain Management (1150) 

Affiliation: CUPE 15 Non Pks 

Employment Type: Regular Full Time 

Position Start Date: April 2024 

Salary Information: Pay Grade GR-022: $38.75 to $45.62 per hour

Application Close: April 5, 2024