Jodi Hargreaves, Cpa, Cga
About Jodi Hargreaves, Cpa, Cga
Jodi Hargreaves is an Assistant Vice President of Operational Reporting at IG Wealth Management, with a robust background in financial analysis and operational reporting. She has over two decades of experience in the finance sector, having held various roles at Investors Group and IG Wealth Management, and possesses strong skills in financial software training and data visualization.
Work at IG Wealth Management
Jodi Hargreaves currently serves as the Assistant Vice President of Operational Reporting at IG Wealth Management, a position she has held since 2021. Prior to this role, she worked at IG Wealth Management as the Manager of Operational Reporting from 2015 to 2021 and as the Director of Operational Reporting from 2019 to 2021. Her responsibilities include engaging teams, training staff on financial software, and implementing quality controls within the operational reporting framework.
Previous Experience at Investors Group
Before her tenure at IG Wealth Management, Jodi Hargreaves worked at Investors Group for a total of eight years. She held the position of Assistant Manager from 2007 to 2012 and later served as Associate Manager of Operational Reporting from 2012 to 2015. During her time at Investors Group, she also contributed as Co-Chair for the United Way from 2008 to 2010, demonstrating her commitment to community engagement.
Education and Expertise
Jodi Hargreaves has a strong educational background, having earned a Bachelor of Commerce (B.Com.) in Accounting and Finance from the University of Manitoba from 2000 to 2002. She also holds a Bachelor of Science (BSc) in Applied Mathematics from the University of Manitoba, completed between 1995 and 2000. Additionally, she achieved her Certified General Accountant (CGA) designation through the Certified General Accountants of Manitoba from 2003 to 2005. In 2014, she participated in the Leadership Winnipeg Program at the Winnipeg Chamber of Commerce.
Skills and Specializations
Jodi Hargreaves possesses extensive knowledge in financial metrics and reporting, particularly with the Investment Fund Institute of Canada and Simfund metrics. She is skilled in using SAP/HANA design tools, including Webi and Tableau, for developing visualizations and analysis of financial data. Her strong interpersonal communication skills enable her to effectively engage with both internal and external stakeholders. She acts as a change agent, identifying opportunities and delivering on objectives to create value.
Background
Jodi Hargreaves has a diverse professional background that spans over two decades in financial analysis and operational reporting. She began her career as a Financial and Investment Analyst at the University of Manitoba from 1999 to 2007. Her experience includes significant roles in both management and analysis, contributing to her comprehensive understanding of operational reporting processes and financial software training.