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Job Snapshot

Employee Type - Full-Time EmployeeExperience - Not SpecifiedIndustries - Banking


Purpose of the Job

To maintain, and continuously improve the administration of financial functions (capital, expense administration; IT procurement, license compliance, etc.) within the IT Asset & Service Management department in support of the O&T leadership committee. 

To act as the subject matter expert for the Asset Management team by providing asset and financial management knowledge. 


Key Responsibilities and Accountabilities

Management and Decision-Making

  • Actively contribute to the IT Asset Management leadership team contributing to the group’s vision, fostering synergy, productivity and efficiency within the group.
  • Monitor team adherence to corporate and department policies, standards, and procedures.
  • Align work assignments and schedules to business and department priorities.
  • Identify opportunities to improve productivity within the team


  • Coordinate and manage the annual budget process for operating and capital expense budgets, including regular variance analysis and reforecast. Meridian, motus bank and OneCap
  • Ensure policies and procedures are in place and continually updated.
  • Ensure current processes are relevant, effective, and seamless.
  • Process invoices and manage Vendor billing issues.
  • Lead annual electronic variance process for all software assets and produce related software licensing compliance reporting.
  • Ensure Security policies and procedures are followed for all asset disposals, and that changes are reported to the Financial Accounting team.
  • Establish and maintain protocols for maintenance of O&T operating and capital budgets, keeping actual to budget details current and balanced.
  • Maintain specialist knowledge of budget categories, content, and associated GL accounts, and meet all functional Service Level Target’s to

internal customers.

  • Procure (requests/approvals/PO’s/receipt/invoicing) all IT and Strategic Project assets adhering to Corporate and Departmental (IT) procurement policies.
  • Support the IT Asset Admin role for vacations (shipping and receiving, lifting hardware up to 25lbs)


  • Maintain effective and cooperative working relationships with internal business partners and customers, and with vendors.
  • Manage expectations of customers and vendors, and set realistic and achievable objectives for the area of subject matter expertise.
  • Prepare ad hoc reports as required by CIO, VPs, Directors and Senior Managers


  • Contribute to 24/7 availability of all core business services – clear understanding of the business impact of loss of service or failure to comply.
  • Assist COO, VP, Directors and Senior Managers to manage a complex multi-vendor service environment at head offices and branches.
  • Occasional requirement for unsocial hours.

Knowledge, Experience and Skills


  • Strong interpersonal skills – able to interact with and build effective relationships at all levels of management and staff.
  • Strong time management skills - able to prioritize and plan workload, to meet deadlines in a dynamic, fast-paced environment, and to adapt to changing business needs with innovative solutions – able to manage multiple and sometimes competing priorities simultaneously.
  • Strong written and verbal communication skills with ability to negotiate effectively.
  • Strong analytical and methodological skills.
  • Service oriented and customer focused, with a passion for introducing cost-saving and process improvement initiatives.
  • Results oriented with the enthusiasm and tenacity to motivate self to meet and exceed goals and targets.


  • 7 years related industry/professional experience, with preference for 5+ years previous experience in a Finance and IT environment.
  • A minimum of 3 years proven experience and knowledge of business and project management principles, methods and techniques.


  • Degree or diploma in Financial Accounting (or acceptable equivalent), with working knowledge of IT and ITIL principles and practices.
  • Deep professional who has the subject-matter expertise and experience to be a highly effective internal consultant.

Experience the Difference!

Thank you for your interest in Meridian Credit Union. Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Meridian is committed to providing accommodations for people with disabilities. Should you require an accommodation, we will partner with you to meet your needs.

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