Controller - Wealth
Halifax, NS
Reference # HL-BFM-9615
Allshores Limited is a regional leader in health, wealth, and insurance solutions, with operations spanning Bermuda, the Caribbean, Europe, and North America. At Allshores, great talent is at the core of our success across all jurisdictions in which we operate. We strive to be an equal opportunity employer that is committed to diversity and inclusion in the workplace.
We are pleased to partner with Allshores in the search for a Controller, Wealth. The Controller, Wealth is responsible for overseeing the full financial control theironment for the Wealth division, ensuring accurate, timely, and compliant financial, management, and regulatory reporting. This role provides strategic financial leadership to the Wealth business, partners closely with senior leadership and actuarial teams, and ensures that robust financial controls, systems, and processes are operating effectively. This role reports to Head of Finance- Benefits & Wealth.
Responsibilities will include:
The ideal candidate will possess:
This is an exciting finance role. If you are an entrepreneurial and commercially minded finance professional, get in touch with us today to join this thriving business.
To express interest in this opportunity please apply directly online by clicking “Apply Now” below.
For more information please contact Heather Labucki, Partner, or Jason Ozon, Senior Consultant, at jozon@kbrs.ca. If you require accommodation to participate in the recruitment process, please let Jason Ozon know.
Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.
To learn more about Meridia Recruitment Solutions, our job opportunities, and career advice we invite you to explore our site and subscribe for career alerts.
Halifax, NS
Reference # HL-BFM-9615
Allshores Limited is a regional leader in health, wealth, and insurance solutions, with operations spanning Bermuda, the Caribbean, Europe, and North America. At Allshores, great talent is at the core of our success across all jurisdictions in which we operate. We strive to be an equal opportunity employer that is committed to diversity and inclusion in the workplace.
We are pleased to partner with Allshores in the search for a Controller, Wealth. The Controller, Wealth is responsible for overseeing the full financial control theironment for the Wealth division, ensuring accurate, timely, and compliant financial, management, and regulatory reporting. This role provides strategic financial leadership to the Wealth business, partners closely with senior leadership and actuarial teams, and ensures that robust financial controls, systems, and processes are operating effectively. This role reports to Head of Finance- Benefits & Wealth.
Responsibilities will include:
- Lead the end-to-end financial management of the Pensions, Private Wealth, and Investments division, ensuring financial integrity and accuracy of all financial records.
- Ensure compliance with IFRS (including IFRS 17 and IFRS 9, where applicable), regulatory requirements, and internal control frameworks, maintaining strong financial governance across Wealth entities
- Maintain and strengthen financial controls, policies, and governance frameworks to mitigate financial and operational risk.
- Champion a data-driven finance culture by improving the quality, accessibility, and use of financial and operational data. Translate data into high value, actionable insights for senior leadership, refining new analyses in response to business needs.
- Develop and enhance financial dashboards, KPIs and management information to improve visibility into business performance.
- Manage financial information, analysis and business case justification for strategic projects
- Act as the primary point of contact for external auditors and regulators, coordinating audits, managing timelines, and resolving technical and reporting queries efficiently
- Ensure the business subsidiaries are sufficiently capitalized and all relevant statutory and regulatory requirements are met
- Supervise, motivate, coach and develop the accounting team which includes encompassing career development, performance objectives, and ensuring alignment with strategic objectives
- Build, develop and maintain positive working relationships with both internal and external clients, entities and vendors
- Identify and implement process efficiency/effectiveness enhancements within the division, optimising the use of technology where appropriate
The ideal candidate will possess:
- Professional accounting designation
- A minimum of 10 years post qualification experience in Accounting or Finance within the insurance industry
- Recognized insurance qualification (eg. ARe or AIAF or CPCU) would be advantageous
- A minimum of 7 years of experience in a supervisory or management position with direct reports
- In depth knowledge of relevant accounting standards (IFRS 17 and IFRS 9).
- Familiarity of Bermuda Monetary Authority reporting requirements an advantage
- Strong knowledge of Great Plains
- Strong commercial acumen with the ability to connect financial performance to business strategy.
- Proven team player with a strong track record of working effectively in a professional team environment to meet tight deadlines
- Proven ability to build and maintain relationships, and drive change, across diverse cultures
- Proven experience in process reengineering, best practices and control optimization and working with emerging technology
- Advanced proficiency in financial systems, Excel, and business intelligence tools (e.g., Power BI, Tableau, or equivalent).
- Excellent communication skills (oral and written), which includes the ability to create strong relationships and the ability to influence and collaborate effectively with roles across the organisation, including the Executive
- Demonstrated experience preparing and presenting board level documentation
- Excellent analysis and decision-making skills with the ability to identify and implement solutions
This is an exciting finance role. If you are an entrepreneurial and commercially minded finance professional, get in touch with us today to join this thriving business.
To express interest in this opportunity please apply directly online by clicking “Apply Now” below.
For more information please contact Heather Labucki, Partner, or Jason Ozon, Senior Consultant, at jozon@kbrs.ca. If you require accommodation to participate in the recruitment process, please let Jason Ozon know.
Meridia Recruitment Solutions connects leading organizations with top talent by building strong relationships and creating ideal matches with candidates because we are only successful when you are. We appreciate your interest in this opportunity.
To learn more about Meridia Recruitment Solutions, our job opportunities, and career advice we invite you to explore our site and subscribe for career alerts.
