Project Management Office (PMO), Financial Specialist
The Canada Life Assurance Company · CA
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About the Role
The PMO Financial Specialist provides support for project financial forecasting and reporting processes. This role helps enhance and support processes and tools to simplify project forecasting, maintain financial data integrity in Clarity, and reconcile with SAP. Success will be measured by the ease with which project managers can understand and accurately forecast their project spend.
Responsibilities
- Work with Technology Finance teams and TPMO colleagues to understand project financial processes.
- Facilitate monthly reviews of PM forecasts with TPMO leaders and Finance portfolio management teams.
- Make portfolio-level adjustments in Clarity and ensure it is a dependable source for portfolio forecast data.
- Reconcile project spend numbers between Clarity and SAP, investigate variances, and recommend fixes.
- Partner with the Clarity team to develop solutions for simplifying project financial forecasting.
- Support bulk adjustments to project financials with the Global Technology Finance team and reduce the need for them.
- Maintain user engagement and support for project managers and TPMO application users.
- Develop user guidelines and training materials for onboarding.
Requirements
- Bachelor's degree or professional certification.
- 2+ years of experience in Finance and/or Accounting.
- Experience working with project managers and PMO teams.
- 2–4+ years of experience working with project managers, project management offices, and technology teams with production delivery responsibility.
- Hands-on experience with project portfolio management systems, ideally Clarity.
- Understanding of the project management lifecycle and agile methodologies.
- Experience working in agile or iterative delivery environments.
- Experience working with diverse data models and structured/unstructured data sources.
- Experience gathering and documenting requirements and guiding solutions from concept through implementation.
- Proven ability to build clear spreadsheets and reports to present complex financial details to senior stakeholders.
- Strong problem-solving and process analysis skills.
- Understanding of the insurance and financial services industry preferred.
Skills
- Clarity
- SAP
- Project financial forecasting
- Project financial reporting
- Data reconciliation
- Spreadsheet creation
- Report generation
- Problem-solving
- Process analysis
Location
- Toronto
- London
- Winnipeg
Work Type
- Permanent
- Full Time
- Hybrid
Experience Level
- 2+ years
- 2-4+ years
Education Level
- Bachelor's degree
- Professional certification
Salary/Compensations
- $79,100 - $131,800
Benefits
- Career Development opportunities
- Industry-leading learning programs
- Up to $2,000 annually towards education reimbursement
- Flexible health and dental benefits
- $5,000 mental health benefit
- In addition to regular vacation and personal days
- Volunteer day
- Company-matching pension plan
- Share ownership program
- Additional investment options
- Employee recognition programs
- Service milestone celebrations
- Employee discounts
- Employee Resource Groups (ERGs)
- Mentorship programs
- Social clubs and events
About the Company
- We’re united by a shared purpose: to improve the financial, physical and mental well-being of Canadians.
- Our company is trusted by 1 in 3 Canadians and contributes to the strength of communities across the country.
- We’re looking for people who live our values everyday: we step up, we do the right thing, and we deliver – for our customers, communities and each other.
Equal Opportunity
- We’re committed to removing barriers and ensuring equal access to employment.
- Applicants requiring reasonable accommodation during the application process may contact talentacquisitioncanada@canadalife.com.
- All information provided will be handled in accordance with applicable laws and Canada Life policies.
- Canada Life would like to thank all applicants, however only those who qualify for an interview will be contacted.