Financial Data Analyst

2 months ago

Calgary, Canada Calvert Home Mortgage Full time

**Position Title**: Financial Data Analyst

**Position reports to**: Director of Finance

**Position status**: Full Time

**Position Category**:Permanent, In Office

**Location**:Calgary, Alberta

**Work hours**: Monday - Friday 8am - 5pm (40 hours/week)

Calvert Home Mortgage (CHMIC) is a full-service alternative mortgage investment firm that supports homeowners, investors, and brokers to achieve their goals by seeing the person behind every mortgage. We are on a mission to be the most trusted lending solution in Canada by putting people first, focusing on their success, and always doing the right thing.

Simply put, our team is the best in the business. Our expertise and experience are unrivalled -but it’s our caring approach that really sets us apart.

Calvert’s longevity and continued success is due to our shared sense of purpose and the understanding that relationships are far more important than transactions. We were founded on the principle of “kitchen table lending” -taking the time to build trust by listening to our customers, understanding their unique needs and goals, educating them on their options, and finding a solution that’s right for them. That might sound obvious but, in our experience, it’s not the norm.

We are looking for a **Financial Data Analyst **to be a part of an exciting growth-focused company who truly cares about its employees. At Calvert Home Mortgage we are champions of a culture that creates a positive work environment, which will allow you to thrive and be a contributor to the long-term success of the company.

At Calvert Home Mortgage we offer competitive salaries, a bonus program, share ownership, extended health and dental benefits, a free on-site fitness facility, a location that avoids the downtown commute and free parking.

**WHAT’S THE BIG IDEA?**

As our **Financial Data Analyst **you will be will be responsible for gathering, analyzing, and interpreting financial data to provide actionable insights that support key business decisions. Your role will involve working closely with finance, accounting, and operations teams to create financial reports, identify trends, and assist in forecasting. You are highly analytical, detail-oriented, and able to communicate complex financial concepts clearly and concisely. This opportunity is perfect for you because you are passionate about building a thriving career in corporate finance and financial risk management

**HOW DO WE WORK?**

As an organization we aim to be trusted advisors, offering an effortless experience in providing short-term lending solutions for the personal and financial success of our clients. Offering the best solutions is highly dependent on the management of risk and compliance within our industry. This role will be a key contributor with the ability to manage and analyze risk. We value a productive, proactive, and fast-paced office environment.

**HOW DO YOU FIT IN?**

The successful individual will have the following experience, education, and ability to develop these demonstrated skills:

- Bachelor’s degree in finance, Accounting, Economics, Data Analytics, or a related field.
- Proven experience in financial analysis, preferably 2+ years in a similar role.
- Advanced proficiency in Excel, and data analysis tools.
- Strong analytical skills with the ability to interpret large data sets and identify actionable insights.
- Excellent verbal and written communication skills to present findings clearly to stakeholders.
- High attention to detail and accuracy in financial analysis and reporting.
- Ability to work under pressure and meet tight deadlines in a fast-paced environment.
- Knowledge of financial regulations and compliance requirements is an asset.
- Experience with financial reporting systems and data visualization tools (e.g., Power BI, Tableau), preferred.

**WHAT YOU WILL BE DOING**

**Data Collection & Reporting (65%)**
- Collect, organize, and analyze financial data from various sources to develop meaningful reports and insights.
- Prepare financial reports, including monthly Balanced scorecards, variance analysis, and ad hoc reports for senior management.
- Identify trends, patterns, and anomalies in financial data to provide insights into the company’s performance.
- Work with cross-functional teams to understand business needs and deliver financial insights that drive process improvement and business outcomes.
- Collaborate on the development and automation of reporting processes to enhance efficiency and accuracy.
- Monitor key performance indicators (KPIs) and provide regular updates to management on financial performance.
- Support the finance team in preparing periodic management reports and presentations.
- Ensure data accuracy and consistency in reporting by regularly validating financial data and models.

**Financial Planning & Analysis (25%)**
- Assist in developing financial models and forecasts to support budgeting, long-term planning, and decision-making.
- Ass

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