Position Id
Toronto ON
Job Type
Full-Time Regular

The Client:

Major financial institution focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada.

What you will achieve in this role:

  • Works with Fee Billing System users to establish user requirements for system generated standard and customized reports and queries produced primarily via Crystal Reports, Excel spreadsheets and SQL formats and outputs
  • Serves as operational technical liaison between Fee Billing system end users and IS technical team members, interpreting user requirements and translating into format that can be adapted by IS team for design purposes as well as working toward resolution of system issues with IS team
  • Prepares customized user reports and queries by defining and documenting user requirements, designing report or query specifications, develop actual report structure, creating test scripts, defining test criteria and releases for production
  • Conducts testing on custom designed reports and queries to confirm they meet user requirements, modifying as necessary
  • Monitors & documents system activity including the import and export of files, the set-up and maintenance of client fee schedules, the tracking of change processes and collaborating in the implementation of procedural improvements.
  • Liaises with business units to resolve specific billing or system problems impacting system performance

What you must bring to this role:

  • 3 to 5 years experience in accounting or billing in financial services
  • Strong experience with SQL(create new queries, modify existing queries, identify issues)
  • Expertise with Advanced Excel(VBA macro, Pivot table, VLOOKUP, HLOOKUP)
  • Strong understanding of relational databases, database structures, tables and elements
  • Experience with SQL Server and Access
  • Knowledge of Crystal Reports is nice to have
  • Knowledge of Business Objects is nice to have
  • College degree or equivalent training

Only those who are qualified will be contacted

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