Senior Financial Analyst

4 weeks ago

Calgary, Alberta, Canada Peoples Trust Full time

About the Role:

We are seeking a highly skilled Senior Financial Analyst to join our team at Peoples Trust. As a Senior Financial Analyst, you will play a key role in supporting the financial analysis of business cases for growth opportunities, including acquisitions, divestitures, product expansion, and partnership strategies.

About the Responsibilities:

  • Collaborate with leaders across the company to assess strategic opportunities that can accelerate our business strategy.
  • Support the financial analysis of business cases for growth opportunities via acquisitions, divestitures, product expansion, or partnership strategies.
  • Support the development of quantitative analyses, including financial forecasting, valuation modeling, and strategic decisions.
  • Prepare clear, concise, and visually appealing presentation decks summarizing key financial analysis for various stakeholders.
  • Contribute to the ongoing improvement of practices and processes to promote operational efficiency.

About the Qualifications:

  • 5+ years of experience in financial analysis or accounting.
  • CPA, CFA, and/or CBV or equivalent designation preferred.
  • Strong analytical and problem-solving skills, with ability to create structured quantitative and qualitative analyses.
  • High EQ and interpersonal skills to cultivate relationships internally and externally.
  • Ability to balance multiple high-priority projects/tasks and collaborate with cross-functional teams.

About the Company:

Peoples Trust is a boutique financial institution with offices located in Vancouver, Calgary, Toronto, and Montreal. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.

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