Peter Belanger
Director, Finance Operations @Aviso
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WORK HISTORY
Director, Finance Operations @Aviso
Vancouver, BC, CA
Responsible for the modernization of the Finance / Accounting function by implementing SaaS Solutions, processes, policy and generative AI,to enhance operational efficiency. Lead the Billing, Accounts Receivable, Accounts Payable, Expense, Corporate Travel and Commissions teams (18 total reports). Aviso Wealth Inc. is a financial services firm with a combined assets under administration / asset under management of approximately $100 Billion. Over head office staff support thousands of advisors at over 300 Credit Union and Independent Investment firms across Canada.
EDUCATION
British Columbia Institute of Technology
Bachelor, Accounting
The University of British Columbia
Certificate in Project Management - Core Program, Project Management
Chartered Professional Accountants of Canada (CPA Canada)
CMA, Accounting
Canadian Securities Institute
Canadian Securities Course Diploma, Securities / Finance
SKILLS
ABOUT PETER BELANGER
I am a results-driven finance and operations professional with a track record of successfully leading transformative initiatives in the financial services industry. Currently serving as the Director of Finance Operations at Aviso Wealth Inc, I have played a pivotal role in modernizing the Finance/Accounting function by leveraging generative AI, software, and process enhancements to drive operational efficiency.With a keen eye for detail and a strategic mindset, I currently lead diverse teams responsible Billing, Accounts Receivable, Accounts Payable, and Commissions, overseeing a total of 18 reports. My experience spans across organizations with combined assets under administration/asset under management exceeding $100 Billion.Some of my notable achievements include implementing generative AI tools like MS Copilot / ChatGPT AI to streamline communications, negotiating substantial cost savings in software contracts, and supporting the successful integration of Mutual Fund and Insurance Dealer entities post merger. I excel in project management, having overseen the implementation of key systems such as SAP Concur, Sage Intacct, ADP Work Force Now, and the successful integration of three complex financial reporting systems. I ensured proper change management, communication and training were in place to make moving to the new systems simple and easy.In previous roles I have developed and implement executive scorecards and an expense allocation methodology for a multi entity financial services organization. I have provided financial analysis supporting product pricing business cases, budgeting and compensation structures. I have also been responsible for all aspects of financial reporting including managing internal and external auditors from big 4 audit firms, government and investment regulatory bodies.I thrive in dynamic environments and excel in building and leading high-performing teams. I look forward to leveraging my expertise to drive financial excellence and operational success in future endeavors.
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