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16 Treasury Management jobs in Canada

Vice President, Lead Treasury Management Sales Consultant

Toronto, Ontario Wells Fargo

Posted 7 days ago

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Job Description

**About this role:**
Wells Fargo is seeking a Vice President, Lead Treasury Management Sales Consultant within our Canadian Global Payments and Liquidity business. This role is for a vacancy in our Vancouver, Calgary or Toronto office.
**In this role, you will:**
+ Lead complex initiatives including those that are cross-functional with broad impact, and act as key participant in large scale planning for Treasury Management Consulting functional area
+ Review and analyze complex multi-faceted, large scale, or long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
+ Make decisions in complex and multi-faceted situations requiring a sound understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
+ Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goals
+ Lead Treasury Management Consulting projects and teams, or serve as a peer mentor
**Required Qualifications:**
+ 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience with US and Canadian Treasury Management products and services
+ Skilled in building strong partnerships through effective collaboration, relationship management, and communication
+ Ability to think strategically, implement and deliver business objectives
+ Ability to develop strong partnerships and relationships
+ Excellent communication skills
+ Excellent presentation skills
**Job Expectations:**
+ Travel within Canada and the USA
+ Position will require onsite presence in the location listed
+ This position is not eligible for Visa Sponsorship
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$118,000.00 - $201,000.00
**Posting End Date:**
30 Oct 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.

Vice President, Lead Treasury Management Sales Consultant

Vancouver, British Columbia Wells Fargo

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

**About this role:**
Wells Fargo is seeking a Vice President, Lead Treasury Management Sales Consultant within our Canadian Global Payments and Liquidity business. This role is for a vacancy in our Vancouver, Calgary or Toronto office.
**In this role, you will:**
+ Lead complex initiatives including those that are cross-functional with broad impact, and act as key participant in large scale planning for Treasury Management Consulting functional area
+ Review and analyze complex multi-faceted, large scale, or long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
+ Make decisions in complex and multi-faceted situations requiring a sound understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
+ Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goals
+ Lead Treasury Management Consulting projects and teams, or serve as a peer mentor
**Required Qualifications:**
+ 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience with US and Canadian Treasury Management products and services
+ Skilled in building strong partnerships through effective collaboration, relationship management, and communication
+ Ability to think strategically, implement and deliver business objectives
+ Ability to develop strong partnerships and relationships
+ Excellent communication skills
+ Excellent presentation skills
**Job Expectations:**
+ Travel within Canada and the USA
+ Position will require onsite presence in the location listed
+ This position is not eligible for Visa Sponsorship
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$118,000.00 - $201,000.00
**Posting End Date:**
30 Oct 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.

Vice President, Lead Treasury Management Sales Consultant

Calgary, Alberta Wells Fargo

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

**About this role:**
Wells Fargo is seeking a Vice President, Lead Treasury Management Sales Consultant within our Canadian Global Payments and Liquidity business. This role is for a vacancy in our Vancouver, Calgary or Toronto office.
**In this role, you will:**
+ Lead complex initiatives including those that are cross-functional with broad impact, and act as key participant in large scale planning for Treasury Management Consulting functional area
+ Review and analyze complex multi-faceted, large scale, or long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
+ Make decisions in complex and multi-faceted situations requiring a sound understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
+ Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goals
+ Lead Treasury Management Consulting projects and teams, or serve as a peer mentor
**Required Qualifications:**
+ 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience with US and Canadian Treasury Management products and services
+ Skilled in building strong partnerships through effective collaboration, relationship management, and communication
+ Ability to think strategically, implement and deliver business objectives
+ Ability to develop strong partnerships and relationships
+ Excellent communication skills
+ Excellent presentation skills
**Job Expectations:**
+ Travel within Canada and the USA
+ Position will require onsite presence in the location listed
+ This position is not eligible for Visa Sponsorship
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$118,000.00 - $201,000.00
**Posting End Date:**
30 Oct 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.

Vice President, Lead Treasury Management Sales Consultant

Vancouver, British Columbia Wells Fargo

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

**About this role:**
Wells Fargo is seeking a Vice President, Lead Treasury Management Sales Consultant within our Canadian Global Payments and Liquidity business. This role is for a vacancy in our Vancouver, Calgary or Toronto office.
**In this role, you will:**
+ Lead complex initiatives including those that are cross-functional with broad impact, and act as key participant in large scale planning for Treasury Management Consulting functional area
+ Review and analyze complex multi-faceted, large scale, or long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors, including intangibles or unprecedented factors
+ Make decisions in complex and multi-faceted situations requiring a sound understanding of Treasury Management Consulting functional area, policies, procedures, and compliance requirements that influence and lead a broader work team to meet deliverables and drive new initiatives
+ Collaborate and consult with Treasury Management Consulting peers, colleagues, and more experienced managers to resolve issues and achieve goals
+ Lead Treasury Management Consulting projects and teams, or serve as a peer mentor
**Required Qualifications:**
+ 5+ years of Treasury Management Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
**Desired Qualifications:**
+ Experience with US and Canadian Treasury Management products and services
+ Skilled in building strong partnerships through effective collaboration, relationship management, and communication
+ Ability to think strategically, implement and deliver business objectives
+ Ability to develop strong partnerships and relationships
+ Excellent communication skills
+ Excellent presentation skills
**Job Expectations:**
+ Travel within Canada and the USA
+ Position will require onsite presence in the location listed
+ This position is not eligible for Visa Sponsorship
**Pay Range**
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$118,000.00 - $201,000.00
**Posting End Date:**
30 Oct 2025
*** **_Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-
This advertiser has chosen not to accept applicants from your region.

Cash Management Specialist (Hybrid)

Vancouver, British Columbia NATIONAL BANK OF CANADA

Posted today

Job Viewed

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Job Description

Attendance Hybrid Job number 28815 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 03-Oct-2025 Area(s) of interest: Advisory services, Commercial banking Location(s): Vancouver

A career as a Cash Management Specialist in the team of Commercial - Cash Management team at National Bank is to act as the primary contact for our business clients and provides critical support from day one and every day forward! Day one includes initial onboarding activities comprised of opening, installation, and activation of cash management products and services, with required documentation and electronic entries.

This job allows you to have a positive impact on the organization. You will play a key service role with our clients, providing operational support and assistance with their banking needs. Responding to requests, delivering follow-up, maintaining accounts, and offering proactive support to deliver an unrivaled client experience as part of a team of business banking professionals.

Your job

  • Delivering client service, support, process, operations, administration, and reporting.
  • Client-focused: Deliver outstanding experiences and execute plans to build the client experience, aligning with CWB’s brand promise. Provide full-service solutions to be every client’s primary financial partner.
  • Proactive service: Be the first point of contact for client service, ensuring critical satisfaction touch points.
  • Sales lens: Actively refer opportunities to other business partners across the bank.
  • Administering: Track and report sales activities, marketing campaigns, local market initiatives, and ad hoc work to support the team.
  • Working smarter: Prioritize, triage, balance diverse accounts, apply policy requirements, and anti-money laundering regulations while delivering high-quality documentation and customer service.
  • Learning: Identify new trends and grow knowledge to achieve success for you and your team.
  • Your team

    Within the Commercial Cash Management sector, you are part of a team of seven colleagues, and you report to Senior Investment Advisor . Our team stands out through our collaborative spirit and proactive mindset, providing the tools, services, and expertise our clients rely on. We ultimately aim to offer you maximum flexibility and quality of life. This notably means a hybrid work environment, as well as adaptable working hours.

    Basic requirements

  • Hold a university certificate or bachelor's degree in business administration or commerce.
  • Have 4 years of banking experience and 2 years in business or banking support or administration roles.
  • Possess knowledge of cash management, deposit, and investment products.
  • Knowledge of Payment Canada Rules is an asset. 
  • Languages: English

    Skills

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    Communication Diversity & Inclusion Driving Results Emotional Intelligence Teamwork Accountability Client-focused Empathy Initiative Learning Agility Resiliency Humility Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? Come live your ambitions with us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal
    This advertiser has chosen not to accept applicants from your region.

    Cash Management Service Officer

    Halifax, Nova Scotia TD Bank

    Posted 10 days ago

    Job Viewed

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    Job Description

    **Work Location:**
    Halifax, Nova Scotia, Canada
    **Hours:**
    37.5
    **Line of Business:**
    Personal & Commercial Banking
    **Pay Details:**
    45 300 $/$5,300 - 63 900 / 63,900 CAD
    TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
    As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
    **Job Description:**
    The Cash Management Services Officer (CMSO) position is found in units in which volumes warrant a dedicated resource for deposit and cash management administrative matters. This position is accountable to deliver a superior customer experience and support profitable business growth.
    **CUSTOMER**
    + Meet or exceed LEI target and be actively involved in ensuring the unit meets or exceeds its LEI target.
    + Deliver exceptional service at every interaction and execute on plans to continuously improve the customer experience
    + Maintain a working knowledge and understanding of deposit and cash management banking products and services
    + Develop a network of contacts within TD in order to improve knowledge and ability to service customers.
    + Support internal partners with ongoing projects and develop a clear understanding of how changes will affect a customer's business
    + Act as first point of contact for ongoing customer cash management questions and concerns, resolving them where possible, and communicating to MCM, Relationship/Account Managers, etc. as appropriate
    + Assist cash management team in the resolution of customer concerns.
    + "Deliver the Bank" by identifying and referring appropriate TDBG Business Partners and Products
    + CMSO is responsible for the implementation of new cash management products and services
    + Provide training to customers for new products sold
    **SHAREHOLDER**
    + Identify additional business opportunities for existing customers and advise the Cash Management Manager (MCM), Relationship/Account Manager as appropriate
    + Prepare and support MCM, Relationship/Account Managers by gathering non-credit profitability data to support account planning and relationship review activities by leveraging Deposit and Cash Management pricing reports to identify re-pricing and cross-sell opportunities
    + Assist in preparation of Pricing Committee submissions where exception pricing is required.
    + Assist in the preparation of presentations to clients for Manager, Cash Management, Relationship/Account Managers
    + Develop and maintain understanding of pricing models/concepts
    + Deepen existing customer relationships by consistently following the Business Banking Relationship Methodology
    + Actively refer to other business partners both within Business Banking and across TDBG and respond effectively to reciprocal referrals.
    + Ensure products and services are sold and operate in a compliant manner minimizing the regulatory compliance and operational risk to the Bank.
    + Complete all compliance and attestations within required timelines.
    + Prepare, follow and track appropriate documentation to support implementation of deposit and cash management products and services
    + Be knowledgeable of and comply with Bank and Industry Codes of Conduct
    **EMPLOYEE / TEAM**
    + Participate fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest
    + Support the team by continuously enhancing knowledge / expertise in own area and participate in knowledge transfer within the team and business unit
    + Participate in personal performance management and development activities, including cross training within own team
    + Keep others informed and up-to-date about the status / progress of client request and new proposals and / or all relevant or useful information related to day-to-day activities
    + Contribute to a fair, positive and equitable environment that supports a diverse workforce
    + Build and maintain solid relationships with internal business partners acting as a link to those groups
    + Act as a brand ambassador for your business area/function and the bank, both internally and/or externally
    **BREADTH & DEPTH**
    + Requires expertise in a variety of sales related activities to provide advice on transactions and product features to customers and / or internal partners
    + Requires advanced skills and expertise in a defined set of products and processes and could be characterized by moderate complexity / risk
    + Gathers and analyzes data to identify and to help solve complex problems
    + Uses sound judgement and understanding of process/policy risk when recommending exceptions outside general practices or guidelines
    + Understands how related customer or sales teams coordinate their efforts and resources to achieve objectives of a business area
    + Impacts their own team and other sales teams whose work activities are closely related
    + Recommends modifications to existing sales or customer service processes and solutions to improve the efficiency of the team
    + Evaluates and communicates unusual and/or complex content in a clear manner; handles sensitive information and escalated matters
    + Generally, reports to the Manager Cash Management.
    **EXPERIENCE & EDUCATION**
    + High school education; undergraduate degree preferred
    + 1+ years of work experience
    **Who We Are:**
    TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
    TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
    **Our Total Rewards Package**
    Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more ( Information:**
    We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
    Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
    **Colleague Development**
    If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
    **Training & Onboarding**
    We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
    **Interview Process**
    We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
    **Accommodation**
    Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
    We look forward to hearing from you!
    **Language Requirement (Quebec only):**
    Sans Objet
    Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
    This advertiser has chosen not to accept applicants from your region.

    Financial Performance Management Consultant: Conseiller - DECIMAL

    Montréal, Quebec Banyan Software

    Posted today

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    Job Description

    Job Description

    Job Description

    Banyan Software provides the best permanent home for successful enterprise software companies, their employees, and customers. We are on a mission to acquire, build and grow great enterprise software businesses all over the world that have dominant positions in niche vertical markets. In recent years, Banyan was named the #1 fastest-growing private software company in the US on the Inc. 5000 and amongst the top 10 fastest-growing companies by the Deloitte Technology Fast 500. Founded in 2016 with a permanent capital base setup to preserve the legacy of founders, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized vertical markets.

    À propos de l'offre d'emploi

    Banyan Software offre le meilleur foyer permanent pour les entreprises de logiciels d'entreprise prospères, leurs employés et leurs clients. Notre mission est d'acquérir, développer et faire croître des entreprises logicielles de premier plan à travers le monde, qui occupent une position dominante dans des marchés verticaux de niche.

    Au cours des dernières années, Banyan a été reconnue comme l'entreprise de logiciels privée ayant la plus forte croissance aux États-Unis selon le classement Inc. 5000, et s'est classée parmi les 10 entreprises à la croissance la plus rapide dans le palmarès Deloitte Technology Fast 500.

    Fondée en 2016 avec une base de capital permanent conçue pour préserver l'héritage des fondateurs, Banyan adopte une stratégie « acquérir et conserver à vie » pour les entreprises logicielles en croissance qui desservent des marchés verticaux spécialisés.

    À propos de DECIMAL

    DECIMAL conçoit, développe, commercialise et implante une solution logicielle spécialisée et offre une expertise pour les secteurs publics et privés afin d'aider ses clients à améliorer leur processus budgétaire, leur coût de revient et leurs tableaux de bord financiers. Notre expertise en gestion de performance, reconnue depuis plus de 30 ans, nous permet aujourd'hui de nous définir comme des créateurs d'informations de gestion et un leader dans notre champ d'activité.

    Conseiller / Conseillère en gestion de la performance financière chez DECIMAL

    En tant que conseiller ou conseillère en gestion de la performance financière, votre rôle sera essentiel, car il permettra d'accompagner et de supporter nos clients dans leurs besoins de reddition de compte en comptabilité de gestion et dans leur utilisation de notre solution logicielle, la Suite Decimal.

    Voici un sommaire des sujets auxquels vous apporterez une contribution dans votre rôle de conseiller(ère):

    • Analyser les besoins de nos clients et fournir des recommandations;
    • Réviser les processus budgétaires;
    • Développer des modèles de coût de revient;
    • Concevoir et développer des rapports et tableaux de bord financiers;
    • Paramétrer, implanter et intégrer la solution logicielle de DECIMAL;
    • Satisfaire pleinement la clientèle de DECIMAL.

    Afin de s'intégrer rapidement dans ce rôle, voici les compétences que nous recherchons chez notre prochain collègue :

    • 3 à 5 ans d'expérience au sein d'une équipe œuvrant en comptabilité d'entreprise, ou d'organismes publics ou en implantation de logiciel d'affaires.,;
    • Connaissance intermédiaire à avancée de Microsoft Excel;
    • Aimer travailler en équipe et disposer d'un grand sens du service client;
    • Saisir rapidement les enjeux d'affaires et savoir faire preuve d'initiatives et d'autonomie dans le travail;
    • S'adapter facilement aux environnements changeants;
    • Être en mesure d'analyser et d'interpréter rapidement les données et démontrer une bonne rigueur méthodologique;
    • Aimer découvrir les nouvelles technologies, les comprendre et les intégrer;

    Atouts :

      • Diplôme en Comptabilité (DEC ou BAC)
      • Titre de Comptables Professionnels Agréés (CPA)
      • Avoir participé à un ou plusieurs projets d'implantation, ou avoir utilisé un progiciel de gestion intégré (ERP), une solution de gestion de la performance financière (EPM) ou un environnement d'intelligence d'affaires (BI) et d'exploitation de données
      • Rémunération : 60 000 $ CA à 80 000 $ CA par année.
      • Bilinguisme (anglais fonctionnel)

    En faisant partie de l'équipe de DECIMAL, vous ferez partie d'une équipe engagée à votre succès, à celui de nos clients, ainsi qu'à celui de l'organisation. Notre équipe est ingénieuse et déterminée à trouver une solution gagnante, possède une attitude professionnelle et une expertise unique et inégalée. La famille étant importante pour nous, tant la famille DECIMAL que celle de tous nos employés, des pratiques de conciliation travail-famille telles que le télétravail et un programme d'assurances collectives sont offertes.

    English version:

    About DECIMAL (Banyan's Portfolio Company)

    DECIMAL designs, develops, markets, and implements specialized software solutions and provides expertise to both the public and private sectors to help clients improve their budgeting processes, cost management, and financial dashboards. With over 30 years of recognized expertise in performance management, we define ourselves today as creators of management information and leaders in our field.

    Job Title : Financial Performance Management Consultant
    Position Type: Full-Time (Hybrid- Montreal, Quebec)

    About the Role

    As a Financial Performance Management Consultant, your role will be essential in supporting our clients with their management accounting reporting needs and in their use of our software solution, the Decimal Suite.

    In this role, you will contribute to the following areas:
    • Analyze client needs and provide recommendations;
    • Review budgeting processes;
    • Develop cost models;
    • Design and develop financial reports and dashboards;
    • Configure, implement, and integrate DECIMAL's software solution;
    • Ensure complete client satisfaction.
    To succeed quickly in this role, we are looking for the following qualifications:
    • 3 to 5 years of experience working in corporate accounting, public sector organizations, or in business software implementation;
    • Intermediate to advanced knowledge of Microsoft Excel;
    • Strong teamwork skills and a strong sense of client service;
    • Ability to quickly grasp business issues and demonstrate initiative and autonomy;
    • Flexibility and adaptability in changing environments;
    • Strong analytical skills with the ability to interpret data and apply sound methodology;
    • Interest in discovering, understanding, and integrating new technologies;
    Assets:
    • Degree in Accounting (DEC or Bachelor's)
    • Chartered Professional Accountant (CPA) designation
    • Experience in one or more implementation projects, or use of an ERP, an Enterprise Performance Management (EPM) solution, or a Business Intelligence (BI) and data analytics environment
    • Compensation: CAD 60,000 - 80,000 per annum
    • Fluent in English and French

    By joining DECIMAL, you will be part of a team committed to your success, the success of our clients, and that of the organization. Our team is resourceful, determined to find winning solutions, and brings unmatched expertise with a professional attitude. Since family is important to us—both the DECIMAL family and our employees' families—we offer work–life balance practices such as remote work and a group insurance plan.

    We thank all applicants for their interest; however, only those selected for an interview will be contacted.

    Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

    Beware of Recruitment Scams

    We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment.

    Protect yourself by following these steps:

    • Verify that all communications from our recruiting team come from an @banyansoftware.com email address.
    • Remember, employers will never request payment or banking information during the hiring process.
    • If you receive a suspicious message, do not respond — instead, forward it to and/or report it to the platform where you received it.

    Your safety and security are important to us. Thank you for staying vigilant.

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