Teams at CI Financial

The Senior Business Systems Analyst will gather and document business requirements, engage stakeholders, support testing, and mentor junior analysts while ensuring quality implementations of technology solutions in wealth management.

The VP, Fund Taxation leads CI Financial's fund taxation strategy, ensuring compliance, optimizing performance, overseeing tax distributions, and collaborating cross-functionally to enhance tax-related processes.

Manage end-to-end tax reporting processes: format and reconcile large data sets, create tax shells, enter and QC tax factors, generate year-end and estate tax slips, perform batch closing and XML filing to CRA/MRQ, support acceptance testing and process controls, and coordinate between business units, IT, and end users to ensure timely, accurate deliverables.