Financial Analyst, Budgeting

Financial Analyst, Budgeting & Reporting Join to apply for the Financial Analyst, Budgeting & Reporting role at Bethany Care Society Direct message the job poster from Bethany Care Society About Bethany Bethany Care Society (Bethany) is one of Western Canada’s largest not-for-profit providers of care, housing, and community services for seniors and adults with disabilities. Since 1945, Bethany has provided high-quality, person-centered care focused on the unique physical, emotional, and spiritual well-being of our residents and tenants. We create caring communities to support Albertans to age well. Why Bethany? We offer generous vacation and leave time, competitive salaries, benefits, retirement savings programs, and top-ups for maternal leaves. We are committed to employee well-being and giving back to our community. We invest in our people because they are the reason for our success. For more information, check out this video about Working at Bethany. Position Summary The Financial Analyst, Budgeting & Reporting is a key member of the Finance team responsible for supporting Bethany’s budgeting, forecasting, financial reporting, external audit processes, and financial systems. As an individual contributor, this role delivers accurate, timely, and insightful financial information to internal and external stakeholders and ensures compliance with regulatory, audit, and funding partner requirements. The position requires strong analytical ability, technical financial expertise, and a continuous improvement mindset. The ideal candidate is detail-oriented, collaborative, and comfortable working with complex financial data across multiple entities. Key Responsibilities Budgeting & Forecasting Support the full annual budgeting cycle for legal entities. Deliver accurate forecasts informed by collaboration with budget owners and analysis of operational drivers and variances. Compile and review budget submissions to ensure accuracy, consistency, and alignment with financial guidelines. Analyze trends, variances, and performance indicators to support financial planning and decision-making. External Audit Support Prepare schedules, reconciliations, working papers, and supporting documentation for external audits. Respond to auditor inquiries and ensure the completeness and accuracy of data provided. Maintain organized audit files and ensure year-end reporting deadlines are met. Monthly & Quarterly Financial Reporting Prepare periodic financial and operating reports, including: Budget variance reports. AHS-required Firms Accountability reports. Support monthly management reporting and quarterly Board reporting packages and analysis. Perform variance analysis and provide meaningful insights to management and program leaders. Prepare annual filings, including: Charty Information Returns (T3010s). All required grant reporting packages. Ensure accuracy, completeness, and compliance with regulatory and funding partner expectations. Analysis and Reporting (Structured & Ad-Hoc) Build and maintain financial and statistical system reports to support operational and strategic decision-making. Prepare comprehensive supporting analyses and calculations for journal entries, ensuring accuracy, transparency, and alignment with financial reporting standards. Develop financial models, scenario analyses, and cost/benefit analyses as needed. Assist in preparing financial information for business cases, proposals, and MD&A inputs. Support internal stakeholders with ad-hoc analysis requests. Systems, Data Integrity & Process Improvement Maintain financial and statistical information systems to ensure the accuracy and reliability of captured data. Identify opportunities to streamline budgeting, reporting, and forecasting processes. Support automation initiatives and enhance system reports using ERP tools and reporting platforms. Contribute to the development and maintenance of finance policies, procedures, and internal controls. What You Bring Education Bachelor’s degree in Accounting, Finance, Business, Economics, or a related field is required. CPA designation or Master of Business Administration (MBA) is considered an asset. Experience Minimum of 3–5 years of experience in financial reporting, budgeting, accounting, or financial analysis. Experience in not-for-profit or multi-entity environments is an asset. Experience preparing audit schedules, financial reports, and variance analysis. Technical Skills Strong knowledge of Generally Accepted Accounting Principles (GAAP) and Accounting Standards for Not-for-Profit Organizations (ASNPO). High proficiency in Excel (pivot tables, VLOOKUP/XLOOKUP, text functions, Power Query, advanced analysis functions). Experience with Workday and Yardi systems is considered an asset. Experience with data visualization tools (e.g., Power BI) is an asset. Strong analytical and problem-solving skills; able to interpret complex data with accuracy. Soft Skills & Attributes Excellent written and verbal communication skills. Strong customer service orientation when supporting internal stakeholders. High attention to detail with strong organizational skills. Ability to manage multiple priorities and meet tight deadlines. Demonstrated commitment to learning, improvement, and maintaining strong ethics and integrity. Position Information Posting Number: 25-9414 Position Number: PR-CP68-005 Location: Bethany Corporate (on-site) Department: Finance FTE: 1.00 Non-Union Position Type: Permanent Full-Time Shift and Hours of Work: Days (8:00 - 16:15) Hours Per Shift: 7.75 hours How to Apply Like what you see and think you have what it takes to join our team? *INTERNAL APPLICANTS* Internal applicants must utilize their @bethanyseniors.com email address in order to be considered for the role; failure to do so may result in omission from the selection process. Apply Online at: http://bethanyseniors.com/careers/ by submitting your resume and cover letter. Please note this competition may close sooner if a suitable candidate is found. All applicants are thanked for their interest. Only those selected to move forward will be contacted. Bethany Care Society is an equal opportunity employer. Successful candidates will be required to obtain a Criminal Background Check and provide proof of all mandatory immunizations. Bethany Care Society complies with the Personal Information Protection and Electronic Documents Act (PIPEDA). By forwarding your resume to Bethany you are consenting to the collection and use of your personal information for this job competition. Your information will be kept strictly confidential. Seniority level: Associate Employment type: Full-time Job function: Finance Industries: Hospitals and Health Care Referrals increase your chances of interviewing at Bethany Care Society by 2x Get notified about new Financial Analyst jobs in Calgary, Alberta, Canada. #J-18808-Ljbffr