Senior Financial Analyst
3 weeks ago
Beem Credit Union is a leading financial institution in British Columbia, with a strong presence in 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 SummaryWe are seeking a highly skilled and experienced Senior Financial Analyst to join our team. The successful candidate will be responsible for providing financial analysis and planning support to the organization, with a focus on budgeting, forecasting, and financial modeling. This is an exciting opportunity for a motivated and detail-oriented individual to contribute to the success of Beem Credit Union.
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
- 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
- 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
- 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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