Strategic Financial Planner and Business Development Leader

4 days ago


Vancouver, British Columbia, Canada BlueShore Financial Full time $94,000 - $115,000
About the Role

We are seeking an experienced Strategic Financial Planner and Business Development Leader to join our team at BlueShore Financial. As a key member of our finance team, you will play a pivotal role in shaping our financial strategy and overseeing budgeting, forecasting, and financial analysis for our organization.

As a leader in financial planning and analysis, you will work closely with our Director, FP&A, VP Finance, and other internal stakeholders to develop and maintain accurate data, manage budget models, and provide recommendations for improved performance.

The ideal candidate will have a proven track record of experience in financial institutions, excellent analytical and problem-solving skills, and the ability to communicate complex financial information effectively to both technical and non-technical stakeholders.

Key Responsibilities
  • Analyze, forecast, budget, and report on the financial and business performance of BlueShore Financial and its subsidiaries
  • Develop and maintain accurate data, manage budget models, and provide recommendations for improved performance
  • Work closely with the Director, FP&A, VP Finance, and other internal stakeholders to achieve strategic goals and objectives
  • Lead the development and maintenance of Vena and training other users as appropriate
  • Prepare and enhance a variety of monthly, quarterly, and annual financial reports at the consolidated, subsidiary, line of business, and client segment levels
Qualifications and Experience
  • Bachelor's Degree in Business Administration, Accounting, Finance, Management Information Systems or related
  • Chartered Professional Accountant (CPA) designation or equivalent
  • 5-7 years directly relevant experience in financial institutions
  • Excellent analytical and problem-solving skills, with the ability to communicate complex financial information effectively
Compensation and Benefits

We offer a competitive salary range of $94,000 - $115,000 per year, plus a variable performance bonus. Our comprehensive Total Rewards Program includes bonuses, pension, flexible benefits, employee assistance program, banking benefits, and unique lifestyle benefits such as transit subsidy, personal health expense reimbursement, and gender-neutral washrooms.

About BlueShore Financial

BlueShore Financial is a mid-sized Credit Union in British Columbia, with $7 billion in assets under administration and 390 employees. We have a compelling and differentiated brand that resonates with the West Coast community we serve. With over 80 years in the financial services industry, our innovative strategy is rooted in expert advice and expertise, delivered by an exceptional team.



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