Josee Martin, CPA

Directrice Opérations mondiales de Trésorerie at Fiera Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Sainte-Julie, Quebec, Canada, CA

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Experience

    • Canada
    • Financial Services
    • 400 - 500 Employee
    • Directrice Opérations mondiales de Trésorerie
      • Apr 2021 - Present

      • Diriger les équipes supportant les activités liées aux comptes fournisseurs, rapports de dépenses, conciliations bancaires et le service de paye mondiale dans un modèle de services partagés.• Travailler en étroite collaboration avec les clients internes et les différents partenaires Fiera Capital en Amérique du Nord et en Europe. • Assurer le suivi des liquidités quotidiennes pour répondre aux besoins opérationnels.• Supporter le processus de revue des contrôles auprès des vérificateurs internes et externes.• Participer activement à toutes autres initiatives ou projets connexes du secteur trésorerie. Show less

    • Director Of Accounting Operations
      • Mar 2019 - Present

    • Accounts Payable Supervisor
      • Feb 2018 - Present

    • Canada
    • Insurance
    • 700 & Above Employee
    • Director Treasury CMO
      • Mar 2014 - Nov 2017

      • Overseeing the activities of the Montreal Treasury Operations team, with a focus on providing high quality customer service to our internal and external partners while maintaining strong controls. • Act as Relationship Manager to our business partners. Understand and monitor their operations so that we can offer payment solutions tailored to their needs. • Manage and guide the team members in providing an efficient service and encouraging team work. This includes all aspects such as performance management, development and coaching along with assigning and coordinating the activities to achieve the operational goals of our area. • Coordinate the treasury operations with multiple banks, using various payment methods, including disbursements and receipts along with fraud detection. • Look for opportunities of process improvements and cost reduction and foster a culture of open discussions and exchange of ideas within the team and our internal partners. • Support the integration teams and offer exceptional collaboration in the context of the Standard Life acquisition to facilitate the transition to the Manulife systems and processes. Show less

    • Senior Team Leader - Treasury & Business Support - Operations
      • Sep 2011 - Mar 2014

      • Lead and coach team members to provide a high level of customer service in their daily Treasury Operations activities - accounts payable, accounts receivable, liquidity management, bank reconciliations.• Provide expert advice, recommand and implement controls to limit financial risk.• Ensure all regulatory requirements, rules and regulations are followed, in particular in regards to the Management expense policy.• Propose and implement innovative payment solutions and best practice.• Lead complex projects including testing of new products, systems and tools.• Work proactively with partners and colleagues to identify opportunities for process improvements or problem resolution. Show less

    • Consultant Financial systems & Disbursements
      • May 2008 - Sep 2011

    • Analyst Liquidity Management
      • Nov 2006 - May 2008

      • Perform the daily cash forecast activities to establish the Company's surplus or shortage of funds.• Analyze differences, propose and implement changes to improve forecasting• Build a solid network of internal partners to share information on all large cash transactions impacting the forecast.

    • Analyst, Treasury & Controls
      • Jul 2004 - Nov 2006

      • Perform bank reconciliations and stale dated cheques reconciliations.• Investigate outstanding items.• Document controls process and procedures.

    • Accountant
      • Jul 1996 - Jul 2004

      • Oversee the activities of the office personnel. • Implement and monitor internal controls. • Register accounting transactions. • Calculate and remit consumer taxes. • Manage accounts receivable and payables. • Oversee the activities of the office personnel. • Implement and monitor internal controls. • Register accounting transactions. • Calculate and remit consumer taxes. • Manage accounts receivable and payables.

Education

  • LOMA institute
    FLMI, ACS, Insurance
    2005 - 2009
  • TELUQ
    CGA - Financial performance program
    2005 - 2007
  • HEC Montréal
    Bachelor's degree, Professional Accounting
    1995 - 2005

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