Financial Operations Analyst - Fluency in French
Financial Operations Analyst - Fluency in French
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Job Description
Job Title: Financial Operations Analyst French SpeakingLocation: Montreal, QC, Canada (Hybrid or Remote within Canada)Duration: 3 Months (Possible Extension)Daily Rate: $Market/Day CAD all inclusiveSu...
Job Title: Financial Operations Analyst French Speaking
Location: Montreal, QC, Canada (Hybrid or Remote within Canada)
Duration: 3 Months (Possible Extension)
Daily Rate: $Market/Day CAD all inclusive
Summary:
Were looking for a Financial Operations Analyst with a strong finance background and fluency in French to support process evaluation and system migration initiatives for a boutique wealth management firm ( $1B AUM).
This role focuses on understanding, documenting, and improving operational workflows no coding or technical skills required. Youll assess current processes, identify opportunities for optimization, and map workflows to align with D1G1T capabilities.
Key Responsibilities:
Evaluate and document current financial operations and workflows.
Analyze processes across:
o Invoicing
o Trading
o Portfolio Management
o Client Reporting and Annual Performance Reviews
o Client Portal
Compare current state vs. future state operations under D1G1T.
Support migration planning and process improvements.
Collaborate with team members and stakeholders in English and French.
Key Skills:
Financial Operations & Process Analysis
Wealth / Portfolio Management
Client Reporting & Performance Review
Invoicing & Trading Operations
Business Process Mapping
French & English Communication
System Migration Support
Stakeholder Management
Team & Scope:
Small, focused team of 15 professionals
$1B Assets Under Management (AUM)
Hands-on role shaping operational improvements and migration success
Location: Montreal, QC, Canada (Hybrid or Remote within Canada)
Duration: 3 Months (Possible Extension)
Daily Rate: $Market/Day CAD all inclusive
Summary:
Were looking for a Financial Operations Analyst with a strong finance background and fluency in French to support process evaluation and system migration initiatives for a boutique wealth management firm ( $1B AUM).
This role focuses on understanding, documenting, and improving operational workflows no coding or technical skills required. Youll assess current processes, identify opportunities for optimization, and map workflows to align with D1G1T capabilities.
Key Responsibilities:
Evaluate and document current financial operations and workflows.
Analyze processes across:
o Invoicing
o Trading
o Portfolio Management
o Client Reporting and Annual Performance Reviews
o Client Portal
Compare current state vs. future state operations under D1G1T.
Support migration planning and process improvements.
Collaborate with team members and stakeholders in English and French.
Key Skills:
Financial Operations & Process Analysis
Wealth / Portfolio Management
Client Reporting & Performance Review
Invoicing & Trading Operations
Business Process Mapping
French & English Communication
System Migration Support
Stakeholder Management
Team & Scope:
Small, focused team of 15 professionals
$1B Assets Under Management (AUM)
Hands-on role shaping operational improvements and migration success
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Job Overview
-
Location
Montreal, Canada
-
Offered Salary
Sign in to view salary
-
Industry
Accounting -
Date Posted
1 week ago