Leadership Financial Consultancy

2018-2021
Closed
Main contact
ACCES Employment
Toronto, Ontario, Canada
Project Manager
3
Timeline
  • February 4, 2019
    Experience start
  • February 6, 2019
    Milestone #1
  • February 19, 2019
    Milestone #2
  • March 2, 2019
    Milestone #3
  • March 2, 2019
    Experience end
Experience
1 projects wanted
Dates set by experience
Preferred companies
Ontario, Canada
Any company type
Banking & finance, It & computing

Experience scope

Categories
Skills
strategic thinking business communication presentation skills critical thinking communication
Learner goals and capabilities

A full class of mid-to-senior-level Finance professionals, under the guidance of a Humber College instructor, will analyze a Financial Services challenge of your choice and provide actionable recommendations for improvement.

Learners

Learners
Any level
21 learners
Project
10 hours per learner
Learners self-assign
Teams of 5
Expected outcomes and deliverables

Phase 1 – Project Plan: Students will meet with organization representative(s) to devise the project scope and prepare a detailed plan for completion of the project.

Phase 2 – Project Execution: Students will work on deliverables outlined in the project plan. Teams will periodically communicate with organization representative(s) as needed to complete project tasks.

Phase 3 - Outcome: The final deliverables will be agreed upon in Phase 1 and will vary by project. Generally, your organization will receive a report, live presentation, or project plan.

Project timeline
  • February 4, 2019
    Experience start
  • February 6, 2019
    Milestone #1
  • February 19, 2019
    Milestone #2
  • March 2, 2019
    Milestone #3
  • March 2, 2019
    Experience end

Project examples

Requirements

Starting this February, a class of finance sector professionals from across the world will spend 50 hours per team a providing unique insights and developing solutions to your financial services challenge.

Based on the mutually-defined scope and specifications, each group will develop a project charter, specifications, and full project plan.

Participant Details:

  • Represent a variety of disciplines within finance including, but not limited to, AML, compliance, project management, and commercial banking.
  • Have at least five years of experience in financial services.
  • Are highly trained and educated, with over 80% having completed a Master’s Degree.
  • Recent graduates have been hired by RBC, TD Bank, Questrade, and Rogers in positions such as Business Analyst, SME Account Manager, AML Analyst, and Senior Data Analyst.

Sample projects topics include, but are not limited to:

  • Finance.
  • Risk, audit, and compliance.
  • Fraud.
  • Customer service.
  • Bank products.
  • Financing and loans.
  • Mergers and acquisitions.
  • Equity research.
  • Insurance.
  • Capital markets.
  • Investments.

Specific examples include, but are not limited to:

  • Comparing different insurance providers and curating a recommend selection for your consideration.
  • Reviewing the allocations of an investment portfolio.
  • Analyzing your customer invoicing processes and providing recommendations for improvement.

ACCES Employment is a non-profit organization that helps internationally-educated finance professionals launch their careers in Canada, under the guidance of an instructor from Ryerson University. For more information, please check out: http://www.accesemployment.ca/financial-services-connections.

Additional company criteria

Companies must answer the following questions to submit a match request to this experience:

  • Q1 - Checkbox
  • Q2 - Checkbox
  • Q3 - Checkbox
  • Q4 - Checkbox