Financial Specialist

Calgary - Blackfoot Park
123 - 8820 Blackfoot Trail SE
Calgary, AB T2J3J1, CAN

Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present.

We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.

We want to invest in you Your success is our success and our purpose of “we’re here to help people” is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements

The Position

We are looking for a Financial Specialist to join BrokerLink and work from our Calgary office on a Permanent FT Basis.

The Financial Specialist plays a key role in driving financial accountability across business units by equipping stakeholders with the tools and insights needed to support data-driven decision making. The role has a strong emphasis on monthly analysis and leading FP&A projects aimed at enhancing profitability and operational effectiveness. The ideal candidate possesses expert-level Excel skills and has demonstrated ability to transform complex and varied datasets into strategic business models and actionable business intelligence.

Benefits

- Flexible health and dental insurance benefits package

- Personal Spending amount to invest in your healthy lifestyle

- RRSP - Registered Retirement Savings Plan with Company matching

- ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect

- Hybrid working environment flexibility

- ‘Dress for your day’, dress according to your daily schedule

- Competitive compensation package with bonus aspect

- Employee discount program, including Apple, Bell, Rogers and more

- Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year

- Working for an employer who is regularly recognized as one of Canada’s best employers such as Kincentric 2024

What the Role Entails

- Serve as trusted advisor to business units across organization. Duties would include:

- Champion monthly variance analysis – quantitative and qualitative

- Influence decision-making with strategic insights and empower our “customers” with data/tools they need to effectively lead their functions

- Promote financial accountability for business units across organization

- Enhance delivery of actionable data to drive continuous informed decision makingAbility to clearly communicate complex financial topics to non-finance colleagues

- Collaborate on preparation of annual budget. Duties would include:

- Preparation and modification of templates and initial data sets that are communicated to all stakeholders

- Ad-hoc activities required throughout the budget

- Collaborate on month-end reports and analysis. Leveraging your expert-level Excel skills.

- Cooperate on FP&A projects aimed at enhancing efficiencies and profitability

- Ad-hoc reports and analysis requests from managers/leadership.

- Integration and champion of new technology tools (Oracle, Databricks SQL)

The Successful candidate will have

*If you feel you have the equivalent skills, please apply*

- Post Secondary education in Commerce, Finance, Accounting or Business Administration

- CPA Designation; with 5+ years of professional work experience

- Expert-level Excel user. Highly skilled in building dynamic financial models with advanced formulas, modelling data for scenario analysis and VBA/Macros to streamline processes

- Manipulate large complex data sets and distill complexity into actionable recommendations

- Working Knowledge of Oracle would be a valued asset

- Exposure to Databricks SQL would be an asset as we begin transition from MS Access

- Analytical skills to see larger picture while maintaining strict attention to detail

- Organizational skills, able to prioritize and thrive while working independently

- Excellent written and communication skills. Ability to collaborate and influence colleagues

- Positive team player with a high degree of professionalism and accountability.

We thank all applicants for their interest, but only those selected for an interview will be contacted.

BrokerLink is committed to providing an accessible environment. Accommodations are available on request for candidates taking part in the selection process.

BrokerLink is committed to creating and maintaining an inclusive environment which embraces our diversities and sees them as our strength We want to foster a workplace that makes all our team members and customers feel welcome and appreciated.

At BrokerLink, we value diversity and are committed to creating an inclusive workplace that inspires each of us to be the best we can be. Join our team and make a difference

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