Senior Financial Analyst

2 weeks ago

Burnaby, Canada Gulf & Fraser Full time

Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial banking and a full range of insurance and wealth management services from 53 branches that span BC from downtown Vancouver to the North Peace region.

At Beem, we strive to create a future where everyone in our communities can achieve financial wellness. We are proud to serve our members across BC by offering reliable advice, a welcoming environment, and a full range of personal and business banking, investment, and insurance solutions. We help our members find the best options to fulfill their financial potential. We believe in the power of progressive thinking and positive action to take incredible steps forward in every aspect of life.

Learn more about our journey to build Beem Credit Union at togetherwearebetter.ca.

Looking to join a team of driven, collaborative, and positive professionals, grow your career, and contribute meaningfully to your community? Sounds like this opportunity might be the perfect fit

What this role is all about:

Beem Credit Union is seeking a driven and detail-oriented Senior Financial Analyst to support Beem’s overall Financial Planning & Analysis (FP&A) function by performing a variety of financial analysis, budgeting, and forecasting tasks, ensuring financial performance is accurately and effectively monitored at different levels across the credit union. If you're passionate about supporting strategic organizational objectives and making relevant recommendations to improve overall financial performance and process efficiencies, we want to hear from you Apply now to become our next Senior Financial Analyst and play a key role in shaping the future of Beem Credit Union.

This role will enjoy hybrid working arrangements which can be fulfilled primarily from theBurnaby Corporate officeor at ourKelowna Corporate Office. If you are someone who likes the ability to vacation in your hometown, the beautiful Okanagan is for you – from the surrounding lakes, hiking trails and countless wineries, there is something for everyone If you prefer the hustle that a city provides, we also have locations in the Lower Mainland where there is an abundance of cultural diversity within the communities, scenic parks, and surrounding views of the Pacific Ocean. Come experience Beem and the communities we serve

What you’ll do:

Budget & Forecast

  • Supports (and leads where required) the annual budget process and business plan process
  • Collaborates with other Finance and relevant corporate teams to collect and synthesize budget data
  • Supports and contributes to the ongoing improvement of budgeting, forecasting, planning, and modeling tools and processes.
  • Conducts regular and ad-hoc financial reporting and analyses and supports leadership by providing appropriate recommendations.
  • Conducts profitability analysis and monitors profitability on multiple dimensions of the business.
  • Researches and analyzes financial data for regulatory or compliance reporting.
  • Leads monthly financial reviews with department leaders
  • Monitors performance against budget and recommends actions to improve financial performance.
  • Supports financial KPIs; recommends and implements performance metrics.
  • Assists with development and maintenance of financial models (eg. Budget, project, business case models) to support Beem’s strategic goals

Special Projects & Collaboration

  • Contributes to the ongoing improvement of practices and processes to promote operational efficiency.
  • Participates in and/or leads finance projects to support best-in-class solutions for Finance and FP&A activities, performance measurement, and portfolio analysis to support Beem’s organizational goals.
  • Develops strong working relationships with department leaders to assist them in achieving the organizational strategic and financial priorities
  • Create visually captivating PowerPoint presentations to enable clear messaging of financial data
  • Supports strategic organizational projects and contributes as FP&A subject matter expert.
  • Collaborates with Finance teams and other stakeholders to ensure smooth processes and trusting relationships.
  • Provides mentorship/leadership to financial analysts and/or other finance staff in budget and financial analysis duties
  • Post-secondary degree in accounting or finance
  • CPA or CFA accreditation, or approaching completion
  • 4-6 years’ experience in a similar role; experience in a credit union or financial institution is a strong asset
  • Solid experience with financial modelling, budgeting and forecasting
  • Strong technical (excel, Power Query, Power BI), analytical, and communication skills
  • Equivalent combination of the above may be appropriate

What you'll gain:

  • Competitive base salary; reviewed annually. The salary range for this position is $87,000 to $95,000.
  • Flexible, hybrid work environment. The role would be based out of Beem Credit Union corporate locations. #LI-hybrid.
  • Extended health care, dental coverage and disability coverage.
  • Favorable vacation benefits - paid time off to recharge
  • RRSP with Employer contributions, and the option to contribute yourself.
  • Special banking perks - including mortgage and lending products.

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do

  • B uild Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
  • O wn It: You are ready to take charge, drive change, and deliver outstanding results.
  • L ead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
  • D riven by Curiosity: You are eager to explore, learn, and shape the future.

We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates.

#J-18808-Ljbffr

  • Senior Financial Analyst, FP&A

    7 days ago

    Burnaby, Canada HootSuite Media, Inc. Full time

    We're looking for a Senior Financial Analyst to help us support the next exciting phase in Hootsuite's growth. As a Senior Financial Analyst, you will gain a deep understanding of our business and be a key player in setting, monitoring and exceeding our financial plans and forecasts. You'll partner

  • Temporary Senior Financial Analyst

    5 days ago

    Burnaby, British Columbia, Canada Government of British Columbia Full time $76,071 - $86,658

    FO 24R - Senior Financial Analyst, Retail Posting Title FO 24R - Senior Financial Analyst, Retail 6% Temporary Market Adjustment Temporary (Auxiliary) Temporary End Date BC Public Service - Public Safety & Sol General BC Liquor Distribution Branch The BC Liquor Distribution Branch (LDB) is one of two branches of government that provide oversight for the...

  • Senior Financial Analyst

    4 weeks ago

    Burnaby, Canada PHSA Full time

    Join us and be an integral part of financial decision making by supporting various internal departments throughout the PHSA. As a Senior Financial Analyst,  What you’ll do Operate at a strategic level monitoring, assessing, interpreting, highlighting and reporting on the fiscal performance of the PHSA with respect to resource utilization,...

  • Senior Financial Analyst

    5 days ago

    Burnaby, British Columbia, Canada Provincial Health Services Authority Full time

    Join us and be an integral part of financial decision making by supporting various internal departments throughout the PHSA.As a Senior Financial Analyst, What you'll doOperate at a strategic level monitoring, assessing, interpreting, highlighting and reporting on the fiscal performance of the PHSA with respect to resource utilization, expenditure patterns,...

  • Senior Financial Analyst

    3 weeks ago

    Burnaby, Canada PHSA Full time

    Join us and be an integral part of financial decision making by supporting various internal departments throughout the PHSA. As a Senior Financial Analyst,  What you’ll do Operate at a strategic level monitoring, assessing, interpreting, highlighting and reporting on the fiscal performance of the PHSA with respect to resource utilization,...

  • Senior Financial Analyst

    3 weeks ago

    Burnaby, British Columbia, Canada Provincial Health Services Authority Full time

    Join us and be an integral part of financial decision making by supporting various internal departments throughout the PHSA.As a Senior Financial Analyst, What you'll doOperate at a strategic level monitoring, assessing, interpreting, highlighting and reporting on the fiscal performance of the PHSA with respect to resource utilization, expenditure patterns,...

  • Senior Financial Analyst

    4 weeks ago

    Burnaby, Canada Provincial Health Services Authority Full time

    Join us and be an integral part offinancial decision making by supporting various internal departments throughout the PHSA. As a Senior Financial Analyst, What you’ll do Operate at a strategic level monitoring, assessing, interpreting, highlighting and reporting on the fiscal performance of the PHSA with respect to resource utilization, expenditure...

  • Senior Financial Analyst

    4 weeks ago

    Burnaby, Canada Provincial Health Services Authority Full time

    Join us and be an integral part offinancial decision making by supporting various internal departments throughout the PHSA. As a Senior Financial Analyst, What you’ll do Operate at a strategic level monitoring, assessing, interpreting, highlighting and reporting on the fiscal performance of the PHSA with respect to resource utilization, expenditure...

  • Senior Financial Analyst

    4 weeks ago

    Burnaby, Canada Provincial Health Services Authority Full time

    Join us and be an integral part offinancial decision making by supporting various internal departments throughout the PHSA. As a Senior Financial Analyst, What you’ll do Operate at a strategic level monitoring, assessing, interpreting, highlighting and reporting on the fiscal performance of the PHSA with respect to resource utilization, expenditure...

  • Senior Financial Analyst

    2 weeks ago

    Burnaby, Canada Provincial Health Services Authority Full time

    Join us and be an integral part offinancial decision making by supporting various internal departments throughout the PHSA. As a Senior Financial Analyst, What you’ll do Operate at a strategic level monitoring, assessing, interpreting, highlighting and reporting on the fiscal performance of the PHSA with respect to resource utilization, expenditure...

  • Senior Financial Analyst

    2 weeks ago

    Burnaby, Canada Provincial Health Services Authority Full time

    Join us and be an integral part offinancial decision making by supporting various internal departments throughout the PHSA. As a Senior Financial Analyst, What you’ll do Operate at a strategic level monitoring, assessing, interpreting, highlighting and reporting on the fiscal performance of the PHSA with respect to resource utilization, expenditure...

  • Senior Financial Analyst

    3 weeks ago

    Burnaby, Canada Provincial Health Services Authority Full time

    Join us and be an integral part of financial decision making by supporting various internal departments throughout the PHSA.As a Senior Financial Analyst, What you'll doOperate at a strategic level monitoring, assessing, interpreting, highlighting and reporting on the fiscal performance of the PHSA with respect to resource utilization, expenditure patterns,...

  • Senior Financial Analyst

    4 weeks ago

    Burnaby, Canada Provincial Health Services Authority Full time

    Join us and be an integral part of financial decision making by supporting various internal departments throughout the PHSA.As a Senior Financial Analyst, What you'll doOperate at a strategic level monitoring, assessing, interpreting, highlighting and reporting on the fiscal performance of the PHSA with respect to resource utilization, expenditure patterns,...

  • Senior Financial Analyst

    3 weeks ago

    Burnaby, Canada TM8 Full time

    Our client seeks a Senior Financial Analyst in Burnaby to oversee financial planning and analysis for the organization and its affiliates. Responsibilities include developing financial reports, improving processes, and providing analytical support for decision-making.Key Responsibilities:Lead financial planning and analysis, including budgeting, forecasting,...

  • Senior Financial Analyst

    1 month ago

    Burnaby, Canada TM8 Full time

    Our client seeks a Senior Financial Analyst in Burnaby to oversee financial planning and analysis for the organization and its affiliates. Responsibilities include developing financial reports, improving processes, and providing analytical support for decision-making.Key Responsibilities:Lead financial planning and analysis, including budgeting, forecasting,...

  • Senior Financial Analyst, Wholesale

    3 weeks ago

    Burnaby, British Columbia, Canada BC Liquor Stores Full time

    Senior Financial Analyst, Wholesale Financial Officer (TMA) R24 About the BCLDB: The BC Liquor Distribution Branch (LDB) is one of two branches of government that provide oversight for the beverage alcohol and non-medical cannabis industries in the province. The LDB is responsible for the wholesale distribution of liquor and cannabis and operates the retail...

  • Senior Financial Analyst, Wholesale

    4 weeks ago

    Burnaby, British Columbia, Canada BC Liquor Stores Full time

    Senior Financial Analyst, Wholesale Financial Officer (TMA) R24 About the BCLDB: The BC Liquor Distribution Branch (LDB) is one of two branches of government that provide oversight for the beverage alcohol and non-medical cannabis industries in the province. The LDB is responsible for the wholesale distribution of liquor and cannabis and operates the retail...

  • Senior Analyst, Financial Planning

    5 days ago

    Burnaby, British Columbia, Canada the Ladders Full time

    Senior Analyst, Financial Planning & AnalyticsVancouver, BC | B5Who We Are: BGO is a leading, global real estate investment management advisor, real estate lender, and a globally recognized provider of real estate services. BGO serves the interests of more than 750 institutional clients with experti

  • Senior Financial Analyst

    4 days ago

    Burnaby, British Columbia, Canada Interior Savings Full time

    Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial banking and a...

  • Senior Financial Analyst

    2 weeks ago

    Burnaby, Canada Interior Savings Full time

    Beem Credit Union, founded by Gulf & Fraser and Interior Savings, is the second largest provincially regulated credit union in BC with approximately $10 billion in total assets under administration. 1,000 Beem employees work to serve over 160,000 members who live and work across the province. The credit union offers personal and commercial banking and a...