Financial Services Specialist

1 month ago

Vancouver, British Columbia, Canada BlueShore Financial Full time

Accounting and Reporting Expert

As a key member of our Finance team, you will provide comprehensive accounting services to our branches and subsidiaries. This role involves preparing monthly financial statements and reports for the credit union and its subsidiaries, as well as working with the Finance team to prepare year-end consolidated and unconsolidated financial statements. You will also be responsible for preparing monthly securitization reports and reconciliations, reviewing existing accounting policies, and updating as necessary.

Key Responsibilities

  • Prepare monthly financial statements and reports for the credit union and its subsidiaries.
  • Work with the Finance team to prepare year-end consolidated and unconsolidated financial statements.
  • Prepare monthly securitization reports and reconciliations.
  • Review existing accounting policies and update as necessary.
  • Coordinate all fixed asset accounting, including classification, setup, and tracking.
  • Act as a backup for daily reconciliation and identify and investigate outstanding charges and credits.
  • Review monthly financial statements for assigned branches to identify anomalies and explain variances.
  • Prepare monthly bank reconciliation for BlueShore Financial subsidiaries.
  • Assist with the preparation of the annual corporate budget.
  • Identify and review current processes to improve operational efficiencies and internal controls.
  • Act as a subject matter expert in supporting the accounting team and clients with accounting inquiries.

Qualifications and Experience

  • Bachelor's degree in Accounting, Finance, or related field.
  • Enrolled in the CPA program.
  • 4+ years accounting experience.
  • Solid knowledge of Excel and other Microsoft Office programs.
  • Understanding of Enterprise Resource Planning (ERP) software, Microsoft Dynamics 365 Business Central is an asset.
  • Experience in financial services considered an asset.

Pay Transparency

The target range of this role is $74,000 - $91,000/year, plus a variable performance bonus.

What BlueShore Financial Can Provide

  • 4 weeks of paid vacation to start, plus paid personal and wellness days.
  • Flexible hybrid work from home/in office arrangement.
  • Work that is critical and impactful to the entire organization.
  • Opportunity to work in a world-class, award-winning organization.
  • Continuing education assistance and access to certified coach colleagues.
  • Comprehensive Total Rewards Program including bonuses, pension, flexible benefits, and employee assistance program.
  • Banking benefits including chequing and savings accounts, lines of credit, e-bike or bike loans, and supportive mortgage rates.
  • Unique lifestyle benefits including a transit subsidy, personal health expense reimbursement (Keeping Well Benefits), and Perkopolis discount portal.
  • Gender-neutral washrooms.
  • Opportunities to be involved including social, inclusion, health, and fundraising committees (ShoreConnect, Cultural Ambassadors, Health & Safety, or BC Children's Hospital).

What BlueShore Financial Needs

  • Recognize the strength that diversity, equity, and inclusion bring.
  • Forge relationships with colleagues for strong collaboration.
  • Provide a premium level of service to all clients, internal and external.
  • Communicate effectively and professionally.
  • Exhibit a growth mindset.
  • Strive for continuous learning.
  • Be a proactive thinker and problem solver.
  • Demonstrate digital excellence.
  • Be accountable for the risk responsibilities in your area.

Be Richly Valued

At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust, and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity, and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

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