Senior Financial Analyst – Budget & Reporting

This is a fully remote position, open to applicants in Canada.

📋 Description

• Assist in the annual budgeting process by formulating assumptions, conveying timelines and expectations, and ensuring compliance with critical deadlines.

• Oversee and manage the annual budget and quarterly forecasting cycles.

• Create templates, reports, and support for budgeting processes.

• Maintain and improve budgeting models by integrating stakeholder feedback and ensuring model accuracy and efficiency.

• Spearhead intricate financial modeling tasks, including forecasts for payroll, benefits, and depreciation.

• Provide standard reporting on actuals compared to budget forecasts.

• Offer variance analysis and insights to the FP&A leadership team.

• Oversee and sustain the centralized reporting framework, encompassing general ledger, cost center, project hierarchies, and supporting data structures.

• Develop and present KPI reporting and performance assessments for senior leaders and business stakeholders.

• Compile quarterly reporting packages for the Board of Directors, detailing financial outcomes, key trends, and commentary.

• Craft executive-level presentations, visualizations, and briefing materials for FP&A discussions with the Senior Leadership Team (SLT), Executive Leadership Team (ELT), and the Board.

• Analyze the performance of peer and competitor financial institutions and deliver comparative analysis along with industry insights.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Commerce, or a related discipline.

• CPA or CFA designation is highly preferred.

• Advanced skills in Microsoft Excel, including Power Query.

• At least 5 years of experience in finance, FP&A, accounting, audit, or a related analytical position.

• Capability to handle multiple priorities and achieve results in a dynamic environment.

• Strong analytical, problem-solving, interpersonal, and communication abilities.

• Exceptional attention to detail.

• Experience with IBM Planning Analytics (TM1) is considered a plus.

• Background in a financial institution or banking environment is advantageous.

• Familiarity with Power BI and data visualization tools is considered beneficial.

🏝️ Benefits

• Profit sharing.

• Voting rights for the board of directors.

• Access to all financial services offered by the credit union.

• Competitive rates.

• An inclusive, equitable, and accessible workplace.

• Accommodations available at every stage of the hiring process upon request.