Senior Financial Analyst

7 days ago


Kelowna, British Columbia, Canada G&F Financial Group Full time
About Beem Credit Union

Beem Credit Union is a leading financial institution in British Columbia, with a strong presence across the province. With a commitment to serving its members and the community, Beem Credit Union offers a wide range of financial services, including personal and commercial banking, insurance, and wealth management.

Job Summary

We are seeking a highly skilled and experienced Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will play a key role in supporting our Financial Planning and Analysis (FP&A) function by performing financial analysis, budgeting, and forecasting tasks. Your expertise will help us make informed decisions and drive business growth.

Key Responsibilities
  • Support the annual budget process and business plan process
  • Collaborate with other Finance and corporate teams to collect and synthesize budget data
  • Conduct regular and ad-hoc financial reporting and analyses
  • Monitor profitability on multiple dimensions of the business
  • Research and analyze financial data for regulatory or compliance reporting
  • Lead monthly financial reviews with department leaders
  • Monitor performance against budget and recommend actions to improve financial performance
Requirements
  • Post-secondary degree in accounting or finance
  • CPA or CFA accreditation, or approaching completion
  • Years of experience in a similar role; experience in a credit union or financial institution is a strong asset
  • Solid experience with financial modeling, budgeting, and forecasting
  • Strong technical, analytical, and communication skills
What We Offer
  • Competitive base salary
  • An incentive bonus plan
  • Flexible, hybrid work environment
  • Extended health care, dental coverage, and disability coverage
  • Favorable vacation benefits
  • RRSP with Employer contributions
  • Special banking perks
Our Values
  • Build Together: We are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
  • Own It: We are ready to take charge, drive change, and deliver outstanding results.
  • Lead with Agility: We are a dynamic, adaptable thinker who thrives on challenge and innovation.
  • Driven by Curiosity: We are eager to explore, learn, and shape the future.


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