Strategic Financial Planning Expert

1 week ago

Vancouver, British Columbia, Canada Vancity Full time

Achieve your financial goals with Vancity as a Strategic Financial Planning Expert.

Job Summary

We are seeking an experienced and skilled Financial Planning expert to join our team at Vancity. In this role, you will be responsible for providing strategic financial planning and analysis support to senior leaders of the respective line of business.

About the Role

Key Responsibilities:

  • Establishing a business partner relationship with senior leaders to provide financial reporting and analysis that enables informed decision making.
  • Developing and maintaining key revenue and expense drivers on an ongoing basis, and providing forecasting, planning, and analytical support through the development of the aggregate financial plan.
  • Broking other services from the Finance division to senior leaders by identifying their needs and opportunities.
  • Integrating risk management processes to ensure the ongoing identification, monitoring, and assessment of risks related to achieving Vancity's long and short-term financial goals.

You Have:

  • Bachelor's degree in Commerce, Economics, or Business Administration from a recognized post-secondary institution (or equivalent).
  • Chartered Professional Accountant (Canada) designation or equivalent.
  • Minimum 2 years of experience at a senior consultant level or higher (would be an asset).
  • Business acumen in the context of the financial industry (would be an asset).
  • Excellent communication and interpersonal skills to create clear understanding of expectations, address challenges and issues, and represent the unit across the organization.
  • Knowledge of related finance concepts, practices, and techniques.
  • Planning and coordination skills to develop operating plans, processes, methods, and standards for a unit and to coordinate delivery of programs and services.
  • Problem-solving and decision-making skills to diagnose challenges and issues, develop innovative business solutions, and assess risks and opportunities that may affect the unit and/or designated unit.
  • Research and analytical skills to assess and recommend courses of action on trends and identify risks and opportunities that may impact the unit.About You

    You Are:

    • Customer-centric - You define and measure success through the eyes of your internal customers and anticipate, understand, and respond to their evolving needs.
    • Results-oriented - You have a demonstrated ability to engage stakeholders in order to conduct diagnosis, analyze findings, generate appropriate options, and build deliverables while securing their commitment to these solutions in a timely manner.
    • Analytical - You seek to facilitate data-driven decision making, including collecting data, research, and building models.
    • A problem solver - Your skills to diagnose challenges and issues, develop innovative business solutions, and assess risks and opportunities that may affect the business have been put to good use.

    Vancity values lived experience, so if you are interested in this role, we encourage you to apply even if you feel your skills don't perfectly align with those listed.

    The salary range for this role is $81,200 to $101,600 per year, based on your qualifications and experience.

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