Director - Customer Insights - ATB Financial - Edmonton

Job Description

Director Customer Insights

The Customer Insights team (CI) at ATB Financial is part of the Alberta Intelligence & Innovation (AI&I) division, which reports to the VP Strategy. The CI team is committed to ensuring that ATB’s customer insights program is world-class, and that ATB understands customers and Albertans better than any other company in Alberta.

This role uses traditional and innovative research approaches to ensure deep investigations into the hearts and minds of customers and Albertans, creates innovative and breakthrough thinking, and ultimately drives strategy and growth at ATB. Key priorities for this role are to create an engaging environment for the CI team, to support the lines of business (and other internal clients), and to effectively integrate customer insights into planning processes and customer strategies. Day-to-day responsibilities will include customer research & insight generation, leading and collaborating with teams, and translating information into brilliantly simple, relevant and actionable insights.

This role oversees a team of in-house insights generation specialists, which operate as internal consultants. The majority of projects undertaken are designed, implemented, analyzed and reported by the Customer Insights team. The role effectively manages a team of in-house consultants that conduct end-to-end insights research.

You will find success based on your ability to:
Proactively develop great relationships with internal clients:
Trusted advisor and sounding board for strategies, products and processes involving customers and other stakeholders;
Primary research support on select business initiatives as needed;
Assist in problem refinement and key question generation.
Provide leadership and create an engaging and stimulating environment to the Customer Insights team;
Take the lead in communicating insights to key audiences, including Executives, at ATB;
Develop and maintain effective and positive partnerships with external consultants and research partners;
Effectively maintain, evolve and develop internal insights generation tools – i.e. ATB customer panels;
Develop and oversee the Customer Insights budget by monitoring the budget, allocating budget dollars across categories, reviewing appropriate expenses, etc;
Determine and advise on statistical procedures and all analytical methods (qualitative and quantitative);
Stay in-tune with market research industry trends and innovations to identify opportunities relevant to ATB; and,
Ensure customer privacy requirements are met in all insights generation projects.

Job Requirements:
Key Attributes:
Connector: Builds relationships naturally, and brings people of mutual interest together easily;
Translator: Can convert large volumes of information, complex or ambiguous, into readily-understood communication;
Hungry: Combines the intrinsic motivation and drive to excel, with the ability and determination to achieve success;
Collaborator: Engages a diverse range of people to achieve a greater collective result. Reaches out easily and readily partners with others both inside and outside of the organization;
Catalyst: Inspires new thinking, fresh momentum and focused action to move things in a positive direction. Advances meaningful change without taking over the work of others;
Synthesizer: Identifies, understands and communicates the emerging patterns critical to future success. Finds simplicity in the face of complexity, ensuring a way forward.

Desired Skills & Experience

Competencies/Skill-Sets Required:
Strategic thinker with an excellent understanding of the principles of strategic marketing;
True subject matter expert in qualitative and qualitative research methods and analytical approaches;
Strong understanding of non-traditional insights generation methods. I.e. ethnography, observational research, atmospherics, on-line panels;
Expert in questionnaire design;
Ability to create, implement and refine customer insights strategies;
Willingness and ability to challenge conventional research methods;
Master translator and storyteller and ability to create a succinct “story”;
Demonstrated capacity for problem solving, analysis, synthesis, and making sound recommendations and decisions;
Excellent written communication skills;
Strong leadership skills with the ability to lead assignments/teams and mentor others;
Proven collaboration and negotiation skills;
Strong prioritization, time management and organizational skills;
Detail-oriented;
Excellent project management skills;
Good spirited, team player.

Designations/Training Required/Prerequisites:

University degree in Marketing, Statistics, Social Science or related fields;
10+ years experience in the design, implementation and analysis of insights generation strategies/ market research;
Client-side experience is an asset;
Strong computer skills (PowerPoint, SPSS, Word, Excel)
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Email: jobs@aarenconsultants.in

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Director - Credit & Operations Audit - ATB Financial - Edmonton

Job Description

Helping Albertans achieve their dreams by turning the complex world of banking into brilliantly simple solutions. That’s ATB. Is that you?

Director, Credit & Operations Audit
Under the leadership of the Vice-president, Internal Audit, the primary responsibility of the Director, Credit & Operations Audit is to lead a team of Audit Managers. This position provides the overall direction and leadership in the review of ATB’s credit portfolios and key operational processes within three lines of business (Corporate Financial Services, Business and Agriculture, and Retail Financial Services) to ensure that risks have been identified and controls practices are appropriately designed and operating effectively.
Specific accountabilities:
Develop and implement of an audit plan for branches and business units within Retail Financial Services, Corporate Financial Services and Business & Agriculture.
Develop, implement and update analytical credit and branch operations audit programs, automated tools and problem solving methods that support the identification of areas of greatest risk and the related impact.
Develop, implement and update risk indicators to ensure they continually and appropriately identify areas of greatest potential risk.
Ensure team resources are appropriately focused on areas, processes or projects considered to be of highest risk to the achievement of organizational objectives through strategic audit planning.
Coordinate audit efforts with other groups within Internal Audit, within ATB and with external parties such as ATB’s external auditors.
Ensure the Credit & Operations Audit team is using the leading edge Internal Audit methodology (e.g. audit manual, risk assessment, follow-up, audit cycle).
Review audit processes and supporting documentation to ensure assurance and consulting engagements are conducted in line with quality assurance standards.
Champion the objectives of the Internal Audit quality system – ethical conduct, quality output, ongoing monitoring, periodic assessments and continuous improvement – within the Credit & Operations Audit team.
Liaise directly with Internal Audit Leadership, ATB Executive, Vice Presidents and General Managers of ATB’s Business Lines, as appropriate, to keep abreast of the most significant areas of risk surrounding organizational projects and initiatives.
Regularly communicate pertinent information with regards to potential risk identified with key personnel, including team members, internal customers and other stakeholders.
Actively participate with the Vice President, Internal Audit in setting individual performance expectations and personal goals and objectives.
Foster effective employee relations, monitor and manage performance, coach and lead team members with direct accountability for employee engagement.
Create and promote an environment that attracts, retains and promotes quality personnel.
Set and manage budgets for areas under direct control and actively work to reduce costs and improve efficiency while meeting departmental objectives.
Provide the Vice-president, Internal Audit with periodic reports and updates on the progress of components of the Credit & Operations audit plan and other team initiatives.
Assist the Vice-president, Internal Audit, with reporting to Senior Management, ATB Executive, the Audit Committee and the Board by gathering, consolidating and analyzing information.

Desired Skills & Experience

Competencies/skill sets required:
Thorough knowledge of corporate, business and retail credit granting policies, business rules and processes and related information systems.
Thorough knowledge of branch operational policies, business rules and processes and related information systems.
Thorough knowledge of banking and business processes with understanding of audit principles and practices; control standards and practices in the banking industry.
Strong analytical and interpretive skills to recognize and comprehend the line of business strategies that impact the achievement of ATB’s Business Plan.
Ability to strategically identify the impact on ATB’s business plan when assessing the implementation of new or changing policies and processes.
Proven people leadership skills with experience in mentoring and coaching team members and the ability to motivate others to achieve personal and departmental goals.
Strong collaborator with excellent relationship-building skills.
Effective written and verbal communication, strong interpersonal/influencing/negotiation skills to gain acceptance of issues and ideas.
Self-starter who works well independently as well as in team activities both as the leader of the team and as a member of the team.
Proven time management and administration skills with the ability to manage multiple projects concurrently.
Experience with methodologies for auditing information systems.
SAP experience would be considered an asset.
Designations/training required/prerequisites:
University degree, supplemented with a designation and certification in related field (e.g. CFA, CIA, CISA) is preferred
Eight to ten years progressively responsible experience in a financial institution, audit or other related roles.
Minimum five years of related and progressively responsible management or leadership experience is preferred
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Email: jobs@aarenconsultants.in

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Director - Accounting & Finance - URS Flint - Edmonton

Job Description

Reporting to the Vice President Finance, the successful individual will lead the team responsible for preparing the Company’s consolidated financial reporting on a monthly, quarterly and annual basis.
Coordinate with the divisional controllers to ensure timely and accurate financial reporting to be used in the roll up to the consolidated financial statements.
Review the monthly, quarterly and annual consolidated financial results and supplementary financial information for the Canadian and U.S. foreign subsidiaries in accordance with Canadian Generally Accepted Accounting Principles (GAAP) .
Preparation of the annual and quarterly MD&A and other public financial disclosure documents i.e. Annual Information Form, Management Circular.
Spearhead the transition to International Financial Reporting Standards (IFRS) and coordinate the implementation team responsible for the identification and implementation of the system changes required to meet IFRS requirements.
Coordinate the annual financial statement audit and quarterly reviews with the external auditors.
Research accounting and other regulatory guidance and prepare position papers to ensure the Company is in compliance with GAAP and other legislations/ regulations.
Review in-depth variance analysis between actual operating and capital results, budgets and forecasts and direct the investigation of any resulting variances.
Review and analyze internal data compiled in relation to the established performance measurement metrics.
Assist Corporate Development as required with modeling scenarios for potential acquisitions, industry data on competitors and customers, and compiling reports on current general trends in the markets and economies.
Responsible for coordination of the annual budget preparation and consolidation.
Direct the preparation of additional reporting and analysis as required by external stakeholders and senior management.
Provide guidance and supervision to staff.

Desired Skills & Experience

Professional designation Chartered Accountant (CA) or Certified Management Accountant (CMA) or Certified General Accountant (CGA) with 10+ years post designation experience in a public accounting firm at a senior level or a large public reporting entity.
Demonstrated proficiency in MS Office, especially Excel is required; as well as proficiency with computerized Enterprise Resource Planning (ERP) accounting software programs, preferably J.D. Edwards.Previous experience preparing and reviewing consolidated financial statements for a large corporation or public company.
Strong knowledge of Canadian and U.S. GAAP and an understanding of International Financial Reporting Standards (IFRS) requirements.
Previous supervisory experience would be an asset.
Superior organizational and communication skills.
Ability to deal with change in a fast-paced environment.
Excellent analysis and problem solving skills.
Apply Now - Resume or CV with Job Post Title
Email: jobs@aarenconsultants.in

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