Senior Financial Planning

3 weeks ago

Vancouver Metro Vancouver Regional District, CA Vancouver City Savings Credit Union Full time

About Vancity

Vancity is a member-owned credit union built on the principles of inclusion and social justice. A relentless commitment to their values has helped them challenge the status quo and break down barriers since day one in 1946. They have bold commitments to make Vancity net-zero by 2040 across all mortgages and loans and are pursuing strategies on Indigenous banking and to improve the financial resilience of their members.

Vancity is the largest private sector Living Wage Employer in Canada and has been consistently recognized as one of the Top Employers in Canada. If you’re interested in joining their team of 2,700 diverse individuals and accessing competitive rewards and benefits, all while knowing you are part of a greater movement, then apply today

About the workplace

This is a permanent, full-time role that will enjoy hybrid working arrangements which can be fulfilled primarily from the Vancity head office location and your Lower Mainland based home office. Periodically, you’ll be required to attend in-person activities or events.

A typical day would involve:

  • Reporting and Analysis: Establishing a business partner relationship with senior leaders of the respective line of business, providing financial reporting and analysis to enable informed decision making.
  • Financial Modeling: Establishing and monitoring key revenue (where applicable) and expense drivers on an ongoing basis and provide forecasting, planning, and analytical support through the development of the aggregate financial plan. In addition, you will be maintaining an accurate and up-to-date view of the business' financial performance and providing analysis and advice to the enterprise on initiatives.
  • Relationship Building: Acting in a concierge role to broker other services from the Finance division to senior leaders through identification of needs and opportunities.
  • Financial Risk Management: Integrating risk management processes as they relate to achieving Vancity’s long and short-term financial goals in order to ensure the ongoing identification, monitoring, and assessment of the risks of not achieving these goals.

You have:

  • Bachelor’s degree in Commerce, Economics, or Business Administration from a recognized post-secondary institution (or equivalent)
  • Chartered Professional Accountant (Canada) designation or equivalent
  • Minimum 2 years of experience at a senior consultant level or higher, would be an asset
  • Business acumen in the context of the financial industry, would be an asset.
  • Communication and interpersonal skills to create clear understanding of expectations, address challenges and issues for the business unit; and represent the unit across the organization.
  • Knowledge of related finance concepts, practices and techniques
  • Planning and coordination skills to develop operating plans, processes, methods and standards for a unit and to coordinate delivery of programs and services.
  • Problem solving and decision-making skills to diagnose challenges and issues; develop innovative business solutions; and to assess risks and opportunities that may affect the unit and or designated unit.
  • Research and analytical skills to assess and recommend course of action on trends, and to identify risks and opportunities that may impact the unit.

You are:

  • Customer-centric: You define and measure success through the eyes of your internal customers and anticipate, understand and respond to their evolving needs.
  • Results-oriented: You have a demonstrated ability to engage stakeholders in order to conduct diagnosis, analyze findings, generate appropriate options, and build deliverables all while securing their commitment to these solutions in a timely manner.
  • Analytical: You seek to facilitate data-driven decision making, including “rolling up your sleeves” to collect data, research and build models.
  • A problem solver: Your skills to diagnose challenges and issues, develop innovative business solutions, and assess risks and opportunities that may affect the business have been put to good use.

We value lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

The salary range for the role is $81,200 to $101,600.

Posting Deadline: Posted until Filled

We offer:

  • We are the largest private-sector Living Wage Employer in Canada and have been consistently recognized as one of the Top Employers in Canada.
  • Our permanent employees qualify for attractive benefit packages that can be customized and changed each year to meet their evolving needs.
  • New employees receive between three to four weeks of vacation allowance per calendar year, and the number of vacation days grows — to a maximum of six weeks per year — as their length of service increases. In addition, full-time, permanent staff may be able to purchase extra days of vacation through our flexible benefits package.
  • In addition to the 10 statutory holidays in British Columbia, Vancity provides an additional three statutory holidays. We offer care days for periods of short-term personal illness or emergency family illness, plus opportunities to take unpaid leave for a variety of reasons.
  • Our health care & dental benefits offer three levels of health care and dental coverage for you to select from. These benefits will also be effective immediately based on your hire date.
  • We understand that retirement means different things to different people and at Vancity we will offer you a Defined pension plan that pays you a retirement income for life.

Please note that all shortlisted candidates for this role will be required to complete a background check which includes employment verification, credit check, and a criminal record check. Vancity is an inclusive and equitable employer and actively seeks to advance racial equity, inclusion and belonging across the organization. Vancity offers required accommodations in all stages of the recruitment process. If you require an accommodation, please advise us, and we will work with you to meet your needs.

Education
  • Post Secondary Education/Diploma or better in Accounting
Licenses & Certifications
  • Chartered Accountant
  • Certified General Accountant
  • Certified Management Accountant
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