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Desjardins

Senior Advisor, Financial performance and budget

Posted 7 Days Ago
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In-Office
2 Locations
Senior level
In-Office
2 Locations
Senior level
The Senior Advisor leads financial performance and budget strategies, develops policies, analyzes issues, and advises stakeholders while maintaining strong communication in both French and English.
The summary above was generated by AI

As a senior financial performance and budget advisor, you help design, institute, update, analyze and monitor strategies and solutions related to income and expense accounting. You help structure and track financial results, produce budget forecasts, invest in pension plans and improve financial performance. You lead and influence development projects and complex, highly innovative strategic initiatives involving multiple sectors. You help develop and recommend strategic directions and business positions. Your initiatives require extensive knowledge of your field. You make recommendations on the planning and execution of operationally and conceptually complex projects and initiatives that require comprehensive analysis and understanding of the organization and line of business. Coordination is critical, so you interact with stakeholders working in a wide range of other fields. Interpersonal savvy is therefore essential. You serve as expert advisor and subject matter expert, as well as resource person and coach for senior management and decision-making bodies. More specifically, you will be required to:

  • Advise your clients and partners to help them position, plan, develop, execute and monitor strategic projects and initiatives

  • Develop and update policies, standards, models and programs to support your unit’s strategic projects and initiatives

  • Identify, analyze and diagnose major issues and make recommendations to decision-making bodies

  • Represent your unit before senior management committees and decision-making bodies

  • Represent and negotiate on behalf of Desjardins and enter the organization into agreements with external partners and organizations.

What we offer*

  • Competitive salary and annual bonus

  • 4 weeks of flexible vacation starting in the first year

  • Defined benefit pension plan that provides predictable, stable income throughout retirement

  • Group insurance including telemedicine

  • Reimbursement of health and wellness expenses and telework equipment

Benefits apply based on eligibility criteria.

What you bring to the table

  • Bachelor's degree in a related field

  • A minimum of eight years of relevant experience

  • Please note that other combinations of qualifications and relevant experience may be considered

  • Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Strategic mindset

#LI-Hybrid

Trade Union (If applicable)

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Job Family

General finance and accounting (FG)

Unposting Date

2025-07-23

Top Skills

Budget Forecasting
Financial Analysis
Pension Plans
Strategic Planning

Desjardins Montréal, Québec, CAN Office

1 Complexe Desjardins, , Montréal, QC , Canada, H2X

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